Josh Brown

Josh Brown, CEO of Ritholtz Wealth Management and a notable finance commentator, dives deep into the current economic landscape. He explains why unchecked inflation can feel more daunting than a recession, and how the housing market significantly influences consumer sentiment. Brown also discusses the generational shift in politics, with young voters seeking solutions to affordability issues. Additionally, he highlights how economic pressures might actually boost entrepreneurship, offering a glimmer of hope amidst financial uncertainty.

Josh Brown, an experienced equity investor and industry commentator, dives into the art of taking profits after big market rises. He explains how to differentiate between investments and trades, advising on when to hold or sell after rapid gains. The discussion also tackles the complexities of asset allocation for those receiving an inheritance and outlines strategies for middle-aged investors navigating their financial planning. With practical insights on trimming high-performing stocks, Josh shares valuable wisdom for all types of investors.

Josh Brown, CEO of Ritholtz Wealth Management and a savvy market commentator, discusses his unconventional path into finance without formal economics training. He highlights the importance of trusting one’s investing instincts and shares lessons from interviewing investor legends like Peter Lynch. Josh examines today’s bull market, clarifying why it’s not like 1999 and how earnings drive growth. He addresses the risks of AI speculation and emphasizes taking investment risks earlier in life while stressing the need for work-life balance and employee welfare.

Josh Brown, CEO and investment expert known for his insights on markets, discusses the implications of a strong GDP print and its potential effects on stocks. He argues that high global rates could persist without derailing the bull market. Jenny Harrington, an investment strategist specializing in dividends, shares her top picks for 2026, highlighting Amcor and Bristol Myers as solid options. The panel also debates the future of human versus robo-advisors and examines the current market landscape amidst financial volatility.

Join Josh Brown, a savvy investment advisor, Stephanie Link, a sharp portfolio manager, and Bill Baruch, a market strategist, as they dive into the recent stock rally sparked by cooler CPI numbers. They discuss trade opportunities in the energy sector and the risks surrounding AI investments. Josh presents Nasdaq, Inc. as a top pick, while Stephanie defends Meta's growth potential against market skepticism. The trio also analyzes Micron's earnings and shares their thoughts on upcoming retail picks like Gap and Chipotle.

In this discussion, Josh Brown, a dynamic investment advisor known for his bold market predictions, and Bill Baruch, a savvy market strategist, analyze the market's response to the recent Fed rate cut. They delve into the implications for sectors like cyclicals and tech, debating Uber's future after Stephanie Link sells her shares. Josh argues for the long-term potential of Uber's strategy against heavy competition and shares his insights on Exxon's technical breakout. The conversation wraps up with diverse trade picks and market insights.

Josh Brown, CEO of Ritholtz Wealth Management, dives into Carvana’s resurgence and highlights ServiceTitan’s potential driven by AI. Fellow committee member Stephanie Link champions consumer strength while investing in Capital One. Brian Belsky outlines his portfolio tweaks, selling Deckers for focused buys in banking stocks. Joe Terranova connects macro trends with sector movements, praising broad market shifts. Together, they discuss the implications of Fed meetings, valuations of AI stocks, and the resilience of travel demand as they strategize for future investments.

Join Josh Brown, a savvy investment advisor, Jenny Harrington, a portfolio manager with insights on market internals, and Kevin Simpson, who offers trade ideas and sector calls, as they explore the concept of a potential 'FOMO' rally. Josh explains his drastic decision to sell 85% of his Netflix stake post-Warner Bros. acquisition, while Kevin believes it's a misstep. Jenny discusses necessary adjustments in equity allocations for 2026, and the team dives into catalysts that could affect market dynamics amidst rising interest in mega-cap tech stocks.

Stephanie Link, a savvy portfolio manager, and Josh Brown, CEO of Ritholtz Wealth Management, dive into Alphabet's impressive surge to a $4 trillion market cap. They dissect the factors fueling this growth, including AI advancements and strategic partnerships. The conversation contrasts Alphabet's momentum with Meta's improving metrics and explores the competitive landscape of AI. Portfolio moves and retail stock opportunities also emerge, alongside insights on market volatility and emerging tech trends.

Josh Brown, a savvy registered investment advisor and CEO, joins market strategist Joe Terranova and trader Steve Weiss for a lively conversation. They dive into the tech stock rebound, discussing how it's reshaping market dynamics. Brown highlights healthcare stocks, recommending Mettler-Toledo and Thermo Fisher for growth. The team also debates Alphabet's AI momentum and the implications for valuations. Plus, Weiss shares his contrarian view on Alibaba's potential in the Chinese market.