Congress Trades During Tariff Announcement, Oil Market Reaction to Israel vs Iran, OpenAI vs MSFT

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 17 June 2025

⏱️ 57 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠Downtown Josh Brown⁠⁠⁠ and ⁠⁠⁠Michael Batnick⁠⁠⁠! This episode is sponsored by GrayScale. Curious about investing in crypto and not sure where to start? Visit: https://www.grayscale.com/ to learn more. 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.
0:03.2	This show is sponsored by our friends at Grayscale.
0:07.2	Don't know where to begin in crypto.
0:09.1	Start with Grayscale.
0:10.3	More on Grayscale in just a moment.
0:12.5	Tonight's show is an all-new edition of what are your thoughts.
0:15.6	It's myself.
0:16.3	It's Michael Batnik.
0:17.4	We're going to start out with the recent events in the Middle East and the market
0:21.6	impact as a result of this weekend's conflagration. We'll look at oil prices, energy stock
0:29.0	prices, and everything you need to know about how the markets are digesting the most recent
0:35.6	round of attacks, bombings, etc.
0:38.7	Then we're going to go into congressional stock trading.
0:41.5	Look, if you're like most Americans, you absolutely love and support this.
0:46.7	I think we can all agree.
0:48.7	There's absolutely nothing wrong with the people who sit in Congress and legislate and debate laws and make laws
0:57.7	and make policy also benefiting from that very activity that taxpayers are paying them to do
1:05.2	with their brokerage accounts. Like what could possibly be more American than that? I don't know. So we are, we, we fully
1:13.8	support it and we've got some new data on how politicians were trading the events of
1:19.6	Liberation Day. We're going to look at marketwide sentiment. We're going to do a whole thing on
1:25.0	Nvidia, Open AI, Microsoft.
1:28.4	You're going to have a lot of fun.
	...

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