580 - The World You Knew Is Never Coming Back with Morgan Stanley’s Michael Zezas
Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Tuesday and Friday for expert insight and hot takes on the latest in business and investing.
See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
580 - The World You Knew Is Never Coming Back with Morgan Stanley’s Michael Zezas
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Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Tuesday and Friday for expert insight and hot takes on the latest in business and investing.
See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
Episodes
580-
The World You Knew Is Never Coming Back with Morgan Stanley’s Michael Zezas
Listened
Fri, 19 Jun 2026
579-
Betting on OpenAI, SpaceX Dust Settles, Josh’s New Trade
Listened
Tue, 16 Jun 2026
578-
How PIMCO is Preparing for the Next Capital Loss Cycle with Dan Ivascyn
Listened
Mon, 15 Jun 2026
577-
Why the Knockout Punch Never Comes With Brian Levitt
Listened
Fri, 12 Jun 2026
576-
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI
Listened
Tue, 09 Jun 2026
575-
Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999
Listened
Mon, 08 Jun 2026
574-
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong
Listened
Fri, 05 Jun 2026
573-
What You Need to Survive a Bull Market
Listened
Tue, 02 Jun 2026
572-
What if It’s Still Early? With Denise Chisholm
Listened
Fri, 29 May 2026
571-
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
Listened
Tue, 26 May 2026
570-
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck
Listened
Fri, 22 May 2026
569-
It’s a Wave Not a Bubble, Nvidia Preview, Google’s I/O Highlights, Investing in Space Stocks
Listened
Wed, 20 May 2026
568-
Nasdaq Euphoria is Hitting its Limit with Kai Wu and Ben Carlson
Listened
Fri, 15 May 2026
567-
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash
Listened
Tue, 12 May 2026
566-
The System is Broken, You Should Get Rich Anyway with Haley Sacks
Listened
Mon, 11 May 2026
565-
The Investor Utopia is Here with Eric Balchunas
Listened
Fri, 08 May 2026
564-
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview
Listened
Tue, 05 May 2026
563-
How to Find 100 Bagger Stocks
Listened
Fri, 01 May 2026
562-
Sleep at Night Portfolio, Big Tech Earnings Week, Spotify Blows Up, Josh on Joby
Listened
Tue, 28 Apr 2026
561-
Why Nvidia is Going to 10 Trillion Dollars with Adam Parker and Rob Sechan
Listened
Fri, 24 Apr 2026
560-
Tom Lee Sees Upside, Apple’s New CEO
Listened
Tue, 21 Apr 2026
559-
Why Bubble Talk is Totally Wrong with Ankur Crawford
Listened
Fri, 17 Apr 2026
558-
Best Stock of the Year, Holy Amazon!, JPM and BlackRock Report, Semis Explode
Listened
Tue, 14 Apr 2026
557-
Stocks Took the Stairs Down and the Elevator Up
Listened
Fri, 10 Apr 2026
556-
Signs the Bottom Is In, Yardeni Sees Resolution, Buying Winners, New QQQ’s
Listened
Tue, 07 Apr 2026
555-
Private Credit Is the Fuse, Insurance Companies Are the Bomb with Nick Nemeth
Listened
Mon, 06 Apr 2026
554-
Why Gas Prices Can’t Wreck the Market
Listened
Fri, 03 Apr 2026
553-
Worst Quarter in 4 Years, Oil vs Stocks, Win Rates From Buying Corrections, the Case for T and VZ
Listened
Tue, 31 Mar 2026
552-
Never Sell Your Energy Stocks - Nick Colas and Jessica Rabe of DataTrek
Listened
Mon, 30 Mar 2026
551-
Jonathan Boyar's Favorite Cheap Stocks with Catalysts
Listened
Fri, 27 Mar 2026
550-
Economic Data Deteriorates, Private Credit Struggles, Retail Traders Give Up
Listened
Tue, 24 Mar 2026
549-
Are We in a Bear Market?
Listened
Fri, 20 Mar 2026
548-
Nvidia GTC Highlights, Uber Is Too Cheap, Cliffwater and the Private Credit Panic
Listened
Tue, 17 Mar 2026
547-
A Sit-Down with Rick Wurster, CEO of Charles Schwab
Listened
Fri, 13 Mar 2026
546-
Trump's 10 Commandments for Business
Listened
Mon, 09 Mar 2026
545-
True or False - Private Credit Is This Generation’s Subprime
Listened
Fri, 06 Mar 2026
544-
Stocks After an Oil Spike, Internals Gone Wild, Bcred Problems, Nvda Stuck
Listened
Wed, 04 Mar 2026
543-
Getting Ready for the “European Kill Switch”
Listened
Mon, 02 Mar 2026
542-
Data Centers Are the New Fracking
Listened
Fri, 27 Feb 2026
541-
Stocks in Pre-Crisis Mode, Multiple Compression, the Citrini Crash, Halo Goes Viral
Listened
Wed, 25 Feb 2026
540-
Big Tech Has Til Year-End…or Else.
Listened
Mon, 23 Feb 2026
539-
Looks Like a Bull Market, Feels Like a Crash
Listened
Fri, 20 Feb 2026
538-
“Unrealized” Capital Gains Tax is Economic Suicide
Listened
Wed, 18 Feb 2026
537-
Inside the Baddest Hedge Fund in America with Sam Koppelman and Nathaniel Horwitz
Listened
Fri, 13 Feb 2026
536-
HALO Stocks, Spotify Beats, Robinhood Reports
Listened
Tue, 10 Feb 2026
535-
Autonomous Driving Is a Trillion Dollar Opportunity With Uber President Andrew Macdonald
Listened
Mon, 09 Feb 2026
534-
Momentum Stock Slaughterhouse
Listened
Fri, 06 Feb 2026
533-
Software Stocks Melt Down, Palantir Beats, Energy up 12%
Listened
Tue, 03 Feb 2026
532-
Mark Mulhern (Manu Invests) on Autonomous Taxis and the Buying Opportunity in Uber