Financial War With Europe, Gold Is Screaming, Netflix and BofA Earnings, the Case for ServiceTitan

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.7 • 2.2K Ratings

🗓️ 20 January 2026

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

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Summary

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! This episode is sponsored by Teucrium and ClearBridge Investments. Find out more at https://teucrium.com/agricultural-commodity-etfs International and emerging market stocks outperformed the U.S. in 2025. At ClearBridge, we believe this momentum can continue. Find out more at https://www.clearbridge.com/ 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	Oh, would you look at that.
0:18.5	Right on schedule, Mike.
0:20.7	Or one minute, one minute behind, 501. Pretty good, though. Pretty good, considering. All right. Hey, everybody. Welcome to an all new edition of what are your thoughts. My name is downtown Josh Brown. And this is my co-host, Mr. Michael Batnik. Everybody say hello. Michael, say hello to the folks. How are we doing, folks? All right. I'm seeing a lot of love in the live chat for the J.C. Peretz episode, Mike. The fans just, I don't know what it is. They just, they love them, you know? I think it says voice. It's very baritone. That's it? That's the voice. It's very baritone.
0:55.0	That's it?
0:56.0	It's the voice.
0:57.0	It's got to be the voice.
0:58.0	Let's see.
0:59.0	Paul L.O.L says, I'm sniffing risks.
1:05.0	Risk sniffer merch.
1:07.0	Where is the Risk Sniffer merch?
1:10.0	See Paul Breezy. What up? Pounders. Where is the Risk Sniffer merch? See Paul Breezy?
1:11.6	What up?
1:12.6	Pounders?
1:13.6	Everyone liked the meltdown today?
1:14.6	I didn't love it, but I understand it.
1:17.6	We got a whole, we got a huge live audience right now.
1:22.6	I mean, comparably speaking, it looks pretty big.
1:25.6	I guess Duncan will give us the final count. Anyway, good, see all you.
1:48.3	What are you got? No, no, no, no. Back to you. All right. Good to see, everybody. Thank you guys for turning out. For those of you who are new to the show, we're going to get into some of the biggest topics in the markets and the economy and stocks and bonds and everything that you'd be curious to hear our professional expert take on.
1:50.0	And we do this every week, Tuesday, 5 p.m.
1:53.5	So thank you to those of you joining for the first time.
1:56.1	And to my pounders who are here week after week, we appreciate you.
	...

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