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The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 27 June 2025

⏱️ 74 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 197 of The Compound and Friends, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ and ⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠ are joined by Cole Wilcox, Founder, CEO and CIO of Longboard Asset Management to discuss: all things trend following, using systems to overcome emotion, technical analysis, Nvidia, the new generation of investors, and much more! This episode is sponsored by Public. Find out more at: https://public.com/compound 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 Public disclosure: 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. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. *Rate as of 3/5/25. APY is variable and subject to change. **Terms and Conditions apply. 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	So are you trend following pudgy penguins? I saw an ETF filed maybe perhaps. I swear to God.
0:08.0	Yeah. So there was a there was a headline a tweet yesterday going around that it sounded like a joke, but it was not a joke. It was like sneaker discovery in space for the blockchain. Did you see this? Wait, what? What mean sneaker discovery in space for the blockchain. Did you see this?
0:21.4	Wait, what?
0:22.7	What do you mean sneaker discovery in space?
0:24.5	A footwear startup is teaming up with two space companies.
0:27.9	Okay, so let me read it over.
0:29.2	A footwear startup is teaming up with two space companies to design a shoe in orbit as part of a mission to make artificial intelligence
0:39.3	and blockchain less expensive and more eco-friendly than it is on Earth.
0:43.3	Why does anyone need this?
0:44.3	That's a Bloomberg article.
0:46.3	I feel like I would need to be high to understand what you just said.
0:50.3	Are you bullish on that, though, generally?
0:53.3	Yeah, it sounds great.
0:55.2	You got to see the specifics, but it sounds good.
0:57.6	I've learned in the world that we live in today, the crazier, dumber the idea sounds.
1:00.9	Like, the better it's probably going to work out.
1:03.2	The company's called Reblock chain.
1:04.7	The degenerate economy.
1:05.8	Reblock?
1:06.7	That's amazing.
1:08.1	What's the story?
1:09.2	I always wonder to see the videos.
	...

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