The Game Has Changed

<p>On episode 72 of The Compound and Friends, <a href="https://twitter.com/renmacllc" rel="noopener noreferrer" target="_blank">Jeff deGraaf</a> joins <a href="https://theirrelevantinvestor.com/" rel="noopener noreferrer" target="_blank">Michael Batnick</a> and <a href="https://thereformedbroker.com/" rel="noopener noreferrer" target="_blank">Downtown Josh Brown</a> to discuss trend following, valuation techniques, the dollar's impact on the S&amp;P, the cooling housing market, stocks vs bonds, the yield curve, and much more!</p><br /><p>Get your ticket to <a href="https://www.universe.com/events/the-compound-x-on-the-tape-present-fan-appreciation-night-tickets-8NFTGW" rel="noopener noreferrer" target="_blank">The Compound x On The Tape present: Fan Appreciation Night</a> at the Nasdaq MarketSite! All money raised goes directly to <a href="https://www.nokidhungry.org/" rel="noopener noreferrer" target="_blank">No Kid Hungry</a>, a nonprofit on a mission to end childhood hunger.</p><br /><p>Today's podcast is sponsored by Composer. Visit <a href="https://www.composer.trade/opus" rel="noopener noreferrer" target="_blank">https://www.composer.trade/opus</a> to learn more, and see important disclosures at <a href="https://www.composer.trade/brochure" rel="noopener noreferrer" target="_blank">https://www.composer.trade/brochure</a>.</p><br /><p>Check out the latest in financial blogger fashion at The Compound shop: <a href="https://www.idontshop.com/" rel="noopener noreferrer" target="_blank">https://www.idontshop.com</a></p><br /><p>Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.</p><br /><p>Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here <a href="https://ritholtzwealth.com/advertising-disclaimers" rel="noopener noreferrer" target="_blank">https://ritholtzwealth.com/advertising-disclaimers</a>. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.</p><br /><p>Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:</p><p><a href="https://ritholtzwealth.com/podcast-youtube-disclosures/" rel="noopener noreferrer" target="_blank">https://ritholtzwealth.com/podcast-youtube-disclosures/</a></p><br /><hr /><p style="color: grey; font-size: 0.75em;"> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer" style="color: grey;" target="_blank">acast.com/privacy</a> for more information.</p>