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Josh Brown

πŸ‘€ Speaker
5157 total appearances

Appearances Over Time

Podcast Appearances

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

And then the bottom line, ride, de-risk, exit on break, don't fade early.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

So all three of these are sort of saying the same thing, but they are like three separate expressions of that same idea.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

Okay.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

Do you think something's changed with the way the semis and the memory stocks acted today?

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

Jeff, really appreciate you coming by, even though it was unexpected.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

We're huge fans of your work.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

I wanted to let people know you guys are on YouTube at Ren Mac, and I wanted to put this QR code up.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

Guys, if you want to follow more of Jeff's commentary and follow the Ren Mac channel, this is the easiest way for you to do it.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

And I think Miss Nicole will drop a link.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

in the live chat as well.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

Thank you so much for coming by.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

We're huge fans.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

Thank you.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

Thanks, guys.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

It was good to see you.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

Be good.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

All right, Jeff.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

We'll talk to you soon.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

That guy's awesome.

The Compound and Friends
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

It would be weirder if they weren't parabolic because the earnings outlook just literally went up fourfold.