The Silicon Valley Bank Collapse | The Compound and Friends 83

[@TheCompoundNews]

This episode is sponsored by Invesco QQQ. Learn more at www.invesco.com/qqq

[@nigelboom3943]

When is josh brown gonna drop some bars on that intro instrumental? We need to hear the heat

[@JimboHotWings]

The police sirens in the background is another reason why this is a legit NYC podcast. Like icing on the cake.

[@TheCompoundNews]

Glad you like that, we've tried to soundproof the studio a decent amount, but we're in midtown Manhattan at the end of the day.

[@sanjeevgig8918]

SVB Collapsed + Josh in Home Alone Face would have been the perfect cover photo for today. LOL

[@TheCompoundNews]

A million views instantly

[@RichardSimmons1]

The best financial podcast out there

[@TheCompoundNews]

Thank you!

[@parttimelarry]

Amazing how well you all cover this stuff as it unfolds live

[@askchrishetrades]

Love Joe man. He’s one of the superstar technicians I look up to out of a handful

[@timdonnell131]

Enjoy the everyday guy style of conversation. Keeping things as simple as possible for the average investor.

[@robertbray-ip6ve]

This episode was just what I needed after this week in the markets. Joe’s comments about how he trades and the smaller and slower attitude resonated with me. Even with having read and hearing similar ideas in the past I never “learned” them. After a week of beatdowns in my trading accounts what Joe said clicked with me and cleared my vision. I will start over smaller and slower because it just makes perfect sense. Thank you!

[@chetbrunt]

Great show…..Nicole,John,Duncan,Mike.Josh

[@TheCompoundNews]

Thanks Bill, have a nice weekend!

[@Apollomountain]

Exactly what I needed this Friday afternoon!

[@dennismoves6576]

This was a good one for sure.

[@joannemeeks745]

Your BEST episode in a long while. Brilliant.

[@Al-me7xr]

Another great episode. Big fan of Carleton -- seems like such a pleasant woman and I could listen to her for hours!

[@steveuhlman2368]

Hello, really great show today (as usual)... Thanks everyone!

[@TheCompoundNews]

Thanks Steve!

[@roballender]

Some of my favorite guests. Great episode!

[@TheCompoundNews]

Glad to hear Rob!

[@Stavros_Steve_Deriziotis]

Josh, Mike, Another great show guys! Thanks!

[@michaeledens1271]

This was a great show, really enjoyed it!

[@TheCompoundNews]

Glad to hear it!

[@dagobaker]

great show this week very entertaining

[@stevenlippold]

LET CARLETON FINISH

[@melissastone7656]

AYO! Im a fan girl and geeking out all the content! Well done everyone,,,love the diverse content!

[@GM-pj3jx]

I also loved the show, Thank you! I also wanted to point out the value of this kind of content from the stand point of the amateur investor. For example, 50 MA/200 MA and how it is used. Even though I have figured this out from my own observance, It's affirming to hear a professional state as such. Again, in an earlier episode outlined in a chart, the USD vs S&P short have a loose relationship. In other words The Dollar rises when money exits capital markets.This type of content helps me confirm what I think to be true. Confidence is everything and it's nice to have a type of control test to theory. Much obliged.

[@JoeFitz98]

Phenomenal discussion. SuperJob 💪🏼🙏🏼

[@TheGreatOne428]

I agree with Josh. I think layoffs are just starting.

[@MVJP120]

great episode as always

[@rogwhite9866]

Loved everybodies input. They know stuff

[@baysidegreg]

The fact that this was taped on Thursday will help a lot of us put context to all the new developments this podcast episode is missing from Friday

[@erichutton8411]

Josh and Michael are on point with this show. Thanks guys, great content.

[@Nick_NE]

Michael needs to do better or he needs to go

[@jtaylor7572]

Great episode guys.

[@TheCompoundNews]

Thanks J!

[@brandonmuma651]

I think Joe is one of my favorite guests yet.

[@arminasalksninis]

You don’t need to know how commodities are doing on an Australian dollar basis to manage your mom’s IRA 😂😂 great show 🎉🎉

[@Leshic2]

Love that part too

[@Leshic2]

Always awesome. I fully agree with the reviewer that you read on the show at the end. #cough# can I have merch #cough# All seriousness, the show really is great. Only found it after Batnik was a guest on The Market Huddle, a few years back.

[@luis_g_77]

Great show today

[@TheCompoundNews]

Thanks Luis!

[@michaelmiddleton3311]

Great guests!

[@TheKnuckleheadgenius]

17.23 Sloth landing? Going Long! Love it!

[@indermann9523]

GOAT pod for finance, You crazy kids

[@mikeschroeder8356]

Great show guys

[@Ryan_Tinney]

Great show.

[@TheCompoundNews]

Thanks Ryan!

[@adamrichard3115]

Never met a wealthy pessimist? - Sir have you heard of Stanley Druckenmiller before

[@tbone2859]

20 years ago, interest rates at six percent were historically low and anyone looking to buy a home was told they needed to lock in before they went up. Now the sky is falling if they hit six percent?

[@AlexandruVoiculescu]

I love these guests, have them more often.

[@mml1224]

great chart work early w/ Joe etc

[@cmward04]

JB needs to see the office building as half full

[@tdedmondjr]

Great show

[@TheCompoundNews]

Appreciate it!

[@benparks5268]

Top financial podcast.

[@TheCompoundNews]

Thanks, Ben!

[@thommysaraceno2862]

perfect guests!

[@pnapatm5336]

Ep slaps from Australia

[@samangeles1846]

I’m sure they are tight on time but I wish they would film on fridays

[@pnapatm5336]

Another great ep from compound crew! Any chance we can get the chart master Carter worth on the pod

[@justincase2830]

Now the broad way show attendance and costs help explain the exploding credit card debt

[@August_VeryOwn]

Great show boys n girls

[@ericagon1]

Love these

[@videnny1]

Re-zoning idea was awesome!

[@joshmorrow9872]

Where can we find banks exposure to long term bonds by bank ?

[@FVPS904]

Everything is upgraded on the podcast except Michael’s wardrobe

[@NIPSZ]

How is $SIVB still up 16,000% from it's IPO after today's drop? Why would anybody freak out over a 16,000% gain?

[@hedjuk]

It is 0 now. FDIC took them over Friday to liquidate.

[@stockdetective4396]

Comment aged poorly 😂

[@wonderfalls2]

Wait until these guys find out what happened today 😋

[@rickgraham7641]

Isn't PYPL already in the financials sector of the SP?

[@stctjc]

Silvergate capital headquarters is La Jolla, ca (San Diego, not SF)

[@pauldugoni1163]

Crazy times 😮

[@droprelease4820]

Man for some reason your new videos are not coming up on my feed :(

[@scottparrott]

All the layoffs that have already occurred and the UE rate has barely budged. I don't know how you call the end to layoffs when the Fed has specifically said employment will need to weaken before inflation will subside. To the earlier point, that's how consumer behavior changes, when they have no money to spend.

[@kylesmith8128]

Converting office space in NYC into apartments is going to increase population density in an already dense place. There are serious problems with this kind of consolidation of human power, lives, and waste.

[@fondofthebonds4914]

23:50 is me every time I buy a new stock.

[@FVPS904]

Michael has to wear dingy T shirts because he spent all his money on a mud room renovation

[@muxi0121]

Can we bring back The FED shirt?

[@douglasgilbert1426]

ESRT ex dividend on 3/14. Pick some up on Monday. I'm long the Josh Fund and short the Cramer! Get that dividend!

[@thebrothersbond6663]

I don't know, Josh didn't buy it, he just had a quick look to fill his recommendation segment, they've got 2 billion long term debt with only 0.2 billion in cash. The books are balanced by 1 billion in 'goodwill' and 'other intangibles', financials are all a bit wishy washy, but then again it's the Empire State Building and their backed by Qatar oil money, hope it works out for you.

[@stoor79]

People keep saying the non-stop spending is because "we were locked up for 2 years." Who was quarantining or locked up for 2 years before COVID? Almost no one.

[@theeanup]

Avenue Q is 🔥🔥🔥

[@willisaddison2694]

$SBNY on watch 👀

[@kenw8875]

bros, please have Lyn Alden on your cast. She’s a briliant, pragmatic, actionable financial intelligist. her qtrly newletter {free} is golden. please reach out to Lyn! OUTSTANDING show Josh n Michael !

[@FVPS904]

Josh shut down Liesman on the Halftime today about SVB

[@itsnowjoke1381]

When the rate hikes actualy hit the economy it will be brutal it hasn’t happened yet lots of hot air trying to predict the future which no one can do ! time in the market beats timing the market, just dca in index funds every day never stop buying

[@landscapingtoronto5493]

Whayyyyy compound 🍺

[@howardle]

Can you guys invite Cramer?

[@danny99111]

Nice

[@Nycphotodreamer]

Yes yes yes 2008 redux

[@davidpenn1123]

Fahmy!

[@robertowilco7422]

All star team

[@abbasvirji1418]

great work, the cnbc guy is good... I dont see his name optically-virtualized.. the cnbc guy has a good history of dealing 1st hand in wall-street journalism since 2005 (almost 2 decades)..

[@itsnowjoke1381]

Batnik is main lining caffeine ! he is on x 2 speed on his speech

[@Astrobucks2]

It's amazing to me that people are just now "getting back out there". The pandemic was basically over in Georgia and Florida in May of 2020. Lmao

[@Dpaq13]

She should have stopped them at the VIX comment she was ready to educate on it

[@cookinthekitchen]

Soros is really sharp as a trader

[@hu6284]

God bless

[@sumitchaudhary6303]

Hey bro! Hindenberg din help ya all it seems.

[@supadave422]

@10:32 Michael is back🔥

[@burgerkid360]

Ritholtz Carlton

[@hussa15]

i heard sloth landing

[@rdg7250]

ARKS space etf is almost only boring industrials so they know how to buy different stuff.

[@ghgoogle5238]

Flannel is British slang for what American's would call salesman's bullsh*t.

[@CLOUD_NZ]

Bullish on the intro - #buy rated.

[@TheCompoundNews]

Thanks Tom!

[@larrygerry985]

You got to admire TA people explaining charts with absolute nonsense

[@doctorhorton]

🏦 🏃‍♀️ 🏃‍♂️ 🏃

[@Nick_NE]

Hey Michael, maybe pay attention during the podcast? Just thinking…the podcast would be so much better if you weren’t ignoring the guests and conversions while staring into your dumb laptop.

[@tirthb]

21 minutes in, when do they talk about SVB? But I am liking it so far

[@utubeddong]

Michael talked too much. He thought he is the star of the show. Pretty annoying.

[@thekongstocks]

HA! Michael Batnick popped a couple of Addy's 🤫#FACTS

[@CLOUD_NZ]

I mean it is his show.

[@fondofthebonds4914]

You're kidding me, he was actually well behaved this episode lol

[@tdub18914]

Rock of Ages is probably the worst show I have ever seen.

[@eviemiller8100]

Please get the microphone closer to your guests. It comes through OK on YT, but not at all on the pod.

[@TheCompoundNews]

It's the same audio file.

[@eviemiller8100]

@@TheCompoundNews ok, I would still recommend Carleton get closer to her mike. She fades out a lot and I noticed when watching it last night she was the farthest away from her mike. I thought maybe that was it. Josh and Mike always come through clearly. The guests not so much.

[@DaleBrose]

Yeah, I get it, you are all New Yorker's. But did you know that farm land delinquency rates are going up? We have a big country and many of us really don't care that much about New York. If we don't produce the food, those fancy restaurants in Manhattan won't have much to sell.

[@Nycphotodreamer]

Bye bye zombies

[@tttt-dx2nu]

Do all boomers just not understand how work from home works?