Join market-savvy guests Josh Brown, Joe Terranova, and Jim Lebenthal as they dissect the financial landscape for 2025. Josh highlights Joe's strong stock potential, while the team dives into the travel trade, exploring investment strategies amidst volatility. They discuss the stock market's resilience, particularly in undervalued sectors like pharma and how AI may shape future investments. With insights on strategic positioning for companies like Uber and EQT, they're gearing up to navigate the opportunities and risks that the new year brings.

On episode 104 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Terranova and Mark Fisher to discuss: what it takes to be a trader, the energy sector, commodities, the US downgrade, treasuries, and much more!Thanks to Birddogs for sponsoring this episode! Go to http://www.birddogs.com/thoughts or enter promo code THOUGHTS for a free Birddogs hat with every order.Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comInvesting 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.Wealthcast Media, 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

Joe Terranova, Steve Weiss, Jim Labenthal, and Bryn Talkington, all Investment Committee members with extensive experience in market analysis, dive into Nvidia’s impressive stock resurgence. They explore how demand, especially in AI, sets Nvidia apart from its semiconductor peers. The team also discusses broader market trends and the implications of stock downgrades, touching on companies like Palantir and Uber's significant buyback plans. Additionally, they analyze the rising popularity of single stock ETFs and shifting dynamics in institutional Bitcoin investments.

In this engaging discussion, Joe Terranova, a savvy market strategist from CNBC, and Anastasia Amoroso, a keen analyst, dissect the post-election stock surge. Former nuclear engineer Jim Lebenthal shares insights on a struggling pharma stock he's doubling down on, while Rob Sechan offers his take on market strategies. They explore the interplay of investor sentiment and regulatory changes, examine the rise of regional banks, and highlight opportunities in a volatile market, balancing caution with optimism for the future.

In this insightful discussion, guests include Josh Brown, a wealth management expert known for his market trends analysis, and Bryn Talkington, who shares her strategic portfolio insights on stocks like Palantir and Dell. Joe Terranova delves into market dynamics and the influence of algorithms, while Jim Labenthal analyzes interest rates and potential for a rally. They debate the possibility of a year-end surge in stocks, the impact of rebalancing strategies, and highlight top stock picks for 2025, including Amazon and 3M.

In this engaging discussion, Joe Terranova, an experienced trader, Stephen Weiss, a keen market analyst, and Shannon Sikosha, a strategic investor, dive into the impact of rising interest rates on stocks. They tackle the state of tech stocks, particularly NVIDIA and Palantir, highlighting challenges and strategies for recovery. The trio also analyzes investment insights related to Accenture and Travelers, while humorously examining software valuations amidst market volatility. Insights on the defense sector and Constellation Energy round out their dynamic conversation.

Josh Brown, an investment professional and CNBC contributor, joins Joe Terranova and Jenny Harrington to delve into the final trading hours of 2024. They analyze the impressive surge in Communication Services and Tech stocks, discuss strategies for 2025 that emphasize diversification beyond tech, and share insights on the booming ETF market. Brown also offers his Trade School lessons, while the group reflects on Apple's challenges and potential shifts in the semiconductor space, providing a comprehensive look at the investment landscape as the year wraps up.

Joe Terranova, Bryn Talkington, and Rob Sechan join the discussion with their sharp insights as investment committee members. They dive into the December stock sell-off, emphasizing caution for year-end investing. The guests analyze the strength of the dollar and its effects on Q4 earnings, while balancing concerns about tech giants like Microsoft. They discuss the upcoming year’s market trends, housing challenges, and investment opportunities, concluding with an optimistic outlook on certain stocks as they prepare for 2024.

In this engaging discussion, investment experts Joe Terranova, Bill Baruch, and Steve Weiss tackle Nvidia's potential resurgence. Terranova shares insights on stock strategies, while Baruch dives into technical analysis, emphasizing key trading points. Weiss highlights the evolving landscape of Bitcoin amidst market volatility. The trio also dissects the implications of the Federal Reserve's decisions on sectors like equity and bonds, while exploring bullish sentiment for Tesla, Uber, and the promising growth in India's emerging market.

Joe Terranova, a market trends expert, joins Shannon Sikosha, Stephanie Link, and Rob Seichen, to discuss the Nasdaq crossing 20,000. They analyze the resurgence of big tech stocks, particularly the MAG-7, emphasizing factors like enterprise spending and AI strategies. The team debates market dynamics heading into 2025 and explores the implications of healthcare reform on stock performance. Insights into emerging tech opportunities and predictions for companies like Boeing and Adobe round out a lively conversation on current investment trends.