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Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call

Overview

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Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call

The Compound and Friends

1 DAYS AGO

Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call

Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call

The Compound and Friends

The Compound and Friends

1 DAYS AGO

Overview Shownote Highlights Transcript Chapters Pins

Shownote

On this episode of What Are Your Thoughts, Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ as they break down another massive week for the markets,...

Highlights

In this episode, Josh Brown and Michael Batnick dissect a turbulent yet ultimately positive week on Wall Street. They examine the market's surprising resilience after a sharp selloff, delve into the financials of high-profile companies like SpaceX and Palantir, and explore the risks and rewards of modern investing, from leveraged bets to prediction markets.

11:51

Palantir's valuation is 67 times sales, yet it's still being debated as a potential trillion-dollar company.

26:44

All-time highs often lead to positive forward returns.

41:28

The best investors have blown up once.

49:55

Event contracts revenue surpassed crypto revenue.

1:00:36

They don't need a massive recovery—just less bad news.

Chapters

Earnings Extravaganza: SpaceX's Debut and Palantir's Blockbuster Quarter

00:00

A Healthy Rally? Why This Market Feels Different from the Dot-Com Bubble

17:49

The Rise and Fall of an AI Fund: What Went Wrong with Aschenbrenner's Bet?

29:46

Robinhood's New Gamble: Are Prediction Markets the Future of Investing?

47:07

Finding Opportunity in a Downtrodden Sector: Michael's Bull Case for Floor & Decor

55:10

Transcript

Josh Brown: Yeah, Oh, all right. Here we are. I'm sorry. I had it. I had a YouTube, I had a YouTube link open, and I was looking at us on both. All right. Hey, guys, it's a all new edition of what are your thoughts? It's 5 p.m. On a Tuesday night. So, you ...