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 and Liz Young-Thomas, both savvy financial analysts, join tech visionary Elon Musk, CEO of Tesla and SpaceX, for a riveting conversation. They dive into Nvidia's impending earnings report, muzzling market volatility, and what it means for momentum trading. The trio also explores the robust growth in healthcare and the airline industries, alongside the ramifications of rising consumer costs amid geopolitical tensions. Musk shares insights from a recent cabinet meeting, touching on tariffs and fresh immigration proposals that could reshape the economic landscape.

Joe Terranova, a seasoned member of CNBC's Investment Committee, and Steve Weiss, known for his keen market insights, dive into the unsettled stock market landscape. They explore the recent decline of Palantir and evaluate the implications for tech stocks under economic pressure. The duo emphasizes the importance of diversification and shares strategies for navigating volatility. They also analyze stock movements and trading potentials, offering listeners valuable tips on managing their portfolios amidst market uncertainties.

Josh Brown, a market trends analyst, teams up with Joe Terranova, a regional banks expert, Stephanie Link, a financials strategist, and Brian Belsky, a technology investor, for an engaging discussion. They delve into the implications of Trump's new trade agenda and its potential impact on stocks. The group explores market insights amidst rising inflation concerns and highlights the contrasting performances of tech giants NVIDIA and Apple. They also analyze recent developments in cryptocurrency and the launch of an innovative Bitcoin ETF.

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.

Josh Brown, a market strategist known for his sharp insights, and Joe Terranova, an expert in investment dynamics, dive into the impact of rising interest rates on stocks. They dissect the shift away from tech stocks toward energy and healthcare, reflecting on recent portfolio adjustments. The discussions highlight potential buying opportunities amid market volatility, as well as the evolving landscape of Bitcoin ETFs and merger activity following major conferences. Their analysis provides a roadmap for navigating current market uncertainty and future investment prospects.

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.

Joe Terranova, a market trend guru; Shannon Sikosha, an investment strategist; Steve Weiss, a portfolio management pro; and Carrie Firestone, a savvy portfolio manager, dive into the implications of a surprising CPI report. They dissect how inflation affects the record stock rally and discuss individual stock resilience in light of market volatility. The conversation includes insights on healthcare stocks, the 'magnificent seven' tech stocks, and strategic portfolio adjustments, all while balancing serious analysis with lighthearted humor.

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.