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Stocks Took the Stairs Down and the Elevator Up

4/10/20261 hr 10 min

On episode 237 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ is joined by Sam Ro and Steve Sosnick to discuss: winners and losers in the current market, the international trade, earnings season preview, rate cut expectations, Disney layoffs, and much more! This episode is sponsored by VanEck and Janus Henderson Investors. To learn more, visit https://www.vaneck.com/RAAXCompound/overview/  Learn more at https://www.janushenderson.com/ Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ VanEck Disclosure: Investing involves substantial risk and high volatility, including possible loss of principal. Call 1-800-826-2333 or visit http://vaneck.com/ to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before investing. 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. 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. 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/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

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Transcript preview

First 90 seconds
  1. Steve Sosnick· Guest0:00

    Sam is here, everybody.

  2. Sam Ro· Guest0:01

    Hey.

  3. Michael Batnick· Host0:01

    Sam Ralph. All right. So Sam- Hey, Sam.

  4. Sam Ro· Guest0:04

    Hey, man.

  5. Steve Sosnick· Guest0:04

    How's it going?

  6. Sam Ro· Guest0:04

    Good to see you.

  7. Steve Sosnick· Guest0:05

    Good to see you.

  8. Michael Batnick· Host0:05

    I haven't seen you since. Um, what do we think about a new Bloodsport?

  9. Sam Ro· Guest0:12

    Uh, I, I mean, list- I'm not paying for it, so yeah, the answer is yes. [laughs] I'm willing to try it out. Uh, but what do you mean?

  10. Michael Batnick· Host0:23

    I don't know, just- Like, uh, new cast, full reboot, or one of these- I think it's- ...

  11. Sam Ro· Guest0:27

    AI things that- I- ... keeps flying around?

  12. Michael Batnick· Host0:27

    No, I think it's like... I, I don't know. Honestly, I, I tried to look this morning in preparation for talking to you on what they're doing.

  13. Sam Ro· Guest0:32

    Yeah.

  14. Michael Batnick· Host0:33

    And there's not much. Not much.

  15. Sam Ro· Guest0:34

    Yeah. It's always like, it's the kind of thing that you really want to, to do well. Like, the, when's the last time, like, a, uh, a sequel or a, uh, a reboot has done well, o- outside of, like, Top Gun 2?

  16. Michael Batnick· Host0:47

    Um, yeah, I don't know.

  17. Sam Ro· Guest0:50

    Mm.

  18. Michael Batnick· Host0:51

    Like a full... Oh, the, uh, the new He-Man looks horrendous.

  19. Sam Ro· Guest0:54

    Yeah.

  20. Michael Batnick· Host0:54

    [laughs] My God, that's an '80s movie. '80s movie.

  21. Sam Ro· Guest0:56

    You know what I'm actually kind of interested in? Have you seen the, like, the trailers or the teasers for the new Street Fighter movie?

  22. Michael Batnick· Host1:01

    Uh, there's a new Street Fighter m- ... No.

  23. Sam Ro· Guest1:04

    There's a new Street Fighter movie coming out and, uh, it looks like, um, it's pretty clear that they're not trying to take themselves too seriously, which I think is always the right move- Yeah ... when it comes to stuff like this.

  24. Michael Batnick· Host1:16

    Oh, speaking of Van Damme, he was in a Street Fighter movie. That was a sh- Oh, yeah, you're right ... shit-ass movie.

  25. Sam Ro· Guest1:20

    Yeah, yeah, yeah. That was terrible. But, yeah. [laughs] [laughs] That was another movie where they, like, tried to make it serious.

  26. Michael Batnick· Host1:25

    Yeah. Awful.

  27. Sam Ro· Guest1:25

    It's like an actual action movie with, like, him doing the stuff, but it's like these are all cartoon characters.

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