On this episode of What Are Your Thoughts, Josh Brown and Michael Batnick celebrate 15 years of CNBC's Halftime Report and take a look at just how much the markets have changed since 2011. From the explosive growth of tech stocks and ETFs to the rise in millionaire households and retirement wealth, they break down the numbers behind an incredible 15-year run. Plus, big bank earnings, deteriorating market breadth and whether weak participation is actually a bullish signal, the selloff in consumer stocks, what seasonality tells us about the market's next move, and how to tell the difference between a great value opportunity and a value trap. THE COMPOUND X BROADWAY TICKETS: https://tcaf.ticketspice.com/the-compound-and-friends-live-on-broadway?utm_source=www.thecompoundnews.com&utm_medium=newsletter&utm_campaign=the-compound-on-broadway-tix-on-sale-now This episode is sponsored by DBMF, the world’s largest managed futures ETF. Discover why DBMF’s liquid, uncorrelated, managed futures strategy could be what your Alts allocation is missing at: https://www.dbmf.com/WAYT 👕 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. The iMGP DBi Managed Futures Strategy ETF’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, it may be obtained by visiting: http://www.imgp.com/ . The Fund is distributed by ALPS Distributors, Inc. DBMF is the world’s largest managed futures ETF as of September 30, 2026 with $5.42 billion AUM. #thecompound #investing #stockmarket #stocks