The Compound and Friends
01:01:23 · Josh Brown, Michael Batnick
You know how to trade options and build, I guess, like leap positions. I don't know. Whatever you wanna do. Pick out your Urus, pick out the interior, and what's the problem? It's sitting here all for the taking. So that's the case that I'm making. If you're so angry about AI that you're in people's YouTube streams, like people's YouTube comment centers being mad at them just for talking about the ticker symbols, don't waste it on the moment. The opportunity of a lifetime is right in front of you. Let's see. Let's see if you have the guts. What do you think about that? Sure. No. Seriously. Great opportunity. Right? So it was... Sitting right here. I might show some of this thing. [01:02:16] S1: Core Weave is in a 60% drawdown. [01:02:20] S0: Yeah. But it's a Ponzi scheme, I thought. [01:02:21] S1: Is it go... Is it going to zero? I don't know. I don't know. I don't think it is. I don't know anything about the stock. [01:02:28] S0: I've been reliably I've been reliably told that the whole thing is a house of cards that is being secretly funded by NVIDIA and its musical chairs. And when the music stops, everybody's dead. That's what I've been told. [01:02:44] S1: Alright. Snark aside, I do wonder if you are [01:02:47] S0: I'm not being snarky. I don't own these stocks. I don't own CoreWeave. You couldn't pay me. [01:02:53] S1: If you wanted to bet against the AI trade, would that genuinely [01:02:58] S0: would be shoot your this. [01:02:59] S1: Oh, yeah.
01:02:59 · Michael Batnick, Josh Brown
[01:02:59] S1: Oh, yeah. [01:03:00] S0: If the AI trade... If we have a bear market because of AI, what do think they're going to do to these stocks? [01:03:08] S1: Yeah. [01:03:08] S0: They're going to go to $2 Some of them will be bankrupt. [01:03:12] S1: All right. Let show you this retry and we'll get out of here. This is a JC special. And you're not gonna guess this, but I'm gonna try my best to give you like... No. It's it's it's because it's not a stock. It's a ratio chart, but I'm gonna try and make it easy. It is it is one style box versus another. And, obviously, that's a major, major, major reversal. [01:03:35] S0: Wait. One style box versus another? Okay. So that's Quality versus momentum? [01:03:43] S1: Close enough. It's large value versus large growth. [01:03:48] S0: Not close enough. This is this is totally different one. [01:03:51] S1: I mean, directionally right. Whatever. Quality, momentum, value growth. It's directionally right. That's that's a hell of a chart. [01:03:58] S0: Yeah. He's never last. [01:04:00] S1: What do you mean? He's... [01:04:02] S0: They never last. [01:04:03] S1: Yeah. No. I agree with you. John Like, it'll like [01:04:05] S0: it'll go... It'll run it'll run for six weeks to six months, and then and then NVIDIA goes to 300, and everyone's like, can't believe I bought those stupid stocks. [01:04:13] S1: I pretty much agree with you. John, do I have one more? Similar shit? Value outperformed growth by the large... Oh my god. I didn't realize it was this extreme. 1993. Wow.
01:04:13 · Michael Batnick, Josh Brown, S2
[01:04:13] S1: I pretty much agree with you. John, do I have one more? Similar shit? Value outperformed growth by the large... Oh my god. I didn't realize it was this extreme. 1993. Wow. [01:04:26] S0: So you said you love the market when it's doing it? Me too. It's great. I like Humble pie [01:04:33] S1: for all of us. It's great. [01:04:34] S0: Yeah. I like that it's not so easy. Oh, just buy AI. I I like it. So... Alright. Guys, you so much for joining us. We appreciate you. We miss you when we're not here. For those of you who have not yet thrown a like on this video, very important that you do that. And by all means, if you had fun and you learned something new, feel free to leave us a comment, a nice comment. I'm not... And... Tomorrow is Wednesday, all new animal spirits with Michael and Ben. We'll do Ask The Compound later on where we answer your questions live on the show, Ben and Duncan. And you can get a question to us by emailing askthecompoundshowgmail dot com. If we use one of your questions on the show, you are getting merch mailed out to you. Here's the koala telling you to subscribe. Hit that koala. Make sure you're subscribed. And we'll see you at the end of the week for a more new edition of The Compound and Friends. Keep it locked. We'll talk to you soon. Thanks again. [01:06:04] S2: Your sausage McMuffin with egg didn't change. Your receipt did. The sausage McMuffin with egg extra value meal includes a hash brown and a small coffee for just $5. Only at McDonald's for a limited time.
01:06:04 · S2, Michael Batnick
[01:06:04] S2: Your sausage McMuffin with egg didn't change. Your receipt did. The sausage McMuffin with egg extra value meal includes a hash brown and a small coffee for just $5. Only at McDonald's for a limited time. [01:06:16] S1: Pricing participation may vary. Promotion pricing may be lower than meal pricing.