Josh Brown
Co-host of The Compound and Friends podcast and CEO of Ritholtz Wealth Management.
Top 3 podcasts with Josh Brown
Ranked by the Snipd community
25 snips
May 20, 2025 • 44min
The Road to Record Highs 5/20/25
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.
May 30, 2025 • 56min
The Road Ahead for Stocks 5/30/25
Jamie Dimon, CEO of JPMorgan Chase, joins investment expert Josh Brown to discuss the stock market's outlook as it hits a high. They analyze the resilience of MAG7 stocks and optimistic trends in technology and finance. Dimon shares insights on economic management amid geopolitical tensions, underscoring the need for structural changes in policy. The conversation also touches on inflation, lobbying influence, and the impact of AI on investment strategies, painting a complex yet hopeful picture for the market ahead.
May 29, 2025 • 44min
The State of the AI Trade 5/29/25
In this discussion, investment experts Josh Brown, Bryn Talkington, and Bill Baruch explore the exciting implications of Nvidia's strong earnings, showcasing the increasing demand for AI technology. They analyze the shifting landscape of stock performances in the tech sector, including Alphabet's challenges amidst rising competition. Additionally, they delve into Nike’s market struggles and offer insights on savvy investment strategies within the restaurant sector and the evolving dining experience, emphasizing the potential of Darden Restaurants.
