On episode 70 of The Compound and Friends, Warren Pies joins Michael Batnick and Downtown Josh Brown to discuss the latest in markets, inflation, the effects of seasonality, what could be next, and much more!
More from Warren:
Twitter - https://twitter.com/WarrenPies
3Fourtneen link - https://www.3fourteenresearch.com/
00:00 - Intro
15:04 - Markets
25:34 - Charts!
43:04 - Earnings V. Inflation
1:00:27 - Seasonality
1:07:31 - Favorites
This episode is sponsored by Masterworks. Learn more about Masterworks at: https://www.masterworks.com/?utm_source=compoundandfriends&utm_medium=podcast&utm_term=Compound+and+Friends+Subscribers
This podcast is for informational purposes only and should not be relied upon for investment decisions. To learn more about the risks of investing in Masterworks, see Masterworks disclosure link: https://www.masterworks.com/about/disclaimer?utm_flag=www.masterworks.io+redirect
Disclosure text:
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**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. To learn more about the risks investing in Masterworks, see https://www.masterworks.com/about/disclaimer . For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers/
