Why Oil Could Be Next Year’s Gold

The Compound and Friends

Josh Brown

Business News, Business, Investing, News

4.7 • 2.2K Ratings

🗓️ 28 November 2025

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 219 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Peter Boockvar to discuss: why talk of the AI bubble is overblown, inflation expectations, the housing market, Thanksgiving food, and much more! This episode is sponsored by KraneShares. Learn more at https://kraneshares.com/KOID 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	How smart is Warren?
0:01.0	Warren's great.
0:02.0	I enjoy listening to him.
0:03.0	I don't know personally, but I enjoy when he's on TV or, you know, like the long-form
0:08.0	interviews with you guys.
0:10.0	So we recorded.
0:11.0	We recorded on Thursday morning.
0:13.0	And obviously, by Thursday afternoon, Thursday's very different.
0:16.0	Right, because you guys were talking about it was a few hours into Navidia, which was up. And then a couple hours later, right. So I am. I'm not on here. I am shocked at the four-day return since then. Like, you know that when the market tops on good news, like, okay, that's usually about it. At least in the short term, and this is just the opposite. It's so bizarre.
0:38.0	It's the 50 to 100 point S&P moves, like five days in a row. But Thursday after the close, were you like, all right, I guess we're going to chill out for a little bit? Yeah, I thought like in the short term, it's probably a top, and we'll see what happens into your end. Unbelievable. And we mark and find something else to buy. Unbelievable.
0:53.7	Yeah.
0:54.9	No.
0:55.5	Humbling, Peter.
0:57.1	Oh, always.
0:58.0	Always. Unbelievable. And we can find, Mark and find something else to buy. Unbelievable. Yeah.
0:55.1	No.
0:56.5	Humbling, Peter.
0:57.7	Oh, always.
0:58.2	Always.
1:00.0	You know what, human. Happy birthday to you.
1:03.3	Happy birthday to you.
1:07.3	Happy birthday, dear John. Happy birthday, dear John.
	...

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