How to make money in the bull market for electricity Big insights from Jan van Eck this weekend youtu.be/oiq7t0yQrmw?...
Investor, CEO, Dad https://www.downtownjoshbrown.com/
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How to make money in the bull market for electricity Big insights from Jan van Eck this weekend youtu.be/oiq7t0yQrmw?...
Investors have just piled into a new record level of margin debt, nearing one trillion dollars. Michael and I are going LIVE at 5pm ET, chat's already lit, let's go! www.youtube.com/watch?v=dDEP...
Ladies and gentlemen, Mr. Wilfred Frost. The difference between US and UK investors + how his dad nailed Richard Nixon in one of the most famous interviews of all time. Brand new on The Compound. youtu.be/T6B54XT_IGY?...
Huge thank you to @profgalloway.com and Ed Elson for inviting me to co-host the show with Scott on vacation. We had a big chat about whether or not the AI hype has gone too far Spotify: open.spotify.com/episode/10M0... YouTube: www.youtube.com/watch?v=0MPK...
Fucking ridiculous. I know these people.
There have been 12 "waterfall" declines since WWII for the US stock market and in almost all cases the recovery has been V-shaped. They're not anomalous, they're the norm. 130,000 people watched this episode of The Compound and Friends in its first 24 hours. youtu.be/4Ga6GcMl3_c?...
youtu.be/4Ga6GcMl3_c?...
TOMORROW
I don’t promote anything. It’s up 10,000 percent in ten years what on earth are you talking about?
My best guess is that within a year Coinbase will either build or buy a traditional brokerage so that, like Robinhood, they can offer investors an all-in-one platform where stocks, ETFs and coins sit side by side. What do you think they will do? youtu.be/-zD5WFeklaY?...
getting scammed is part of the fun. I don't think you fully understand the mindset of a 22 year old with $300 to play with. They're looking for lottery-esque outcomes and laughs while they place bets.
Of all the mistakes Democrats made in 2024, missing the opportunity to court young people via support for crypto was one of the most obvious. I asked Coinbase Chief Legal Officer Paul Grewal and CFO Alesia Haas about this and more, watch it here: www.youtube.com/watch?v=-zD5...
Sorry, that’s 5 million shares worth $1.6 billion, not $5 million dollars’ worth 😂
Warren Buffett’s Berkshire Hathaway scooped up $5 million shares of the crashing UnitedHealth (UNH), now in a 50% drawdown over the last year. Also sold more Apple, BofA shares and bought back in to homebuilders Lennar and D.R. Horton. www.cnbc.com/2025/08/14/w...
Terrible idea. Thankfully no one will do this.
S&P 500 at a new record, we’re going LIVE at 5pm ET youtube.com/live/aiF4a7R...
Eminem surprise pop-out at the NYC premiere of his new doc “Stans” last night. We loved the movie. Highly recommend.
No I'm not.
Jaw-dropping chart from Callie Cox - AI spending is now holding the entire economic growth story of the United States up while hiring and consumer spending grinds to a halt. Sustainable or not so much? www.optimisticallie.com/p/humans-rob...
Stocks at all time highs with record participation among young people - so why are they also embracing socialist mayors? Garrett Baldwin explains what’s happening and why. youtu.be/VsTxRl1wlAw?...
You're probably being pitched private equity and private credit like crazy right now. In my new piece, I take you behind the curtain to explain why that is and what information you need to be armed with before saying yes. A new piece by me! www.downtownjoshbrown.com/p/why-be-an-...
Adam Parker cooking. 30,000 people have watched this episode on YouTube in its first day. youtu.be/bXfr7GZ95mY?...
We’re UP with Adam Parker on all podcast platforms let’s go 🔥🔥🔥 YouTube: youtu.be/bXfr7GZ95mY?... Spotify: open.spotify.com/episode/4IwG... Apple: podcasts.apple.com/us/podcast/t...
We’re UP with Adam Parker on all podcast platforms let’s go 🔥🔥🔥 YouTube: youtu.be/bXfr7GZ95mY?... Spotify: open.spotify.com/episode/4IwG... Apple: podcasts.apple.com/us/podcast/t...
When a man turns 40 years old, he is forced to make a choice: 1. Learn to love grilled chicken 2. Become 600 lbs There is no third option.
Wall Street now believes Trump is actually winning his trade war. As companies complain about macro uncertainty and falling demand, the S&P continues to hit record highs anyway. What’s going on? We’ll tell you, brand new: www.youtube.com/live/pKwSwOK...
Premiering today at 5pm ET VIEWER CHAT ALREADY LIT Celebrating 20 years of Michael Cembalest’s must-read research and the big lessons to be learned for everyone. See you there youtu.be/JQwEFmwOJe4?...
Meme stocks or market manipulation? New TCAF is now UP! YouTube: youtu.be/UrAxcicguss?... Spotify: open.spotify.com/episode/6isd... Apple: podcasts.apple.com/us/podcast/t...
You can't stop what's coming. www.youtube.com/watch?v=yFla... Stock rally fuels consumer swagger Mohamed El-Erian tells Fed Chair to resign Amazon / Tesla earnings preview Meme stocks are BACK ...and so much more. 5pm ET we are LIVE literally on The Compound
Just wait til you see this chart Jessica Rabe made for the new episode of What Did We Learn tonight. Premiering at 5pm EST with me, Jess and Nick Colas @datatrekresearch.bsky.social www.youtube.com/watch?v=jSyd...
The S&P 500's rebound from April is now 26%, a move so extreme it's divided consumer sentiment in half - if you own stocks (top 30% of households), confidence is back. If you don't, sentiment is at the lows of '22. When people say "the consumer" is doing this or that, ask "which consumer?"
200th episode of The Compound and Friends is now UP on YouTube and all podcast platforms. youtu.be/Sk-x2uVBYi4?...
Asset prices - whether it’s stocks or houses or gold - can trend for a long time. Volatility, on the hand, doesn’t trend, it mean-reverts. People think it’s the opposite. These are just facts. Important reminder as we sit at new all-time highs. Follow The Compound for updates.
I give you my permission to sell some Nvidia here. With one caveat: youtu.be/NZufonUBKo8?...
Live premiere happening NOW - why every financial institution is racing to create and utilize stablecoins - this might finally be the "killer app" everyone's been waiting for. www.youtube.com/watch?v=PXCr...
the Fed sets overnight rates, often in response to what investors are communicating via the pricing of the 2-year. The 5-year does what it wants. The 10-year is the main boss at the end of the level and the Fed cannot defeat it.
Jay Powell's job is not to assist fixed income investors. It's to balance the dual mandate of stable prices and full employment. Mostly none of this is under the Fed's control, even if they like to think it is. The universe decides, the Fed makes adjustments when and where it can.
We are halfway through what's shaping up to be the WORST DECADE for Treasury bond returns of all time. The table below depicts real (inflation adjusted) returns for the asset class. @bencarlson007.bsky.social explains what to do now: awealthofcommonsense.com/2025/07/is-t...
Stock market rally should persist in the second half. Here's why, via our friends Ryan and Sonu Listen: podcasts.thecompoundnews.com/show/TCAF/re... Watch: www.youtube.com/watch?v=J4KR...
All of a sudden the pro wrestling fans are no longer interested in the Epstein files. Like, all at once. Interesting.
Dieting my way through Milan this week. Back soon.
we're going to do this story LIVE with you at 5pm ET today, plus everything Robinhood just announced, a look at the next hot IPOs on the runway and more. Hit the link to set an alert. www.youtube.com/watch?v=60RA...
Good morning. Nvidia is on the cusp of breaking above $4 trillion in market cap. At that level, it would be valued 36% higher than the entire British stock market (FTSE 100) and just 18% below the total value of Japan's Nikkei 225.
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Two possible ways to end the 2020’s decade - productivity boom or deficit quagmire. Ladies and gentlemen, in the battle for America’s future, it’s AI vs Debt. We brought Joe Davis the Chief Global Economist at Vanguard to make his prediction. Up NOW just for you! youtu.be/WM2Yo5p-mNs?...
Young people in cities aren’t voting for socialism, they’re voting for something better than whatever leads to $29 sandwiches and the monetary feudalism of the current system, according to Garrett Baldwin themoneyprinter.substack.com/p/you-didnt-... You Didn’t Kill Capitalism. The Fed Did.
Why trend following works in the stock market, with Cole Wilcox - new episode is now UP have a great weekend! Watch: www.youtube.com/watch?v=jEgy... Listen: podcasts.thecompoundnews.com/show/TCAF/st...
Looking for alpha
Gonna find a way to get some rest this summer, I don’t care if it kills me.
😆
These are the jokes.
😌
It’ll be fine. Calm down.
Avenue of the America’s Wrong
St. Marx Place
Dedicated protestor lanes
Land acknowledgment read out before Miranda rights
Shoplifting is now required, minimum one item per store visit
Government-run Carbones for everyone
I'm going live with @bencarlson007.bsky.social today at 1pm ET to answer the question "How do young people get rich" Live chat while we stream, join in here: www.youtube.com/watch?v=7hII...
Michael and I are live today, 5pm ET, hit the link www.youtube.com/live/0mBQgfw...
will be interesting to see the spin from HIMS...
Novo Nordisk goes to war with the compounding pharmacies knocking off their weight loss drugs. They tried a partnership with Hims & Hers and terminated it after one (ONE!) month. HIMS down 35% in the pre-market. www.prnewswire.com/news-release...
Good morning. What flag will you be marching around with today?
Ric Edelman just introduced his recommended crypto allocation for conservative, moderate and aggressive portfolios for the first time. Plus, the tokenization of all assets, bull market in stable coins, etc - a highly provocative conversation, my favorite kind. www.youtube.com/watch?v=R1IP...
We could be days away from regime change. In New York City.
They list what the other world leaders said. The article didn't take a census on every individual person on earth.
I dont know, you should ask them?
things can change quickly, I am just going by futures prices circa right now.
Ok great, what exactly do you want me to do about it?
it's not a take, I am linking to the news. You don't have to like it for it to be true.
the oil price is fake or you just disagree with everyone on where it should be traded? not sure I understand.
what do you mean "take" did you read the article or just respond to me emotionally? It's not a take, it's what happened.
Okay?
whats the proclamation? these are the current headlines. I dont write them.
what did you expect, it's a client state and a cheap oil supplier.
Condemnations of the bombing: Cuba, Venezuela, China, Russia, Houthis. That's it. Everyone else is like "okay, time to de-escalate" but they f*cking love it. Non-event for crude oil, US stock futures. Tomorrow everyone will be an expert on the Strait of Hormuz. www.cnbc.com/2025/06/21/w...
New TCAF featuring Todd Sohn and Chart Kid Matt - why the stock market is nowhere near as expensive as in 2021, defensive sectors are now only 21% of the S&P 500 and more! Podcast: podcasts.thecompoundnews.com/show/TCAF/wh... YouTube: www.youtube.com/watch?v=NJxQ...
Iran is enriching uranium for peaceful purposes in a mountain lair.
!!!
Nope
Oh I was bad
Nope.
Bro this kid said to me today “Dad, read the room.”
Dont tell me shit about about parenting until you’ve raised at least one teenager. You don’t know anything lmao
Why Amazon is my fave Mag 7 for the second half Oil spike hasn’t affected the market like it used to Congressional day traders Microsoft vs OpenAI Jensen Huang pitches “Sovereign AI” to the Europeans 5pm ET premiere, chat’s already going youtu.be/9b5LDlPOmAY?...
Ladies and gentlemen, the legendary Steve Eisman Apple: podcasts.apple.com/us/podcast/t... Spotify: open.spotify.com/episode/5ZEs... YouTube: www.youtube.com/watch?v=LvgC...
and they're cutting the coffee carts and the free lunches
On our podcast two weeks ago, Jens Nordvig told us 255,000 on initial claims is the trigger that stocks finally react negatively to. Also probably gets the Federal Reserve in motion. www.youtube.com/watch?v=-u5m...
Blue line is Continuing Unemployment Claims - people who haven't been hired after week one of filing. Green line is Initial Unemployment Claims - people filing for the first time. Highest level for continuing since November 2021. Could be nothing, could be something. What do you think?
Here we go - live premiere - chat is on fire youtu.be/r22JC8fI84s?...
The return of Nick and Jessica - why February was probably not the market top and why investors systematically pay up for tech company earnings Thanks @datatrekresearch.bsky.social www.youtube.com/watch?v=wrkn...
What's the big deal, he can just sell electric cars to all the Republicans who love the environment and hate Trump. Surely there must be dozens of them.
What we have happening in the last few months… youtu.be/-u5m6io7wW0?...
Why the new most important data point for the stock market is now initial unemployment claims - Jens Nordvig is the founder of Exante Data and former chief currency strategist @ Goldman Sachs. YouTube: www.youtube.com/watch?v=-u5m... Podcast: podcasts.thecompoundnews.com/show/TCAF/wh...
$437 billion into ETFs year to date. Investors have heard about the trade war for months and have decided it’s boring and they don’t care. www.youtube.com/live/pn9t7sh...