The Week We All Found Out

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 8 August 2025

⏱️ 76 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 203 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Sam Ro and Luke Kawa to discuss: AI dominating the economy, crypto and PE in 401(k)s, consumer spending, the BLS, and much more! This episode is sponsored by Betterment Advisor Solutions and Vanguard. Grow your RIA, your way by visiting: https://Betterment.com/advisors Learn more about Vanguard at: https://vgi.vg/3GbOsYM. 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

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0:00.0	Whoa, whoa, whoa, stop the clock. He's been here. Look, Duncan, welcome back. He's been here. Oh, Duncan's back? Oh, my God. Duncan. Awesome. Come, welcome back. Thank you. All right, man. We'll get you right down here at the end across from Josh. Right. Hi, Lou. You got to be close to number one. Oh, okay. Record in, Doug. guess.
0:01.0	Uh, Ukraine. Sam, you gotta be close to number one. Repeat guess.
0:23.6	Ukraine.
0:24.6	Yeah, maybe.
0:25.6	Five?
0:26.6	This is seven, brother.
0:28.6	What are you out?
0:29.6	Seven?
0:30.6	All right, so you're 100% number one.
0:32.6	No way.
0:33.6	Really?
0:34.6	Yeah, why do you guys...
0:35.6	That is awesome.
0:36.6	Why do we keep inviting you?
0:37.6	A lot of people canceling or something?
0:39.0	We love you.
0:39.7	Do you guys get a lot of nose?
0:41.0	No.
0:42.1	We don't get a nose anymore.
0:48.0	It's not a good.
0:51.5	We were just talking about Mr. Buffett.
0:54.4	So actually, you know what?
	...

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