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The Compound and Friends

Why Nvidia is Going to 10 Trillion Dollars with Adam Parker⁠ and ⁠Rob Sechan

The Compound and Friends

Josh Brown

Business News, News, Investing, Business

4.72.2K Ratings

🗓️ 24 April 2026

⏱️ 89 minutes

🧾️ Download transcript

Summary

On episode 239 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Adam Parker and Rob Sechan to discuss: software stocks, AI and corporate profitability, searching for value in the current market, and much more! This episode is sponsored by Public and ClearBridge Investments. Learn more at https://public.com/compound Rising geopolitical tensions, continued market uncertainty, stocks backed by can offer more predictable cash flows as volatility increases. To learn more, go to https://www.clearbridge.com/ 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

You guys are actual friends?

0:01.7

Yes.

0:03.0

Yeah? Tell us about it. They go tip to tip me guys. When they hug it out, they do. There's a story. That's a mutual friend of ours, but yeah. How long do you guys go back? Wait, you have a friend named tip to tip? He told me. That's a great nickname. We're not going to say who it is. We cannot say who it is. No, no, no, no, no.

0:21.8

I can tell the story if you want it, John.

0:24.1

Yeah, you tell the story. Don't say the name. Don't say the name. So we aren't going to say the name. But it's honestly hysterical. It's really, I met Adam. We have a lot of mutual friends. He came to meet me in Fort Lauderdale. We're having lunch. We're a client of his firm. And he goes, this guy, you know, I know him well. We're mutual friends, this, that, and the other thing. And he goes, he's a real, he's a real tip to tip guy. And I said, what does that mean? What does that mean? And he goes, he goes, you know how when some

0:55.7

people hug you and shake your hand, they kind of lean the shoulder to the side? He comes in

1:00.4

straight and hugs you. And he said, it is full frontal. I could not stop laughing. I respect

1:06.6

the entire lunch. Yeah. I know, we both, to be clear, we both really love this guy. Like, it's not... I would hope so. And he's like the only person I would say, I know that he can get away with it. Like, right? Like, it actually... Todd Brad and works and we both love. It's a very well-known person. So you call Robbins... We were talking about it, and then he called our mutual friend and was like... did you laugh historically? Yeah. I could not. I could not stop. Because it resonated. He's done it to him, too. He's tipped to hip, tip to tip to tip to him too. Most of people aren't tipped to hip. Tip to hip is okay. Tip to hip is a lot. Does this guy also, you can't, you can't. No, no, no. He's amazing. He's amazing. It's, uh, Michael Jordan.

1:44.2

No, no, no. He's amazing.

1:44.7

He's amazing.

1:45.8

It's Michael Jordan.

1:59.3

No, no, no. I had a great joke that was not appropriate for the airways. Yeah, let's not do that. The equivalent of them, Judge. All right, boys, you ready to rock today? Something tells me this is going to be one of the all-timers. I just it's in the air.

2:00.8

I don't know if it's spring.

2:02.2

I don't know if it's you guys,

2:03.2

maybe a little bit of both.

2:02.2

I've been looking forward all-timers. It's just it's in the air. I don't know if it's spring. I don't know if it's you guys,

2:06.9

maybe a little bit of both. I've been looking forward to this all week. What about you? All month.

2:08.8

All month. Where's home base for you?

2:14.6

Depends on who's asking, but mostly for it. The IRS.

2:16.7

Mostly for now. Oh, yeah. Oh, sorry. Rob. The IRS. Mostly for now.

2:51.7

Oh, yeah. Oh, sorry. Bob, you're very smiling. You take an edible before you come on? No, this is me, brother. He's pumped. I'm telling you. It's in the air. All right. It really is. Remind me wire on the right or the left. Wire on your left. all right. Is it smashing down my flow? You look great. I had flow back in the day. I was a nice 18-year-old. Had some hair. Not anymore. It's possible again these days. No, it's not. Josh, is it possible? No. You have to go to Turkey. Then it's possible. It won't be your hair, though.

2:52.5

It'll be from a dog.

...

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