Economic Data Deteriorates, Private Credit Struggles, Retail Traders Give Up
3/24/20261 hr
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: the economy, HALO in private credit, college grad unemployment, a stock Michael is watching, and much more! This episode is s sponsored by Betterment Advisor Solutions and ClearBridge Investments. Learn more at https://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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Transcript preview
First 90 secondsMichael Batnick· Host0:00
[gentle music] Are we here?
Josh Brown· Host0:13
So sorry we're late. We're live now, I think.
Michael Batnick· Host0:16
Yeah, I think we're confirmed.
Josh Brown· Host0:16
Guys, give, give us a, give us a sign. Tell us that we're actually here. [audience clapping] All right. Sorry, I was busy negotiating a ceasefire in the Gulf, the Strait. Looks like we got everything under control. I think it's a 30-day ceasefire. Did you read that?
Michael Batnick· Host0:35
I saw a tweet.
Josh Brown· Host0:37
All right, 30 days- Mark had something by, yeah, yeah ... yeah, 30. Well, we already won, so I don't even understand why it's a... Right? Wasn't there a victory? All right, we're back to another edition of all, all new edition of What Are Your Thoughts here on The Compound channel. First time listeners and viewers, my name is Downtown Josh Brown, here with my co-host, Michael Batnick. Michael, say hi.
Michael Batnick· Host1:00
Hello, hello.
Josh Brown· Host1:01
You guys, we, uh, we're super excited to see everybody that's here for the live. I saw literally every Pounder I've ever heard of, plus all sorts of new names and faces. Thank you, guys, sh- so much for showing up. Uh, last week we broke a record, had over 2,000 people come for the live. We'll see how we do tonight. Uh, we have an ad read. We'll get through this, and then we'll get right to the show. We have tons to do. Tonight's show is brought to you by Betterment.