On episode 82 of The Compound and Friends, Nick Maggiulli and Downtown Josh Brown are joined by Dan Nathan to discuss earnings season, yields, mortgage rates, Buffett and buybacks, shorting private equity, world stock markets in 1899 vs today, how millionaires invest their money, the Silvergate collapse, and much more!

More from Dan:
https://twitter.com/RiskReversal

00:00 - Intro
03:44 - Markets and the 200-Day Moving Average
18:50 - The Fed
21:59 - The Job Market
26:55 - Earnings Vs. The Stock Market
31:58 - Yields
35:47 - The Housing Market
44:07 - World Economics
48:07 - Buybacks and Buffett
01:01:40 - Youtube
01:06:32 - Silvergate
01:11:54 - Favorites

👕 Check out The Compound shop: https://www.idontshop.com

🎙️ Listen to our podcasts:
The Compound and Friends: https://link.chtbl.com/compoundandfriends
Animal Spirits: https://podcasts.apple.com/us/podcast/animal-spirits-podcast/id1310192007
Portfolio Rescue: https://link.chtbl.com/totherescue

The Compound Newsletter: https://email.thecompoundnews.com/subscribe

Instagram: https://instagram.com/thecompoundnews
Twitter: https://twitter.com/thecompoundnews
Facebook: https://www.facebook.com/ritholtzwealth

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.

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 https://ritholtzwealth.com/advertising-disclaimers. 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.

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: https://ritholtzwealth.com/podcast-youtube-disclosures/

#thecompound #investing #stockmarket