Liberation Day, Goldman Gets Bearish, Falling Knives

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 1 April 2025

⏱️ 72 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! They discuss Liberation Day and tariffs, Mag 7 weakness, CoreWeave, AI and much more! This episode is sponsored by Public. Fund your account at https://public.com/WAYT and get up to $10,000 when you transfer your old portfolio. 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 Public Disclosure: Paid for by Public Investing. 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. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC. Complete disclosures available at http://public.com/disclosures 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.
0:03.2	Tonight's show is brought to you by public.com slash w-a-y-t.
0:09.2	More on that in a moment.
0:10.7	It's Michael Batnick.
0:11.8	It's me.
0:12.2	It's a supersized edition of what are your thoughts.
0:16.1	And boy, did we have a lot to talk about this week.
0:19.7	We take a look at, first and foremost, Liberation Day,
0:23.8	because this is the long promised moment where President Donald Trump reveals the global tariffs
0:30.8	that we've all been waiting for, and we get to see the continued market reaction.
0:36.8	And something tells me this won't be the end, just the beginning.
0:40.7	I hope to be wrong.
0:41.6	But the fun part about all this is we all find out together.
0:46.8	Goldman Sachs cut its forecast for both S&P 500 earnings and stock price returns by year end.
0:54.3	We have a bunch of economic commentary from our friends, Ed Yardinney, Neil Duda, et cetera.
1:00.0	We take a look at the Mag 7 bear market.
1:02.1	We take a look at the state of the AI trade in the aftermath of CoreWeave's IPO and all
1:10.0	kinds of other stuff on Tesla, Gen X, low volatility stocks.
1:16.2	It's just a ton of stuff in here.
1:18.4	So I'm going to send you in.
1:19.6	Thank you guys so much for listening.
1:21.3	Enjoy the show.
	...

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