On episode 123 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Nathan to discuss: what to expect in 2024, 0DTE options, Tesla fundamentals, GDP growth, the rate hike cycle, the best and worst days for the market in 2023, and much more! Thanks to Public for sponsoring this episode. To see your transfer offer with no obligation, go to https://www.public.com/switch. More from Dan: https://twitter.com/RiskReversal @RiskReversalMedia ►00:00 - Cold Open ►05:58 - Markets ►14:23 - Dollar Risk Reversal ►24:43 - Tesla and the QQQ? ►29:30 - Chart of the Year ►30:58 - Rates ►35:02 - Google Bard and AI ►41:38 - 12 Reasons to be Bullish ►57:31 - Apple and the Mag7, can they continue? ►01:08:58 - Warner Brothers and Paramount ►01:12:21 - Favorites 👕 Check out The Compound shop: https://www.idontshop.com 🎙️ Listen to our podcasts: The Compound and Friends: https://link.chtbl.com/compoundandfriends Animal Spirits: https://link.chtbl.com/animalspirits Ask The Compound: https://link.chtbl.com/askthecompound Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews 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. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertisin.... Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Transfer offer terms and conditions: https://public.com/disclosures/brokerage-bonus-offerAll investing involves the risk of loss, including loss of principal. Brokerage services for alternative assets are offered by Dalmore Group, LLC, member FINRA & SIPC. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1828849), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Brokerage services for U.S. Treasury accounts offering 6 months T-Bills are through Jiko Securities, Inc., member FINRA & SIPC. Banking services are offered by Jiko Bank, a division of Mid-Central National Bank. Securities investments: Not FDIC Insured; No Bank Guarantee; May Lose Value.ETFs, options, Bonds through Public Investing, alternative assets, cryptocurrency, and 6 month T-Bills in Jiko treasury accounts are available to US members only. See public.com/#disclosures-main for more information. #thecompound #investing #stockmarket