Episode
Betting on OpenAI, SpaceX Dust Settles, Josh’s New Trade
- Podcast
- The Compound and Friends
- Published
- Jun 16, 2026
- Duration seconds
- 4087
- Processing state
not_requested
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Summary
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick are back to break down one of the biggest investing stories of the year: SpaceX joining the ranks of the world's most valuable companies. What does its rise say about American capitalism, private markets, and the role investors play in funding innovation? They also dive into the best ways to invest in the AI boom, including the growing debate over OpenAI exposure and where the biggest opportunities may still lie. Plus, can AI-powered productivity gains coexist with rising layoffs and what does that mean for the economy? Josh and Michael discuss whether traditional software is facing an existential threat, Nvidia’s massive bond sale, the escalating AI infrastructure spending race, and why Josh thinks Robinhood deserves a closer look. This episode is sponsored by Public and ClearBridge Investments. To learn more about Public, visit https://public.com/WAYT 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! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ TikTok: https://www.tiktok.com/@thecompoundnews Inves…