Downtown Josh Brown
@downtownjoshbrown.bsky.social
📤 31797
📥 316
📝 828
Investor, CEO, Dad
https://www.downtownjoshbrown.com/
It's not a bubble, it's a wave. If you don't know the difference, allow me to explain. Michael and I are LIVE at 5pm ET, come rock with us in the chat
www.youtube.com/watch?v=K1Qr...
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It’s Not a Bubble, It’s a Wave
YouTube video by The Compound
https://www.youtube.com/watch?v=K1QrN8uhGWs
1 day ago
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The drug guy in the friend group is also always the movie guy in the friend group.
2 days ago
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We're witnessing stock market history and are surrounded by unsustainable trends everywhere we look. My new post today takes a look at some absolutely breathtaking charts and the investor logic behind them. have a great weekend!
www.downtownjoshbrown.com/p/unsustaina...
3 days ago
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Nasdaq Euphoria Hits Its Limit We are UP with Kai Wu and Ben Carlson Youtube:
www.youtube.com/watch?v=n889...
Podcast:
podcasts.thecompoundnews.com/show/TCAF/na...
5 days ago
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is this the worst stock in the world?
6 days ago
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are these stocks going to zero?
7 days ago
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12 Rules for Riding a Bubble + the inside story of the launch of Porterhouse and why I wanted to bring order to the chaotic portfolios we've seen
www.downtownjoshbrown.com/p/why-we-lau...
7 days ago
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The system is broken but you should get rich anyway. YouTube:
youtube.com/playlist?lis...
Spotify:
open.spotify.com/episode/1Ale...
Apple:
podcasts.apple.com/us/podcast/t...
9 days ago
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reposted by
Downtown Josh Brown
Andy 🌴📈🏃🚵 🧘♂️
9 days ago
Good piece shared from
@downtownjoshbrown.bsky.social
Probably the best argument for owning AI companies is they’ll be the ones setting how our brains function
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The ETF business is breaking 3 different records right now - number of fund launches (over 1100), dollars raised ($1.5 trillion) and monthly flows. Bloomberg's Eric Balchunas on TCAF! Spotify:
open.spotify.com/episode/3QnP...
Apple:
podcasts.apple.com/us/podcast/t...
YouTube:
youtu.be/AI0-sKsEC2A
13 days ago
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Start a new series or watch a movie I’ve seen 500 times already
13 days ago
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14 days ago
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We did all the biggest stories in the market this week - the GameStop bid for eBay, the most miraculous S&P 500 earnings growth we’ve ever seen, an Uber preview, Berkshire’s first post-Buffett meeting and more!
www.youtube.com/live/OTkacHD...
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AI is the Whole Economy Now | WAYT?
YouTube video by The Compound
https://www.youtube.com/live/OTkacHDTJhU?si=-ltrRtp3MIwC7Mk3
15 days ago
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I broke 30k followers on this app today, which I believe makes me inherently problematic and subject to an equality-enabling follower tax. I submit and pay it willingly. Take 3k off the top, apportioned equally to everyone else.
15 days ago
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Desecrate AI will build up to 20 data centers directly on top of ancient burial sites to harness the supernatural rage of the ancestors.
15 days ago
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Thomas Edison invents the lightbulb, spend the next 15 years on podcasts explaining the use cases.
15 days ago
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56% of the tickets sold for the Knicks vs Sixers game 3 in Philadelphia were purchased from a New York / New Jersey zip code. Is that a lack of hometown pride in Philadelphia or overwhelming Wall Street money bulldozing the rest of the country’s fan bases? You saw what we did in Atlanta right?
16 days ago
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The Man Who Hunts Monster Stocks Plus: Why this chart of Toast’s fundamentals versus its share price and multiple is just stupid for me. Brand new, now up on the site
www.downtownjoshbrown.com/p/the-man-wh...
17 days ago
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He's putting $5 million into 20 stocks that he believes have the potential to be 100-baggers. His ambition is to turn $5 million into half a billion dollars, leaving the proceeds to his daughters. Spotify:
open.spotify.com/episode/3bsq...
YouTube:
www.youtube.com/watch?v=5X4I...
20 days ago
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Mystery chart, can you solve it before I can?
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21 days ago
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Fed watchers so thirsty for something interesting to happen they’re gonna turn this four dissent thing into the Cuban Missile Crisis. Relax.
21 days ago
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Building the "Sleep at Night" portfolio Earnings from AAPL, AMZN, MSFT, META today / tomorrow The profit explosion no one expected Spotify & Robinhood sell off and more! YouTube:
www.youtube.com/watch?v=TruK...
Spotify:
open.spotify.com/episode/5MX9...
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How to Build the "Sleep At Night Portfolio" | WAYT?
YouTube video by The Compound
https://www.youtube.com/watch?v=TruKyT7jd1c
22 days ago
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The Friends cast is still earning $20 million a year twenty years after the show ended. That’s $20 million EACH, every year.
22 days ago
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Yesterday I got to be a part of history (the future, too) as Joby Aviation flew its electric vertical take off and landing (eVTOL) craft from JFK Airport to the the Blade heliport on Manhattan’s west side. Flying cars are coming. (disclosure: Joby shareholder, not investment advice)
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23 days ago
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We have a quarter of S&P 500 companies’ reports in so far - the sixth consecutive earnings season of double-digit profit growth. American Express says cardholders under 45 are spending more than ever. Gas prices and AI displacement fears are not a thing. “We’re not seeing any impact at all.”
24 days ago
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The extreme bull case, as explained by Adam Parker
youtu.be/0Q96NwnsiFo?...
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24 days ago
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Could Nvidia double from here? If so, the software story may be as important as the GPU. On Friday, the stock took a swing at its old highs from July 2025 - is this the breakout?
www.downtownjoshbrown.com/p/can-nvidia...
25 days ago
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about 1 month ago
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Dan Schulman is the new CEO of Verizon and he is predicting 20 to 30% unemployment within the next 2 to 5 years due to AI. Not a typo. He thinks 1/3 of people currently employed will lose their jobs by 2030.
about 1 month ago
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check out your boy in a massive story at the Financial Times today...
www.ft.com/content/ac8f...
about 1 month ago
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Why it's not a bubble - new from me, have a great weekend!
www.downtownjoshbrown.com/p/why-it-s-n...
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Why it's not a bubble
For three years, almost since the advent of generative AI, we've been warned about a bubble
https://www.downtownjoshbrown.com/p/why-it-s-not-a-bubble
about 1 month ago
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Seamless driver stuck in Hormuz, ⭐⭐⭐ for effort though
about 1 month ago
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Talk of an AI bubble is nonsense. Ankur Crawford is a rockstar portfolio manager at Alger, running four funds and serving as head of their technology team. Apple:
podcasts.apple.com/us/podcast/w...
Spotify:
open.spotify.com/episode/2WZE...
YouTube:
www.youtube.com/watch?v=w5Kl...
about 1 month ago
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The Halo Effect
sherwood.news/markets/inve...
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Investors are piling into “heavy assets, low obsolescence” stocks they hope can’t be clobbered by AI
Ritholtz’s Josh Brown says so-called HALO stocks are “the trade of the year,” as Wall Street keeps bidding up stocks that it thinks AI won’t...
https://sherwood.news/markets/investors-are-piling-into-heavy-assets-low-obsolescence-stocks-they-hope-cant-be-clobbered-by-ai/
about 1 month ago
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I have a quote in this New York Times piece today about the record profits of large corporations and how good they’ve gotten at fighting through crises to defend margins. Pandemic was like college. Tariffs is the PhD.
www.nytimes.com/2026/04/15/b...
about 1 month ago
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a small price to pay for speed and convenience.
about 1 month ago
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It’s mid-April and we might already know what the best stock of the year is Plus, why you should be very afraid of Anthropic’s Mythos and why Amazon is about to break an all-time high It’s The Compound and we never miss.
www.youtube.com/live/7Mliybr...
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The Best Stock of the Year | WAYT?
YouTube video by The Compound
https://www.youtube.com/live/7Mliybr5N48?si=Gsnejq3OJVOuiobz
about 1 month ago
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Whatever you do, do NOT read about Mythos. Michael and I will get into it later today on a live edition of What Are Your Thoughts, 5pm EST
www.youtube.com/watch?v=7Mli...
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The Best Stock of the Year | WAYT?
YouTube video by The Compound
https://www.youtube.com/watch?v=7Mliybr5N48
about 1 month ago
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This is the earth setting behind the moon on April 6th at 6:41pm EST as seen from the Artemis II mission. The lit section is Australia / New Zealand and the darkness below is the rest of us experiencing night. It's a good reminder of how insignificant our day to day problems are.
nasa.gov
about 1 month ago
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If your portfolio manager wears one of these, you will probably survive the SaaSpocalypse.
about 1 month ago
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Entire civilizations will be wiped out if this hotel won’t hold an Uber Eats order for me in the lobby while I shower.
about 1 month ago
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Three signs the bottom is in Buying winners, selling losers Less than 25% of investors know how dividends work Why OpenAI bought a podcast
youtu.be/2wZXKyTGqgA?...
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Three Signs the Bottom is In | WAYT?
YouTube video by The Compound
https://youtu.be/2wZXKyTGqgA?si=Y2H5vsbY10HJ2cNv
about 1 month ago
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THE NEW NEW DEADLINE IS…
about 1 month ago
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This just dropped 2 hours ago but it's already one of the most talked about episodes we've done this year. Nick Nemeth stumbled upon the big connection that Wall Street hasn't even begun to address yet. How private credit redemptions could trigger a financial crisis
www.youtube.com/watch?v=yhWx...
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Private Credit Is the Fuse, Insurance Companies Are the Bomb, Redemptions Are a Lit Match
YouTube video by The Compound
https://www.youtube.com/watch?v=yhWx7IfAXOQ
about 1 month ago
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Artemis II successfully passes through Strait of Hormuz
about 2 months ago
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The good news is the yield is now 14%! The bad news is we definitely can't pay it, sorry.
about 2 months ago
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There is only one solution. America can, must and will pour bleach into the Strait of Hormuz.
about 2 months ago
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I don’t know what your Business podcast roster looks like but we should be on it. Spotify says we’re top 30. We’ll be top five someday and you can say you were early.
open.spotify.com/episode/7I7O...
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about 2 months ago
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Huge reversal higher today in stocks, Dow Jones +1000 points Michael and I are on our way - 5pm ET, chat is live already
www.youtube.com/watch?v=Oxov...
about 2 months ago
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There are people who "create financial content" and then there's
@bencarlson007.bsky.social
who is undeniably in a league of his own. 4,000 blog posts is crazy. Glow up in Barron’s today, well deserved
www.barrons.com/advisor/arti...
about 2 months ago
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