Things People Say in a Bull Market

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 12 August 2025

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

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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 F/m Investments/ To learn more about F/m Compoundr series and their additional ETF Easy products visit us at https://www.fminvest.com/etfs/f-m-compoundr-series/ 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.
0:03.3	Tonight's show is sponsored by FM Investments.
0:06.5	More on FM in just a moment.
0:08.5	Tonight, we're going to get right down to business.
0:10.3	We're going into an all-new edition of What Are Your Thoughts?
0:13.1	It's Michael Batnik and myself.
0:15.0	And we're going to talk about things people say in bull markets.
0:18.2	Pretty apropos, given that the S&P is knocking on 6,400. That's a new record high
0:25.8	and all the usual suspects traded higher today, including some areas of the market that have
0:31.4	really been held back waiting for rate cuts. And we'll talk about why that's the case right now.
0:37.6	We're also going to look at earnings.
0:39.2	We'll do some inflation data.
0:40.8	We'll have a make the case.
0:42.2	We'll have a mystery chart and all the stuff you guys love.
0:44.3	Without any further ado, I send you into the show right now.
0:57.7	Welcome to The Compound and Friends. All opinions expressed by Josh Brown, Michael Batnik, and their castmates are solely their own
1:02.4	opinions and do not reflect the opinion of Ritholt's wealth management.
1:05.9	This podcast is for informational purposes only and should not be relied upon for any investment
1:10.3	decisions.
1:11.3	Clients of Ridthholds wealth management may maintain positions in the securities discussed in this podcast. Well, if you're hearing that sound, our theme song, you already know, it's 5 o'clock,
1:41.6	it's time for an all-new edition on a Tuesday, 5 o'clock on a
1:45.5	Tuesday of what are your thoughts? Those of you tuning in for the first time, my name is
	...

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