On episode 146 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alicia Levine, Head of Investment Strategy & Equities at BNY Wealth, to discuss: the FOMC meeting, inflation, rising valuations, the biggest risk to the market, GameStop, and much more!

This episode is sponsored by Public. Make your savings work harder and earn an industry-leading 5.1% APY with a high-yield cash account on Public. Visit [ Ссылка ] to learn more!

More from Alicia:
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►00:00 - Cold Open
►07:19 - Intro
►09:34 - Alicia and BNY Wealth
►13:41 - Reasons to Sell
►20:25 - Discussing Market Fears
►26:29 - The Fed and Rates
►36:00 - American's hate nothing more than Inflation
►41:50 - Get out of Cash
►49:45 - Companies deserve a premium multiple
►55:06 - Nvidia and Current Themes
►59:47 - Housing
►01:06:38 - Meme Stocks
►01:11:28 - Favorites


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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

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