Josh Brown
speaker
8,054 appearances
21 recordings
2 series
first heard Feb 2026
last heard 7 Aug
Josh Brown’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 6.
Appearances
Like I thought I was bullish on the East coast to come out here and everybody's psychotically bullish and they're trying, he's trying to wrestle with like wire stocks going down so much.
Obviously we understand now this is like probably eight days ago.
So it was pre finding out that there was a margin call, but the market looked past this because something really weird happened last week.
Let's stop the semis imploded chart, please skip the first one.
So ChartKid made this.
He showed the Russell 3000 drawdown.
when 88% of Russell 3000 semiconductors are in a bear market.
And most of the time, the market is in a bear market, right?
Most of the time, there's a complete washout in semiconductors when the rest of the market is falling apart.
And in the last week, this was happening when the market wasn't just a 3.5% drawdown from its high.
That dynamic had never happened before.
So investors, the rest of the market participants were correctly looking past
the blow up and they bought shut off, please.
And they bought the ever living shit out of the debt.
Let's use the first chart from from Goldman Sachs.
While the stock doesn't Chris Lucas, while the Sox index has faced one of its worst months of performance in nearly two decades, semiconductor ETFs are on track to have their best month of fund flow since the inception of SMH.
That's that buying one final one from Todd from Todd's own.
Check this out.
Todd is showing that semis were down a good clip in July, yet the ETF flows, and this is unlevered exposure, were content with adding on weakness.
I mean, this is just, what an outlier of a month.
Showing 261–280 of 8,054 · page 14 of 403
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