Cut Your Losses, Size up Your Winners | TCAF 170

On episode 170 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Nick Colas, Co-Founder of DataTrek Research to discuss: the market's reaction to the latest Fed cut, if international stocks are worth the risk, the outlook for 2025, the latest in Tesla, the wisdom of Steve Cohen, and much more!

This episode is sponsored by Global X. To learn more about Global X’s entire suite of ETFs from covered calls, fixed income, emerging markets, and more, visit: https://www.globalxetfs.com/

More from Nick:
‪@NickColasandJessicaRabe‬

00:00 - Cold Open
10:41 - Intro
11:58 - The Fed and Market Reactions
23:47 - The VIX
25:57 - Consumer Sentiment
32:45 - Earnings
33:37 - The 10 Year Yield
34:58 - US and Rest of the World
41:36 - IPOs
47:08 - Growth vs. Value
55:13 - Tesla
01:01:12 - Government Debt and Spending
01:05:44 - The Juan Soto Deal
01:08:43 - "Steve Cohen-isms"
01:16:00 - Looking Forward

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