Tom Lee Sees Upside, Apple’s New CEO
4/21/20261 hr 2 min
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick break down: Apple’s massive leadership change, bold predictions of an S&P 500 surge, the rise of AI in finance, and why small caps and micro caps are suddenly ripping. This episode is s sponsored by Public and Janus Henderson Investors. Find out more at https://public.com/WAYT Learn more at: 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 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/ 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
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First 90 secondsJosh Brown· Host0:00
[upbeat music] Ladies and gentlemen, welcome to What Are Your Thoughts? One of the longest running shows on the Compound channel. My name is Downtown Josh Brown. I am your host. I am here from rainy Dallas, Texas today. Michael, when's the last time you've been to Dallas?
Michael Batnick· Host0:28
Two years ago. It's pretty windy.
Josh Brown· Host0:31
Um, it's not windy today, but it's, uh... I mean, I- It looks gray ... I like it 'cause I have to be indoors all day. Um, we went to this thing called the Design District last night. It's like a little bit Miami, a little bit Vegas, but in downtown Dallas.
Michael Batnick· Host0:46
How was it?
Josh Brown· Host0:47
It was g- I mean, we went to Carbone. It was great. They have, uh, Delilah, which I think is from the Wynn Encore. Um, they have one of those here. I don't know. I- I feel like you're eating too, I feel like you're eating too much Carbone. I'm Carbone maxing.
Michael Batnick· Host1:01
Are you- I am ... [laughs] Is this- No ... is this three times in three months?
Josh Brown· Host1:04
You wanna know that I'm going to Carbone on Thursday night in New York?
Michael Batnick· Host1:07
Shut up.
Josh Brown· Host1:08
I swear to God.
Michael Batnick· Host1:08
Is, is this a joke? [laughs] Are they paying you?
Josh Brown· Host1:11
No, that's it, though. After that, after this, that's it. After this is... All right.
Michael Batnick· Host1:15
Let's go.
Josh Brown· Host1:15
Uh, guys, we have an action-packed show for you today. Uh, wanna mention our sponsor, which is Public. Um, it feels like there are two types of investing platforms right now. You've got the legacy brokerages that look like they were designed in 1997,