Why Valuations Don't Matter | TCAF 202
On episode 202 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Adam Parker to discuss: earnings season, the Fed holding steady, R&D spending in big tech, Hulk Hogan's wealth, and much more! This episode is sponsored by Global X ETFs. Visit: https://www.globalxetfs.com/ and start exploring new opportunities today. More from Adam: / adam-parker-759542179 00:00 - Cold Open 14:33 - Intro 16:16 - The Fed and Rates 25:43 - The Markets and the Mag 7 53:11 - Why Valuation Doesn't Work 01:05:08 - AI and Entry Level Jobs 01:14:24 - Looking Ahead 👕 Check out The Compound shop: https://www.idontshop.com 🎙️Listen to our podcasts: TCAF: https://podcasts.thecompoundnews.com/... Animal Spirits: https://podcasts.thecompoundnews.com/... Ask The Compound: https://podcasts.thecompoundnews.com/... The Compound Newsletter: https://www.thecompoundnews.com/subsc... Linkedin: / the-compound-media Instagram: / thecompoundnews Twitter: / thecompoundnews Tik Tok: / thecompoundnews 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: https://ritholtzwealth.com/podcast-yo... The Compound Media, Incorporated, 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. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertisin.... #thecompound #investing #stockmarket #stocks
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