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

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The Compound and Friends · How Ron Baron Became the Greatest Fund Manager of All Time · 24 Jul 2026 podcast

No pain, no gain.

But on days like this, months and quarters and years like this, how do you stick with it?

What gives you the confidence to say, we're not leaving?

We believe in this vision.

Discussionary.

The whole market is overweight tech.

Right.

So, Michael, your answer makes perfect sense from the portfolio manager point of view.

I'm just talking about as a person.

Like, you guys have billions of dollars in Tesla, and the stock is down 16% today.

You're a human being.

I would imagine that, like, tonight's going to be a little bit rough.

Like, you're going to lose sleep over this.

Like, how do you manage your emotions through stuff like this?

So you guys obviously believe deeply in your bones about what you do, your mission, right?

It's apparent.

You believe it.

How long did it take you to train your shareholders to come alongside with you to endure the ups and downs of the businesses that you guys are investing in for years and decades in some cases?

Yeah.

So you guys are optimistic that some of the AI fears are overblown?

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