Tom Lee to the Rescue

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Mar 7, 2025

Tom Lee, CIO and Portfolio Manager at Fundstrat Capital, shares his expertise on current market trends and investment strategies. He discusses how bull markets conclude and the economic impacts of the trade war. Tom gauges the odds of a recession, while also making a compelling case for Bitcoin reserves. Insights into Tesla's recent struggles and his unique 'Granny Shots' stock picks add flavor to the conversation. Tune in to hear Tom's predictions and strategies for navigating the volatile market landscape!

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ANECDOTE

Stephanie Link's Influence

Stephanie Link hosted a large event at the Rainbow Room with many Wall Street figures.
The event, attended by financial advisors, highlighted Link's influence.

ANECDOTE

AI and Dating

Alex Karp discussed AI's impact on dating at the Hightower Conference, noting people use AI for practice.
The addition of Scarlett Johansson's voice to ChatGPT boosted user engagement.

ANECDOTE

AI Impersonation Challenges

Josh Brown's team actively combats AI impersonation on social media by documenting and reporting instances to platforms and legal teams.
Despite efforts, policing these impersonations remains a significant challenge.

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On episode 181 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: how bull markets end, the trade war, odds of a recession, the case for a Bitcoin reserve, Tesla’s crash, Tom’s “Granny Shots” stock picks, and much more!

This episode is sponsored by Cambria. Visit cambriafunds.com/351 to take the next step in innovative, tax-savvy investing today.

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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.

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