Josh Brown

Josh Brown, CEO of Ritholtz Wealth Management, alongside Jim Lebenthal, Stephanie Link, and Brian Belsky, dives into the current market dynamics. They discuss the recent stalling in stock growth and the impact of bond performance. The conversation highlights resilience, driven by retail investor trends and corporate buybacks. They also explore the implications of new tax bills on tech stocks like Tesla and Amazon while emphasizing the crucial role of AI in investments. Strategies from Home Depot and Lowe's are compared, revealing insights into the housing market.

Josh Brown, a savvy investment committee member, shares expert insights on market trends, including recent declines in retail sales and growing volatility due to global tensions. Brian Belsky delves into evolving global attitudes toward equities, emphasizing the recovery of tech giants like NVIDIA. They also explore strategies in sectors like aerospace and energy, highlighting investment opportunities amid challenges. Listeners gain a nuanced understanding of the current economic landscape and approaches to navigating it.

In this session, Josh Brown, CEO of Ritholtz Wealth Management, shares his insights on navigating peak market conditions while emphasizing the importance of trimming high-flying stocks like Nvidia. Joe Terranova, Chief Market Strategist for Virtus Investment Partners, discusses effective portfolio management strategies as earnings season approaches. Bill Baruch, President of Blue Line Futures, highlights potential investment opportunities in the commodity markets. They delve into Netflix’s anticipated earnings and reassess the evolving dynamics of major tech stocks.

Josh Brown, CEO of Ritholtz Wealth Management, shares his stock picks and reflects on the recent market highs. Brian Sullivan interviews Howard Lutnick, Secretary of Commerce, discussing changes in economic policy and trade impacts. The guests analyze earnings from major banks like J.P. Morgan and Citigroup, exploring investment strategies in a shifting market. Stephanie Link weighs in on the performance of stocks, including Netflix and 3M, while examining Uber's ambitious partnership with Baidu in autonomous technology.

Josh Brown, an investment expert and CNBC commentator, joins Stephanie Link, a member of the investment committee, to dive into the Fed's cautious monetary stance and its impact on the market. They discuss the optimistic trends in the banking sector and the rise of major banks’ share prices. Brown shares insights on Disney's streaming growth as an emerging investment opportunity, while both guests explore tech stock performances and strategies in a volatile market. Catch their predictions as the economy evolves!