On episode 77 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Doug Boneparth and Phil Huber to discuss alts, bonds over stocks, the probability of a recession, ETF flows, Schwab's double downgrade, why Bill Ackman cares about Sam Bankman-Fried, Einhorn's turnaround, who's going to buy WWE, rising interest rates, and much more!

This episode is sponsored by Tropical Bros. Tropical Bros just released their new 2023 gear, 10 new Hawaiian shirts and 10 new polos, visit: https://www.tropicalbros.com/ and use code "Spirits20" for 20% off your order!

More from Doug:
https://twitter.com/dougboneparth

More from Phil:
https://twitter.com/bpsandpieces

00:00 - Intro
03:36 - Bad News is Bad News
07:55 - Alternate Investments
15:12 - Stocks and Bonds
20:42 - Recession Probability
22:49 - CPI
26:44 - ETFs and Mutual Funds
36:56 - Sam Bankman-Fried and Crypto
42:32 - David Einhorn
50:47 - WWE is For Sale
58:48 - CAIA
01:00:59 - Future Proof
01:04:14 - Millennial Homebuyers
01:09:16 - Favorites

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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.

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