Скачать или смотреть Does the Stock Market Know Something We Don’t? | TCAF EP204

On episode 204 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ is joined by ⁠Shannon Saccocia⁠ and ⁠Todd Sohn⁠ to discuss: the market narrative, the AI economy, ARK's big run, Circle's round trip, M&A, the labor market, and much more!

This episode is sponsored by Grayscale. Find out more about Grayscale by visiting: ⁠https://www.grayscale.com/

More from Todd:
https://x.com/Todd_Sohn

More from Shannon:
  / shannon-saccocia-cfa-cima%c2%ae-63ab066  

00:00 - Cold Open
05:29 - Intro
06:35 - Does the market know something we don't?
19:07 - What's weird about Crypto
22:59 - Investor vs. Market behavior at All Time highs
36:33 - Leverage
52:25 - Oil plus Bitcoin ETF
58:58 - Labor Market
01:09:23 - 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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