The Compound and Friends
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The Compound and Friends
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/
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Welcome to 2026
On episode 223 of The Compound and Friends, Michael Batnick and Downtown Josh Brown...
New Year’s Resolutions, the $15 Trillion Liquidity Flood With Garrett Baldwin, Reacting vs Predicting
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and special co-host ...
These Are Wall Street’s Predictions for 2026
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick...
Buy or Die
On episode 222 of The Compound and Friends, Michael Batnick and Downtown Josh Brown ar...
AI Optimism and Macro Skepticism With Dan Ives & Neil Dutta
On this TCAF Tuesday, Michael Batnick is joined by Dan Ives and Neil Dutta to talk about AI, Tesla, the Fed, chances of market t...
It's Like Free Money
On episode 221 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are jo...
Million Dollar Payout, Oracle Earnings Preview, Risk On, the Case for Salesforce
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick...
Inside the Robinhood Revolution With Vlad Tenev
On episode 220 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined...
Nick and Jessica’s 3 Big Lessons From 2025, Sam Altman Orders a Code Red at OpenAI, Adam Parker on Broken Compounders, the Case for Adobe
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research to discuss: putting equity valuations into...
Why Oil Could Be Next Year’s Gold
On episode 219 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined...
The Joby bull case with Charles Lemonides, Roaring 2020’s with Ed Yardeni, Alphabet vs Nvidia
On this TCAF Tuesday, Josh sits down with Charles Lemonides, founder of ValueWorks, to discuss the future of flight and how soon we might see flying c...
The Case for a Year-End Melt-Up
On episode 218 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined...
Only One Thing Can Stop the AI Crash, Worst Drawdowns, Blue Owl vs Apollo
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick...
Quality in the Streets, Momentum in the Sheets
On episode 217 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined...
The "Titanic" indicator flashes, Elon's $1 trillion pay package, Draftkings vs Robinhood
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick...
Eric Jackson and the Search for the Next 100 Bagger
On episode 216 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined...
Brian Belski Breaks Loose, Palantir Erupts, Stocks Getting Quietly Killed, Uber and Tost Report
On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Brian Belski, CEO and Chief Investment Officer at Humilis Investment Strategies to...
What Did the Fed Actually Say?
On episode 215 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by...
Big Tech Earnings Week With Alex Kantrowitz, Two Small Caps on Josh’s Radar, Robots Take White Collar Jobs at Amazon
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick!
Jim Cramer Absolutely UNLOADS On Stage, Make Popcorn Now
On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are j...
It’s Only a Bubble If You Panic
On episode 214 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Sona...
Netflix Reports, Why the Bull Market Has Legs Into Year-End With Nick and Jessica, Warner Bros for Sale, Unemployment Cracks Appear
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of DataTrek Research to discuss: the key to understanding Q3 reporting seaso...
There's Never Just One Cockroach
On episode 213 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bill...
Becoming the Amazon of Real Estate With Rocket’s Varun Krishna, Roaring Bank Earnings, Wall Street Fires on All Cylinders
On this TCAF Tuesday, Josh Brown is joined by Varun Krishna, CEO of Rocket Companies, a $50 billion giant in the mortgage and real estate market, to d...
Retail Investors Just Plowed $100 Billion Into Stocks. THIS MONTH.
On episode 212 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Scot...
Solana tokenizes stocks with Anatoly Yakovenko, eVTOL stocks with Andres Sheppard, Oracle questions, BDC trouble
On this TCAF Tuesday, Josh Brown and Michael Batnick welcome Anatoly Yakovenko, CEO of Solana Labs and Co-founder of Solana to discuss the prospects f...
Fidelity’s Quant Boss Reveals Her Top 3 “Desert Island” Stock Market Indicators
On this special episode of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Denise Chisholm, Director of Quantitative M...
How Peter Lynch Became The Greatest Fund Manager Of All Time
On episode 211 of The Compound and Friends, Downtown Josh Brown is joined by Peter Lynch, Vice Chairman of Fidelity...
How to Earn Stock Market Returns With Half the Risk
On episode 210 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Steve Ro...
Is It Too Good? AI Capex Explodes Higher, Pre-Revenue Stock Boom, Will Falling Mortgage Rates Save Us With Telis Demos (WSJ)
On this TCAF Tuesday, Josh Brown welcomes Telis Demos, writer for Heard on the Street and co-host of The Wall Street Journal’s Take on the Week podcas...
Tom Sosnoff Will Teach You Trading
On episode 209 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Sosnoff...
Stocks After a Rate Cut With Nick Colas, the End of Quarterly Earnings Reports, Strategy Denied S&P Inclusion
On this TCAF Tuesday, Josh Brown is joined by Nick Colas of DataTrek Research to discuss: the size of the next rate cut, the history of S&P multiples,...
$1.5 Trillion Money Manager Jenny Johnson Speaks Out
On episode 208 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are at Future Proof Fe...
The Truth Behind Private Equity’s Megaboom
On episode 207 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Sidg...
Google Pops, Belief in the American Dream Drops, Regional Bank Stocks Rally Ahead of Rate Cuts
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick!
The Bull Market in Electricity
On episode 206 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jan Van Eck to d...
Wilfred Frost Comes By, Margin Debt Tops $1 Trillion, Nvidia Earnings Preview
On this TCAF Tuesday, Josh Brown welcomes CNBC host Wilfred Frost for a look at the success of US stocks vs the UK’s market and what made Wilfred’s da...
Tom Lee Says It's Still Early
On episode 205 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discu...
Coinbase Is the Godfather, the Return of Cathie Wood, Neil Dutta on Jackson Hole
On this TCAF Tuesday, Josh and Michael sit down with Coinbase Chief Financial Officer, Alesia Haas, and Chief Legal Officer, Paul Grewal, to dive into...
Does the Stock Market Know Something We Don’t?
On episode 204 of The Compound and Friends, Michael Batnick is joined by Shannon Saccocia and Todd Sohn to discuss: the market narra...