On episode 199 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠ are joined by ⁠Ryan Detrick⁠ and ⁠Sonu Varghese⁠ to discuss: how AI saved the market, mid-year market takeaways, Bitcoin's new highs, economic indicators, and much more! This episode is sponsored by Russell Investments. Looking to get your portfolio into shape? Strengthen your core with ETFs from Russell Investments. Learn more at ⁠https://russellinvestments.com/ More from Ryan: https://x.com/RyanDetrick More from Sonu: https://x.com/sonusvarghese ►00:00 - Cold Open ►06:07 - Intro ►08:50 - Halfway Through the Year ►16:30 - The Stock Market ►23:17 - More Tariffs ►28:39 - Foreign Markets ►33:55 - Economic Indicators ►44:21 - Consumer Behavior ►01:06:45 - What are you looking forward to? 👕 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 Linkedin: https://www.linkedin.com/company/the-compound-media/ Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews Tik Tok: 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. Josh Brown and Michael Batnick 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. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ 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. #thecompound #investing #stockmarket #stocks