Stocks Fueling Consumers, AI Bull Market Tracks the Late 90’s With Nick and Jessica, Mohamed El-Erian Tells Powell to Resign

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 22 July 2025

⏱️ 103 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research. They take a look at the current earnings and valuation of the S&P 500 to determine whether or not there is still upside for investors buying stocks today. Jessica points out a nearly perfect parallel between the current AI driven rally and the original Dot Com boom from 25 years ago. Then at 39:57, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠ and ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠! This episode is sponsored by Betterment Advisor Solutions and Rocket Money. Grow your RIA, your way by visiting: https://Betterment.com/advisors 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 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	Today's show is brought to you by Betterment Advisors Solutions.
0:08.2	We are also brought to you by our friends at Rocket Money.
0:12.2	A lot of people are not aware of how much money they spend each month.
0:16.2	They don't know what subscriptions they're paying for.
0:18.4	They don't know what they spend on takeout or delivery.
0:21.5	You know it's more than you think. You just don't even want to know how much more.
0:25.2	Well, maybe it's time to take a look. There's an app designed to help you manage your money better.
0:29.8	Rocket Money. It's a personal finance app that helps find and cancel unwanted subscriptions.
0:35.1	Monitorers your spending helps lower your bills so you can grow your savings.
0:39.1	Rocket Money has 5 million members who have saved a total of $500 million in canceled
0:46.1	subscriptions.
0:47.3	So cancel your unwanted subscriptions today and reach your financial goals faster with Rocket
0:52.5	Money.
0:53.4	Go to RocketMoney.com slash compound to learn more.
0:57.4	Okay. We had Nick Colas and Jessica Rabe back on the show. They were incredible. The YouTube
1:03.6	video went live 24 hours ago, tens of thousands of views, people just raving about the data track people.
1:12.6	And we love Nick and Jessica.
1:14.2	So it's always great to check in with them.
1:16.8	We took a look at S&P earnings and earnings estimates and the current multiple.
1:21.9	And it's sad to say, but you really have to have some lofty ideas about what the next 12 months will bring just to justify
1:31.5	where we're trading today, let alone any potential upside from here. And we're, you know,
	...

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