Disregarding Tariff Terror With Nick and Jessica, Palantir Explodes, Amazon and Alphabet Report Earnings

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 5 February 2025

⏱️ 92 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research to discuss the Trump Tariffs, disruptive innovation, DeepSeek AI and the healthcare sector, and more. Then at 37:30, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! This episode is sponsored by KraneShares and Rocket Money! To learn more about KraneShares, visit: https://kraneshares.com/kweb-suite/ Cancel your unwanted subscriptions today by visiting: http://rocketmoney.com/compound 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/ 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.
0:02.8	Tonight's show is brought to you by crane shares, creator of the defined outcome, buffer strategies, KPRO, and KBUF.
0:12.8	Most people know about crane shares Chinese internet flagship ETF, K-Web, we talk about it all the time.
0:19.9	Not everybody wants all the downside that comes with
0:23.6	earning the upside of Chinese technology. So one way people are getting access, but covering
0:30.5	some of their downside or all of their downside is through these buffer funds. Crain shares
0:36.0	offers two versions.
0:38.2	One covers 100% of your downside with an upside cap of 20%.
0:43.3	And that is K-Pro.
0:45.4	The other K-buff is 90% downside protection
0:48.8	with a 40% upside cap on the potential gains.
0:52.9	If you want to learn more about how these things work,
0:56.1	I highly recommend you check out crane shares.com for details. Also want to thank our sponsor,
1:03.0	Rocket Money. Rocket Money is a killer personal finance app that helps find and cancel your
1:09.1	unwanted subscriptions, monitors your spending,
1:11.7	and helps you lower your bills so you can grow your savings. There are five million people
1:17.2	using rocket money. They have saved a total of $500 million in canceled subscriptions. Members can save
1:25.6	up to $740 per year when using all of the app's premium
1:29.8	features. Cancel your unwanted subscriptions today. Reach your financial goals faster with rocket
1:35.4	money. Go to rocketmoney.com slash compound. That's rocketmoney.com slash compound. Okay, on tonight show, Nick and Jessica are back. We talk about the
1:48.3	tariff reality show. Nick and Jessica didn't seem to worry about it. We're going to find out why.
1:54.1	Also, an all new edition of What Are Your Thoughts starring Michael Batnik and me. It's still
	...

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