Damn it, Jensen! With JC Parets
On episode 268 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by TCAF all-star JC Parets to discuss: Nvidia’s historic selloff, whether the AI trade is breaking or simply rotating, why AMD and Apple are winning, and what the market is saying beneath the headlines.
They also cover extreme investor bearishness, JC’s contrarian housing thesis, bank stocks breaking out, global markets hitting new highs, magazine covers as contrarian indicators, and whether the collapse in gold and silver could be setting up a major opportunity in precious metals.
This episode is sponsored by DBMF and Janus Henderson Investors.
- To learn more about the world’s largest managed futures ETF visit https://www.dbmf.com/TCF
- Visit https://www.janushenderson.com/ for more information.
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
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DBMF Disclosure: The iMGP DBi Managed Futures Strategy ETF’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, it may be obtained by visiting www.imgp.com. The Fund is distributed by ALPS Distributors,Inc. DBMF is the world’s largest managed futures ETF as of September 30, 2026 with $5.42 billion AUM.
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