Everybody's Wrong

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 18 July 2025

⏱️ 79 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 200 of The Compound and Friends, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠ are joined by TCAF legend JC Parets to discuss: the most important sector in the market, the biggest contrarian call, the only people losing money right now, Bitcoin dominance crashing, what could derail the market, and much more! This episode is sponsored by Neuberger Berman and Apex Fintech Solutions Learn more about NBSD, including important information about fees, risks and performance at https://www.nb.com/en/us/products/etfs/short-duration-income-etf?cid=da_tpy_MYMM3_MYMM_ShortDur&cid=vi_co_p_mymm_shortduration&dclid=CKHfv8mdxI4DFRosiAkd4rQ63A&gad_source=7. NBSD from Neuberger Berman—efficient income, managed risk. Learn more at https://apexfintechsolutions.com/augmented-advice Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠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	Every Tuesday, Josh and I do, what are your thoughts?
0:02.4	And we do a mystery chart.
0:03.6	You just sent me the wrong doc. And every, yeah, I did. And every week, I guess it. Dude, I'm- Michael's very good. Michael's very good at this. I look at charts. I want to talk, Josh. My man. So how are you? How's your summer? Dude, did you get my text message? Straza texting me like, yo, Josh is always pumping my stocks.
0:03.4	Oh, am I?
0:04.1	What are his... So how are you? How's your summer? Dude, did you get my text message? Strasa texting me? Like, yo, Josh is always pumping my stocks.
0:23.0	Oh, am I? What is- You didn't get the text message? No. When did you send it to me? Dude, are you kidding me? I'm terrible. You know I'm really bad at that. Look at your text. This is- But from what day, though? This is Straza slacking me that he sees a head.
0:20.8	Oh, yeah, yeah, yeah.
0:21.3	Which stock was it?
0:22.4	I don't know. But he was talking about it, and Straza was Balls-Dive. Rocket? But it shows up, like, in his, like, a news feed. Josh Brown pumps, whatever. It doesn't say, no, he doesn't pump anything. I don't. I discuss stocks. It says, I don't pump. The news was, I BKR, VAL, Pop, Josh Brown Mention was the exact headline. What was the stock? I BKR. IBKR, VAL, POP, Josh Brown mentions. And then Strasa says, I love Josh. He pumps my favorite stock.
1:09.4	Oh my God. No, I mean, you're just talking on TV, but he's happy when he owns the stocks that you're talking about on TV is all, I guess. I just think that's funny. Like, anybody else thinks that's funny? I do. I think that's hilarious. But tell him not to use that. No, he didn't say pump. No, no. Josh Brown manipulates stocks. No, no, no, he didn't say pump.
1:10.6	No, but that's say pump. No, he did say pump. Oh, he did say. Oh, he did say pump.
1:28.3	No, no, he didn't say pump. But that's how the kids talk these days. Moon, pump. I know, but I don't talk that way. Yolo, GM, GM, you know, like, mean, there's just how the kids talk. Like, he doesn't mean you're actually pumping. Very confident in my description.
1:24.7	It's just the nomenclature.
1:26.0	Oh, what do we think?
1:27.0	Why?
1:27.5	You did it.
1:28.7	I like Michael doing it. Wait, I'm locked out of the stock. Hold on. I'm locked out of the stock. I need somebody to... Dude, I have a fucking extra laptop. Can you, can somebody just invite me to my personal Gmail and don't say it out loud? I feel like we're off to a horrible start. No, other way. Are you sure? No. It says the left or right on the inside. You should isolate. You should isolate what I just said. Fake news. Like. It's true. Perfect. When the Dow is down 800 points. It's true. It's true.
2:18.3	I was too hard for a hundred.
2:19.3	Wasn't I one hundred?
2:21.3	Probably.
2:22.3	You've been on like 18 times.
2:24.3	It's for real.
	...

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