Damn it, Jensen! With JC Parets
The episode is a broad market-conversation segment built around a single large-cap drawdown and the rotation questions that follow from it, which is the kind of framing advisors field from clients after a newsy week. It also offers a technician's read on sentiment, sector breakouts and metals rather than a single-house outlook.
Summary
By the markets & outlook deskEpisode 268 of The Compound and Friends has Josh Brown and Michael Batnick speaking with JC Parets about Nvidia's sharp selloff and whether the AI trade is breaking down or rotating into other names, including AMD and Apple. The conversation also takes in what the hosts describe as extreme investor bearishness, a contrarian housing thesis, bank stocks breaking out, global markets at new highs, and magazine covers as contrarian indicators. They close on the collapse in gold and silver and whether it could set up an opportunity in precious metals.
- Discussion of Nvidia's historic selloff and whether the AI trade is breaking or simply rotating
- AMD and Apple described as winning, with a look at what the market is saying beneath the headlines
- Extreme investor bearishness, magazine covers as contrarian indicators, and bank stocks breaking out while global markets hit new highs
- JC Parets' contrarian housing thesis and whether the collapse in gold and silver could set up a major opportunity in precious metals
Similar items
Same topic Midterm Elections Perspective with Joe Wall — Head of Global Government Affairs & Public Policy, BlackRock | HHThe HPScast (HPS Investment Partners) |
 Could an AI Spending Slowdown Actually Help the S&P 500? | Fidelity’s Jurrien Timmer | ERExcess Returns |
 Damn it, Jensen! | TCAF 268 | CRThe Compound (Ritholtz Wealth) |
 RenMac’s Jeff deGraaf: There Is Finally an Alternative to Stocks | #657 | MFThe Meb Faber Show |
 Why This Market Keeps Changing Its Mind | OIOn Investing (Charles Schwab) |
Get the weekly 3 to watch
Free, in the Morning BriefEvery week the Morning Brief picks three videos and podcasts worth your time, with why each one matters.
Free. Every morning. Unsubscribe from any edition in one click.
Videos and podcasts are embedded from their publishers. Selections and summaries are editorial and are not investment advice.