On episode 200 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠ are joined by TCAF legend ⁠JC Parets⁠ to discuss: the most important sector in the market, the biggest contrarian call, the only people losing money right now, Bitcoin dominance crashing, what could derail the market, and much more! This episode is sponsored by Neuberger Berman. Learn more about NBSD, including important information about fees, risks and performance at :⁠ https://www.nb.com/en/us/products/etfs/short-duration-income-etf?cid=da_tpy_MYMM3_MYMM_ShortDur&cid=vi_co_p_mymm_shortduration&dclid=CKHfv8mdxI4DFRosiAkd4rQ63A&gad_source=7⁠. NBSD from Neuberger Berman—efficient income, managed risk. More from JC: https://x.com/JC_ParetsX ►00:00 - Cold Open ►05:10 - Intro ►06:45 - What is TrendLabs? ►10:38 - Jerome Powell, Trump, and Treasuries ►28:06 - Short Interest Data ►34:54 - The Market in Charts ►46:40 - Bitcoin Dominance Crashing ►54:11 - All-time Highs Around the World ►58:30 - What Could Derail the Market? ►59:50 - The Biggest Contrarian Play ►01:06:09 - Is Tesla the Most Underrated Mag 7 Stock Right Now? ►01:14:03 - 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 #Tesla #bitcoin