Wilfred Frost Comes By, Margin Debt Tops $1 Trillion, Nvidia Earnings Preview

The Compound and Friends

Josh Brown

News, Business News, Business, Investing

4.7 • 2.2K Ratings

🗓️ 26 August 2025

⏱️ 94 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this TCAF Tuesday, Josh Brown welcomes CNBC host Wilfred Frost for a look at the success of US stocks vs the UK’s market and what made Wilfred’s dad David Frost one of the most important TV journalists of the 20th Century. Then at 37:30, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠! This episode is sponsored by Public. Find out more at: 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.
0:03.4	Tonight's show is brought to you by Public.
0:06.5	That's public.com and the public trading app.
0:09.6	I use it all the time.
0:11.0	Super easy.
0:12.2	Go to public.com slash w-A-Y-T.
0:15.7	We had some fun this week.
0:18.2	My buddy, Wilford Frost, came back from England and co-hosted
0:23.8	Squawk Box for CNBC. Most of you guys probably remember Wilfred when he had the show with Sarah
0:30.9	Eisen. They were doing the closing bell for, I don't know, four or five years together. And I was
0:36.6	a regular on the show and Wilfred and I became
0:38.6	friends. So it was really cool to catch up. And we talked about the difference between investing
0:43.2	in the UK versus investing in the U.S. Is it cultural? Is it political? Is it structural? Why are
0:51.1	multiple so depressed across the pond versus here and what can be done about it?
0:56.6	And I really learned a lot from wealth.
0:58.3	So I think you guys will enjoy that.
1:00.5	And then it's an all new addition of what are your thoughts?
1:02.6	Michael Batnik checked in from vacation in Rhode Island.
1:05.9	And we did a pretty in-depth preview for Nvidiavidia, which is reporting earnings this week,
1:12.9	probably the most important stock with one of its most important reports ever.
1:18.2	So we dive into that.
1:19.7	We look at the Everything Rally, got a lot of rotation happening in the market, making Michael
	...

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