How to Tune Out the Noise

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 15 April 2025

⏱️ 73 minutes

🔗️ Recording | iTunes | RSS

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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 Flat Rock Global. Visit: https://flatrockglobal.com/thoughts 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.
0:03.1	My name is downtown Josh Brown.
0:04.6	I will be your host.
0:06.3	I'd like to thank Flat Rock Global for sponsoring the show this evening.
0:11.1	More on them in just a moment.
0:13.0	Tonight's show is about how you can tune out the noise.
0:17.2	Michael Batnik and I on an all new edition of what are your thoughts talk about just how noisy this moment is.
0:24.0	And I have a few theories as to why it feels noisier than ever and probably is noisier than ever.
0:29.5	So we'll talk about the way we think about market noise, economic noise, social media noise, political noise, and how we cope with it, how to deal with it.
0:40.4	We also look at some of the weakening spending metrics among the highest-end consumers.
0:48.7	Louis Vuitton had a notably disappointing earnings report.
0:53.0	We look at the bank earnings,
0:54.3	which were actually pretty good on balance.
0:57.3	We take a look at some of the pessimism
0:58.9	showing up in various surveys.
1:01.2	We do a little bit of AI stuff.
1:04.0	We get into some individual names there as well.
1:06.4	And overall, pretty good show.
1:09.2	I'm really excited that you guys are here with me to listen.
1:11.8	Thank you so much. I'll send you there right away.
1:19.7	Welcome to The Compound and Friends. All opinions expressed by Josh Brown, Michael Batnik,
1:24.3	and their castmates are solely their own opinions and do not reflect the opinion of Riddholt's wealth management.
	...

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