Stocks After an Oil Spike, Internals Gone Wild, Bcred Problems, Nvda Stuck
The Compound and Friends
Mark Rowan on underwriting and portfolio exposures
Josh and Mark Rowan excerpts discuss who managed risk well, concentration in software and CRE, and future opportunities.
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: stock market selloffs, oil, IPOs, BCRED, mystery charts and more!
This episode is s sponsored by Teucrium and ClearBridge Investments.
- Find out more at https://teucrium.com/agricultural-commodity-etfs
- International and emerging market stocks outperformed the U.S. in 2025. At ClearBridge, we believe this momentum can continue. Find out more at https://www.clearbridge.com/
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
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