AI Summary
5 min read🎙️ The Voices & The Context
- The Format: Casual live podcast chat among hosts and guest, blending market analysis, banter, and real-time screen sharing of charts.
- The Key Players:
- Hosts: Downtown Josh Brown (witty, big-picture thinker) and Michael Batnick (sharp, data-driven); great chemistry with rapid-fire exchanges and self-deprecating humor.
- Guest: Garrett Baldwin, research economist, author of Me and the Money Printer, founder of AJB Capital Research—known for liquidity expertise; his prior appearance blew up with fans.
- The Vibe: Educational yet fun—intense market dissection amid geopolitical chaos, laced with jokes about YOLO trading, AI warfare, and "pre-end of times" profits.
🗝️ Key Themes & Topics
The episode dives into markets amid Israel-Iran airstrikes, unpacking muted reactions, rotations, and hidden risks. Main topics: muted war reactions tied to liquidity; private credit as a ticking bomb; sector shifts and trading tactics; AI/geopolitics reshaping everything.
Continue reading the full summary in the app — free to try.
Read Full Summary →Free • No credit card required
What you'll learn
- 1 (00:00) **🎙️ Introduction: Garrett Baldwin**
- 2 (03:17) **Israel-Iran Airstrikes and Market Reaction**
- 3 (06:19) **Oil Rally Comparison to Ukraine Invasion**
- 4 (07:25) **Liquidity, Fed Support, and Private Credit Risks**
- 5 (10:24) **Passive Flows and Distorted Price Discovery**
- 6 (12:07) **Geopolitics, AI, and Future Warfare**
- 7 (15:13) **South Korea Market Volatility**
+ Full timestamped outline available in the app
Show Notes
On episode 232 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Garrett Baldwin, author of Me and the Money Printer, to discuss: Weird market dynamics, recent global events, private credit, and much more!
This episode is sponsored by Fidelity Investments and Janus Henderson Investors.
- Visit www.Fidelity.com/TraderPlus to learn more about Fidelity Investments and the all-new Fidelity Trader+, Fidelity’s most powerful trading platform yet.
- Learn more about Janus Henderson Investors at https://www.janushenderson.com/
Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe
Instagram: instagram.com/thecompoundnews
Twitter: twitter.com/thecompoundnews
LinkedIn: linkedin.com/company/the-compound-media/
TikTok: tiktok.com/@thecompoundnews
Fidelity Disclosure: Fidelity Investments and The Compound are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC.
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. 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.
The Compound Media, Incorporated, 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 therewith, by the Content Creator or by Ritholtz W
More from this podcast
The Compound and Friends →