Uploaded August 2026 | Updated September 2026, 2 weeks ago
On this episode of What Are Your Thoughts?, Josh Brown and Michael Batnick break down another massive week for the markets, including SpaceX's first public earnings report, Palantir's blockbuster quarter, and what strong Q2 earnings say about corporate America. They also discuss the recent semiconductor selloff, the rise and fall of hedge fund manager Leopold Aschenbrenner, Robinhood, the risks of leveraged investing, and Michael's bull case for Floor & Decor.
Topics include:
SpaceX's first earnings report
Palantir's explosive earnings
Q2 corporate profits
The semiconductor selloff
Leopold Aschenbrenner's hedge fund collapse
Robinhood
Leveraged investing
Michael's bull case for Floor & Decor
Josh's mystery chart
This episode sponsored by Janus Henderson Investors. Visit janushenderson.com for more information.
COMPOUND MERCH: idontshop.com
Timestamps:
►00:00 - Intro
►02:25 - SpaceX, Palantir Earnings
►28:55 - SemiBlow Up/Dotcom Comparisons
►39:00 - Leopold
►47:50 - Robinhood
►57:20 - Make The Case
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Listen to our podcasts:
TCAF: podcasts.thecompoundnews.com/show/TCAF
Animal Spirits: podcasts.thecompoundnews.com/show/animalspirits
Ask The Compound: podcasts.thecompoundnews.com/show/ATC
Talking Wealth: podcasts.thecompoundnews.com/show/talking-wealth
Investing involves the risk of loss. This podcast is for informational purposes only and should not be relied upon for investment decisions and is not a solicitation or recommendation to buy or sell any securities. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See additional disclosures: ritholtzwealth.com/podcast-youtube-disclosures. “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated.
The Compound Media, Inc, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation with, Ritholtz Wealth Management or any of its employees. See disclaimers: ritholtzwealth.com/podcast-youtube-disclosures.
#StockMarket #Investing #Stocks #TheCompound #AI #finance #joshbrown #invest
On this episode of What Are Your Thoughts?, Josh Brown and Michael Batnick break down another massive week for the markets, including SpaceX's first public earnings report, Palantir's blockbuster quarter, and what strong Q2 earnings say about corporate America. They also discuss the recent semiconductor selloff, the rise and fall of hedge fund manager Leopold Aschenbrenner, Robinhood, the risks of leveraged investing, and Michael's bull case for Floor & Decor.
Topics include:
SpaceX's first earnings report
Palantir's explosive earnings
Q2 corporate profits
The semiconductor selloff
Leopold Aschenbrenner's hedge fund collapse
Robinhood
Leveraged investing
Michael's bull case for Floor & Decor
Josh's mystery chart
This episode sponsored by Janus Henderson Investors. Visit janushenderson.com for more information.
COMPOUND MERCH: idontshop.com
Timestamps:
►00:00 - Intro
►02:25 - SpaceX, Palantir Earnings
►28:55 - SemiBlow Up/Dotcom Comparisons
►39:00 - Leopold
►47:50 - Robinhood
►57:20 - Make The Case
instagram: instagram.com/thecompoundnews
Twitter: twitter.com/thecompoundnews
TikTok: tiktok.com/@thecompoundnews
Linkedin: linkedin.com/company/the-compound-media
Sign up for The Compound newsletter: thecompoundnews.com/subscribe
Listen to our podcasts:
TCAF: podcasts.thecompoundnews.com/show/TCAF
Animal Spirits: podcasts.thecompoundnews.com/show/animalspirits
Ask The Compound: podcasts.thecompoundnews.com/show/ATC
Talking Wealth: podcasts.thecompoundnews.com/show/talking-wealth
Investing involves the risk of loss. This podcast is for informational purposes only and should not be relied upon for investment decisions and is not a solicitation or recommendation to buy or sell any securities. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. See additional disclosures: ritholtzwealth.com/podcast-youtube-disclosures. “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated.
The Compound Media, Inc, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation with, Ritholtz Wealth Management or any of its employees. See disclaimers: ritholtzwealth.com/podcast-youtube-disclosures.
#StockMarket #Investing #Stocks #TheCompound #AI #finance #joshbrown #invest
