That Feeling Something Bad Is About to Happen | WAYT?

On this episode of What Are Your Thoughts, Downtown Josh Brown and Chart Kid Matt discuss Nvidia breaking out and its massive new buyback plan, rising Treasury yields and the bond market’s demand problem, how the AI spending boom is reshaping both stocks and corporate credit, and whether weakening market breadth is finally flashing a warning sign. This episode is sponsored by Betterment. Get started at https://www.betterment.com/advisors COMPOUND MERCH: https://idontshop.com/ Timestamps: ►00:00 - Intro ►03:04 - NVDA Breaks Out ►15:38 - Treasuries Have a Demand Problem ►27:00 - The Everything Trade ►33:30 - Not All Breadth is Created Equa ►52:05 - Oura IPO ►57:21 - Matt’s Desert Island Charts ►01:08:24 - Make the Case ►01:11:33 - Mystery Chart instagram: Instagram: thecompoundnews Twitter: Twitter: thecompoundnews TikTok: TikTok: thecompoundnews Linkedin: LinkedIn: the-compound-media Sign up for The Compound newsletter: https://www.thecompoundnews.com/subsc... Listen to our podcasts: TCAF: https://podcasts.thecompoundnews.com/... Animal Spirits: https://podcasts.thecompoundnews.com/... Ask The Compound: https://podcasts.thecompoundnews.com/... Talking Wealth: https://podcasts.thecompoundnews.com/... Investing involves the risk of loss. This podcast is for informational purposes only and should not be relied upon for investment decisions and is not a solicitation or recommendation to buy or sell any securities. 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. See additional disclosures: https://www.ritholtzwealth.com/podcas.... “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated. The Compound Media, Inc, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation with, Ritholtz Wealth Management or any of its employees. See disclaimers: https://www.ritholtzwealth.com/podcas.... 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 http://www.imgp.com/. The Fund is distributed by ALPS Distributors, Inc. DBMF is the world’s largest managed futures ETF as of July 31, 2026 with $4.16 billion AUM. #StockMarket #Investing #Stocks #TheCompound #finance #invest