Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Tuesday and Friday for expert insight and hot takes on the latest in business and investing. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
Uber’s recent financial success, characterized by record GAAP income and significant growth in monthly active users, underscores the company's transition into a highly efficient, scalable platform. Andrew Macdonald, President and COO, details a strategic shift toward a partnership-based autonomous vehicle model, reject...
The podcast analyzes recent market trends, highlighting a shift from mega-cap tech dominance to broader participation across the S&P 500. This transition suggests AI benefits are accruing to a wider range of companies, particularly in sectors like staples and energy, which are less susceptible to AI disruption. The hos...
The podcast explores the undervaluation of Uber stock, particularly concerning its potential in the autonomous vehicle (AV) market. Mark Mulhern (Manu Invests), joins the conversation to discuss why Uber is a misunderstood stock, despite strong financials and growth. A key argument is that the market overestimates the ...
The podcast explores the state of the market in 2024, considering factors like policy shocks, economic indicators, and the influence of AI. Tom Lee from Fundstrat provides insights, suggesting a market correction is possible, but remains bullish due to positive trends like earnings growth and market broadening. The con...
The co-hosted podcast "What Are Your Thoughts" analyzes the upcoming earnings season, particularly focusing on the MAG 7 tech companies and their potential impact on the broader market. They note that tech earnings are expected to drive overall S&P 500 growth, while other sectors show more modest gains. The hosts discu...
Cullen Roche, founder and chief investment officer of Discipline Funds, discusses his new book, "Your Perfect Portfolio," emphasizing that there isn't a single perfect portfolio but rather a need to find one that aligns with individual needs and risk tolerance. Roche outlines essential principles for assessing portfoli...
Jeremy Grantham, co-founder of GMO, discusses his career, investment strategies, and views on market bubbles. He reflects on being labeled a "Permabear," despite not considering himself one, and the challenges of maintaining a long-term investment horizon in a short-term-focused market. Grantham recounts his early adop...
The podcast explores current market trends and investment strategies, particularly focusing on technical analysis. The hosts and guest JC Parets analyze various asset classes, including commodities, international markets, and small-cap stocks, identifying potential opportunities and risks. Parets introduces the concept...
The podcast explores the evolving cybersecurity landscape in 2026, focusing on the impact of AI on both attackers and defenders. CrowdStrike CEO George Kurtz discusses how adversaries are leveraging agentic AI for autonomous malware, compressing attack times to mere minutes. A key shift is the move from "breaking in" t...
The podcast episode centers on the upcoming earnings season, particularly focusing on the financial sector, and explores the potential for continued economic strength. Josh Brown highlights Ed Yardeni's prediction of double-digit earnings growth, suggesting it would justify the recent market rally. They analyze key ind...
Andrew Ross Sorkin, co-anchor of CNBC's Squawk Box and author of "1929: Inside the Greatest Crash in Wall Street History," joins the hosts to discuss parallels between the economic conditions of 1929 and today. Sorkin argues that despite superficial similarities, key regulatory differences, like the existence of the SE...
The podcast episode "What Are Your Thoughts?" kicks off the year discussing investment strategies and market trends. Michael Batnick and Josh Brown debate software versus semi-conductor stocks, with Batnick suggesting a possible blow-off top in semis after their outperformance. They analyze Savita Subramanian's Sell-Si...
In the first Compound and Friends episode of 2026, Josh Brown, Michael Batnick, and Ben Carlson discuss potential turnaround stocks for the year, including Lululemon, Nike, Netflix, Uber, Adobe, and Salesforce, analyzing their challenges and prospects. They examine the impact of AI on software companies and the broader...
In this episode of The Compound and Friends, Josh Brown hosts Garrett Baldwin to discuss the year's financial highlights and offer insights for the coming year. They analyze the impact of global liquidity on asset prices, the Federal Reserve's focus on financial stability over policy rates, and the potential risks of f...
In the final episode of the year, Josh Brown and Michael Batnick host Bill Cohan to discuss the potential merger between Netflix and Warner Bros. Discovery (WBD). Cohan, drawing on his M&A background, shares insights on the deal's complexities, the motivations of key players like Zazz, and the potential regulatory hurd...
In this episode of "What Are Your Thoughts," Michael Batnick interviews Dan Ives about Tesla's all-time high, the AI "bubble barometer" focusing on OpenAI and Oracle, and the future of autonomous vehicles and robotics. Later, Neil Dutta joins to discuss the state of the economy, focusing on the latest jobs report, pote...
In a panel discussion, Josh Brown, Michael Batnick, Tracy Alloway, and Joe Weisenthal explore current market trends, including the surprising resilience of the stock market amid individual company struggles like Oracle's, and the pervasive influence of AI on various sectors. They debate the sustainability of AI-driven ...
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