How To Find The Best Stocks In The Market with Josh Brown

Josh Brown, CEO of Ritholtz Wealth Management and co-host of The Compound and Friends, joins Dan Nathan for a wide-ranging conversation recorded on a volatile morning for AI stocks. They dig into why Josh calls this “the age of AI” rather than a trade. They also cover why he thinks the long-term winners will have to own their compute end to end, and whether Anthropic’s upcoming IPO can draw real retail demand at a $1.5–2 trillion valuation. Josh also explains his framework for finding the best stocks in the market: start with the stocks that are already going up. He covers how Ritholtz uses custom indexing and 130/30 strategies to harvest tax losses. And he makes the case that Elon Musk may have built the last trillion-dollar company that everyday investors got to ride from the start. Timecodes 0:00 - Content vs. IP 2:04 - Age of AI 5:58 - Manufacturing Losses 10:21 - CapEx Pullback 18:15 - Custom Indexing 25:12 - Buy Winners First 32:46 - Elon's Last Act 38:51 - AI IPO Demand 43:53 - Own the Compute 54:46 - Data Center Debt 1:06:25 - Nasdaq Drawdown Risk 1:12:44 - Josh's Podcast Picks — FOLLOW US Instagram: https://www.instagram.com/riskreversalmedia/ Twitter: https://x.com/riskreversal LinkedIn: https://www.linkedin.com/company/riskreversalmedia #investing #stocks #stockmarket The financial opinions expressed in Risk Reversal content are for information purposes only. The opinions expressed by the hosts and participants are not an attempt to influence specific trading behavior, investments, or strategies. Past performance does not necessarily predict future outcomes. No specific results or profits are assured when relying on Risk Reversal. Before making any investment or trade, evaluate its suitability for your circumstances and consider consulting your own financial or investment advisor. The financial products discussed in Risk Reversal carry a high level of risk and may not be appropriate for many investors. If you have uncertainties, it's advisable to seek professional advice. Remember that trading involves a risk to your capital, so only invest money that you can afford to lose. Derivatives are not suitable for all investors and involve the risk of losing more than the amount originally deposited and any profit you might have made. This communication is not a recommendation or offer to buy, sell or retain any specific investment or service.