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.

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.

Jenny Harrington, a member of the Investment Committee focused on portfolio insights, joins Jim Labenthal, who defends major holdings like Microsoft, alongside Josh Brown, a market commentator spotlighting healthcare stocks. Mackenzie Segalis, a CNBC reporter, discusses Bitcoin's recent volatility and what it means for crypto equities. The group debates the potential for a larger correction in the AI sector, explores the health care market's appeal, and analyzes trading strategies amid shifting tech sentiment. Don't miss their top stock picks!

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.