Episode
Why the Knockout Punch Never Comes With Brian Levitt
- Podcast
- The Compound and Friends
- Published
- Jun 12, 2026
- Duration seconds
- 4206
- Processing state
not_requested
Actions
POST https://stenobird.com/v1/public/podcasts/the-compound-and-friends-743660/episodes/why-the-knockout-punch-never-comes-with-brian-levitt/transcription-requests
Idempotently request low-priority transcript generation for this episode.GET https://stenobird.com/podcast/the-compound-and-friends-743660/why-the-knockout-punch-never-comes-with-brian-levitt.md
Read the agent-friendly Markdown representation of this episode resource.
Summary
On episode 246 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Levitt, Chief Global Market Strategist at Invesco to discuss: whether the AI trade has become too crowded, why earnings growth still supports the market, and what investors should actually watch for signs of trouble. They also discuss small caps, rate expectations, consumer strength, the SpaceX IPO, and whether comparisons to the dot-com bubble are useful or overdone. This episode is sponsored by Fidelity Investments and ClearBridge Investments. Visit www.Fidelity.com/TraderPlus to learn more about Fidelity Investments and the all-new Fidelity Trader+, Fidelity’s most powerful trading platform yet. 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: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ TikTok: tiktok.com/@thecompoundnews 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 employee…