Becoming the Amazon of Real Estate With Rocket’s Varun Krishna, Roaring Bank Earnings, Wall Street Fires on All Cylinders

The Compound and Friends

Josh Brown

Investing, Business News, News, Business

4.7 • 2.2K Ratings

🗓️ 14 October 2025

⏱️ 95 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this TCAF Tuesday, Josh Brown is joined by Varun Krishna, CEO of Rocket Companies, a $50 billion giant in the mortgage and real estate market, to discuss the prospect of a refi boom and a new upcycle for the housing market. Then at 28:00, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠! This episode is sponsored by F/m Investments and Rocket Money. Learn more about the F/m Compoundr ETFs at https://FmInvest.com Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/compound today. 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

Click on a timestamp to play from that location

0:00.0	Ladies and gentlemen, welcome to the compound and friends.
0:03.6	Today's show is brought to you by FM Investments.
0:07.5	We are also sponsored by Rocket Money.
0:10.0	You might think you have a solid handle on your budget.
0:13.0	Maybe your spreadsheet says you should have an extra $1,000 left over each month.
0:18.8	But if your bank account isn't reflecting that, something's off.
0:22.9	Rocket money helps you track every dollar, uncover hidden spending, and take control
0:28.3	of your finances.
0:29.8	Rocket money is a personal finance app that helps find and cancel unwanted subscriptions,
0:35.0	monitors your spending, and helps lower your bills so you can grow your savings.
0:39.7	Rocket Money shows you all your expenses in one place, including subscriptions you forgot about.
0:45.1	If you see a subscription you no longer want, Rocket Money will help you cancel it.
0:50.3	Rocket Money has saved users over $2.5 billion, including over $880 million in canceled subscriptions alone.
0:59.4	Their 10 million members save up to $740 a year when they use all of the app's premium features.
1:06.6	Cancel your unwanted subscriptions and reach your financial goals faster with rocket money.
1:12.2	Go to rocket money.com slash compound today.
1:17.1	All right.
1:17.8	I want to tell you guys that tonight's show is supersized.
1:21.7	We have special guests, CEO of a company I am personally invested in.
1:27.4	Varun Krishna is the CEO of Rocket Companies.
1:30.4	And he came on to talk about the prospects of a real estate and housing cycle and lower
1:37.4	mortgage rates and also got a chance to ask him about these two massive acquisitions
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Josh Brown, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Josh Brown and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.