On episode 75 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by JC Parets and Steve Strazza to look at tons of charts and discuss: why JC is bullish precious metals, Bitcoin’s make or break moment, what Warren Buffett’s buying, value vs growth, and MUCH more.
More from JC:
Tweets by allstarcharts
More from Steve:
Tweets by sstrazza
00:00 – Intro
04:18 – Markets
18:37 – Sector Dispersion
28:16 – Growth vs. Value
33:25 – JC’s Trades
42:49 – US Dollar
46:33 – Gold and Commodities
01:04:17 – International Markets
01:17:35 – Consumer Staples
01:22:47 – Mike’s 2023 Prediction
01:23:45 – Favorites
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27 Comments
Oil producers are still up because USA is refilling the SPR !!!
Yo JB went High fashion with Karl Lagerfeld
Growth companies have no profit but have future expansion. Value companies have profit but no future expansion.
What a great show! Loved all the charts and fantastic commentary!
Duncan, missed opportunity to photoshop in Chewbaca over Darth Vader for today. Otherwise great episode, need more JC and Strazza
High energy show lads, way to start off the year with a bang 💥
Buffett will lose big on OXY
Awesome show. I’d love to see Mike Wilson on next week since he’s calling a recession and JC thinks we don’t get one.
I love these guys
This point is so accurate , millennials are lazy. I knew about Bitcoin when it was 500 but was too lazy to open account. I did open an account when Bitcoin was 15k in 2018
DTJB is a Laggard ~Feld.
Love ya, Batnick!
You guys are all crazy. This is going to be another 1930, not a bull market. You are all clueless. Gold may go up some but the Gold stocks so far have fallen in sync with other stocks.
SUBSCRIBE!!
Oh my, I haven't seen thinkpad in 20 years.
Might want to check the math on MSTR being at a discount to the Bitcoin value. They are down 45% on 120k coins they bought on borrowed money.
Chartapalooza! I'm exhausted.
Lily moving up on promising Alzheimer medication that supposedly removes plaque better than Biogen's already approved drug. Risky bet.
I'm a simple man. I see a Compound video with JC, I smash that "like" button.
Gold excites me too!
The strength is precious metals is an interest rate story. Gold and long duration US govt bonds have been strongly correlated for decades.
Does anybody know where JC is from? Trying to figure out his accent
First 20 minutes: I'm bearish.
50 minutes in: I'm bullish.
16:40….shots @ EYL and Ian??
Josh Brown? Subscribed.
Too short.
Make it Avatar length.
Great show!
How can you say the Bitcoin in MSTR is trading at a discount when they paid $30k a coin for it and bought it all with debt?
Who is smoking outside the window? Spider-man?