Jensen's robots, Zuckerberg bends the knee, AI is the economy

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 8 January 2025

⏱️ 61 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick as they talk AI, eye-catching charts, MuskCoin, the alchemists, Jensen Huang Keynote, and more! This episode is sponsored by Public and Rocket Money! Visit: http://Public.com/WAYT and lock in a 6% or higher yield with a Bond Account. Cancel your unwanted subscriptions today by visiting: http://rocketmoney.com/compound Sign up for The Compound Newsletter and never miss out! https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. *Terms and Conditions apply. 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. Tonight's show is brought to you by
0:04.2	public.com and our friends at Rocket Money. Rocket Money is a personal finance app that
0:12.0	helps find and cancel your unwanted subscriptions, monitors your spending, and helps lower your
0:17.7	bills so you can grow your savings. Who doesn't want to lower their bills?
0:22.5	Honestly, it's 2025.
0:24.2	This is the time of year.
0:25.7	You should be checking out rocket money and looking at all these things that you're paying for,
0:31.0	some of which you don't even know you're paying for.
0:33.5	Some you forgot.
0:34.8	See all of those subscriptions in one place, know where your money's going, and cancel the things that you don't use. You can create a personalized budget on the app. There's a goals feature which automatically saves money for you, so you don't have to think about it. It's just a really useful tool. And over five million users right now on Rocket Money.
0:55.5	They've saved a total of $500 million and canceled subscriptions, $740 per year per member
1:02.7	when using all of the app's premium features.
1:05.3	Go to RocketMoney.com slash compound today.
1:10.0	All right.
1:10.4	We have so much going on tonight.
1:12.5	We're getting into this really deep conversation about the ways in which the AI spending
1:19.4	boom is starting to show up in GDP.
1:22.5	Did you know, I sound like the kid from Jerry McGuire.
1:26.4	Did you know the human head weighs eight pounds, Jerry?
1:29.3	Did you know that if we hit 7% of GDP on AI-related spending this year, we will eclipse
1:40.0	the amount of money being spent on housing in 2005 at the peak of that bubble.
1:47.7	So things are about to go absolutely crazy.
	...

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