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

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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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