Time to Sell Nvidia? Plus A16Z on Stablecoins and a Netflix Earnings Preview

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 15 July 2025

⏱️ 108 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this TCAF Tuesday, Josh and Michael are joined by Sam Broner of a16z crypto to break down the biggest developments in the world of stablecoins. From PayPal and Circle to the role of U.S. regulators, this conversation covers where the money’s moving and why it matters. Sam explains how stablecoins are quietly reshaping payments, banking, global finance and more. Then at 44:05 hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠ and ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠! This episode is sponsored by Public. Fund your account in five minutes or less by visiting: https://public.com/WAYT 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 Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability—verify independently before use. *Rate as of 6/24/25. APY is variable and subject to change. 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.
0:02.5	Tonight's show is sponsored by Public.
0:05.1	That's public.com slash W-A-Y-T, as in what are your thoughts?
0:10.5	Public.com is where you can trade stocks, options, crypto, bonds.
0:16.2	You can do yield products with your cash.
0:18.9	It's super easy to move money in and out.
0:20.9	I use it all the time.
0:22.5	Plus, for a limited time, you can earn a 1% match on all IRA deposits, IRA transfers, and 401k
0:30.9	rollovers.
0:31.4	Go to public.com slash W-AYT to learn more, paid for by public investing, full disclosures and podcast description.
0:39.4	Okay, we talked to Sam Broner.
0:41.5	Michael and I had Sam on live from the compound this week and talked about the explosion
0:47.1	of popularity for stable coins and not just the coins themselves, because of course,
0:53.0	those are just buying digital dollars,
0:55.5	but the crypto infrastructure plays like Circle, which is, I think, the IPO of the year,
1:02.1	or certainly in the conversation. Why are people all of a sudden so excited about stablecoins?
1:07.2	Why are all the big banks and credit card companies racing to make stable coin announcements?
1:12.3	What will this mean for your investing, your portfolio, your holdings?
1:16.5	We'll do it all.
1:17.4	Sam is super smart.
1:19.5	A16Z crypto has spent tons of time and energy educating the public on this topic.
1:25.3	And we got to ask a ton of questions.
	...

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