Uploaded July 2026 | Updated September 2026, 2 weeks ago
On episode 252 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Ron Baron and Michael Baron of Baron Capital to discuss: long-term investing, Elon Musk, Tesla, SpaceX, artificial intelligence, and the power of owning exceptional businesses for decades.
Ron explains how Baron Capital grew from $10 million in assets to approximately $70 billion, why the firm invested repeatedly in SpaceX, and why he believes it could eventually become the world’s most valuable company. Ron and Michael also discuss what they saw in Tesla before most of Wall Street, how they evaluate visionary founders, and what allows them to hold through extreme volatility.
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Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:
ritholtzwealth.com/podcast-youtube-disclosures
#thecompound #stockmarket #investing #spacex #tesla #elonmusk #elon #space #technology #electricvehicle #selfdriving #teslamodely #teslastock #optimus #robots #transportation #renewableenergy
On episode 252 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Ron Baron and Michael Baron of Baron Capital to discuss: long-term investing, Elon Musk, Tesla, SpaceX, artificial intelligence, and the power of owning exceptional businesses for decades.
Ron explains how Baron Capital grew from $10 million in assets to approximately $70 billion, why the firm invested repeatedly in SpaceX, and why he believes it could eventually become the world’s most valuable company. Ron and Michael also discuss what they saw in Tesla before most of Wall Street, how they evaluate visionary founders, and what allows them to hold through extreme volatility.
👕 Check out The Compound shop: idontshop.com
Instagram: instagram.com/thecompoundnews
Twitter: twitter.com/thecompoundnews
Linkedin: linkedin.com/company/the-compound-media
Tik Tok: tiktok.com/@thecompoundnews
Listen to podcasts from The Compound:
The Compound and Friends: podcasts.thecompoundnews.com/show/TCAF
Animal Spirits: podcasts.thecompoundnews.com/show/animalspirits
Ask The Compound: podcasts.thecompoundnews.com/show/ATC
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:
ritholtzwealth.com/podcast-youtube-disclosures
#thecompound #stockmarket #investing #spacex #tesla #elonmusk #elon #space #technology #electricvehicle #selfdriving #teslamodely #teslastock #optimus #robots #transportation #renewableenergy
