About this episode

The episode discusses Apple's stock performance, consumer sentiment, and various investment strategies in the current market.

On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick discuss Apple's breakout to new highs and the bull case for a $400 price target, whether cracks are beginning to show in the AI trade after Samsung's earnings reaction, why consumer sentiment remains deeply pessimistic even as stocks keep climbing, the emerging markets ETF quirk that's rewarding some investors over others, whether we're witnessing one of the strongest earnings-driven bull markets in history, and why the HALO trade could continue to outperform in the second half of the year. Plus, Michael makes the case for MAGS, Josh brings another mystery chart, and much more. This episode is sponsored by Public. Learn more at: ⁠https://public.com/WAYT⁠ Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠The Compound Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and never miss out! Follow us on social media: Instagram: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://instagram.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/thecompoundnews⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ LinkedIn…

Sponsors

Public

More episodes of The Compound and Friends

• You’re About to See the Real AI Winners Stand Up · July 17, 2026 · 1h 28m
• IBM Warns, Apple Sues OpenAI, Big Bank Earnings Blow-Out, EPS Bubble, Welcome to Y’all Street · July 14, 2026 · 60 min
• The Number One Question Facing Investors, How the US Became Recession Proof, Why Tech Stocks Might Underperform Going Forward With Datatrek’s Nick Colas and Jessica Rabe · July 13, 2026 · 38 min
• The Real Ticking Time Bomb with Michael Cembalest · July 10, 2026 · 1h 17m
• Brian Belski Returns! · July 3, 2026 · 1h 17m
• Steroid Era With Spencer Jakab, the F***’s Going on With Strategy?, Margin Debt · June 30, 2026 · 1h 6m

Explore listener stats, chart rankings, contacts and more on the The Compound and Friends podcast page.