The Compound and Friends
Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every 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
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss the energy market, inflation, and how to prepare for the next recession.
This episode is brought to you by Rocket Money. Cancel your unwanted subscriptions by going to: https://www.rocketmoney.com/compound
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April 19, 2024 • 90 mins
On episode 139 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Art Hogan and The Compound's own, Ben Carlson! They discuss geopolitics and the market, the outlook for energy stocks, the no landing scenario, the housing market, and much more!
This episode is sponsored by Public. Visit https://public.com/ to learn more!
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April 16, 2024 • 103 mins
On this TCAF Tuesday, Join Josh Brown and Michael Batnick for a conversation with Professor Scott Galloway, author of the new book The Algebra of Wealth. Then, at 41:11, hear an all-new episode of What Are Your Thoughts with Josh and Michael!
Thanks to Public for sponsoring this episode! Visit https://public.com/ to learn more!
Buy your ticket for TCAF in LA
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Twitter: https://twi...
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April 12, 2024 • 88 mins
On episode 138 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dion Rabouin and Callie Cox to discuss: the Fed's next move, why inflation is so stubborn, Larry Fink's shareholder letter, the craziest meme stock yet, why people play the lottery, the problem with housing, and much more!
This episode is sponsored by Global X. Visit https://www.globalxetfs.com/ to explore a lineup of more than 90 ETF...
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April 9, 2024 • 120 mins
On this TCAF Tuesday, Downtown Josh Brown and Michael Batnick are joined by the king of sports radio Mike Francesa to discuss how Mike helped create sports radio as we know it, what the Ohtani scandal could mean for baseball, bad coaches, Mike's favorite sports movies of all time. Then, at 01:01:11, hear an all-new episode of What Are Your Thoughts with Josh and Michael! They discuss earnings season, the shrinking stock market, Jam...
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April 5, 2024 • 88 mins
On episode 137 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Meb Faber, co-founder and Chief Investment Officer of Cambria Investment Management to discuss: hedging market risk, dividends vs buybacks, trend following, momentum stocks, international markets, the ETF landscape, and much more!
This episode is sponsored by AdvisorShares! Visit https://advisorshares.com/etfs/dwus/ to learn more!
Si...
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On this TCAF Tuesday, Downtown Josh Brown and Michael Batnick are joined by Jason Hsu, Chairman & Chief Investment Officer at Rayliant, to discuss international markets and how to invest in friendshoring. Then, at 43:54, hear an all-new episode of What Are Your Thoughts with Josh and Michael! They discuss Tesla, oil stocks, small caps breaking out, Jerome Powell, Trump's stock, and more!
Thanks to YCharts for sponsoring this episo...
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March 29, 2024 • 99 mins
On episode 136 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Davidowitz of Polen Capital to discuss: Sam Bankman-Fried's prison sentence, equity valuations, the problem with Apple, the bull case for Amazon, how Netflix became the king of streaming, potential challenges ahead for Nvidia, remembering Daniel Kahneman, and much more!
This episode is brought to you by Rocket Money. Cancel your u...
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March 26, 2024 • 41 mins
On this special episode of The Compound and Friends taped live at Future Proof Retreat, Michael Batnick and Downtown Josh Brown are joined by Dave Albrycht, President and CIO of Newfleet Asset Management to discuss: the fixed income landscape, private credit, commercial real estate, and much more!
Thanks to Rocket Money for sponsoring this episode! Visit https://rocketmoney.com/compound and cancel your unwanted subscriptions today...
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March 22, 2024 • 84 mins
On episode 135 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Liz Young of SoFi to discuss: the Fed, Nvidia's new chip and where the stock goes from here, what could change the bullish market environment, the mixtape generation, and much more!
This episode is brought to you by TBIL and the US Benchmark Series. To learn more, visit: https://www.ustreasuryetf.com/
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March 19, 2024 • 100 mins
On this TCAF Tuesday, Downtown Josh Brown is joined by Nick Colas and Jessica Rabe from DataTrek Research to discuss a unique market moment, finding outperformance in emerging markets, cap-weighted vs equal weighted, and Elon Musk's next big business. Then, at 32:16, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! They discuss the Woodstock of AI, office real estate, the mania in options trading, so...
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March 15, 2024 • 96 mins
On episode 134 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Boockvar and Dan Greenhaus to discuss: inflation, the Fed, stock market bubbles, Tesla, short sellers, international stocks, banning TikTok, and much more!
This episode is brought to you by Franklin Templeton, manager of 70-plus ETFs in the US, including EZBC, Franklin Bitcoin ETF. To learn more, visit: http://franklintempleton....
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March 12, 2024 • 107 mins
On this TCAF Tuesday, Downtown Josh Brown is joined by Drew Dickson of Albert Bridge Capital to discuss the rally in European stocks. Then, at 39:49, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! They discuss inflation, permabears, Nvidia, the next Mag 7 stocks, the magazine cover indicator, and much more!
Thanks to Rocket Money for sponsoring this episode. Cancel your unwanted subscriptions by g...
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March 8, 2024 • 85 mins
On episode 133 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Todd Sohn of Strategas to discuss: the top ETFs to gauge market conditions, what the future holds for Nvidia, money market funds, how the VIX impacts returns, small caps, and much more!
Thanks to the Tema Cardiovascular and Metabolic ETF (HRTS) for sponsoring this episode. Learn more at: https://temaetfs.com/hrts
Check out the latest...
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March 5, 2024 • 102 mins
On this TCAF Tuesday, Downtown Josh Brown is joined by Jared Dillian to discuss his new book No Worries and how you can simplify your financial life. Then, at 39:10, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! They discuss IPOs, private credit, market bubbles, HBO's password crackdown, and much more!
Thanks to YCharts for sponsoring this episode! Visit https://go.ycharts.com/compound to check o...
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March 1, 2024 • 96 mins
On episode 132 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Larry Cunningham! They discuss the greatness of Charlie Munger, how Warren Buffett found his voice, the 3 most important words in investing, corporate governance, ESG, and much more!
Thanks to Public for sponsoring this episode. Go to https://public.com/ and activate options trading by March 31st to lock in your lifetime rebate. See d...
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February 28, 2024 • 105 mins
On this TCAF Tuesday, Michael Batnick and Downtown Josh Brown are joined by Eli Manning and Drew Sheinman! Listen to Michael's dreams come true in real time as he sits across the table from his hero, plus hear all about Eli's foray into finance with BVG! Then, at 45:27 hear a new episode of What Are Your Thoughts with Josh, Michael, and special guest Aaron Dillon! They discuss Berkshire's annual letter, Reddit's IPO, the streaming ...
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February 23, 2024 • 91 mins
On episode 131 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ryan Detrick, Chief Market Strategist at Carson Group, to discuss: bullish signals, small caps, odds of a third bear market in 5 years, Nvidia, election year data, and much more!
Thanks to Public for sponsoring this episode. Go to https://public.com/ and activate options trading by March 31st to lock in your lifetime rebate. See discl...
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February 20, 2024 • 78 mins
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of DataTrek Research to take a look at the big takeaways from earnings season, the recent high correlation between stocks and long-term Treasury bonds, and the Super Micro Computer phenomenon currently influencing the small cap stock index! Then, Josh joins Michael Batnick for a brand new episode of What Are Your Thoughts where they discuss: Nvidia, if stocks...
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February 16, 2024 • 81 mins
On episode 130 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Richard Bernstein to discuss: the magnificent 7 compared to past bubbles, bitcoin as a sentiment indicator, the Fed's predicament, the case for international stocks, and much more!
Thanks to Carta for sponsoring this episode. See how Carta can simplify your equity plan management today by going to carta.com/compound.
Check out the l...
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