Drew Chats with Downtown Josh Brown

March 14, 2024

On the impact of indices and passive investment - and flows generally - on security pricing, plus a little bit on the opportunity in value, and specifically what we are seeing in Europe.

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Spotify

‍https://open.spotify.com/episode/563bLe2FkcOh0ILQhtVlob?si=3fa2629a28134609…

Apple

‍‍‍https://podcasts.apple.com/us/podcast/the-compound-show-with-downtown-josh-brown/id1456467014?i=1000648981478…

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Here We Go

I will try as always to be objective here, but maybe some bias will be revealed in the process. I hope not, and I am sure you will let me know if I do. Given how politically charged things can be these days, I am bound to upset someone. That is not my intention. Not one bit. I am trying to help. I’m trying to help our investors. I’m trying to help my friends. I’m trying to help myself.

Markets

Stock Picking

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On Stock-Picking in Volatile Environments

Whether stocks are heading dramatically north, or disastrously south, how do you know if it is overreaction and psychology, or actual economic fundamentals driving the share price? In other words, how do you know which is which?

Behavioral Finance

Markets

Stock Picking

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