Why Defensive Stocks Have Disappeared

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 20 June 2025

⏱️ 59 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this special episode of The Compound and Friends, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠ are joined by Matt Cerminaro and Todd Sohn for the ultimate CHART ON session! They discuss: the Fed, market sentiment, the future of Apple, and much more! This episode is sponsored by Apex Fintech Solutions. Learn more at: http://apexfintechsolutions.com/augmentedadvice 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, Matt Cerminaro 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	This episode is sponsored by Apex FinTech Solutions.
0:03.9	The time to compete for next-gen clients is now, like now, now.
0:09.3	Transforming your business for the future might seem like something that you can push off,
0:13.7	but by the time it is a problem, it may be too late.
0:17.1	Sure, you could sit this one out, and your business will probably be fine tomorrow, but meanwhile, you are letting some new fintech win a generation of loyal customers around you.
0:28.8	Augmented advice from Apex gives you the power to be what the next generation wants on your terms.
0:34.2	It's not a robo. It's a modern on-ramp to tailored advice using your brand,
0:39.9	your personal touch, and apex efficiency. Learn more at apex fintech solutions.com
0:48.0	slash augmented advice. Welcome to the Compound and Friends.
1:04.3	All opinions expressed by Josh Brown, Michael Batnik, and their castmates are solely
1:08.7	their own opinions and do not reflect the opinion of
1:11.1	Ridholt's wealth management.
1:12.5	This podcast is for informational purposes only and should not be relied upon for any investment
1:16.9	decisions.
1:18.0	Clients of Ridholt's wealth management may maintain positions in the securities discussed
1:21.6	in this podcast.
1:24.7	Special edition.
1:26.5	It's the compound and friends.
1:28.5	We have two friends with us today, and we are remote.
1:32.1	I would like to just say this is going to be a new format of the show.
1:38.1	Not permanent, just because we felt like having some fun.
1:41.4	We're going to do, what is it, like a charter poloosa?
	...

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