The Compound brings you the latest in business, investing, economics, finance, and much more! Michael Batnick, Downtown Josh Brown, Barry Ritholtz, Ben Carls…
1:11:2767K views · 2d ago · 1:11:27
00:00 - Cold Open 03:30 - Meet Alex Altmann of Barclays 09:32 - S&P 500 Odds and the Barclays Timing Model 16:51 - Is Wall Street Really Bearish on AI? 19:17 - Retail Investors: Dumb Money or Smart Money? 23:04 - Households All-In on Stocks, Not Homes 28:33 - Is the Stock Market Now the Economy?
47:4120K views · 3d ago · 47:41
Guest: Downtown Josh Brown
On episode 246 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Downtown Josh Brown to answer viewer questions about investing lump sums, automating your investment strategy, tax-loss harvesting, and managing concentrated stock positions.
1:09:1836K views · 4d ago · 1:09:18
On episode 488 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the bull market in earnings, the bear case for AI, defining the AI bubble, the 1987 crash, the best AI hedge, why the labor market remains strong, consumers keep spending money, luxury real estate is booming, why old people are so wealthy, how to fix Netflix, Norm Macdonald and more.
59:1461K views · 4d ago · 59:14
00:00 - Intro 03:42 - Anthropic S1 17:29 - Inside the Market 30:23 - Cost of Capital 39:50 - Dirty Dozen 51:26 - Make The Case 56:09 - Mystery Chart Listen to our podcasts TCAF Animal Spirits Ask The Compound 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.
3:0040K views · 5d ago · 3:00
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick discuss: Netflix cleaning house, whether weak market breadth is actually bad for stocks, the retail investor rally, why doubt is replacing fear in the market, the rise of AI bond vigilantes, what they learned from Steve Eisman about the AI trade, Anthropic's latest investor update,…
38:5826K views · 5d ago · 38:58
On this episode of Live From The Compound, George Kurtz, co-founder and CEO of CrowdStrike, joins Downtown Josh Brown to discuss how artificial intelligence is transforming the cybersecurity industry and why AI could be the biggest growth opportunity yet for security companies.
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