The Next Big Short is the Trade War

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 13 June 2025

⏱️ 75 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 196 of The Compound and Friends, ⁠⁠⁠Michael Batnick⁠⁠⁠ and ⁠⁠⁠Downtown Josh Brown⁠⁠⁠ are joined by Steve Eisman to discuss: behind-the-scenes on The Big Short, what's going on with the trade war, what looks good in financials, the labor market, what's going on at Apple, and much more! This episode is sponsored by VanEck. Learn more about the VanEck Uranium and Nuclear Energy ETF at: https://vaneck.com/NLRJosh 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 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

Click on a timestamp to play from that location

0:00.0	So Josh, Steve is also in on Mobland, so get involved.
0:03.1	I am two episodes deep, and I stopped.
0:05.2	I don't know why.
0:05.7	Get back.
0:06.1	No, I will.
0:06.6	I love Tom Hardy.
0:07.3	Admittedly, the first two, but like...
0:09.1	Well, if you like Tom Hardy, you got to see Peaky Blinders.
0:11.5	Of course.
0:12.2	He's insane.
0:13.0	Come on.
0:13.4	He's insane.
0:13.7	He's insane. Tom Hardy. I think it's on, is it on Netflix now?
0:21.5	Havoc?
0:22.4	I watch that.
0:23.4	I think that was that good.
0:24.1	It's the weirdest thing I've ever seen.
0:25.5	So strange.
0:26.3	But the cast is so out of control good.
0:28.9	Yes.
0:29.4	They have Forrest Whitaker.
0:31.0	They have.
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Josh Brown, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Josh Brown and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.