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Almost Midnight, Micron Preview, Alan Greenspan RIP, Hello Jane Street, the Case for Meta

6/23/20261 hr 14 min

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Thoughts and see what they have to say about: Micron earnings, the sudden selloff in South Korea's red-hot stock market, whether we're entering the late stages of the bull market, prediction markets coming to Wall Street, Jane Street's AI ambitions, the Magnificent Seven breakdown, Alan Greenspan's legacy, and the growing bull case for Meta.

This episode is sponsored by Neuberger and ClearBridge Investments.

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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

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Transcript preview

First 90 seconds
  1. Josh Brown· Host0:00

    [gentle music] Ladies and gentlemen. [laughs] Children of all ages, welcome to an all new edition of What Are Your Thoughts, only on the Compound channel. We are live on YouTube. And, uh, for those of you listening to the show on Spotify, on Apple Podcasts, anywhere else, we s- we appreciate it. Thank you so much for joining us. This is America's favorite regular, uh, streaming show, live streaming show when possible, about the stock market. Everybody loves it. We love you guys too. Um, we got a booming live chat happening right now. I wanna say a few, say a few hellos, Michael. Is that okay?

  2. Michael Batnick· Host0:53

    Go for it.

  3. Josh Brown· Host0:53

    Can I do that?

  4. Michael Batnick· Host0:54

    Absolutely.

  5. Josh Brown· Host0:54

    All right. All right. Ratio Raheem says, "Nicks it none, they won." All right, we're, we're off Nick stuff. We're gonna take a break from the Nick stuff. We ha- we've heard you guys loud and clear. Uh, we're, we're gonna calm down on that. Um, Biff Gribble says, "Alan Greenspan sucked." Debatable. We're actually gonna debate, uh, tonight. Uh, who else is here? Nikki Sams is in the chat. You guys say hello to Nicole. Let's see. Luis Rojas says, "Has Santoli ever been on the pod?" No. We were just talking about him. He's

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