Nvidia GTC Highlights, Uber Is Too Cheap, Cliffwater and the Private Credit Panic
3/17/20261 hr 12 min
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: Nvidia GTC, the end of quarterly earnings reports, private credit panic, college grad unemployment heating up, Uber stock and much more! This episode is s sponsored by Public and Janus Henderson Investors. Find out more at https://public.com/WAYT Learn more at https://www.janushenderson.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 Public Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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
[upbeat music] All right, gangsters, we're back. That's right. Uh, Luis Rojas in the chat, Michael, wants to know why we ditched last week. We were, we were away. We were in Future Proof. Wake up, man. Come on. We would never ditch you for no reason. We were in, uh, we were in Miami. Actually, a week ago, on, on Tuesday of last week, we were interviewing, uh, the CEO of Charles Schwab. Got great feedback from that one. What about you?
Michael Batnick· Host0:40
He was awesome. I had a great time.
Josh Brown· Host0:42
He was- And credit to us He's really good.
Michael Batnick· Host0:43
I, I thought we did pretty good.
Josh Brown· Host0:45
That was one of our, that was one of our most organized conversations, I would say. We like, we were on, we were on point- It was good ... for that one. And he, dude, he spoke. He talked about Robinhood, Goldman, um, everybody. Like he, he said, "This is what I think." I thought, uh, I thought that was awesome. All right, guys, we're back. It's 5:00 in the east on a Tuesday, which means it's an all-new edition of "What Are Your Thoughts?" My name is Downtown Josh Brown. My co-host is with me as always. His name is Michael Batnick. Say hello, guys.
Michael Batnick· Host1:16
That's right, Josh. Hello, hello.
Josh Brown· Host1:17
All right. Um, say hello, guys. I wanted the chat to give Michael a big wave. Uh, guys, we have a big show tonight. We have tons to get to, but before we do, I wanna say hello to a few people in the chat.