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 months

Recordings per month over the last 12 months — 21 in all, peaking in Jul 2026 with 6.

Appearances

newest first · ▶ plays the moment

The Compound and Friends · Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call · 4 Aug 2026 podcast

So the nifty-fifty, the dot-com bubble, Japan, and now AI –

all peaked at around 40% of market cap.

And that's where we are today.

So if you want to say that this is a bubble mania, that would be the chart.

And is it possible?

Of course it's possible.

We'll see.

All right, let's keep it moving.

Before you share your thoughts on Leopold, I thought it was so funny listening to, not hot, just interesting, listening to

gavin who is you know obviously on the forefront of this entire move he's he knows what he's talking about um and he was like stress testing all his ideas over the last couple of weeks like what the am i missing like everything that i'm hearing and like literally not just seeing from the earnings reports everybody that i'm talking to everything is accelerating what am i missing and he wasn't missing anything other than a margin call

And they were looking for signal and noise, or noise and signal.

It was a one-sided trade.

He doesn't know what he's doing.

What are your thoughts?

The fund is not shuttered.

He's not going away.

All of his levered positions got sold at a 10% discount.

And I'm sure he was down all of it on that levered position.

He still is, yeah, he's going to be fine.

And I agree with you.

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