Why Amazon is Josh's Favorite Mag 7 | WAYT?

Опубликовано: 25 Март 2026
на канале: The Compound
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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 Grayscale. For more information, visit: https://www.grayscale.com/

COMPOUND SUMMER MERCH: https://idontshop.com/

►00:00 - Intro
►02:30 - The Strait of Hormuz
►18:45 - How is this allowed?
►22:35 - Jensen in Europe
►34:20 - Interest Rates
►38:30 - OpenAI vs MSFT
►45:27 - Make The Case
►50:45 - Mystery Chart

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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/podcas.... “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated.

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