Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight artwork

Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight

The Compound and Friends

August 25, 2026

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Thoughts and see what they have to say about: whether we’re approaching peak AI spending, what Nvidia’s...
Speakers: Josh Brown, Michael Batnick

Topics: Investing, Business, News, Business News

**Josh Brown** (0:16)
Yeah, we're back. It's gonna be a big show, Michael. What do you think?
You look at all the stuff that we're gonna do?

**Michael Batnick** (0:25)
No, I haven't looked at it.

**Josh Brown** (0:26)
Alright, so everyone's talking about Dolly Parton in the chat. Your thoughts? Iconic, right?

**Michael Batnick** (0:34)
Yeah, Jolene.

**Josh Brown** (0:36)
What a legend.

**Michael Batnick** (0:37)
I mean, a little bit before my time. So I'm vaguely familiar with her music, but probably not as much as you are.

**Josh Brown** (0:43)
We will never see or hear anything like Dolly Parton ever again. I have to tell you.

**Michael Batnick** (0:48)
Why?

**Josh Brown** (0:49)
She's just like, she was just so, like I keep saying iconic, but really and truly, and could do it all, acting, singing, she started an amusement park in where she grew up, in Pigeon Forge, Tennessee. She's like a hall of fame, like everything, you name it, Grammys, what's called the country music, hall of fame, or like when I was in Nashville and I did all the tours, she's just everywhere. She's just, she's it, she's the thing. So, you know what's cool? She did live long enough. Beyoncé paid homage to her. Beyoncé did a country record a couple of years ago and had Dolly on it. And she kind of got her flowers from like the younger, youngest generation. And that was kind of, that was kind of cool to say. Anyway, RIP Dolly. You know what else they're saying in the chat?
They're saying, am I going to address the Live Nation settlement? Yeah, all right. I'll address it. I'm a shareholder. So I am pro Live Nation settling its issue with the government. Seems to happen every three or four years. Somebody decides to sue them. And they always come out of it unscathed because in the end, they are the best operator of concert venues in the world. And people really like the combination of the ticketing being connected to the venue. And...
I don't love it. Oh, what's...
what's the alternative?

**Michael Batnick** (2:25)
Eh, we don't need to get into that right now.

**Josh Brown** (2:27)
Okay. Anyway, that's my con... Um, and by the way, this was settled in March. It only came to light now, but it's not... It's news, but it's not actually new.
Uh, it's not a new thing that just happened. It happened six months ago. Get over it!

**Michael Batnick** (2:41)
Anything else you would like to comment on? Or they would like you to comment on?

**SPEAKER_3** (2:44)
I got one more...

**Josh Brown** (2:45)
I got one more thing.
I want to let people know that we are going to be throwing a major event later this year. I cannot get into the details. However, I strongly advise you to go to the compound news.com and subscribe and become a compound insider because the people who are compound insiders are going to get the heads up before everybody else. Will there be...

**Michael Batnick** (3:16)
will there be PFPs for the giveaway?

**Josh Brown** (3:19)
What is it? Oh, PRP?

**Michael Batnick** (3:21)
PRP.

**Josh Brown** (3:22)
We will have doctors on... We will have doctors on site performing the Platelet-rich plasma procedure.

**SPEAKER_3** (3:30)
You should do it on stage.

**Michael Batnick** (3:31)
That'd be great.

**Josh Brown** (3:32)
Well, I don't need to anymore because look what I have going on.

**SPEAKER_3** (3:35)
All right.

**Josh Brown** (3:36)
So anyway, guys, super excited about this event later this year. I can't say more. I'm not at Liberty.

**SPEAKER_3** (3:43)
You cannot, Josh.

**Josh Brown** (3:44)
Go to the compound news.com and subscribe. Become a compound insider. We regularly send you guys the heads up on stuff before everybody else knows about it. So this is your opportunity. We have a sponsor tonight. Michael, tell us all about it. We do.

**Michael Batnick** (3:57)
The sponsor is FM Invest. And I just want to say a big, big congratulations to the entire FM Invest team, Alex Morris and Squad. They just got bought by Tiro Price, a little asset management company. Maybe you heard of them and it's been a pleasure working with them. Just great people over there. All right. So this podcast, as I said, is sponsored by FM Investments and SGVA, the FM Accumulator Ultrashort Treasury ETF. Most Ultrashort Treasury ETFs pay out monthly cash distributions that investors don't need and don't want. Those distributions come as taxable income that must be reinvested after taxes. Well, here's an ETF built to solve that problem. It's the FM Accumulator Ultrashort Treasury ETF ticker, SGVA.
SGVA is structured to avoid unwanted taxable distributions and harness the power of compounding inside the ETF. So instead of monthly distributions, you stay invested in Ultrashort Treasuries and you choose when to redeem based on your personal cash needs.

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