Unstoppable Buying, ETF Inflow Records, Apple at War, Circle’s IPO

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 27 May 2025

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ⁠⁠Downtown Josh Brown⁠⁠ and ⁠⁠Michael Batnick⁠⁠! They discuss the latest in market moves, BTFD, Circles IPO, and much more! This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: https://Betterment.com/advisors 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.
0:02.7	It is Tuesday night.
0:04.1	We have a huge show for you.
0:05.9	Thanks to our sponsor, Betterment Advisor Solutions, more on Betterment Advisor Solutions
0:11.1	in just one moment.
0:13.3	Tonight's show is really about the tug of war that we're experiencing here.
0:19.0	The market fell into this 20% correction, almost a full-blown
0:23.3	bear market, rallied all the way back. Today was another huge day. Dow up 700 points,
0:29.1	S&P, up almost 2%. We've pretty much gained back everything that we'd lost as a result of the
0:36.1	trade war. And now the investor class is kind of laughing at these trade war headlines.
0:42.7	Record setting pace for ETF purchases this year.
0:46.4	They're buying the dip faster and faster.
0:49.0	And that push and pull is really interesting.
0:52.7	And we've got some really great stuff in here about Apple.
0:56.4	We talk about the latest conference board confidence numbers. We take a look at that relentless
1:02.3	bid into ETFs, which I think is a really big story. And I think it's partially generational,
1:08.7	partially based on the demography of the stock market.
1:13.2	We look at the taco trade and a whole bunch of other stuff that I think you'll find
1:18.6	fascinating.
1:19.3	Thank you so much for joining us.
1:21.0	We appreciate you.
1:22.0	Duncan, John, Daniel, Travis, send them in.
	...

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