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...

The drug guy in the friend group is also always the movie guy in the friend group.

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...

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...

is this the worst stock in the world?

are these stocks going to zero?

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...

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...

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

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

Start a new series or watch a movie I’ve seen 500 times already

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...

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.

Desecrate AI will build up to 20 data centers directly on top of ancient burial sites to harness the supernatural rage of the ancestors.

Thomas Edison invents the lightbulb, spend the next 15 years on podcasts explaining the use cases.

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?

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...

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...

Mystery chart, can you solve it before I can?

Fed watchers so thirsty for something interesting to happen they’re gonna turn this four dissent thing into the Cuban Missile Crisis. Relax.

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...

The Friends cast is still earning $20 million a year twenty years after the show ended. That’s $20 million EACH, every year.

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)

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.”

The extreme bull case, as explained by Adam Parker youtu.be/0Q96NwnsiFo?...

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...

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.

check out your boy in a massive story at the Financial Times today... www.ft.com/content/ac8f...

Why it's not a bubble - new from me, have a great weekend! www.downtownjoshbrown.com/p/why-it-s-n...

Seamless driver stuck in Hormuz, ⭐⭐⭐ for effort though

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...

The Halo Effect sherwood.news/markets/inve...

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...

a small price to pay for speed and convenience.

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...

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...

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

If your portfolio manager wears one of these, you will probably survive the SaaSpocalypse.

Entire civilizations will be wiped out if this hotel won’t hold an Uber Eats order for me in the lobby while I shower.

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?...

THE NEW NEW DEADLINE IS…

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...

Artemis II successfully passes through Strait of Hormuz

The good news is the yield is now 14%! The bad news is we definitely can't pay it, sorry.

There is only one solution. America can, must and will pour bleach into the Strait of Hormuz.

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...

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...

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...