Join Downtown Josh Brown (CEO, Ritholtz Wealth Management) and Michael Batnick (Managing Partner, Ritholtz Wealth Management) for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! This episode is sponsored by WisdomTree. To learn more, visit: https://www.wisdomtree.com/geopolitical-opportunities COMPOUND MERCH: https://idontshop.com/ ►00:00 - Intro ►03:20 - Mag 7 Earnings Week ►20:18 - A Historic Earnings Boom ►29:30 - Permanent Portfolio ►38:30 - Stretched Semis ►45:10 - Spotify Crashes ►53:10 - Make The Case ►01:01:36 - Mystery Chart instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews TikTok: https://www.tiktok.com/@thecompoundnews Linkedin: https://www.linkedin.com/company/the-compound-media/ Sign up for The Compound newsletter: https://www.thecompoundnews.com/subscribe 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/ Talking Wealth: https://podcasts.thecompoundnews.com/show/talking-wealth/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be relied upon for investment decisions and is not a solicitation or recommendation to buy or sell any securities. 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. See additional disclosures: https://www.ritholtzwealth.com/podcast-youtube-disclosures. “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated. The Compound Media, Inc, 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 with, Ritholtz Wealth Management or any of its employees. See disclaimers: https://www.ritholtzwealth.com/podcast-youtube-disclosures. #thecompound #StockMarket #Investing #Apple #AI #Stocks #Finance #YouTubeStocks