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Josh Brown

Mentioned in 6 analyzed podcast episodes across 4 shows

Wealth management executive and CEO of Ritholtz Wealth Management who co-hosts The Compound and Friends podcast. Known for coining the 'HALO' investment term (heavy assets, low obsolescence) and providing contrarian market analysis, including commentary on retail speculation trends and sector performance calls. Frequently discussed on financial podcasts for his perspectives on market dynamics and investment strategy.

Episode Appearances

Breaking Points with Krystal and Saagar

Breaking Points with Krystal and Saagar · Apr 16, 2026

4/16/26: Hegseth Says US Reloading For Iran, Saudi LIV Golf Collapse, Corporate Price Gouging

Quoted on corporate risk management capabilities and price-gouging strategies during inflation

US-Iran Military Conflict and Ceasefire NegotiationsChinese Satellite Technology Transfer to IranUS Naval Blockade of Iranian Ports and Strait of Hormuz
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Morning Brew Daily

Morning Brew Daily · Feb 25, 2026

Investors Flee Tech for IRL Stocks & Trump Touts Economy in SOTU Address

Wealth management executive who coined the term 'HALO' for heavy assets, low obsolescence trade

State of the Union Economic MessagingHALO Trade (Heavy Assets Low Obsolescence)AI Impact on Software Valuations
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Prof G Markets

Prof G Markets · Feb 3, 2026

Why Markets Aren’t Scared of Kevin Warsh

CEO of Ritholtz Wealth Management; analyzed retail app-driven gold and silver speculation as meme stock behavior

Federal Reserve Chair Nomination and Confirmation ProcessKevin Warsh's Fed Leadership and Interest Rate PolicyFed Independence vs. Presidential Pressure
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The Compound and Friends

The Compound and Friends · Jan 9, 2026

It's not 1929, but it might be - Andrew Ross Sorkin

Co-host of The Compound and Friends podcast; Merrick, Long Island resident

1929 Crash Historical Parallels and DifferencesFederal Reserve Policy and Interest Rate DecisionsRegulatory Framework and Market Safeguards (SEC, FDIC, Capital Requirements)
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The Compound and Friends

The Compound and Friends · Jan 6, 2026

Software vs Semis, Trump Accounts for Babies, Sell-Side Indicator

Co-host of The Compound and Friends; made contrarian call about software outperforming semis that immediately aged poorly

Semiconductor vs Software Stock PerformanceSavita Subramanian Sell-Side Indicator AnalysisAI Infrastructure vs AI Applications Investment Thesis
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The Compound and Friends

The Compound and Friends · Dec 30, 2025

New Year’s Resolutions, the $15 Trillion Liquidity Flood With Garrett Baldwin, Reacting vs Predicting

Host of The Compound and Friends; CEO of Ritholtz Wealth Management leading discussion on market dynamics

Federal Reserve monetary policy and repo market operationsGlobal liquidity cycles and asset price mechanicsGold and silver rally drivers and central bank purchasing
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