The Magnificent 7 Is a Bubble | TCAF 130

On episode 130 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Richard Bernstein to discuss: the magnificent 7 compared to past bubbles, bitcoin as a sentiment indicator, the Fed's predicament, the case for international stocks, and much more!

Thanks to Carta for sponsoring this episode. See how Carta can simplify your equity plan management today by going to https://www.carta.com/compound.

More from Richard:
https://x.com/RBAdvisors

► 00:00 - Cold Open
► 07:44 - Intro
► 09:14 - Is the Magnificent 7 a Bubble?
► 20:10 - Bitcoin
► 29:56 - Inflation Risks and The Fed
► 36:33 - International Stocks
► 41:59 - Reshoring/Friendshoring
► 46:33 - Politics vs Fundamentals
► 58:38 - Chinese Stocks?
► 01:08:20 - Richard's Work
► 01:10:58 - NY Rangers and Jets
► 01:14:45 - Favorites

👕 Check out The Compound shop: https://www.idontshop.com

🎙️ Listen to our podcasts:
The Compound and Friends: https://link.chtbl.com/compoundandfri...
Animal Spirits: https://link.chtbl.com/animalspirits
Ask The Compound: https://link.chtbl.com/askthecompound

The Compound Newsletter: https://www.thecompoundnews.com/subsc...

Instagram:   / thecompoundnews  
Twitter:   / thecompoundnews  

Investing involves the risk of loss. This podcast is for informational purposes only and should not be relied upon for investment decisions and is not a solicitation or recommendation to buy or sell any securities. 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. See additional disclosures: https://www.ritholtzwealth.com/podcas.... “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated.

The Compound Media, Inc, 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 with, Ritholtz Wealth Management or any of its employees. See disclaimers: https://www.ritholtzwealth.com/podcas....

#thecompound #investing #stockmarket