Uploaded June 2026 | Updated September 2026, 2 weeks ago
On episode 246 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Levitt, Chief Global Market Strategist at Invesco to discuss: whether the AI trade has become too crowded, why earnings growth still supports the market, and what investors should actually watch for signs of trouble. They also discuss small caps, rate expectations, consumer strength, the SpaceX IPO, and whether comparisons to the dot-com bubble are useful or overdone.
This episode is sponsored by Fidelity Investments. Visit Fidelity.com/TraderPlus to learn more about Fidelity Investments and the all-new Fidelity Trader+, Fidelity’s most powerful trading platform yet.
►00:00 - Cold Open: Knicks Euphoria and Bakery Drama
►08:08 - Introducing Brian Levitt
►09:16 - What Makes Invesco Different?
►11:38 - Is the AI Trade Too Crowded?
►16:16 - What Could Broaden the Bull Market?
►25:05 - Are Investors Taking Too Much Risk?
►30:03 - Why Investors Keep Looking for a Market Crash
►34:33 - Is This Starting to Look Like the Dot-Com Bubble?
►41:18 - The Consumer, Household Wealth, and the Economy
►49:32 - SpaceX IPO: Bubble Warning or Bullish Catalyst?
►58:29 - The Indicators That Actually Matter
►01:00:40 - The Optimistic Take on AI and the Market
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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
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Josh Brown and Michael Batnick 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 our disclosures here:
ritholtzwealth.com/podcast-youtube-disclosures
The Compound Media, Incorporated, 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 therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ritholtzwealth.com/advertising-disclaimers.
#TheCompound #Investing #StockMarket #AI #ArtificialIntelligence #spacex
On episode 246 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Levitt, Chief Global Market Strategist at Invesco to discuss: whether the AI trade has become too crowded, why earnings growth still supports the market, and what investors should actually watch for signs of trouble. They also discuss small caps, rate expectations, consumer strength, the SpaceX IPO, and whether comparisons to the dot-com bubble are useful or overdone.
This episode is sponsored by Fidelity Investments. Visit Fidelity.com/TraderPlus to learn more about Fidelity Investments and the all-new Fidelity Trader+, Fidelity’s most powerful trading platform yet.
►00:00 - Cold Open: Knicks Euphoria and Bakery Drama
►08:08 - Introducing Brian Levitt
►09:16 - What Makes Invesco Different?
►11:38 - Is the AI Trade Too Crowded?
►16:16 - What Could Broaden the Bull Market?
►25:05 - Are Investors Taking Too Much Risk?
►30:03 - Why Investors Keep Looking for a Market Crash
►34:33 - Is This Starting to Look Like the Dot-Com Bubble?
►41:18 - The Consumer, Household Wealth, and the Economy
►49:32 - SpaceX IPO: Bubble Warning or Bullish Catalyst?
►58:29 - The Indicators That Actually Matter
►01:00:40 - The Optimistic Take on AI and the Market
👕 Check out The Compound shop: idontshop.com
🎙️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
The Compound Newsletter: thecompoundnews.com/subscribe
Linkedin: linkedin.com/company/the-compound-media
Instagram: instagram.com/thecompoundnews
Twitter: twitter.com/thecompoundnews
Tik Tok: tiktok.com/@thecompoundnews
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Josh Brown and Michael Batnick 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 our disclosures here:
ritholtzwealth.com/podcast-youtube-disclosures
The Compound Media, Incorporated, 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 therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here ritholtzwealth.com/advertising-disclaimers.
#TheCompound #Investing #StockMarket #AI #ArtificialIntelligence #spacex
