iiinova — where your digital self keeps evolving

Downtown Josh Brown @downtownjoshbrown.bsky.social · 02/10/2026

Is Gen Z Cooked? We asked our friend Ed Elson who came out of the gates like a buckin' bronco. Plus, this week the Avengers of AI representing $25 trillion in market cap popped out of the White House for an impromptu press conference. Jaws were on the floor. www.youtube.com/watch?v=yNY6...

youtube.com

Is Gen Z Completely Cooked? | TCAF 262

YouTube video by The Compound

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 30/09/2026

ChartGOAT crushed it. As predicted. Why Treasurys keep ripping, a breakout in progress for Nvidia, the “breadth” problem is not as bad as they say, and more! 50,000 people have watched this on YouTube in its first 12 hours. YouTube: youtu.be/pbUEnTjvefM Spotify: open.spotify.com/episode/7v4E...

youtu.be

That Feeling Something Bad Is About to Happen | WAYT?

YouTube video by The Compound

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 29/09/2026

The rumors are true. I go live with Chart Kid Matt Cerminaro at 5pm ET for tonight's What Are Your Thoughts. I'm telling you right now we're going to absolutely BURY you in insights and visuals. Matt's ready to sizzle. Come for the live chat, we'll see you there. www.youtube.com/live/pbUEnTj...

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 28/09/2026

Nvidia takes its buyback plan to $235 billion, the largest share repurchase authorization in history. This sets up a potential breakout that's been six months in the making. www.cnbc.com/2026/09/28/n...

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 25/09/2026

Why did META add $450 billion in market cap during the month of September? Instinct is already helping people lower their car insurance and cancel unused subscriptions. Meta's Muse product has similar functionality and is already in front of 80% of all internet users via @marcruby.bsky.social

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 25/09/2026

The post pandemic period has produced a surging amount of millionaire households. Our collective net worth has gone from $109 trillion to $174 trillion. People don't like to hear this because it adds nuance to the wealth inequality debate.

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 25/09/2026

Seven Reasons You’re Not Taking Enough Risk Thank you to the brilliant Allison Schrager for explaining! New on Talking Wealth! YouTube: youtu.be/APhNvM6aZ88?... Spotify: open.spotify.com/episode/1dYk...

youtu.be

Seven Reasons You’re Not Taking Enough Risk

YouTube video by Talking Wealth

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 24/09/2026

Household assets in the United States are now running 10X household debt. This happened during the second quarter of this year and explains a lot about why consumer spending has not slowed down in the face of higher interest rates and gas prices. Don't get mad at me, I'm just explaining it to you.

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 24/09/2026

Lanterns is good. Takes six episodes to realize it.

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 23/09/2026

They said no Michelob Ultras at my gym. What is this.

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 23/09/2026

Imagine being the speechwriter for an AI company CEO going before the UN. You've got shareholders, potential banking underwriters, corporate customers, public opinion, the White House, the world etc, to keep happy. Forget threading the needle. This is like doing surgery on the wings of a fly.

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 22/09/2026

Three absolutely insane Berkshire Hathaway charts celebrating the retirement of GOAT Chairman Warren Buffet We'll discuss on WAYT tonight: www.youtube.com/@TheCompound...

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 18/09/2026

Tom Lee and Dan Ives on the investing outlook, tech stocks, whether or not we will be killed by AI and a lot more. Live from Future Proof. Up on all platforms now, enjoy! YouTube: www.youtube.com/watch?v=ChZh... Spotify: open.spotify.com/episode/5Ao8... Apple: podcasts.apple.com/us/podcast/t...

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 13/09/2026

I be parking in these "Online Pickup" spots I don't care. The Sheriff of Best Buy can come and get me.

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 12/09/2026

What everyone's reading / freaking out over today. Yes, on a Saturday. darioamodei.com/post/we-must...

darioamodei.com

Dario Amodei — We Must Pace the Frontier

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 11/09/2026

One of the most interesting macro moments of our lifetime - rising government bond yields, high energy prices, a consumer that refuses to stop spending, a world-changing tech revolution - it's all hitting at once. Jens Nordvig came by to share his point of view. www.youtube.com/watch?v=Dkwb...

youtube.com

The Most Interesting Macro Moment of My Lifetime | TCAF 259

YouTube video by The Compound

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 11/09/2026

This that same LA Rams team y’all are talking undefeated season about? I don’t know.

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 06/09/2026

There’s an extended cut of Taken 2 on HBO Max. 36 additional minutes of Liam Neeson doing implausible things like taking his teenage daughter clubbing in Istanbul. Still can’t turn it off.

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 04/09/2026

61% of Americans say they’d be okay with a local data center if there were also mozzarella sticks involved.

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 04/09/2026

How to pick stocks like Morgan Stanley - brand new with Dan Skelly, all platforms now! YouTube: www.youtube.com/watch?v=hpTO... Spotify: open.spotify.com/episode/4md8... Apple: podcasts.apple.com/us/podcast/h...

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 02/09/2026

Is Tim Cook the greatest CEO of all time? I make the case! Plus - reactions to the Ed Zitron pod, a Snowflake earnings preview, the software comeback and the momentum stock crash. All on a brand new What Are Your Thoughts? www.youtube.com/watch?v=WL6b...

youtube.com

Is Tim Cook the Greatest CEO of All Time? | WAYT?

YouTube video by The Compound

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 01/09/2026

I'm all set with this Hugging Face nonsense. The only responsible thing to do is shut it all down. We're good.

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 31/08/2026

The summers are flying by. French philosopher Paul Janet said that every year you live gets measured against all the years that came before it, so the pile you are comparing it to keeps growing. At age 10, one year is a full 10th of all the time you have lived. At 50, that same year is only 2%.

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 31/08/2026

The good news about higher interest rates is that the interest rates are higher. I sometimes can’t believe I have to remind people of this.

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 28/08/2026

Ed Zitron has become the voice of AI skepticism. He does not believe enough AI demand exists to pay off the billions in debt incurred by the hyperscalers. He doesn't believe in the financials or the intentions of the people behind this technology. www.youtube.com/watch?v=yoCk...

youtube.com

The Four Horsemen of the AI Apocalypse | TCAf 257

YouTube video by The Compound

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 26/08/2026

Last week the former president of the New York Federal Reserve published a shocking op-ed in the Bloomberg Opinion pages declaring that 2027 would be the year the AI will burst. He has five reasons for why he believes this will happen. All new: www.youtube.com/watch?v=btxE...

youtube.com

Five Reasons the Bubble Will Burst in 2027 | WAYT?

YouTube video by The Compound

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 24/08/2026

Why every trader in the world is watching the 10-year Treasury right now DO NOT miss Nick @datatrekresearch.bsky.social on an all new What Did We Learn, up now on all platforms www.youtube.com/watch?v=WaKD...

youtube.com

Why Every Trader on Earth is Watching the 10-Year Treasury Now | WDWL

YouTube video by The Compound

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 23/08/2026

Sorry for using up all the hot compute. Maybe wait an hour.

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 21/08/2026

He's the greatest stock market columnist of all time. One of the most highly anticipated episodes we've ever done. Ladies and gentlemen, it's @michaelsantoli.bsky.social YouTube: www.youtube.com/watch?v=5GGU... Spotify: open.spotify.com/episode/7mbD... Apple: podcasts.apple.com/us/podcast/h...

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Reposted by Downtown Josh Brown

Michael Santoli @michaelsantoli.bsky.social · 21/08/2026

Had a blast hanging with @downtownjoshbrown.bsky.social and @michaelbatnick.bsky.social. We hit the evolution of financial media, the bull market's resilience, the debt market's message, retail investors' impact and why the late-'60s tech craze is relevant now. Just glad they didn't call me Unc.

youtube.com

How to Play the Money Game | TCAF 256

YouTube video by The Compound

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 21/08/2026

The greatest market columnist of all time. All platforms now.

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 19/08/2026

The Moderna development is extraordinary. A personalized cancer vaccine it takes six weeks to develop post-melanoma. 49% of patients in Phase 3 study did not have a reoccurrence. Stock is up 90% this morning. Imagine the possibilities.

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 19/08/2026

The long-term Treasury bond just took out a 19-year high. It now costs the US 5.3% interest to sell these bonds. Why? A combination of competition from data center debt, endless wars in the Middle East, political dysfunction and record-breaking deficits. www.youtube.com/live/Wcr7QLv...

youtube.com

Treasury Bond Yields Break a 19-Year High | WAYT?

YouTube video by The Compound

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 18/08/2026

Oil prices rise on increasing tension in the WNBA

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 15/08/2026

900 ETF launches so far in 2026. We're about to smash every record. What's behind the biggest fund launch boom of all time? "Boomer Candy" like buffers and high-income, 2x leveraged gambling and AI thematics, among other big ideas. Todd Sohn explains everything www.youtube.com/watch?v=kidf...

youtube.com

It's a bull market and nobody drinks anymore. | TCAF 255

YouTube video by The Compound

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 12/08/2026

Nvidia signs a $500 billion deal with the Justice League of Wall Street, why America’s largest mortgage wholesaler just collapsed and a few Blue Chip stocks that may have just put in a tradeable low Spotify: open.spotify.com/episode/2wNX... YouTube: www.youtube.com/live/Xgpled8...

open.spotify.com

Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia

The Compound and Friends · Episode

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 11/08/2026

We got to hang with Rich Gelfond, CEO of IMAX - now one of the most important companies in the movie business globally. They can make or break a blockbuster film, a big leap from showing nature films at museums youtu.be/gi4YHHJJO14?...

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 07/08/2026

S&P 10,000 now loading and no recession through the end of the Roaring 2020's. The legendary @yardeniresearch.bsky.social - Fifty years on Wall Street making monster calls. YouTube: www.youtube.com/watch?v=n4C4... Audio: podcasts.thecompoundnews.com/show/TCAF/th...

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 05/08/2026

Michael and I plow thru all the biggest things happening in the market this week - SpaceX and Palantir earnings, the Situational Awareness disaster and more. Over 30,000 people have watched this episode on YouTube in its first 12 hours. www.youtube.com/live/IQgXHyl...

youtube.com

A Midsummer's Melt-Up | WAYT?

YouTube video by The Compound

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 04/08/2026

Surely you can't be THEE Leopold Ashtonkutcher, Margin King of Chicago... www.youtube.com/live/IQgXHyl... We'll see you live at 5pm ET, it's gonna be a banger

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 03/08/2026

20 percent of Gen Z employment applicants had a parent show up with them for the job interview. Well, I guess someone has to make the eye contact, right? www.wsj.com/lifestyle/ca...

wsj.com

Helicopter Parents Are Co-Piloting Their Adult Children’s Careers

Mom and dad are calling up hiring managers, applying for jobs on their kid’s behalf, and even lurking just off-screen on Zoom calls.

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 02/08/2026

We ain't seen nothing yet. I'm pretty sure a billion people with personal assistants are going to need more compute than what's available today. www.downtownjoshbrown.com/p/we-ain-t-s...

downtownjoshbrown.com

We ain't seen nothing yet.

Can you

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 31/07/2026

You can trust me, my mom works at Anthropic.

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 31/07/2026

There's no one we'd rather hear from this week than our friend Alex Kantrowitz, America's foremost authority on Big Tech. Get ready to learn. Spotify: open.spotify.com/episode/0LF8... Apple: podcasts.apple.com/us/podcast/w... YouTube: www.youtube.com/watch?v=J_sl...

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Downtown Josh Brown @downtownjoshbrown.bsky.social · 29/07/2026

Really glad I spent 18 hours this month thinking about what Fed would do. It’s ok life isn’t that short.

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