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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

It's not the price of the houses.

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

There's no activity.

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

There's no activity.

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

A shit show.

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

All right, let's do this next one.

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

Is this more than you would have guessed?

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

Is this more than you would have guessed there were right now?

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

It's like if you just called, somebody said, how many companies are worth over a hundred billion in the S&P?

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

Would you have said 115 or higher or lower?

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

I think I, so I'm so out of it.

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

I would have said like between 50 and 75.

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

Right.

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

Now we have Berkshire and Morgan Stanley and Goldman Sachs and JP Morgan.

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

I'm just trying to guess off the top of my head.

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

There are two material stocks that are $100 billion.

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

Can you guess either one?

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

newmont's not 100 billion no way no way no it's a it has to be chemicals company oh dow or dupont it's got to be one of those right um all right lastly matt charted the rise of the of 100 billion dollars for tech this is sick wow so all right so to recap um

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

In 20, like I'm just trying to put this in context.

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

In 2016, there were like six or seven stocks that were $100 billion in the tech sector.