Uploaded July 2026 | Updated September 2026, 3 weeks ago
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick discuss: Google's earnings, SpaceX's first earnings report and massive lockup expiration, the selloff in AI infrastructure stocks, whether market breadth is flashing a warning sign, why investors still love stocks, and if the K-shaped economy narrative has become overstated.
This episode sponsored by Calamos. To learn more about CAIE, visit calamos.com/funds/etf/calamos-autocallable-income-caie
COMPOUND MERCH: idontshop.com
►00:00 - Intro
►02:57 - SpaceX Earnings Date
►14:15 - Google Earnings
►23:18 - Inside the Market
►33:50 - Fears of a Catch-Down
►39:20 - People Love Stocks
►43:00 - K-Shaped Myth Busting
►52:40 - Make The Case
►54:40 - Mystery Chart
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.
Paid for by Public Investing. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Complete disclosures available at public.com/disclosures
#StockMarket #Investing #Stocks #TheCompound #AI #finance #joshbrown #invest
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick discuss: Google's earnings, SpaceX's first earnings report and massive lockup expiration, the selloff in AI infrastructure stocks, whether market breadth is flashing a warning sign, why investors still love stocks, and if the K-shaped economy narrative has become overstated.
This episode sponsored by Calamos. To learn more about CAIE, visit calamos.com/funds/etf/calamos-autocallable-income-caie
COMPOUND MERCH: idontshop.com
►00:00 - Intro
►02:57 - SpaceX Earnings Date
►14:15 - Google Earnings
►23:18 - Inside the Market
►33:50 - Fears of a Catch-Down
►39:20 - People Love Stocks
►43:00 - K-Shaped Myth Busting
►52:40 - Make The Case
►54:40 - Mystery Chart
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.
Paid for by Public Investing. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Complete disclosures available at public.com/disclosures
#StockMarket #Investing #Stocks #TheCompound #AI #finance #joshbrown #invest
