On episode 145 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Jackson and Alex Kantrowitz to discuss: the return of Roaring Kitty, Apple and the WWDC, what an AI powered phone might look like, the best bear argument for Nvidia, the Tesla drawdown, if Elon Musk's days as CEO are numbered, and much more!
This episode is sponsored by Kraneshares. They're doing a webinar on June 11 at 10am ET with former US Ambassador to China under the Trump Administration, Terry Branstad, and former US Ambassador to Singapore under the Obama Administration, David Adelman. Sign up at: https://kraneshares.com/webinars/trump-or-biden-two-former-ambassadors-discuss-the-election-its-likely-impact-on-us-china-relations/?adsource=wealthcast
More from Eric:
https://x.com/ericjackson
More from Alex:
https://x.com/Kantrowitz
00:00 - Cold Open
13:03 - Intro
15:28 - Roaring Kitty's return
23:58 - Apple's future
41:15 - Thoughts on Nvidia
47:53 - AI Development
54:27 - Dell
58:11 - Arm Holdings
01:00:00 - Carvana
01:01:15 - Coinbase
01:02:39 - Tesla and Elon
01:14:12 - Amazon
01:24:43 - Favorites
👕 Check out The Compound shop: https://www.idontshop.com
🎙️ Listen to our podcasts:
TCAF: https://podcasts.thecompoundnews.com/show/TCAF/
Animal Spirits: https://podcasts.thecompoundnews.com/show/animalspirits/
Ask The Compound: https://podcasts.thecompoundnews.com/show/ATC/
The Compound Newsletter: https://www.thecompoundnews.com/subscribe
Instagram: https://instagram.com/thecompoundnews
Twitter: https://twitter.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/advertisin.... 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/
#thecompound #investing #stockmarket
This episode is sponsored by Kraneshares. They're doing a webinar on June 11 at 10am ET with former US Ambassador to China under the Trump Administration, Terry Branstad, and former US Ambassador to Singapore under the Obama Administration, David Adelman. Sign up at: https://kraneshares.com/webinars/trump-or-biden-two-former-ambassadors-discuss-the-election-its-likely-impact-on-us-china-relations/?adsource=wealthcast
More from Eric:
https://x.com/ericjackson
More from Alex:
https://x.com/Kantrowitz
00:00 - Cold Open
13:03 - Intro
15:28 - Roaring Kitty's return
23:58 - Apple's future
41:15 - Thoughts on Nvidia
47:53 - AI Development
54:27 - Dell
58:11 - Arm Holdings
01:00:00 - Carvana
01:01:15 - Coinbase
01:02:39 - Tesla and Elon
01:14:12 - Amazon
01:24:43 - Favorites
👕 Check out The Compound shop: https://www.idontshop.com
🎙️ Listen to our podcasts:
TCAF: https://podcasts.thecompoundnews.com/show/TCAF/
Animal Spirits: https://podcasts.thecompoundnews.com/show/animalspirits/
Ask The Compound: https://podcasts.thecompoundnews.com/show/ATC/
The Compound Newsletter: https://www.thecompoundnews.com/subscribe
Instagram: https://instagram.com/thecompoundnews
Twitter: https://twitter.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/advertisin.... 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/
#thecompound #investing #stockmarket
