Nick and Jessica on Tech Earnings, Mary Meeker’s AI Tour de Force, ARR Models

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 10 June 2025

⏱️ 120 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of DataTrek Research to discuss why February was probably not the top, how expensive US tech stocks are, AI, sports and more! Then, at 49:30, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠Downtown Josh Brown⁠⁠⁠ and ⁠⁠⁠Michael Batnick⁠⁠⁠! This episode is sponsored by Betterment Advisor Solutions and Rocket Money. Grow your RIA your way by visiting: ⁠http://Betterment.com/advisors⁠ Cancel your unwanted subscriptions today by visiting: ⁠https://rocketmoney.com/compound 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

Click on a timestamp to play from that location

0:00.0	Ladies and gentlemen, welcome to the compound and friends. My name is downtown Josh Brown,
0:05.6	and boy, are you in for a treat? This podcast is sponsored by our friends at Betterment
0:11.4	Advisor Solutions. We are also sponsored by Rocket Money. Rocket Money is a personal finance app
0:18.1	that helps find and cancel unwanted subscriptions.
0:21.6	It monitors your spending, helps you lower your bills so you can grow your savings.
0:26.3	They may even try to negotiate lower bills for you, if you can imagine that.
0:31.0	They will deal with customer service for some of these things that you're just not paying
0:35.3	for and you want to get out.
0:37.5	Rocket Money has over 5 million users, has saved a total of 500 million in canceled
0:43.4	subscriptions for people.
0:45.2	Cancel your unwanted subscriptions right now.
0:47.8	Reach your financial goals faster with Rocket Money.
0:50.0	Go to RocketMoney.com slash compound today.
0:54.8	Okay.
0:55.3	It's the return of Nick and Jessica.
0:57.6	Nicolas and Jessica Raib, my friends at Datatrek research are back on the pod.
1:03.3	We went deep on earnings and we took a look at technology in particular and what's been
1:09.7	happening in the markets. And I think it's a really
1:12.3	interesting conversation. So great catching up with Nick and Jessica. And then it's an only
1:17.4	edition of what are your thoughts? And you could call this one the AI edition. We went nuts on
1:23.4	on AI. Mary Maker's new 340 slide deck came out and we'll distill some of the more important insights
1:32.2	from the research that she released.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Josh Brown, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Josh Brown and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.