It’s Time to Buy Value Stocks Now | What Are Your Thoughts?

Join Downtown Josh Brown (CEO, Ritholtz Wealth Management) and Michael Batnick (Managing Partner, Ritholtz Wealth Management) for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance!

Thanks to Tropical Bros for sponsoring this episode! Use code COMPOUND20 at checkout for 20% off on everything they have, Polo's, Hawaiians, Swimsuits & quarter zips: https://tropicalbros.com/collections/animal-spirits

►00:00 - Intro
►02:31 - Goldman/Grayscale - They found a buyer. Sounds like it took a week of discussions.
►16:43 - Earnings Revisions - "Stock prices correcting as earning estimates continue to rise"
►19:00 - Value Stocks - No, really this time. International stocks too. I swear.
►27:23 - Nvidia - "Nvidia Stock Hasn’t Been This Cheap Since January, Before It Rallied 250%"
►38:20 - Instacart IPO - "Instacart's Value Comes Down to What Matters: Growth or Profits"
►48:15 - Stocks & Business - Not all well performing businesses are well performing stocks.
►50:42 - Make The Case
►54:20 - Mystery Chart

👕 For the latest in financial blogger fashion: 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
Ask The Compound: https://link.chtbl.com/askthecompound

The Compound Newsletter: https://email.thecompoundnews.com/subscribe
The Compound Nightly Roundup: https://www.thecompoundnews.com/
Instagram: https://instagram.com/thecompoundnews
Twitter: https://twitter.com/thecompoundnews
Tik Tok: https://www.tiktok.com/@thecompoundnews

Investing involves the risk of loss. This podcast is for informational purposes only and should not be 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. 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. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers.

“Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated. All thoughts and opinions expressed herein are those of the commentators, who may or may not be clients, and are not influenced or compensated by Ritholtz Wealth Management, or any of its affiliates, in any way.

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/

#stocks #nvidia #thecompound