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The Compound and Friends

The "Titanic" indicator flashes, Elon's $1 trillion pay package, Draftkings vs Robinhood

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.72.2K Ratings

🗓️ 11 November 2025

⏱️ 70 minutes

🧾️ Download transcript

Summary

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠! This episode is sponsored by Grayscale and Rocket Money. Find out more about Grayscale by visiting: ⁠⁠https://www.grayscale.com/ 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

Click on a timestamp to play from that location

0:00.0

Ladies and gentlemen, welcome to an all-new edition of What Are Your Thoughts, starring me, downtown Josh

0:06.1

Brown, and my partner, Michael Batnick.

0:08.8

We had an awesome show for you, and I'm so excited that you're here.

0:12.7

I'd like to give a shout out to our sponsor, Grayscale.

0:15.7

Curious about investing in crypto and not sure where to start.

0:18.4

Start with Grayscale.

0:19.9

More on our friends at Grayscale in just a moment.

0:23.2

Tonight's show is pretty loaded.

0:25.3

We get into, believe it or not, quantum computing.

0:28.0

We look at some of the biggest falling knives of the year and ask the question of whether

0:32.1

or not any of them are worth taking a look at.

0:35.0

We cover the Elon, quote-unquote, trillion-dollar pay package.

0:39.1

And the Titanic indicator, whatever that is.

0:42.5

I think we have a really interesting discussion around internals in the stock market.

0:47.3

And if we're not looking at that, what should we be looking at?

0:50.4

So stick around.

0:51.4

You're going to love the show.

0:52.3

I'll have the boys send you in right now.

1:01.1

Welcome to The Compound and Friends. All opinions expressed by Josh Brown, Michael Batnik,

1:05.8

and their castmates are solely their own opinions and do not reflect the opinion of

1:09.6

Ridholt's wealth management.

1:16.1

This podcast is for informational purposes only and should not be relied upon for any investment decisions.

...

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