@downtownjoshbrown.bsky.social
Investor, CEO, Dad https://www.downtownjoshbrown.com/
Eminem surprise pop-out at the NYC premiere of his new doc “Stans” last night. We loved the movie. Highly recommend.
07.08.2025 12:32 — 👍 31 🔁 2 💬 0 📌 0No I'm not.
06.08.2025 16:06 — 👍 0 🔁 0 💬 1 📌 0
Jaw-dropping chart from Callie Cox - AI spending is now holding the entire economic growth story of the United States up while hiring and consumer spending grinds to a halt.
Sustainable or not so much?
www.optimisticallie.com/p/humans-rob...
Stocks at all time highs with record participation among young people - so why are they also embracing socialist mayors?
Garrett Baldwin explains what’s happening and why.
youtu.be/VsTxRl1wlAw?...
You're probably being pitched private equity and private credit like crazy right now. In my new piece, I take you behind the curtain to explain why that is and what information you need to be armed with before saying yes.
A new piece by me!
www.downtownjoshbrown.com/p/why-be-an-...
Adam Parker cooking. 30,000 people have watched this episode on YouTube in its first day.
youtu.be/bXfr7GZ95mY?...
We’re UP with Adam Parker on all podcast platforms let’s go 🔥🔥🔥
YouTube: youtu.be/bXfr7GZ95mY?...
Spotify: open.spotify.com/episode/4IwG...
Apple: podcasts.apple.com/us/podcast/t...
We’re UP with Adam Parker on all podcast platforms let’s go 🔥🔥🔥
YouTube: youtu.be/bXfr7GZ95mY?...
Spotify: open.spotify.com/episode/4IwG...
Apple: podcasts.apple.com/us/podcast/t...
When a man turns 40 years old, he is forced to make a choice:
1. Learn to love grilled chicken
2. Become 600 lbs
There is no third option.
Wall Street now believes Trump is actually winning his trade war. As companies complain about macro uncertainty and falling demand, the S&P continues to hit record highs anyway.
What’s going on? We’ll tell you, brand new:
www.youtube.com/live/pKwSwOK...
Premiering today at 5pm ET
VIEWER CHAT ALREADY LIT
Celebrating 20 years of Michael Cembalest’s must-read research and the big lessons to be learned for everyone.
See you there
youtu.be/JQwEFmwOJe4?...
Meme stocks or market manipulation?
New TCAF is now UP!
YouTube:
youtu.be/UrAxcicguss?...
Spotify:
open.spotify.com/episode/6isd...
Apple:
podcasts.apple.com/us/podcast/t...
24.07.2025 21:31 — 👍 152 🔁 27 💬 9 📌 4
You can't stop what's coming.
www.youtube.com/watch?v=yFla...
Stock rally fuels consumer swagger
Mohamed El-Erian tells Fed Chair to resign
Amazon / Tesla earnings preview
Meme stocks are BACK
...and so much more. 5pm ET we are LIVE literally on The Compound
Just wait til you see this chart Jessica Rabe made for the new episode of What Did We Learn tonight. Premiering at 5pm EST with me, Jess and Nick Colas @datatrekresearch.bsky.social
www.youtube.com/watch?v=jSyd...
The S&P 500's rebound from April is now 26%, a move so extreme it's divided consumer sentiment in half - if you own stocks (top 30% of households), confidence is back. If you don't, sentiment is at the lows of '22.
When people say "the consumer" is doing this or that, ask "which consumer?"
200th episode of The Compound and Friends is now UP on YouTube and all podcast platforms.
youtu.be/Sk-x2uVBYi4?...
Asset prices - whether it’s stocks or houses or gold - can trend for a long time. Volatility, on the hand, doesn’t trend, it mean-reverts. People think it’s the opposite. These are just facts.
Important reminder as we sit at new all-time highs. Follow The Compound for updates.
I give you my permission to sell some Nvidia here. With one caveat:
youtu.be/NZufonUBKo8?...
Live premiere happening NOW - why every financial institution is racing to create and utilize stablecoins - this might finally be the "killer app" everyone's been waiting for.
www.youtube.com/watch?v=PXCr...
the Fed sets overnight rates, often in response to what investors are communicating via the pricing of the 2-year. The 5-year does what it wants. The 10-year is the main boss at the end of the level and the Fed cannot defeat it.
14.07.2025 13:59 — 👍 5 🔁 0 💬 2 📌 0Jay Powell's job is not to assist fixed income investors. It's to balance the dual mandate of stable prices and full employment. Mostly none of this is under the Fed's control, even if they like to think it is. The universe decides, the Fed makes adjustments when and where it can.
14.07.2025 13:04 — 👍 12 🔁 0 💬 3 📌 0
We are halfway through what's shaping up to be the WORST DECADE for Treasury bond returns of all time. The table below depicts real (inflation adjusted) returns for the asset class.
@bencarlson007.bsky.social explains what to do now:
awealthofcommonsense.com/2025/07/is-t...
Stock market rally should persist in the second half. Here's why, via our friends Ryan and Sonu
Listen:
podcasts.thecompoundnews.com/show/TCAF/re...
Watch:
www.youtube.com/watch?v=J4KR...
All of a sudden the pro wrestling fans are no longer interested in the Epstein files. Like, all at once. Interesting.
11.07.2025 01:14 — 👍 110 🔁 10 💬 13 📌 3
Dieting my way through Milan this week. Back soon.
08.07.2025 05:04 — 👍 73 🔁 1 💬 5 📌 0
we're going to do this story LIVE with you at 5pm ET today, plus everything Robinhood just announced, a look at the next hot IPOs on the runway and more. Hit the link to set an alert.
www.youtube.com/watch?v=60RA...
Good morning. Nvidia is on the cusp of breaking above $4 trillion in market cap. At that level, it would be valued 36% higher than the entire British stock market (FTSE 100) and just 18% below the total value of Japan's Nikkei 225.
01.07.2025 12:33 — 👍 126 🔁 16 💬 12 📌 7🙏
30.06.2025 21:44 — 👍 0 🔁 0 💬 0 📌 0
Two possible ways to end the 2020’s decade - productivity boom or deficit quagmire.
Ladies and gentlemen, in the battle for America’s future, it’s AI vs Debt. We brought Joe Davis the Chief Global Economist at Vanguard to make his prediction.
Up NOW just for you!
youtu.be/WM2Yo5p-mNs?...
