Best Stock of the Year, Holy Amazon!, JPM and BlackRock Report, Semis Explode
4/14/20261 hr 9 min
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: financials, stock market bottoms, Amazon, technical analysis, SBC's and more. This episode is s sponsored by Betterment Advisor Solutions and ClearBridge Investments. Learn more at http://Betterment.com/advisors Companies with physical assets, predictable cash flows and durable moats are well-positioned in a volatile, high‑valuation market. Learn more at https://www.clearbridge.com/ Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ TikTok: https://www.tiktok.com/@thecompoundnews 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. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Showing 10 of 12Transcript preview
First 90 secondsJosh Brown· Host0:00
[gentle music] That's right. No, make it louder. What are, what are we doing? All right. Duncan, don't make me call John. Welcome to an all-new edition of What Are Your Thoughts? We are back. We are live. Super excited to see all my pounders in the chat. With me tonight is my co-host, Michael Batnick. Michael, say hello.
Michael Batnick· Host0:31
Hello, hello.
Josh Brown· Host0:32
All right. Uh, welcome. If it's your first time watching, this is the very best investing live stream. Happens every week right here on YouTube at 5:00 PM Eastern on Tuesdays. Uh, and most of the time we are live, and I'm super excited to see you guys. I wanna just say a couple of quick, uh, hellos. Matt Evans in the chat says, "We need the Anduril IPO." I know, right? I think that's a 2027 IPO. That's gonna be a very big deal. People are, people are gonna go nuts for it. Um, Wessels1980, Michael, he says, uh, "Time to whack off."
Michael Batnick· Host1:09
Dude.
Josh Brown· Host1:09
You know why he's saying that?
Michael Batnick· Host1:10
Dude.
Josh Brown· Host1:11
I know.
Michael Batnick· Host1:11
'Cause, no, no, no, no, no, no.
Josh Brown· Host1:13
'Cause that's what you said.
Michael Batnick· Host1:14
No, it's whack on.
Josh Brown· Host1:15
Whack on?
Michael Batnick· Host1:17
We're in whack, we're in whack on mode. You see this- Oh, the market is whacking on right now.
Josh Brown· Host1:20
It's good.
Michael Batnick· Host1:20
Whack on, whack off.
Josh Brown· Host1:21
We, we really have to stop you from saying that, if it's at all possible. Um, and I don't- I wasn't gonna go there ... and I don't know, and I don't know if it is. Anyway, we have all