What podcasts say about Josh Brown
Every statement, with the speaker, the exact quote and the moment it was said.
What Josh Brown has said on podcasts
37 statements · 18 positive · 14 negative · 3 mixed · 2 neutral
The current market lacks fear despite wars and elevated yields.
“this market has no fear in it whatsoever”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 1:53
S&P 500 companies are reporting successive record quarters.
“S&P 500 companies. printing record quarter after record quarter”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 2:18
Current market opportunities appear attractive.
“The opportunity that exists today looks pretty good.”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 21:30
Spotify’s decline reflects weakness affecting other media stocks, not fundamentals.
“I just think this thing has been caught up in a vortex with other media stocks.”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 34:32
ServiceTitan’s AI platform is powerful and its stock should perform well.
“I do think underneath it all, it's a very powerful concept. And I think the stock should work.”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 35:19
Berkshire Hathaway is well diversified and well managed.
“I've never sold it. It's so well diversified, so well run.”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 40:50
Josh Brown will continue holding ServiceTitan.
“I'm going to stay long.”
Open the episode · Halftime Report Celebrates 15 Years 10/7/26Listen at 46:19
Equity valuation multiples are shrinking despite strong market and earnings gains.
“the multiple we're willing to pay for earnings is actually shrinking despite the fact that the market's up 14% on the year”
Open the episode · Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT?Listen at 5:42
Investors are not aggressively buying puts or adding hedges.
“We're not seeing this race to buy puts. We're not seeing this race to put on hedges.”
Open the episode · Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT?Listen at 10:30
NASDAQ earnings growth is supporting the index’s strength.
“36% earnings growth for the NASDAQ will do that to you.”
Open the episode · Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT?Listen at 11:56
Current data-center construction is unlikely to be halted.
“there is enough construction currently in progress that's not going to be stopped”
Open the episode · Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT?Listen at 24:32
A near-term loss of credit-market access is not currently a valid bear-case thesis.
“that pillar of the bear case where we're going to lose the credit market, maybe in the future, but not today. That is not a working thesis for right now.”
Open the episode · Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT?Listen at 29:00
Government action rapidly ended Fair Isaac’s mortgage-scoring monopoly.
“This monopoly was ripped away from Fair Isaac in the span of the summer of 2026.”
Open the episode · Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT?Listen at 34:54
Valero, Phillips, and Marathon control essentially all domestic refining capacity.
“you sort of have three companies that own all refining capacity, Valero, Phillips, and Marathon”
Open the episode · Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT?Listen at 38:25
Twenty-nine percent of Russell 3000 stocks are down at least 30%.
“29% of the Russell 3000 is in a 30% or worse drawdown.”
Open the episode · Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT?Listen at 44:20
The VIX will spike during October 2026.
“I think we're going to get a VIX spike this month.”
Open the episode · Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT?Listen at 48:01
Josh Brown expects a volatility episode that could create an opportunity to invest cash.
“I actually would love for it to happen because I have money to put to work.”
Open the episode · Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT?Listen at 49:26
Valero rose from about $100 to over $400 per share.
“Valero was $100 a share in late 2024. It's $400 and change.”
Open the episode · Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT?Listen at 57:38
Phillips, Marathon, and Valero are outperforming their broader energy sector.
“the percentage gains year to date for Philips, Marathon, and Valero”
Open the episode · Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT?Listen at 57:44
Josh Brown expects a VIX spike by Thanksgiving 2026.
“it'll be sometime between now and Thanksgiving. That's for me. That's what I think we're headed up to.”
Open the episode · Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT?Listen at 59:51
It is uncertain whether Anthropic and OpenAI are in a bubble.
“I don't know if there's a bubble in Anthropic and OpenAI.”
Open the episode · Is Gen Z Completely Cooked? With Ed ElsonListen at 54:57
Nvidia appears poised to break above its technical resistance level.
“Nvidia looks like It wants to break out.”
Open the episode · Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?Listen at 3:35
Nvidia’s free cash flow may rise sharply through next year.
“This is a company that this fiscal year is going to do something like $96 or $98 billion in free cash flow. Next year, it could be $360 billion in free cash flow on $680 billion in revenue.”
Open the episode · Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?Listen at 8:57
Investors should not second-guess Jensen Huang’s decisions.
“nobody— I don't think people should be second-guessing his instincts, his public statements, scrutinizing his capital allocation.”
Open the episode · Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?Listen at 12:02
A 3%-7% Treasury-yield range appears better for Nasdaq valuations than 0%-3%.
“It looks like 3% to 7% is a better sweet spot for the NASDAQ, at least just eyeballing it, than 0% to 3%.”
Open the episode · Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?Listen at 25:54
A 5% 10-year Treasury yield is not a stock-market breaking point.
“5% is not the breaking point.”
Open the episode · Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?Listen at 26:38
Corporate willingness to pay for advanced AI agents could theoretically be unlimited.
“what will corporate customers be willing to pay for that? Not just this year, but for the next 30 years. I, I don't know. It could be like, theoretically it could be unlimited.”
Open the episode · Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?Listen at 32:44
Breadth deterioration has usually resolved through broadening rather than index declines.
“in the last 10 years, it's been the opposite resolution pretty much every time to catch up.”
Open the episode · Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?Listen at 37:18
Absence of new lows in tech and financials makes overall breadth weakness less concerning.
“that should make you feel a lot better about the headline number of the percent— the overall number of stocks making new lows”
Open the episode · Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?Listen at 44:03
Uber and Lyft have declined year-to-date and over 12 months.
“Uber and Lyft look like shit. They're both down year to date. They're down over 12 months.”
Open the episode · Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?Listen at 51:04
Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.