Only One Thing Can Stop the AI Crash, Worst Drawdowns, Blue Owl vs Apollo
The Compound and Friends
Josh Brown
4.7 • 2.2K Ratings
🗓️ 19 November 2025
⏱️ 69 minutes
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| 0:00.0 | Ladies and gentlemen, welcome to the compound and friends on tonight's show, an action-packed |
| 0:05.2 | edition of what are your thoughts with Michael Batnik and I. |
| 0:08.5 | I think I know the one thing that can put a stop to the AI crash on Wall Street, and I want |
| 0:15.6 | you to know what that thing is too, and we will discuss special thanks to our sponsor, |
| 0:22.9 | public, more on public in just a moment. Let me send you into the show. Welcome to The Compound and Friends. All opinions |
| 0:33.4 | expressed by Josh Brown, Michael Batnik, and their castmates are solely their own opinions and do not reflect the opinion of Riddholt's wealth management. |
| 0:40.8 | This podcast is for informational purposes only and should not be relied upon for any investment decisions. |
| 0:46.2 | Clients of Riddholt's wealth management may maintain positions in the securities discussed in this podcast. |
| 1:14.6 | Yeah, yeah, yeah, yeah. It's us. We're back. Hey guys, I wanted to say thank you so much for joining us. Those of you who are with us for the live on YouTube, every Tuesday at 5 p.m. |
| 1:20.6 | We really appreciate it. |
| 1:22.6 | Want to shout out some people in the chat before we say thank you to the sponsor. |
| 1:28.0 | Cliff is here. |
| 1:29.7 | Jerry Jinnma is here. |
| 1:33.2 | Christian Groff says Josh low-key called the pullback like two weeks ago. |
| 1:38.2 | Quote, people are talking. |
| 1:39.8 | I really did. |
| 1:41.1 | I really did. |
| 1:42.5 | I believe the exact phrase I used was, |
| 1:45.0 | get out now. |
| 1:46.4 | We are in a kayak headed over in Niagara Falls. |
| 1:52.4 | I wish I could uncall the pullback and have it reversed, but I'm not that powerful. |
| 1:58.6 | Chris Hayes is here. |
... |
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