How Does Apple Get Its Mojo Back?

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 8 July 2025

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this TCAF Tuesday, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ is here with a special edition of What Are Your Thoughts with special guests Cullen Roche, Eric Balchunas and Alex Kantrowitz. They discuss: who can replace the dollar, will the deficit crush us, the most successful ETF ever, if Apple should buy Perplexity, Meta vs OpenAI, and more. 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	Welcome to The Compound and Friends. All opinions expressed by Josh Brown, Michael Batnik, and their castmates are solely their own opinions and do not reflect the opinion of Ritthold's wealth management.
0:20.9	This podcast is for informational purposes only and should not be relied upon for any investment
0:25.2	decisions. Clients of Riddholt's wealth management may maintain positions in the securities
0:29.4	discussed in this podcast. Hello, what is up everybody? Hello. What is up, everybody?
0:57.0	Today is Tuesday, 5 o'clock on the East Coast time.
1:01.0	It's an all new, what are your thoughts with me?
1:03.0	And just me.
1:04.0	Michael Batnik, nice to see you.
1:07.0	Josh is flying over the Atlantic as we speak.
1:14.8	He'll be in the seat with me tomorrow for new compound and friends. But for tonight, I am very excited.
1:17.4	I thought we did something a little bit different.
1:18.5	Spice it up, know what I mean?
1:20.7	So I have three very special guests.
1:23.7	Shout out to Barry Riddholtz.
1:25.2	The first one is C Colin, Roche.
1:27.8	We're going to be talking about the dollar, the decline of the dollar, the death of the dollar.
1:32.9	Who's going to replace it?
1:34.1	I don't know.
1:34.8	Maybe Colin does.
1:36.2	Next, we'll have my friend Eric Balchunis to talk about the spicys etfs out there on the marketplace.
1:42.1	Some of the biggest themes, there are a lot, a lot of happenings.
1:44.6	And then finally, we're going to end with Alex Cantruitz.
	...

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