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Josh Brown

๐Ÿ‘ค Speaker
4403 total appearances

Appearances Over Time

Podcast Appearances

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

But before we do, we have a sponsor tonight.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

Michael, who's the sponsor?

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

This episode is sponsored by ClearBridge Investments.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

Amid rising geopolitical tensions and continued market uncertainty, investors are looking for stability.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

Even before recent developments in the Middle East, stocks backed by real assets were gaining momentum and can offer more predictable cash flows as volatility increases.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

Position your investment portfolio for wider equity participation with fundamentally driven ClearBridge active equity strategies.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

ClearBridge, a Franklin Templeton company.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

Go to clearbridge.com to learn more.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

I think we really need to start with the SpaceX S1.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

We sort of touched on a- Ooh.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

Who could that be?

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

Oh my God.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

It's Rupert Mitchell from Blind Squirrel Macro.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

How did you get here?

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

Hey, Jen.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

So good to see you.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

It's so crazy that you're here because we were going to talk about some of your research that you've been putting out.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

What an unbelievable coincidence.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

We're so excited to have you.

The Compound and Friends
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

Thank you, Rupert.