AI Optimism and Macro Skepticism With Dan Ives & Neil Dutta

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 17 December 2025

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this TCAF Tuesday, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ is joined by Dan Ives and Neil Dutta to talk about AI, Tesla, the Fed, chances of market turmoil in 2026, and much more! This episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF: http://vaneck.com/SMHCompound Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.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. 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. 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 ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. 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: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠⁠⁠ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Hello and welcome to another episode of What Are Your Thoughts? My name is Michael Battenick. And today I am joined by the legend, The Goat, Dan Ives. We get into Tesla's autumn high. Did you know Tesla hit an ultim high? I didn't. Did today? Close on an ultim high. We talk about Oracle, the bubble barometer, as it's being referred to in some circles, not these
0:22.5	circles, but in some circles. Then later in the show, I am joined by my friend Neil Dutta.
0:29.0	We get into the state of the economy, the job support today, and finally, who will be the next
0:36.8	head of our Federal Reserve?
0:40.2	I want to thank Van Neck for sponsoring tonight's show.
0:42.3	Hope you enjoy it.
0:43.0	It was a good one.
0:47.8	Welcome to The Compound and Friends.
0:51.9	All opinions expressed by Josh Brown, Michael Batnik, and their castmates are solely their own opinions and do not reflect the opinion of Ritholz wealth management.
1:00.0	This podcast is for informational purposes only and should not be relied upon for any investment decisions.
1:05.4	Clients of Rithold's wealth management may maintain positions in the securities discussed in this podcast.
1:26.3	Okay. may maintain positions in the securities discussed in this podcast. All right, let's go.
1:28.6	It is Tuesday.
1:30.5	It's 5 o'clock on the East Coast.
1:31.2	What's up, everybody?
1:31.7	How we doing?
1:34.0	I am very excited today.
1:36.8	Have two special guests that are going to be joining us.
1:39.9	Josh is down south with our crew in New Orleans.
1:42.5	So I'm holding down to four tonight. We have Dan Ives.
1:45.3	Great timing.
1:46.5	We are going to be talking about Tesla.
	...

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