What to Buy in the Momentum Stock Slaughterhouse | TCAF 228

Описание: On episode 228 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by ⁠John Mowrey⁠ to discuss: the free fall in software stocks, what makes a value stock, how to measure a bear market, the crypto crash, and much more!

This episode is sponsored by WisdomTree. Learn more about OPPJ and the broader suite of geopolitical opportunity ETFs at: https://wisdomtree.com/geopolitical-o...

00:00 - Cold Open
11:13 - Intro
13:52 - This Week and John Mowrey
21:17 - What's Going on in the Market?
40:52 - Momentum Crashes
56:20 - Consumer Staples
01:01:29 - John's Outlook on The Market
01:12:11 - Bitcoin / Crypto
01:19:15 - Looking Ahead

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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. Josh Brown and Michael Batnick 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. See our disclosures here:
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