PODCAST · business
The Compound and Friends
by The Compound
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
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Josh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick celebrate 15 years of CNBC's Halftime Report and take a look at just how much the markets have changed...
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This Is Where the Rubber Meets the Road, with Jurrien Timmer
On episode 263 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Jurrien Timmer, Director of Global Macro at Fidelity Investments, to discuss: Why year-end...
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Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT?
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: whether the stock market is getting too bullish, why...
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Is Gen Z Completely Cooked? With Ed Elson
On episode 262 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Ed Elson of Prof G Markets to discuss: the massive AI spending boom and whether we’re in…
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Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?
On this episode of What Are Your Thoughts, Downtown Josh Brown and Chart Kid Matt discuss Nvidia breaking out and its massive new buyback plan, rising Treasury yields and the bond market’s demand problem, how the AI spending boom is reshaping both stocks and corporate credit, and whether…
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Erik Hirsch, CEO of Hamilton Lane, on the Explosive Growth of Private Markets
On this episode of Live From the Compound, Michael Batnick is joined by Erik Hirsch, CEO of Hamilton Lane, to discuss the state of private markets, why private equity is more correlated with public markets than investors may think, and what separates the best private market managers from the…
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People Hate These 5 Stocks But They'll Be Wrong with Jonathan Boyar
On episode 261 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Jonathan Boyar of Boyar Asset Management to discuss why stock picking has gotten so…
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Meta’s Muse launch, Josh is wrong on Netflix, internals weaken, 10-year bonds at 5%, Buffett steps away
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: Meta’s massive rally following the launch of Muse and…
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Tom Lee and Dan Ives Explain Everything
On episode 260 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Dan Ives and Tom Lee live from Future Proof to discuss: whether the stock market can keep...
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The Most Interesting Macro Moment of My Lifetime with Jens Nordvig
On episode 259 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Jens Nordvig to discuss: rising Treasury yields and the risk of something breaking in the bond...
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Stocks Aren't as Expensive as You Think | WAYT?
Join Michael Batnick, Chart Kid Matt and Sean Russo for another episode of What Are Your Thoughts and see what they have to say about: the great market re-rating, why falling P/E ratios and record-high...
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How to Pick Stocks Like Morgan Stanley With Dan Skelly
On episode 258 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Dan Skelly, Portfolio Manager at Morgan Stanley Wealth Management, to discuss the resilient U.S....
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Tim Cook the GOAT? Snowflake earnings preview, the software comeback, reactions to Ed Zitron
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: Snowflake ahead of earnings and what the report could…
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The Four Horsemen of the AI Apocalypse with Ed Zitron
On episode 257 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined Ed Zitron to discuss: the ultra-bear case for AI, Nvidia’s explosive growth, the economics of OpenAI...
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Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight
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...
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Why Every Trader on Earth is Watching the 10-Year Treasury Now with Nick Colas
On this episode of What Did We Learn, Josh Brown and Nick Colas discuss rising long-term Treasury yields, why real yields not inflation are driving the move, and what higher rates could mean for stocks. Plus, they break down S&P 500 valuations, the earnings revisions powering this year’s gains,...
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How to Play the Money Game with Michael Santoli
On episode 256 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Michael Santoli to discuss: the surprising strength of the stock market, what’s keeping the…
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Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sheet madness
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick break down what’s driving the global bond selloff, why pressure has shifted from the front end of the...
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It's a bull market and nobody drinks anymore.
On episode 255 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Todd Sohn, Chief ETF Strategist at Baird Strategas, to discuss the record-breaking ETF boom, the rise…
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Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts as they discuss six major stocks that may be setting up for a bounce: Meta, Uber, Netflix,...
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Is IMAX a Screaming Buy? With Rich Gelfond
IMAX is about 4% of the world's screens and routinely delivers 20% or more of opening weekend on the films that matter most. Rich Gelfond has been running the company since 1994. On this episode of Live From The Compound, Josh Brown and Michael Batnick are joined by Rich to discuss: how IMAX…
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The Man Who Called the Roaring 2020s with Ed Yardeni
On episode 254 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by legendary economist and market strategist Ed Yardeni to discuss: the case for the Roaring 2020s, why…
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Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call
On this episode of What Are Your Thoughts, Join Downtown Josh Brown and Michael Batnick as they break down another massive week for the markets, including SpaceX's first public earnings...
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Why Demand for Compute Is About to Explode With Alex Kantrowitz
On episode 253 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Big Technology founder, Alex Kantrowitz, to discuss: OpenAI and Anthropic’s explosive growth, the threat...
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AI Darlings Wrecked, Earnings Preview META, MSFT, AAPL, AMZN, Rate Hike Spook, Nvidia’s OpenAI Deal
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick preview earnings from Microsoft, Meta, Amazon, and Apple, breaking down the biggest questions facing…
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How Ron Baron Became the Greatest Fund Manager of All Time
On episode 252 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Ron Baron and Michael Baron of Baron Capital to discuss: long-term investing, Elon Musk, Tesla, SpaceX,...
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Google Earnings Preview, SpaceX Gives Us a Date, Internals Heat Check, Biotechs Rally
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: Google's earnings, SpaceX's first earnings report and...
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You’re About to See the Real AI Winners Stand Up
On episode 251 of The Compound and Friends, Downtown Josh Brown and Sean Russo are joined by Jonathan Thomas, CEO of American Century Investments, to discuss: the remarkable rise of Avantis Investors, why...
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IBM Warns, Apple Sues OpenAI, Big Bank Earnings Blow-Out, EPS Bubble, Welcome to Y’all Street
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick discuss: why Apple vs. OpenAI could reshape Big Tech, IBM's surprising warning and what it says about...
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The Number One Question Facing Investors, How the US Became Recession Proof, Why Tech Stocks Might Underperform Going Forward With Datatrek’s Nick Colas and Jessica Rabe
On this episode of What Did We Learn, Josh Brown, Nick Colas and Jessica Rabe discuss whether Tech's leadership is finally cooling off, what history says about rare market extremes, the case for a rotation within mega-cap tech, why semis may have gotten ahead of themselves, and what the...
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The Real Ticking Time Bomb with Michael Cembalest
On episode 250 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Cembalest to discuss: the strength of the U.S. dollar, China’s…
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Leveraged ETF Casino, Apple Breaks Out, Sentiment Plunges, Government Stake in OpenAI?
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick discuss Apple's breakout to new highs and the bull case for a $400 price target, whether cracks are beginning to show in the AI trade after Samsung's earnings reaction, why consumer sentiment remains deeply...
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Brian Belski Returns!
On episode 249 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by returning guest favorite Brian Belski to discuss: broadening market...
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Steroid Era With Spencer Jakab, the F***’s Going on With Strategy?, Margin Debt
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick are back to discuss: why Wall Street's earnings forecasts may be entering a "steroid era," the broadening...
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Invest in the Robot Revolution or Be Crushed by It
On this episode of Live From The Compound, Downtown Josh Brown is joined by Andrew Kang, CEO and co-founder of RoboStrategy (Nasdaq: BOT), to discuss why humanoid robots may be the biggest investment opportunity of the next decade. They cover the rapid rise of physical AI, Andrew's early bet on...
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Too Early to Get Off the Wave with Ryan Detrick and Sonu Varghese
On episode 248 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ryan Detrick and Sonu Varghese to discuss: Alan Greenspan’s legacy,...
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Almost Midnight, Micron Preview, Alan Greenspan RIP, Hello Jane Street, the Case for Meta
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: Micron earnings, the sudden selloff in South Korea's...
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The Most Invincible Career Path in Finance
On this episode of Live From The Compound, Josh Brown sits down with Ric Edelman, founder of Edelman Financial Engines to discuss the future of higher education, why financial planning may be one of the most AI-resistant professions, and the growing advisor shortage facing the industry. With...
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The World You Knew Is Never Coming Back with Morgan Stanley’s Michael Zezas
On episode 247 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Zezas, Deputy Global Head of Research at Morgan Stanley, to discuss: AI...
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Betting on OpenAI, SpaceX Dust Settles, Josh’s New Trade
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...
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How PIMCO is Preparing for the Next Capital Loss Cycle with Dan Ivascyn
On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown sit down with Dan Ivascyn, Group Chief Investment Officer at PIMCO, for a…
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Why the Knockout Punch Never Comes With Brian Levitt
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…
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Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick break down the market's "Blood Red Friday" selloff, Apple's AI relaunch, and OpenAI's blockbuster...
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Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999
On this episode of What Did We Learn, Josh Brown, Nick Colas and Jessica Rabe examine one of the most extreme stretches of tech outperformance in recent market history and discuss what it could mean for investors going forward. They break down the growing gap between Semiconductors and Software,...
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Neil Dutta & Skanda on Why the Recession Signals Are All Wrong
On episode 245 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neil Dutta and Skanda Amarnath to discuss: the AI investment boom, the state of...
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What You Need to Survive a Bull Market
Join Michael Batnick (Managing Partner, Ritholtz Wealth) Sean Russo (Investment Analyst, Ritholtz Wealth) and Matt Cerminaro (Exhibit A co-founder, AKA Chart Kid Matt) for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance!…
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What if It’s Still Early? With Denise Chisholm
On episode 244 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Denise Chisholm to discuss: whether AI capex is a bubble, why stocks keep climbing despite...
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SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: SpaceX IPO, Halo ETFs, consumer problems, a mystery…
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Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck
On episode 243 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jan Van Eck to discuss: the AI infrastructure boom, Nvidia and the semiconductor trade,...
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It’s a Wave Not a Bubble, Nvidia Preview, Google’s I/O Highlights, Investing in Space Stocks
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: investing in space, Nvidia, Trump trades, the AI hedge,...
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ABOUT THIS SHOW
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/
HOSTED BY
The Compound
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Frequently Asked Questions
How many episodes does The Compound and Friends have?
The Compound and Friends currently has 614 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is The Compound and Friends about?
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/
How often does The Compound and Friends release new episodes?
The Compound and Friends releases new episodes frequently with a large back catalog of 614 episodes. Check the episode list for recent publication dates.
Where can I listen to The Compound and Friends?
You can listen to The Compound and Friends on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts The Compound and Friends?
The Compound and Friends is created and hosted by The Compound.
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