Tariffs (Finally) Wreck the Stock Market, Ackman’s Buffett Bid, April “Tax Drain” Sell-Offs

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 4 March 2025

⏱️ 65 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They discuss the recent market turmoil, Trump's tariffs, Bill Ackman's aspirations, the strategic crypto reserve, and much more! This episode is sponsored by Betterment and Rocket Money! To learn more about Betterment, visit http://Betterment.com/advisors Cancel your unwanted subscriptions today by visiting: http://rocketmoney.com/compound 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/ 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.
0:02.7	Tonight's show is brought to you by Betterment.
0:06.4	Tonight's show is also brought to you by Rocket Money, which is a personal finance app that
0:11.4	helps find and cancel your unwanted subscriptions, monitors your spending, and helps lower
0:16.6	your bills so you can grow your savings.
0:19.6	Rocket Money will even try to negotiate lower bills for you.
0:23.1	They've got 5 million users.
0:25.0	They've saved a total of $500 million in canceled subscriptions, saving members up to $740 a year
0:33.6	when using all of the app's premium features, cancel your unwanted subscriptions,
0:38.5	and reach your financial goals faster with Rocket Money. Go to RocketMoney.com slash compound
0:45.8	to learn more right now. Okay. I, uh, look, this is like a crazy week. I was giving this a little bit of thought.
0:55.7	Like, we don't do politics on the show, but there are moments over the months and years where the stuff that's happening in D.C., the stuff that's being done either in Congress or by the president or both, There are just times where it's unavoidable.
1:12.2	Like we have, this week we have to talk about, unfortunately, as much as I don't want to,
1:17.6	we have to talk about the tariff stuff, the immigration stuff, the deregulation stuff,
1:24.8	the crypto strategic reserve stuff. Like it's, this is what's happening in the markets.
1:31.1	And it's not going to be like this for the rest of the year. At least I hope not. I'll fling myself off
1:36.7	a roof. But this could be the ongoing narrative for the next few months. I don't, I don't know that
1:43.9	anything else could come and stop it.
1:47.8	We don't have earnings really for, you know, now that Nvidia is reported, that's the end
1:52.2	of that.
1:53.2	We don't have like serious earnings reports until May.
1:57.3	You know, so this is really what's going to be the conversation.
	...

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