Why the Knockout Punch Never Comes With Brian Levitt
From The Compound and Friends by The Compound
June 12, 2026 · 1h 10m
About this episode
The episode discusses market dynamics with a focus on AI, earnings growth, and investor strategies amidst uncertainty.
On episode 246 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Levitt, Chief Global Market Strategist at Invesco to discuss: whether the AI trade has become too crowded, why earnings growth still supports the market, and what investors should actually watch for signs of trouble. They also discuss small caps, rate expectations, consumer strength, the SpaceX IPO, and whether comparisons to the dot-com bubble are useful or overdone. This episode is sponsored by Fidelity Investments and ClearBridge Investments. Visit www.Fidelity.com/TraderPlus to learn more about Fidelity Investments and the all-new Fidelity Trader+, Fidelity’s most powerful trading platform yet. Rising geopolitical tensions, continued market uncertainty, stocks backed by can offer more predictable cash flows as volatility increases. Visit https://www.clearbridge.com/ to learn more. Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram…
People in this episode
Hosts: Michael Batnick, Downtown Josh Brown
Guest: Brian Levitt
Topics covered
- AI trade
- earnings growth
- market signs
- small caps
- rate expectations
- consumer strength
- geopolitical tensions
Keywords
- AI trade
- earnings growth
- small caps
- market uncertainty
- geopolitical tensions
- SpaceX IPO
- dot-com bubble
Sponsors
Fidelity Investments, ClearBridge Investments
Mentioned in this episode
Organizations: Invesco
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