Uploaded June 2026 | Updated September 2026, 3 weeks ago
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick discuss Micron earnings, the sudden selloff in South Korea's red-hot stock market, whether we're entering the late stages of the bull market, prediction markets coming to Wall Street, Jane Street's AI ambitions, the Magnificent Seven breakdown, Alan Greenspan's legacy, and the growing bull case for Meta.
This episode is sponsored by Neuberger. Explore NBSD–including all risks and important information‒at neuberger.com/nbsd
COMPOUND MERCH: idontshop.com
►00:00 - Intro
►03:33 - Micron earnings after close / KOSPI Krash
►16:13 - It’s Almost Midnight
►23:35 - Prediction Markets
►34:00 - Jane Street Opens Up
►38:30 - Mag 7 Breakdown
►46:15 - Alan Greenspan
►53:30 - 52-Week Lows
►56:19 - Make The Case
►01:02:33 - 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 #IPO #Stocks #TheCompound #AI #wealth #rich #finance #joshbrown #wayt #invest #spacex #spacexipo
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick discuss Micron earnings, the sudden selloff in South Korea's red-hot stock market, whether we're entering the late stages of the bull market, prediction markets coming to Wall Street, Jane Street's AI ambitions, the Magnificent Seven breakdown, Alan Greenspan's legacy, and the growing bull case for Meta.
This episode is sponsored by Neuberger. Explore NBSD–including all risks and important information‒at neuberger.com/nbsd
COMPOUND MERCH: idontshop.com
►00:00 - Intro
►03:33 - Micron earnings after close / KOSPI Krash
►16:13 - It’s Almost Midnight
►23:35 - Prediction Markets
►34:00 - Jane Street Opens Up
►38:30 - Mag 7 Breakdown
►46:15 - Alan Greenspan
►53:30 - 52-Week Lows
►56:19 - Make The Case
►01:02:33 - 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 #IPO #Stocks #TheCompound #AI #wealth #rich #finance #joshbrown #wayt #invest #spacex #spacexipo
