Thanks to our friends at Kraneshares for sponsoring this episode. To learn more about KraneShares' suite of China-focused and climate themed ETFs, visit: kraneshares.com/?adsource=wealthcast
“Romper Room” for sure. It must be so easy to be a guest on the show. It’s rare that they ever have to finish a sentence, with the constant disruptions and redirected topics. There’s never a deep thought, because there’s never any time spent to get there. ADD and Friends. Those long dinners sound interesting. Why is it, on this show, that the guests are never permitted to even get to a second sentence in answering a question? Why have guests if you’re not going to let them speak? Name value? For the thumbnail? Always left with a very unsatisfied feeling… pretty sure your guest here felt the same.
As a local FA I love this show. Been a big fan of Josh for a long time. Batnick….stop interrupting people mid sentence to bring a completely different thought. Keep killin it
Love the chemistry between Josh and Barry. It's easy to see why they are great partners. A few years ago, Josh did a show where he interviewed Barry. It was very funny.
Thank you for the team! Love this episode because of the guest, Dan Greenhouse, which is one of my favourite guests on CNBC, by his thorough analysis and sharp perspectives. And thanks Dan, who was able to talk to Michael's interrupting habit straightforwardly, and allowed the audiences like me to have a complete logical thought from the guest. Michael has a really fun personality by talking about books and movies, but may not be a right rhythm to... As a loyal fan to Josh from CNBC years and following this podcast since the first episode, have been struggling "how" to listen it continually because of. ☕
The chemistry between the 3 of you is amazing! ....found myself rewinding a lot of parts and watching it on TH-cam instead of listening to the podcast because it was so entertaining (and informative)!
I don't know how y'all do it but just when I think your shows can't get any better you go and up yourself. Another great program and guest. My take away from this one is to pay attention to the ISM. Really enjoyed this weeks guest and his sense of humor resonates with me as a mid-westerner (Minnesota).
A little late coming on this episode but thank you very much for putting such a great show once again! Best show ever imo. My feedback is the same, too many ideas are coming up as questions or side tracks and because of their numerous occurrence we end up spending more time asking questions than answering them. Dan is fantastic here and ready to explode and share his insights on why so many get it wrong, let him talk and explain, forget about some twitter looser charts, he came up prepared with a full story, prints in his hands ffs. Anyways, love you guys!
OMG, I feel like a Groupie! Barry coming on at the end was so unexpected. Dan is so insightful and like many TCAF Friends, fits right in with the energy of Michael and Josh. This though, is a special one given Barry’s cameo 😂😂😂
Well is it safe to say that if the average is the expected next retrace it’s scary for most! Great show guys! I always look forward to this on Friday’s!
Whenever I hear the intro music, I get pumped on a Friday night! Then hit the club and pop some bottles… nah, I’m old and I just log into my trading platform and strategize my plays for the upcoming months! Compound and friends 4 life!!! Btw, when’s Nick Colas coming back, it’s been 2-3 weeks ago and it’s 1-2 week(s) too long!
Thank you for the great content every week. Do you have a central/running list of "favorites"? I would love to be able to refer back to a list when I am looking for a new show or book. Thanks again!
Dan has to be the smartest, most articulate guest I’m sure you have ever had on your show. The fact that I am Dan’s mom has not colored my opinion AT ALL!!!😂😂
Inflation defined: too much money chasing too few goods (and services). The checkable deposits chart is astounding because it shows that there is a LOT of money out there to chase the supply-restrained goods available. This seems like a perfect storm (supply shocks right when everyone has tons of cash), and is yet to be resolved.
I think the difference this time is that we don’t feel like it’s the end of the world. 2001-2008 felt like the end of the world, even 2020. This time even noob investors are seeing this as just another down market that will inevitably come back. So I think capitulation will be very hard to see this time. Young investors have seen 3 crisis in the past two decades and the S&P still came back with a vengeance. So why would this time be different? A lot of people are willing to hold on.
The question is. Dose this equals that this will not be as bad because there will not be a big collapse or dose this mean that we will have 2 years of pain to finally break us so we give up.
That slide that knocks the 2 consecutive quarters of decline should be cited more often. There was no doubt that we were in a recession in 2001, yet the quarterly GDP did not follow the technical definition?
Great job, as always. Two friendly suggestions: No F-bombs necessary, guys. You're not going to lose any fans by not using them, and you might even gain a few. I know it's a NY thing and maybe some people think it's cool, but it's not. Get this out of your repertoire, stat! Second, watch the clock and stay on point. You guys are all over the place on a normal episode, but this one got out of control. I love you guys and your channel is about the only thing worth watching. You add a TON of value. I just want you guys to be amazing! Thanks
The First season of Altered Carbon was like the first album from America, where do you go from there? Season two was good, if not great. The next season for anything changing that much cast is usually awful. Season one was just so damn good.
@Edward Kohler It hasn't crashed because the FED is mechanically liquidating their balance sheet against our weekly 401k automatic buys. The bottom will be in when they say so.
i'm thinking that like me everyone who lost part of the profits they were sitting on for the last few years before they caught on to what was happening and sold, a whole lot of these people are sitting in cash waiting for the market to bottom so they can jump back in and recapture those lost profits. So what is the "pain trade" as they say on CNBC? The market goes lower? No that is what everyone is waiting for. How about the market stays right about here and doesn't move much at all for the next two years, so the only way to make any money is to buy two year treasuries and hold them to maturity. If you buy equities you might make 1-2% dividends. If you buy high yield bonds you lose principal because some part of the underlying principal erodes from defaults as interest rates rise and profit margins fall. Wherever you go there you are.
Thanks to our friends at Kraneshares for sponsoring this episode. To learn more about KraneShares' suite of China-focused and climate themed ETFs, visit: kraneshares.com/?adsource=wealthcast
No one is selling, because everybody is at the bottom. Nobody wants to sell their loses!! Come on!
fook china. other than that. another awesome podcast episode. 👏
“Romper Room” for sure.
It must be so easy to be a guest on the show. It’s rare that they ever have to finish a sentence, with the constant disruptions and redirected topics. There’s never a deep thought, because there’s never any time spent to get there. ADD and Friends.
Those long dinners sound interesting. Why is it, on this show, that the guests are never permitted to even get to a second sentence in answering a question? Why have guests if you’re not going to let them speak? Name value? For the thumbnail? Always left with a very unsatisfied feeling… pretty sure your guest here felt the same.
@thecompound why don't you bring AJ Monte from Market Rebellion? That would be a great episode.
The dynamics between the three of you guys is hilarious! You have to do this again !
I like the clarity of the comments. Agree or disagree but at least you can understand👏🏾
Josh Brown is my "volume up" guy.
I literally turned up the volume as soon as josh started talking
He has the most amplitude
Dan is a great guest, really enjoyed when you guys let him speak without interrupting. Michael is confirmed as having ADHD.
I didn’t know Indiana Jones was a tele doc PhD
lol agreed, these poor finance buffs don’t stand a chance with Michael on the attack 😑😵💫
Lol chemistry among these 3 guys is bizarrely good. Loved it. Dan's face when the phone went off. Lol funny
That last five minutes was gold.
Barry was a good treat too. Might need to see more of him
I look forward to this every Friday.
The Expanse! My favorite series of all time. Knew I always liked Dan Greenhaus.
Compound and Compound w/ Friends- best to watch it every week.
As a local FA I love this show. Been a big fan of Josh for a long time. Batnick….stop interrupting people mid sentence to bring a completely different thought. Keep killin it
Its a good thing I have a couple of drinks while I listen to you guys.
Love the chemistry between Josh and Barry. It's easy to see why they are great partners. A few years ago, Josh did a show where he interviewed Barry. It was very funny.
Always learn real stuff from you guys. Appreciate your history lessons filtered through common sense the most. Never knew Dan G. was a funny human 🤘🏽
Thank you for the team! Love this episode because of the guest, Dan Greenhouse, which is one of my favourite guests on CNBC, by his thorough analysis and sharp perspectives. And thanks Dan, who was able to talk to Michael's interrupting habit straightforwardly, and allowed the audiences like me to have a complete logical thought from the guest. Michael has a really fun personality by talking about books and movies, but may not be a right rhythm to... As a loyal fan to Josh from CNBC years and following this podcast since the first episode, have been struggling "how" to listen it continually because of. ☕
The chemistry between the 3 of you is amazing! ....found myself rewinding a lot of parts and watching it on TH-cam instead of listening to the podcast because it was so entertaining (and informative)!
I don't know how y'all do it but just when I think your shows can't get any better you go and up yourself. Another great program and guest. My take away from this one is to pay attention to the ISM. Really enjoyed this weeks guest and his sense of humor resonates with me as a mid-westerner (Minnesota).
Fun episode especially with a special appearance by Barry!
Easily one of the best interviews. Loved Dan
Wow! quick, thoughtful. witty, shirt and tie....great guest!
Barry, best wishes for continued success!
You guys have great content lately and I learn from you guys. Keep up the good work.
Duncan...Dan is on the money with the Expanse!!! One of the best sci fi shows ever!
Nice to have Barry on, don't know if you ever done a whole show with him but would love to see him more.
best guest youve had in months
Brilliant! I laughed! I cried! It became a part of me!!!
You two guys put out the best shows!
Great show! Greenhaus was a great guest!
Really great episode, thanks guys!
A little late coming on this episode but thank you very much for putting such a great show once again! Best show ever imo. My feedback is the same, too many ideas are coming up as questions or side tracks and because of their numerous occurrence we end up spending more time asking questions than answering them. Dan is fantastic here and ready to explode and share his insights on why so many get it wrong, let him talk and explain, forget about some twitter looser charts, he came up prepared with a full story, prints in his hands ffs. Anyways, love you guys!
Thanks Guys, great show, and very interesting discussions as always. Dan is right about The Expanse.
Your guests keep getting better every week
Josh, its too bad you cant provide portfolio management services for folks in Canada. you are the best!
OMG, I feel like a Groupie! Barry coming on at the end was so unexpected. Dan is so insightful and like many TCAF Friends, fits right in with the energy of Michael and Josh. This though, is a special one given Barry’s cameo 😂😂😂
JOSH'S TSHIRT SAYS IT ALL: THE FED=THE GODFATHER
I need that shirt
Well is it safe to say that if the average is the expected next retrace it’s scary for most!
Great show guys! I always look forward to this on Friday’s!
Can you guys drink the bottle of champagne already!
I respect Dan for going old-school by bringing printouts of his charts.
Great video! 38:30 is the most important content of what could happen from here in markets.
Good one..enjoyed it. Thanks Everyone.
Whenever I hear the intro music, I get pumped on a Friday night! Then hit the club and pop some bottles… nah, I’m old and I just log into my trading platform and strategize my plays for the upcoming months! Compound and friends 4 life!!!
Btw, when’s Nick Colas coming back, it’s been 2-3 weeks ago and it’s 1-2 week(s) too long!
This was fun to watch.
1:07:40 because Batnick is here to make sure we get our NY baseball news on a financial show, duh.
lol I can’t believe it you got Barry Ritholtz on the show!! It would be fun to have an exclusive interview with him 🤣😂😅🤔😏
Barry is the best, maybe we can do that sometime.
Thank you for pronouncing “Kiyosaki” properly, Duncan! (I laughed when Michael said it as Kay-Yo Saki.)
Thank you for the great content every week. Do you have a central/running list of "favorites"? I would love to be able to refer back to a list when I am looking for a new show or book. Thanks again!
We don't have a running list, but I like that idea. I'll see what we can do.
Great episode guys, cheers
Barry! Yes!
Best podcast ever! 🤓
The Expanse is an excellent show.
Jeremy Siegel next guest! Let’s do this thing!
Love this one!!!
This was a very engaging episode
Way to be relatable to the common man. “Price of a Porterhouse at Peter Lugers…”. Lol.
2 steaks for $120 isn’t bad
Very interesting and usefull discusion. Thxs.
Great stuff tonight!
Love China Last Night by Krane shares.
Awesome Episode! Give me a strong dollar every single day…💵
I live out of the country. The exchange rate is great!!
I love when Batnick's phone goes off.
Dan has to be the smartest, most articulate guest I’m sure you have ever had on your show. The fact that I am Dan’s mom has not colored my opinion AT ALL!!!😂😂
😂😂😂 he is terrific. Good job mom.
Awesome show
Josh "The Foot print size is not that important" AHAHA the subtle humour in these podcasts are fkn hilarious.
Followed Dan on Twitter to help him out haha
Isn't that the guy from Dharma and Greg?
Love it!
@josh where did you get that tshirt !! I love it ! Can't find and what to get ❤
Apple missing earnings big would put the VIX above 40
ALTERED CARBON !!! Both seasons. Awesome. So crazy. Check out he Altered Carbon Anime. Really good!
Inflation defined: too much money chasing too few goods (and services). The checkable deposits chart is astounding because it shows that there is a LOT of money out there to chase the supply-restrained goods available. This seems like a perfect storm (supply shocks right when everyone has tons of cash), and is yet to be resolved.
I think the difference this time is that we don’t feel like it’s the end of the world. 2001-2008 felt like the end of the world, even 2020. This time even noob investors are seeing this as just another down market that will inevitably come back. So I think capitulation will be very hard to see this time. Young investors have seen 3 crisis in the past two decades and the S&P still came back with a vengeance. So why would this time be different? A lot of people are willing to hold on.
The question is. Dose this equals that this will not be as bad because there will not be a big collapse or dose this mean that we will have 2 years of pain to finally break us so we give up.
Dan was getting so pissed off 😂
That slide that knocks the 2 consecutive quarters of decline should be cited more often. There was no doubt that we were in a recession in 2001, yet the quarterly GDP did not follow the technical definition?
Nice Dad!! Now I know why you have purple 🙂 it is my favourite colour!! you should have your Dad on the show!!
Great job, as always. Two friendly suggestions: No F-bombs necessary, guys. You're not going to lose any fans by not using them, and you might even gain a few. I know it's a NY thing and maybe some people think it's cool, but it's not. Get this out of your repertoire, stat! Second, watch the clock and stay on point. You guys are all over the place on a normal episode, but this one got out of control. I love you guys and your channel is about the only thing worth watching. You add a TON of value. I just want you guys to be amazing! Thanks
LQD - IG corp bonds yields 3.5% not 8%. Where are you finding the 8% IG bond funds? 2 yr is 4.6%.
Confession: I've watched this more than 2 times
Great show as always but PLEASE let your guest speak without constant interruptions!
54:14 you guys need to warn guests about Batnick before they come onto the show, seriously
No one is selling, because everybody is at the bottom. Nobody wants to sell their loses!! Come on!
The First season of Altered Carbon was like the first album from America, where do you go from there? Season two was good, if not great. The next season for anything changing that much cast is usually awful. Season one was just so damn good.
every 4 weeks at least bac to keep listen to Birthday boys bring him bac
I'm still hoping we visit 3000 to add to long term positions
Why not 2000?
@@ocvegasproperty because I've no more money :)
@Edward Kohler It hasn't crashed because the FED is mechanically liquidating their balance sheet against our weekly 401k automatic buys. The bottom will be in when they say so.
US Dollar. In Thailand now. USD/THB. 38.2 to 1. Best I’ve ever seen. Makes EVERYTHING cheap.
i'm thinking that like me everyone who lost part of the profits they were sitting on for the last few years before they caught on to what was happening and sold, a whole lot of these people are sitting in cash waiting for the market to bottom so they can jump back in and recapture those lost profits. So what is the "pain trade" as they say on CNBC? The market goes lower? No that is what everyone is waiting for. How about the market stays right about here and doesn't move much at all for the next two years, so the only way to make any money is to buy two year treasuries and hold them to maturity. If you buy equities you might make 1-2% dividends. If you buy high yield bonds you lose principal because some part of the underlying principal erodes from defaults as interest rates rise and profit margins fall. Wherever you go there you are.
Love the Fed shirt…..link??
Thanks! idontshop.com!
Has Dan ever been confused for Norm Macdonald??
where do i buy a shirt like josh's??? i NEED one
On their site
Alumina is just aluminum oxide.
Ahhh! Fr1days
Funniest guest after tim dillon
Listen to conference calls?🙄. That's Josh's thang😄
Expanse - takes 2-3 episodes to get hooked up. 1st episode is confusing and meh.
I was at Trader Joe's and during our small talk the older gentleman cashier said he was hoping for a "robust recession".
Everyone knows it's coming
@00:01:39 That was funny… Imagine being told this after a date, or nite cap.
so buy the dip?
The Expanse👍🏾👏🏾👏🏾👏🏾
Why are you all talking like you’re drunk? Oh, I’m watching on 1x instead of 1.5x.
Micheal has to catch a plane to see Larry Bird
vix and the dollar indicate if peeps are buying the dip yet NAS is below 11000 stand buy as it runs to 25000 in 2024
What if all these countries do a back run, started to sell their bonds and want all the money we owe them so they can pay their debt?