The Real AI Winners Are Emerging, and They're Not Who You'd Expect Jonathan Thomas, CEO of American Century Investments since 2007, sat down with Josh Brown and analyst Sean Rousseau to explain…
Josh Brown — Podcast Appearances & AI Summaries
Josh Brown has appeared on 7 podcast episodes in our AI-summarized catalog, including The Compound and Friends. Every appearance below has a free 5-minute AI summary.
What Josh said
“The average investor is looking for a knockout punch in the headlines. They think a news event is going to happen and it's going to punch the market in the face and knock it out... What they don't understand is that knockout punch comes at the bottom.”
— Josh Brown
“So they announced a 21% year over year jump in underwriting profit and on the conference call, they told Wall Street, this is the fucking AI. Like this is that's what's going on.”
— Josh Brown, on Travelers
Episode appearances
7
A Bull Market That Keeps Proving the Doubters Wrong The market delivered a week of sharp contrasts. IBM suffered its worst single-day loss in decades, losing $67 billion in market cap after a…
“The only thing that matters here to the Apple shareholder is that Apple is the toll booth. They’re going to get paid coming and going, regardless of which AI the consumer wants to use.” That…
Betting on OpenAI, SpaceX Dust Settles, Josh’s New Trade SpaceX went public with only 3% of the company's shares hitting the market, raising $75 billion. The stock jumped 20% on day one, then…
Why the Knockout Punch Never Comes Josh Brown, Michael Batnick, and Brian Levitt, chief global market strategist at Invesco, spent an episode of The Compound and Friends wrestling with a puzzle…
🎙️ The Voices & The Context The Format: A lively, casual roundtable discussion/podcast episode. It feels like a group of smart friends (and one first-time guest) riffing on markets, with a mix of…
Rick Wurster, who became CEO of Charles Schwab on January 1, 2025, sat down with Josh Brown and Michael Batnick at the Future Proof conference in Miami Beach. The conversation covered Schwab’s…
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