Hall of Fame Bull Market I TCAF 141
On episode 141 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski of BMO to discuss: S&P price targets, financial indicators, the housing market, BREIT, unemployment, the possibility of a hall of fame bull market, and much more!
This episode is sponsored by WisdomTree. Visit wisdomtree.com/dgrw to learn more about the WisdomTree U.S. Quality Dividend Growth Fund
See https://www.wisdomtree.com/investment... for more information on fund facts and disclosures.
More from Brian:
Twitter: briangbelski
►00:00 - Cold Open
►08:33 - Intro & Sports banter
►11:56 - Belski's Market Forecast
►15:11 - A Golden Age for Stock Picking
►16:26 - A 25 Year Bull Market?
►18:55 - The Bull Case
►23:12 - The Bear Case
►29:53 - Room to run?
►37:20 - Valuations
►47:52 - Real Estate
►50:24 - BREIT
►58:07 - Unemployment
►01:01:25 - Earnings Blowups
►01:05:04 - Utilities
►01:13:28 - Brian's Origin Story
►01:16:15 - Meeting Buffett, Schwab, and Lynch
►01:18:58 - Favorites
👕 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...
Instagram: Instagram: thecompoundnews
Twitter: Twitter: 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. 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/advertisin.... 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-yo...
#thecompound #investing #stockmarket
This episode is sponsored by WisdomTree. Visit wisdomtree.com/dgrw to learn more about the WisdomTree U.S. Quality Dividend Growth Fund
See https://www.wisdomtree.com/investment... for more information on fund facts and disclosures.
More from Brian:
Twitter: briangbelski
►00:00 - Cold Open
►08:33 - Intro & Sports banter
►11:56 - Belski's Market Forecast
►15:11 - A Golden Age for Stock Picking
►16:26 - A 25 Year Bull Market?
►18:55 - The Bull Case
►23:12 - The Bear Case
►29:53 - Room to run?
►37:20 - Valuations
►47:52 - Real Estate
►50:24 - BREIT
►58:07 - Unemployment
►01:01:25 - Earnings Blowups
►01:05:04 - Utilities
►01:13:28 - Brian's Origin Story
►01:16:15 - Meeting Buffett, Schwab, and Lynch
►01:18:58 - Favorites
👕 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...
Instagram: Instagram: thecompoundnews
Twitter: Twitter: 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. 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/advertisin.... 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-yo...
#thecompound #investing #stockmarket
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