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Josh Brown

๐Ÿ‘ค Speaker
5157 total appearances

Appearances Over Time

Podcast Appearances

The Compound and Friends
What You Need to Survive a Bull Market

I don't know.

The Compound and Friends
What You Need to Survive a Bull Market

So there's no doubt that this has been a concentrated environment.

The Compound and Friends
What You Need to Survive a Bull Market

The winners are winning in a serious way.

The Compound and Friends
What You Need to Survive a Bull Market

The losers are getting killed.

The Compound and Friends
What You Need to Survive a Bull Market

There's been a lot of dispersion.

The Compound and Friends
What You Need to Survive a Bull Market

And for the most part, in recent weeks, it's been the larger mega cap tech stocks.

The Compound and Friends
What You Need to Survive a Bull Market

It's been the Nasdaq 100 that have just ran away from the pack.

The Compound and Friends
What You Need to Survive a Bull Market

But yesterday I said to you guys,

The Compound and Friends
What You Need to Survive a Bull Market

which is, God, I love working with you guys.

The Compound and Friends
What You Need to Survive a Bull Market

It's so much fun to be able to do this.

The Compound and Friends
What You Need to Survive a Bull Market

Because back in the day before you guys, I couldn't say, hey, wait a minute, do this for me.

The Compound and Friends
What You Need to Survive a Bull Market

I was doing it alone and I was using Excel.

The Compound and Friends
What You Need to Survive a Bull Market

And when I saw something pop on the screen, I was like, I was getting excited with the screen.

The Compound and Friends
What You Need to Survive a Bull Market

Now I can get excited with you two guys.

The Compound and Friends
What You Need to Survive a Bull Market

It's great.

The Compound and Friends
What You Need to Survive a Bull Market

So I sent you a chart of the Q's divided by the equal weight.

The Compound and Friends
What You Need to Survive a Bull Market

And I said, hey, I think something just happened.

The Compound and Friends
What You Need to Survive a Bull Market

I think we just had a monster explosion in the equal weighted stocks

The Compound and Friends
What You Need to Survive a Bull Market

versus just Apple and Nvidia and Microsoft and Google.

The Compound and Friends
What You Need to Survive a Bull Market

So, chart, what did we find?