Downtown Josh Brown
@downtownjoshbrown.bsky.social
Investor, CEO, Dad https://www.downtownjoshbrown.com/
more embarrassing season, Cowboys or Philly?
Our friend Jurrien Timmer is the Director of Global Macro Research at Fidelity Investments. Nobody cuts through the noise like this guy. YouTube: www.youtube.com/watch?v=r1As... Spotify: open.spotify.com/episode/6o3s... Apple Podcasts: podcasts.apple.com/us/podcast/t...
We’re in my favorite time of year where it’s sunny all day, but the Poland Spring bottles in your car are cold in the morning.
If Jameis gets us to the playoffs, is Dart definitely the starting QB next fall?
Is Gen Z Cooked? We asked our friend Ed Elson who came out of the gates like a buckin' bronco. Plus, this week the Avengers of AI representing $25 trillion in market cap popped out of the White House for an impromptu press conference. Jaws were on the floor. www.youtube.com/watch?v=yNY6...
Is Gen Z Completely Cooked? | TCAF 262
YouTube video by The Compound
youtube.com
ChartGOAT crushed it. As predicted. Why Treasurys keep ripping, a breakout in progress for Nvidia, the “breadth” problem is not as bad as they say, and more! 50,000 people have watched this on YouTube in its first 12 hours. YouTube: youtu.be/pbUEnTjvefM Spotify: open.spotify.com/episode/7v4E...
That Feeling Something Bad Is About to Happen | WAYT?
YouTube video by The Compound
youtu.be
The rumors are true. I go live with Chart Kid Matt Cerminaro at 5pm ET for tonight's What Are Your Thoughts. I'm telling you right now we're going to absolutely BURY you in insights and visuals. Matt's ready to sizzle. Come for the live chat, we'll see you there. www.youtube.com/live/pbUEnTj...
Nvidia takes its buyback plan to $235 billion, the largest share repurchase authorization in history. This sets up a potential breakout that's been six months in the making. www.cnbc.com/2026/09/28/n...
Why did META add $450 billion in market cap during the month of September? Instinct is already helping people lower their car insurance and cancel unused subscriptions. Meta's Muse product has similar functionality and is already in front of 80% of all internet users via @marcruby.bsky.social
The post pandemic period has produced a surging amount of millionaire households. Our collective net worth has gone from $109 trillion to $174 trillion. People don't like to hear this because it adds nuance to the wealth inequality debate.
Seven Reasons You’re Not Taking Enough Risk Thank you to the brilliant Allison Schrager for explaining! New on Talking Wealth! YouTube: youtu.be/APhNvM6aZ88?... Spotify: open.spotify.com/episode/1dYk...
Seven Reasons You’re Not Taking Enough Risk
YouTube video by Talking Wealth
youtu.be
Household assets in the United States are now running 10X household debt. This happened during the second quarter of this year and explains a lot about why consumer spending has not slowed down in the face of higher interest rates and gas prices. Don't get mad at me, I'm just explaining it to you.
Lanterns is good. Takes six episodes to realize it.
They said no Michelob Ultras at my gym. What is this.
Imagine being the speechwriter for an AI company CEO going before the UN. You've got shareholders, potential banking underwriters, corporate customers, public opinion, the White House, the world etc, to keep happy. Forget threading the needle. This is like doing surgery on the wings of a fly.
Three absolutely insane Berkshire Hathaway charts celebrating the retirement of GOAT Chairman Warren Buffet We'll discuss on WAYT tonight: www.youtube.com/@TheCompound...
Tom Lee and Dan Ives on the investing outlook, tech stocks, whether or not we will be killed by AI and a lot more. Live from Future Proof. Up on all platforms now, enjoy! YouTube: www.youtube.com/watch?v=ChZh... Spotify: open.spotify.com/episode/5Ao8... Apple: podcasts.apple.com/us/podcast/t...
I be parking in these "Online Pickup" spots I don't care. The Sheriff of Best Buy can come and get me.
What everyone's reading / freaking out over today. Yes, on a Saturday. darioamodei.com/post/we-must...
Dario Amodei — We Must Pace the Frontier
darioamodei.com
One of the most interesting macro moments of our lifetime - rising government bond yields, high energy prices, a consumer that refuses to stop spending, a world-changing tech revolution - it's all hitting at once. Jens Nordvig came by to share his point of view. www.youtube.com/watch?v=Dkwb...
The Most Interesting Macro Moment of My Lifetime | TCAF 259
YouTube video by The Compound
youtube.com
This that same LA Rams team y’all are talking undefeated season about? I don’t know.
There’s an extended cut of Taken 2 on HBO Max. 36 additional minutes of Liam Neeson doing implausible things like taking his teenage daughter clubbing in Istanbul. Still can’t turn it off.
61% of Americans say they’d be okay with a local data center if there were also mozzarella sticks involved.
How to pick stocks like Morgan Stanley - brand new with Dan Skelly, all platforms now! YouTube: www.youtube.com/watch?v=hpTO... Spotify: open.spotify.com/episode/4md8... Apple: podcasts.apple.com/us/podcast/h...
Is Tim Cook the greatest CEO of all time? I make the case! Plus - reactions to the Ed Zitron pod, a Snowflake earnings preview, the software comeback and the momentum stock crash. All on a brand new What Are Your Thoughts? www.youtube.com/watch?v=WL6b...
Is Tim Cook the Greatest CEO of All Time? | WAYT?
YouTube video by The Compound
youtube.com
I'm all set with this Hugging Face nonsense. The only responsible thing to do is shut it all down. We're good.