Stocks After a Rate Cut With Nick Colas, the End of Quarterly Earnings Reports, Strategy Denied S&P Inclusion

The Compound and Friends

Josh Brown

Investing, Business News, News, Business

4.7 • 2.2K Ratings

🗓️ 16 September 2025

⏱️ 114 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this TCAF Tuesday, Josh Brown is joined by Nick Colas of DataTrek Research to discuss: the size of the next rate cut, the history of S&P multiples, Microsoft in 1999 vs today, outperforming sectors of the market, and much more! Then at 44:35, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠! This episode is sponsored by Public and Rocket Money. Fund your account in five minutes or less by visiting: https://public.com/WAYT Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/compound today. 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 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. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability—verify independently before use. *Rate as of 6/24/25. APY is variable and subject to change. 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	Ladies and gentlemen, welcome to the compound and friends.
0:03.4	Tonight's show is brought to you by public.
0:05.7	We are also brought to you by Rocket Money.
0:09.0	Everybody knows there are things you can do to reduce monthly costs and improve finances.
0:13.7	But who has time to go through all their expenses and decide what to trim?
0:19.2	With Rocket Money crunching the numbers for you, leveling up
0:22.7	your money game gets way easier. Rocket Money is a personal finance app that helps find and
0:28.8	cancel unwanted subscriptions, monitors your spending, and helps lower your bills so you can grow
0:34.1	your savings. Get alerts if your bills increase in price.
0:38.2	If there's unusual activity in your accounts,
0:40.8	if you're close to going over budget,
0:42.9	and even when you're doing a great job,
0:45.3	Rocket Money's 5 million members have saved a total
0:47.7	of $500 million in canceled subscriptions
0:51.3	with members saving up to $740 per year when they use all of the
0:57.6	app's premium features.
0:59.3	Cancel your unwanted subscriptions and reach your financial goals faster with RocketMoney.
1:04.5	Go to RocketMoney.com slash compound.
1:08.1	Today, that's rocketmoney.com slash compound. All right, this is an amazing show.
1:14.5	We are super excited to bring this to you. Had an amazing conversation once again with my friend
1:19.8	Nikolas. Nick is scary smart. He comes up with new ways to think about what's happening in the
1:27.3	market, new ways to forecast, new ways to plan for different eventualities.
	...

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