Brian Belski Breaks Loose, Palantir Erupts, Stocks Getting Quietly Killed, Uber and Tost Report

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 5 November 2025

⏱️ 104 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Brian Belski, CEO and Chief Investment Officer at Humilis Investment Strategies to discuss: Brian’s new venture, the possibility of an AI bubble, choosing the right stocks at the right time, and more. Then at 38:14 hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠! This episode is sponsored by KraneShares. Learn more at https://kraneshares.com/KOID Belski on YouTube: https://youtu.be/9L4sxWG1tds WAYT on YouTube: https://youtube.com/live/zT1pkNt8EUE 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	Ladies and gentlemen, welcome to the compound and friends. This episode is brought to you by
0:05.0	our friends at crane shares. More on crane shares in a little while. I wanted to let you know that
0:11.1	we are welcoming our friend Brian Belski back tonight. We had an awesome session with Belski
0:18.9	right after he launched the new firm that is, I guess,
0:24.9	the first company he's ever started on Wall Street.
0:28.5	He's worked at some of the great giant banks and wanted to have an opportunity to build
0:34.1	something of his own.
0:35.5	And here it is.
0:36.7	So Brian's going to tell us all about it.
0:38.5	We'll get into some of his big ideas for the stock market going into the end of the year.
0:44.0	A lot of people forget a year ago last November, he was putting out his year-end 2025 target,
0:50.7	and he was at S&P 7,000, and we are just shy of S&P 7,000. Here we are, Magic, about a year
0:58.0	later. Belski has just been on top of this bull market for years and years, doing an incredible
1:03.2	job as a strategist, and we got a chance to talk stocks with them, too. So I think you'll have a lot
1:08.0	of fun listening to that. And then it's an all-new supersized earnings edition of the compound and friends with me and
1:15.2	Michael Batnik.
1:16.4	Some of my favorite names have been reporting this week.
1:18.8	Uber, Live Nation, Toast.
1:22.3	We get into the FISA blow up.
1:24.7	We take a look at what I consider to be a quiet, bare market happening below
1:30.5	the surface, although Michael disagrees with me. A lot of big name stocks getting absolutely
1:35.4	slaughtered lately and starting to become alarming. But Michael says much to do about nothing.
	...

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