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Million Dollar Payout, Oracle Earnings Preview, Risk On, the Case for Salesforce

12/10/2025 • 67 min

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! This episode is sponsored by Public. Find out more at https://public.com/WAYT Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/t… Play episode

Inside the Robinhood Revolution With Vlad Tenev
Nick and Jessica’s 3 Big Lessons From 2025, Sam Altman Orders a Code Red a…
Why Oil Could Be Next Year’s Gold
The Joby bull case with Charles Lemonides, Roaring 2020’s with Ed Yardeni,…
The Case for a Year-End Melt-Up
Only One Thing Can Stop the AI Crash, Worst Drawdowns, Blue Owl vs Apollo
Quality in the Streets, Momentum in the Sheets
The "Titanic" indicator flashes, Elon's $1 trillion pay package, Draftking…
Eric Jackson and the Search for the Next 100 Bagger
Brian Belski Breaks Loose, Palantir Erupts, Stocks Getting Quietly Killed,…
What Did the Fed Actually Say?
Big Tech Earnings Week With Alex Kantrowitz, Two Small Caps on Josh’s Rada…
Jim Cramer Absolutely UNLOADS On Stage, Make Popcorn Now
It’s Only a Bubble If You Panic
Netflix Reports, Why the Bull Market Has Legs Into Year-End With Nick and …
There's Never Just One Cockroach
Becoming the Amazon of Real Estate With Rocket’s Varun Krishna, Roaring Ba…
Retail Investors Just Plowed $100 Billion Into Stocks. THIS MONTH.
Solana tokenizes stocks with Anatoly Yakovenko, eVTOL stocks with Andres S…
Fidelity’s Quant Boss Reveals Her Top 3 “Desert Island” Stock Market Indic…
How Peter Lynch Became The Greatest Fund Manager Of All Time
How to Earn Stock Market Returns With Half the Risk
Is It Too Good? AI Capex Explodes Higher, Pre-Revenue Stock Boom, Will Fal…
Tom Sosnoff Will Teach You Trading
Stocks After a Rate Cut With Nick Colas, the End of Quarterly Earnings Rep…
$1.5 Trillion Money Manager Jenny Johnson Speaks Out
The Truth Behind Private Equity’s Megaboom
Google Pops, Belief in the American Dream Drops, Regional Bank Stocks Rall…
The Bull Market in Electricity
Wilfred Frost Comes By, Margin Debt Tops $1 Trillion, Nvidia Earnings Prev…
Tom Lee Says It's Still Early
Coinbase Is the Godfather, the Return of Cathie Wood, Neil Dutta on Jackso…
Does the Stock Market Know Something We Don’t?
Things People Say in a Bull Market
The Week We All Found Out
Socialist Mayors, AI vs Labor With Callie Cox, Falling Knife Stocks
Why Valuations Don't Matter
Trump Is Winning His Trade War, Michael Cembalest on 20 Years Running Rese…
Meme Stocks or Manipulation?
Stocks Fueling Consumers, AI Bull Market Tracks the Late 90’s With Nick an…
Everybody's Wrong
Time to Sell Nvidia? Plus A16Z on Stablecoins and a Netflix Earnings Previ…
Reasons to Remain Overweight
How Does Apple Get Its Mojo Back?
When Will the AI Bubble Pop?
Vanguard’s Joe Davis on AI vs Debt, NVDA $4 Trillion, the US Dollar Plunge…
Statement Risk
The Next Circle IPO, Ric Edelman on Crypto Allocations, Novo Nordisk vs Hi…
Why Defensive Stocks Have Disappeared

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