Uploaded September 2026 | Updated September 2026, 3 weeks ago
On this episode of What Are Your Thoughts, Josh Brown and Michael Batnick discuss: Snowflake ahead of earnings and what the report could tell us about AI demand and the future of software. They also look back at Tim Cook’s incredible run at Apple, debate whether software stocks are really dead, discuss the sudden momentum crash hitting Wall Street, Clear Secure, and much more.
This episode is sponsored by Betterment Advisor Solutions. Learn more at: Betterment.com/advisors
The 2026 Compound Audience Survey is out now, help us shape the future: surveymonkey.com/r/H8CW6M5
COMPOUND MERCH: idontshop.com
Timestamps:
►00:00 - Intro
►03:30 - Snowflake Earnings Preview
►18:15 - Ed Zitron
►34:55 - Thanks, Tim Cook
►48:55 - Software. Not Dead Yet
►58:00 - Momentum Crash?
►01:00:20 - Make The Case
►01:05:45 - Mystery Chart
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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 discuss: Snowflake ahead of earnings and what the report could tell us about AI demand and the future of software. They also look back at Tim Cook’s incredible run at Apple, debate whether software stocks are really dead, discuss the sudden momentum crash hitting Wall Street, Clear Secure, and much more.
This episode is sponsored by Betterment Advisor Solutions. Learn more at: Betterment.com/advisors
The 2026 Compound Audience Survey is out now, help us shape the future: surveymonkey.com/r/H8CW6M5
COMPOUND MERCH: idontshop.com
Timestamps:
►00:00 - Intro
►03:30 - Snowflake Earnings Preview
►18:15 - Ed Zitron
►34:55 - Thanks, Tim Cook
►48:55 - Software. Not Dead Yet
►58:00 - Momentum Crash?
►01:00:20 - Make The Case
►01:05:45 - 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.
#StockMarket #Investing #Stocks #TheCompound #AI #finance #joshbrown #invest
