Uploaded July 2026 | Updated September 2026, 3 weeks ago
On episode 251 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jonathan Thomas, CEO of American Century Investments, to discuss: the remarkable rise of Avantis Investors, why active ETFs are gaining ground, what it takes to build investment products that can outperform without taking excessive risk, whether AI is creating an earnings bubble, why the market is broadening beyond the Magnificent Seven, and where the biggest long-term opportunities in AI may emerge.
Plus, Jonathan shares the story behind American Century’s ownership structure, which has directed billions of dollars toward cancer and genetic-disease research at the Stowers Institute for Medical Research—and takes us inside one of the most exclusive celebrity weddings imaginable.
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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 #taylorswift #traviskelce #wedding #swiftkelce #taylorswiftwedding #taylorswifteras
On episode 251 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jonathan Thomas, CEO of American Century Investments, to discuss: the remarkable rise of Avantis Investors, why active ETFs are gaining ground, what it takes to build investment products that can outperform without taking excessive risk, whether AI is creating an earnings bubble, why the market is broadening beyond the Magnificent Seven, and where the biggest long-term opportunities in AI may emerge.
Plus, Jonathan shares the story behind American Century’s ownership structure, which has directed billions of dollars toward cancer and genetic-disease research at the Stowers Institute for Medical Research—and takes us inside one of the most exclusive celebrity weddings imaginable.
👕 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 #taylorswift #traviskelce #wedding #swiftkelce #taylorswiftwedding #taylorswifteras
