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 of Ritholtz Wealth Management, highlights ExxonMobil's potential amidst changing market dynamics. Kerry Firestone shares insights on financials and the banking sector, while Bill Baruch discusses new opportunities in gold and mining. Jenny Harrington defends dividend stocks like Cisco and Disney, linking valuation to performance. The group debates if a December rate cut is likely and its effects on the market, alongside a discussion on AI exhaustion and the shifting tech landscape, providing a deep dive into current investment strategies.

Join Stephanie Link, a savvy portfolio manager focused on consumer investments, Josh Brown, a market commentator spotlighting top stock ideas, and Joe Terranova, a strategic investment committee member. They dive into under-the-radar consumer trends and Josh highlights the allure of Aerospace & Defense stocks amid evolving geopolitical dynamics. Stephanie shares her latest moves, including adding Starbucks and trimming Target, while Joe emphasizes the importance of risk management as the year wraps up.

Josh Brown, a seasoned market commentator, presents his insights on the Best Stocks in the Market, including defensive plays like Welltower. Steve Weiss discusses tech volatility and its implications for investors, debating whether the sector is in a bubble or simply experiencing a healthy pullback. Kevin Simpson shares trade ideas focusing on energy and consumer positions. Meanwhile, CNBC's Seema Modi delves into Oracle's financing challenges and AI spending dynamics, highlighting the liquidity effects from the government shutdown on market behavior.

Josh Brown, CEO of Ritholtz Wealth Management, shares keen market insights, emphasizing gold miners like Newmont as solid investments. Joe Terranova, a veteran trader, discusses the implications of CEO warnings on potential market corrections and highlights Broadcom and AMD in the semiconductor sector. Jim Labenthal focuses on Palantir's mixed earnings and high valuation concerns, debating whether its fundamentals justify the price. The trio explores underlying market weaknesses amid AI trends and the influence of energy costs on mining profitability.

Josh Brown, an experienced market commentator, and Jenny Harrington, a savvy portfolio manager, dive into the week’s monumental market movements. They dissect earnings from big names like Amazon and Meta, exploring CapEx strategies and investor skepticism. Josh highlights his top stock picks, emphasizing Ford and GM's surprising performance driven by consumer spending. Jenny shares insights on Fiserv's strategy amidst challenges. Expect engaging debates on market resilience and future earnings predictions!

In this insightful discussion, Josh Brown, a veteran market commentator and CEO, highlights energy stocks like Phillips 66 and Marathon for their strong technical setups. Joe Terranova shares insights on mega-cap tech's sector shifts and the implications of Microsoft's OpenAI revenue share. Rich Saperstein analyzes Alphabet's growth and the risks of search erosion while discussing recent portfolio moves, including banks and semiconductors. The investment team debates AI's potential bubble, alongside trends in the energy sector and upcoming earnings from major players.

Join market commentator Josh Brown, a seasoned expert with sharp stock picks, portfolio manager Kerry Firestone, focusing on trimming large tech positions, and Malcolm Etheridge, who analyzes market valuations and risks. They tackle the latest market volatility, discussing how bank earnings suggest economic strength and the dynamics of trading amid global tensions. There’s also a debate on the impact of AI on industries like biotech and SaaS, and insights into trading gold miners and smart portfolio adjustments amidst changing yields.