I used to think recession was the absolute worst thing that could happen because recessions do economic damage, harm household finances, break up marriages, cause alcoholism and suicides and could potentially lead to depressions. I don’t think that anymore. www.downtownjoshbrown.com/p/there-s-so...

Eric Jackson and the Search for the Next 100 Bagger an all new The Compound and Friends is now ready for your inspection! YouTube: www.youtube.com/watch?v=vEXb... Podcast: podcasts.thecompoundnews.com/show/TCAF/er...

More than a third of S&P 500 stocks are down over 20% from their year highs. You wouldn't know it because of how well Apple and Nvidia are doing. Some really high profile names like Lululemon, Nike, Chipotle, UPS and more are getting absolutely annihilated right now. www.youtube.com/watch?v=zT1p...

My friend Brian Belski said S&P 7,000 last November as his 2025 year-end target. And we’re there. Here’s what he thinks now and why he’s more excited about Midcaps and dividend growers vs the Mag 7 trade. Brand new! Just dropped on YouTube 🐐 youtu.be/9L4sxWG1tds?...

Roger Lowenstein explains why Executive Branch capture of the Federal Reserve virtually guarantees a future inflation problem. Especially this time. rogerlowenstein.substack.com/p/dont-let-t...

These are the most extraordinary companies in history www.downtownjoshbrown.com/p/the-most-e...

Thanks to Alex Kantrowitz for bringing his insider’s perspective on all the key storylines for Tech Earnings Week. He absolutely crushed the appearance. All new What Are Your Thoughts? now up! www.youtube.com/live/5YoSuAd...

Let’s go! YouTube: youtu.be/Ne0YUQ1GDwo?... Spotify: open.spotify.com/episode/7c2G...

5pm youtube.com/playlist?lis...

New York has 14 professional sports teams and all of them lost today.

@sonalibasak.bsky.social absolutely crushed her first TCAF appearance- get ready to learn a lot about what’s really happening in finance these days. YouTube: youtu.be/RZEhwdSYIos?... Spotify: open.spotify.com/episode/2BWe...

The Stock Market Booms While No One Can Get a Job Warner Bros puts itself (and Superman) up for sale Netflix earnings are out Michael and I are going IN on the events of the week. Join us for the live chat, the whole Pound will be there. www.youtube.com/watch?v=Idxd...

Wayne’s World was the first ever podcast.

If historical patterns hold, we haven’t seen the highs for the year just yet. My friends Jessica Rabe and Nick Colas came by today for a look at the stock market opportunity from here. youtu.be/GLu_RhhEHhI?... @datatrekresearch.bsky.social

There's only 4 legs holding up the table right now 1. Record corporate profits, valuations 2. An asymptotic interest rate cut that never arrives but is always on its way. 3. The AI CapEx Boom driving S&P 500 EPS 4. Trumpland Deregulation (SEC, IRS, etc) www.downtownjoshbrown.com/p/when-will-...

Gold and silver rally, lending losses spook the stock market and more! Bill Baruch on an all new TCAF, up now. Have a great weekend guys. Spotify: open.spotify.com/episode/20rq... YouTube: youtu.be/q1Uq3J3OIG8?...

The NEW ritholtzwealth.com is finally here

Wall Street’s Q3 earnings are on fire. JPM is forecasting $100 billion in net interest income next year, BlackRock now has $13.5 trillion under management, Wells Fargo and Citi surprised on profitability while Goldman is having a moment in its I-banking business. www.youtube.com/live/Zw5rfRi...

Rocket Companies pulled off two gigantic acquisitions this summer and became a $50 billion real estate and mortgage finance machine in the process. CEO Varun Krishna on how AI and vertical integration are about to change the home-buying process forever: www.youtube.com/watch?v=Ih2Q...

Retail investors just bought $100 billion worth of stock in the past month, a record inflow for the ages. Scott Nations on an all new The Compound and Friends! Apple: podcasts.apple.com/us/podcast/r... Spotify: open.spotify.com/episode/3mbE... YouTube: www.youtube.com/watch?v=Q1Ds...

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Are you coming or not? www.eventbrite.com/e/jim-cramer...

Today at 5pm ET I'm going to introduce you to the Low Altitude Economy (LAE) and the eVTOL theme, tell ylou why everyone is suddenly watching BDCs and much more. Join me live. www.youtube.com/live/6LXC6DB...

88% of Americans agree on one thing (and maybe one thing only) - Congressmen and women have no business trading individual stocks. Ohio Rep @greglandsman.bsky.social joined me discuss why he put his money where his mouth is on this bipartisan issue youtu.be/Hq_rnkW5eLA?...

Ladies and gentlemen, my conversation with the greatest fund manager of all time, Mr. Peter Lynch. All platforms now. Spotify: open.spotify.com/episode/6A19... Apple: podcasts.apple.com/us/podcast/h... YouTube: www.youtube.com/watch?v=YIlu...

Last night in Boston ☺️☺️☺️ Peter Lynch is on the investing Mt Rushmore, the greatest fund manager of all time by track record and influence. Retired at 46 years old and spent the rest of his life on philanthropy and family. We’ll have the full interview up for you guys on Friday.

Legendary money manager Steve Romick on a new episode of The Compound and Friends - one of the most impressive track records I've ever seen, here's how he does it. YouTube: www.youtube.com/watch?v=qXyf... Spotify: open.spotify.com/episode/31xA... Apple: podcasts.apple.com/us/podcast/h...

What do you when all your stocks have gone to the moon? Is it "too good" right now? Are we about to repeat the double-dip of 2018? Michael Batnick and I tackle these questions and more, LIVE at 5pm ET today. See you there's chat's already lit www.youtube.com/live/gWPkvzq...

How Wall Street moves mortgage rates - this is the stuff they don’t teach you. Thanks to @telisdemos.bsky.social of @wsj.com Brand new: youtu.be/SYBwTwUo0MY?...

Now is the time to double down on the real world. youtu.be/gXleMXgpWsc?...

President Trump wants to relax the quarterly earnings requirement for public companies. I explain how this regulation came to be in the first place back in 1970 after a wave of lying, cheating and stealing rocked the stock market on a regular basis. www.youtube.com/watch?v=3GgT...

You do not want to see a 50 basis point cut in interest rates this week. Nick Colas explains why on an all new What Did We Learm? youtu.be/gAxH4LE8WKk?... @datatrekresearch.bsky.social

Live from Future Proof - a brand new episode of The Compound and Friends starring $1.5 trillion Franklin Templeton's CEO Jenny Johnson Watch: www.youtube.com/watch?v=YJdE... Listen: podcasts.thecompoundnews.com/show/TCAF/15...

Pitching the GOAT today

The truth behind the private markets boom that’s reshaping the investing landscape. New TCAF is now 🆙 Apple: podcasts.apple.com/us/podcast/t... Spotify: open.spotify.com/episode/4ArR... YouTube: youtu.be/EyIkATsABXk?...

How to make money in the bull market for electricity Big insights from Jan van Eck this weekend youtu.be/oiq7t0yQrmw?...

Investors have just piled into a new record level of margin debt, nearing one trillion dollars. Michael and I are going LIVE at 5pm ET, chat's already lit, let's go! www.youtube.com/watch?v=dDEP...

Ladies and gentlemen, Mr. Wilfred Frost. The difference between US and UK investors + how his dad nailed Richard Nixon in one of the most famous interviews of all time. Brand new on The Compound. youtu.be/T6B54XT_IGY?...

Huge thank you to @profgalloway.com and Ed Elson for inviting me to co-host the show with Scott on vacation. We had a big chat about whether or not the AI hype has gone too far Spotify: open.spotify.com/episode/10M0... YouTube: www.youtube.com/watch?v=0MPK...

There have been 12 "waterfall" declines since WWII for the US stock market and in almost all cases the recovery has been V-shaped. They're not anomalous, they're the norm. 130,000 people watched this episode of The Compound and Friends in its first 24 hours. youtu.be/4Ga6GcMl3_c?...

TOMORROW

My best guess is that within a year Coinbase will either build or buy a traditional brokerage so that, like Robinhood, they can offer investors an all-in-one platform where stocks, ETFs and coins sit side by side. What do you think they will do? youtu.be/-zD5WFeklaY?...

Of all the mistakes Democrats made in 2024, missing the opportunity to court young people via support for crypto was one of the most obvious. I asked Coinbase Chief Legal Officer Paul Grewal and CFO Alesia Haas about this and more, watch it here: www.youtube.com/watch?v=-zD5...

Warren Buffett’s Berkshire Hathaway scooped up $5 million shares of the crashing UnitedHealth (UNH), now in a 50% drawdown over the last year. Also sold more Apple, BofA shares and bought back in to homebuilders Lennar and D.R. Horton. www.cnbc.com/2025/08/14/w...

S&P 500 at a new record, we’re going LIVE at 5pm ET youtube.com/live/aiF4a7R...

Eminem surprise pop-out at the NYC premiere of his new doc “Stans” last night. We loved the movie. Highly recommend.

Jaw-dropping chart from Callie Cox - AI spending is now holding the entire economic growth story of the United States up while hiring and consumer spending grinds to a halt. Sustainable or not so much? www.optimisticallie.com/p/humans-rob...

Stocks at all time highs with record participation among young people - so why are they also embracing socialist mayors? Garrett Baldwin explains what’s happening and why. youtu.be/VsTxRl1wlAw?...