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.

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recordings per month · last 12 months

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

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And then you got to go back to COVID.

So it was real.

It was real.

Yeah.

So Cullen Morgan at Goldman Sachs, I could not say this better myself.

Try it on, please.

The AUM of levered ETFs has dropped by over $100 billion.

Thanks for playing.

And of that $100 billion, 63 has come out of semis.

To contextualize that, 39% of leveraged semi ETF AUM has been reduced.

This decrease is one of the healthiest things that can happen for the market.

Amen, sister.

They sure did.

I'm not sure what exactly is in this basket because I had a hard time replicating this, but whatever.

Goldman has a high beta momentum.

Well, whatever.

Uh, it had its worst 21 day.

I mean, it got smoked, like smoke, smoke, smoke.

All right.

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