SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
The Compound and Friends
Josh Brown
4.7 • 2.2K Ratings
🗓️ 26 May 2026
⏱️ 65 minutes
🧾️ Download transcript
Summary
Transcript
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| 0:00.0 | We're getting roasted in the chat for being a minute late, Michael. |
| 0:17.0 | What are you going to do, right? |
| 0:20.0 | Aren't we doing the best we can? |
| 0:22.5 | I always am. |
| 0:24.0 | Okay. |
| 0:24.8 | Jonathan 7768 says Josh must be combing his hair. |
| 0:29.3 | You're not totally wrong. |
| 0:31.9 | You're not totally wrong. |
| 0:34.4 | All right. |
| 0:34.8 | Hey, everybody. |
| 0:35.4 | Welcome to what are your thoughts. |
| 0:54.5 | The world's greatest investing podcast, at least in my opinion. We are back because it is Tuesday. It's 5 p.m. East Coast. So you know what that means? It's time for an all-new edition. What are your thoughts? And with me today, my co-host, Michael Batnik. Michael say hello. Hello, hello. |
| 0:55.6 | All right. |
| 0:59.0 | The live chat is going off right now. |
| 1:01.9 | Happy Tuesday Compounders from Real Manning. |
| 1:04.5 | Yes, I made it live. |
| 1:05.5 | Zeke 316. |
| 1:07.1 | Welcome, brother. |
| 1:10.3 | Joe Al-Tamoros as well, what's up, Pounders? Daniel Al tomorrow says, well, what's up, pounders? |
| 1:17.2 | Daniel Cooks says, Micron is bigger than Walmart and JPM. |
| 1:18.3 | Combined? |
| 1:19.0 | No. |
... |
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