Menu
Sign In Search Podcasts Libraries Charts People & Topics Add Podcast API Blog Pricing

Downtown Josh Brown

👤 Speaker
1324 total appearances

Appearances Over Time

Podcast Appearances

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

Like we haven't even gotten the humanoid robots, the self-driving cars just hit the road in the last six months.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

Almost no one's been in one yet.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

Like for, for, cause we were talking about like, well, all right, fine.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

Eventually this will be a bubble, but like you want to say bubble now before the first time a robot brings you a martini in a bar, like today you want to say bubble.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

I'm mystified.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

I look at what SpaceX is coming to the table with and Tesla and all the stuff Jensen's talking about now, which is physical AI.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

And I just feel like, yeah, I get it.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

Stock prices will rise and fall.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

But we want to say this is the top before the robots are even here?

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

No, it's crazy though.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

Like the rules for talking about ETFs.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

We're learning this because we have ETFs now.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

No, I can't say what they're called.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

What's your ETF called?

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

I think the rule is you have to say Candyman three times.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

He's not as worried about it.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

Yeah.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

So, thank you, Michael.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

What an assist.

The Compound and Friends
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

So, I have... This is contractually obligated.