Reasons to Remain Overweight

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 11 July 2025

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 199 of The Compound and Friends, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠ are joined by Ryan Detrick and Sonu Varghese to discuss: how AI saved the market, mid-year market takeaways, Bitcoin's new highs, economic indicators, and much more! This episode is sponsored by Russell Investments and Apex Fintech Solutions Looking to get your portfolio into shape? Strengthen your core with ETFs from Russell Investments. Learn more at https://russellinvestments.com/ Learn more about Apex and what they have to offer by visiting: http://apexfintechsolutions.com/augmentedadvice Sign up for The Compound Newsletter and never miss out: ⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠ Instagram: ⁠⁠⁠⁠⁠instagram.com/thecompoundnews⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠twitter.com/thecompoundnews⁠⁠⁠⁠⁠ LinkedIn: ⁠⁠⁠⁠⁠linkedin.com/company/the-compound-media/⁠⁠⁠⁠⁠ TikTok: ⁠⁠⁠⁠⁠tiktok.com/@thecompoundnews⁠⁠⁠⁠⁠ Russell investments disclosure: Fund objectives, risks, charges and expenses should be carefully considered before investing. A prospectus containing this and other important information can be obtained by calling 800-787-7354 or by visiting russellinvestments.com. Please read a prospectus carefully before investing. ETF investing involves risk. Principal loss is possible. Russell Investments Active ETFs are distributed by Foreside Fund Services, LLC. 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	Josh, did you miss potting?
0:02.0	I did.
0:04.2	I missed our friendship.
0:07.6	I feel like half of our conversations are on the air.
0:11.8	For everybody here.
0:13.2	It's like, I wonder what's going on with Mike.
0:14.5	I hope we have a podcast episode scheduled soon.
0:17.8	So, all right, boys, this is truly a treat.
0:20.7	I'm so excited that you're here.
0:22.4	You're staying in New York for how long?
0:24.8	Go home tomorrow.
0:25.6	Two-A.
0:26.0	You got here yesterday.
0:27.3	You got here yesterday.
0:27.6	Okay.
0:28.8	What were the rounds?
0:29.7	What did you do?
0:30.2	I did CNBC this morning at 6 o'clock, which was fun.
0:33.2	Is that pre-squok?
0:34.1	What is that?
0:34.5	No, it was pre-squok? What is that? No, it was pre-squot. It was squawk. It was a Joe. Okay. Oh, yeah.
0:38.0	Right there.
	...

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