Wall Street meets real talk in this week’s In the Money with
Amber Kanwar, featuring none other than Downtown Josh Brown — the
CEO of Ritholtz Wealth Management, CNBC regular, and host of the
hit podcast The Compound and Friends. From surviving the chaos of
the 2008 financial crisis to building a wealth management firm
with billions under management, Josh shares how storytelling, not
spreadsheets, shaped his investing journey.
Amber and Josh dig into today’s market vibes — from AI-fueled
rallies to why valuations “don’t have to rhyme with 2000.” Josh
tells us how he thinks about managing risk, and what he really
thinks about gold, tariffs, and America’s new brand of
“mercantilism.” Importantly he tells our listeners to stay
invested, diversify and offers his most important rule: shut the
f**k up!
In Pro Picks, Josh opens up his own portfolio
and explains why his biggest bet is on Uber
(UBER) — the “cheapest large-cap tech stock,” and his
play on the future of autonomous delivery and driverless
mobility. He’s also adding to Amazon (AMZN),
confident that its partnership with Anthropic and growing cloud
presence will make it a bigger AI winner than investors realize.
Then there’s Rocket Companies (RKT), which he
calls a top way to play a housing rebound and the refi boom he
expects once rates fall. And finally, Toast
(TOST) — his pick for the restaurant tech revolution,
building a sticky ecosystem from payments to payroll that could
make it the “Amazon of hospitality.”
Timestamps
00:00 Show intro
02:00 Downtown Josh Brown tells us how he he fell in love with
the stock market
05:30 Why Josh started the blog The Reformed Broker, and how it
changed his life
08:30 It’s hard to remind yourself that history doesn’t
repeat
10:30 Is Josh worried right now?
13:00 Where does the market go from here? The mean reversion
you’re waiting for isn’t going to happen
17:00 Stay invested, respect trend and shut the f**k up
20:40 Why Josh & Ritholtz make tailored, bespoke portfolios
for clients
23:40 What is the gold rally telling Josh?
33:15 Cross-Border investing with Raymond James
35:35 What does Josh think about Canada? He loves it
37:55 Why Josh thinks the most dangerous place to be is a
shareholder in the biggest company in Canada
40:05 Risk is to the upside when it comes to tariffs
42:10 Josh says Trump is not a capitalist, he’s a
mercantilist
45:15 Josh’s Pro Picks (UBER, AMZN, RKT, TOST)
Sponsors
For over 25 years, Raymond James has been helping Canadians
achieve their financial goals. Visit https://raymondjames.ca
today to discover how you can live a life well planned.
Pro Picks is brought to you by ATB Financial. Visit
https://ATB.com/inthemoney for more information
Links
https://inthemoneypod.com/
https://instagram.com/inthemoneypod
https://facebook.com/profile.php?id=61569721774740
https://twitter.com/inthemoneypod
https://tiktok.com/@inthemoneypod
questions@inthemoneypod.com
DISCLAIMERS
The information provided in this podcast is for informational
purposes only and does not constitute financial, investment, or
professional advice.The views expressed by the host and guests
are their own and do not necessarily reflect the opinions of any
organization or company. The host and guests may maintain
positions in any securities discussed on the podcast. Always
consult with a qualified financial advisor or professional before
making any investment decisions.
Raymond James Ltd. is regulated by the Canadian Investment
Regulatory Organization ("CIRO") and is a Member of the Canadian
Investor Protection Fund.
In the Money delivers expert stock picks, market analysis, and
timely investing insights. Hosted by business journalist Amber
Kanwar, each episode features interviews with top portfolio
managers and financial experts. Covering everything from ETFs and
Canadian stocks to global investing trends, dividend strategies,
and risk management, this show is made for DIY investors, stock
market enthusiasts, and anyone looking to sharpen their financial
strategy.
#IntheMoney #Investing #StockMarket #CanadianInvesting
#FinancialNews
Kommentare (0)
Melde dich an, um einen Kommentar zu schreiben.