The Compound and Friends
Business & Finance
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/
Episodes
- The Investor Utopia is Here with Eric Balchunas
On this episode of The Compound and Friends, hosts Michael Batnick and Downtown Josh Brown are joined by Eric Balchunas. They discuss Eric's Bitcoin book research, the ETF landscape, investor trends, and the SpaceX IPO.
- AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview
Josh Brown and Michael Batnick discuss AI, earnings season, Berkshire after Buffett, global profits, and an Uber earnings preview. The episode also covers a bid for eBay.
- How to Find 100 Bagger Stocks
On this episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neeraj Khemlani and Matt Ankrum. They discuss what 100 bagger stocks look like, the search for high-quality companies, and the impact of com…
- Sleep at Night Portfolio, Big Tech Earnings Week, Spotify Blows Up, Josh on Joby
Josh Brown and Michael Batnick discuss various market topics, including Big Tech earnings, Spotify's performance, and a historical earnings boom. They offer their perspectives on current financial news and market trends.
- Why Nvidia is Going to 10 Trillion Dollars with Adam Parker and Rob Sechan
On this episode of The Compound and Friends, Michael Batnick and Josh Brown are joined by Adam Parker and Rob Sechan. They discuss topics such as software stocks, AI, corporate profitability, and searching for value in the current market.
- Tom Lee Sees Upside, Apple’s New CEO
This episode of What Are Your Thoughts features Downtown Josh Brown and Michael Batnick discussing Apple’s leadership change, predictions for the S&P 500, the role of AI in finance, and the recent surge in small and micro cap stocks.
- Why Bubble Talk is Totally Wrong with Ankur Crawford
Michael Batnick and Josh Brown are joined by Dr. Ankur Crawford to discuss topics including AI, the future of the Mag 7, the semiconductor market, and Amazon. The episode also covers various other subjects in finance.
- Best Stock of the Year, Holy Amazon!, JPM and BlackRock Report, Semis Explode
Josh Brown and Michael Batnick discuss various financial topics including stock market trends, Amazon's performance, and technical analysis. The episode also covers insights from JPM and BlackRock reports, and the semiconductor industry.
- Stocks Took the Stairs Down and the Elevator Up
On episode 237 of The Compound and Friends, Michael Batnick, Sam Ro, and Steve Sosnick discuss various financial topics. They cover current market winners and losers, international trade, the upcoming earnings season, rate cut expectations…
- Signs the Bottom Is In, Yardeni Sees Resolution, Buying Winners, New QQQ’s
Downtown Josh Brown and Michael Batnick discuss market indicators, specific investments, and financial topics like dividends and the OpenAI IPO.
- Private Credit Is the Fuse, Insurance Companies Are the Bomb with Nick Nemeth
On this episode of Live From The Compound, Josh Brown and Nick Nemeth discuss private credit and its potential to cause a financial crisis involving life insurance companies. They explore the issues related to private credit as discussed i…
- Why Gas Prices Can’t Wreck the Market
On this episode, Michael Batnick and Downtown Josh Brown are joined by Alexandra Semenova and Dan Greenhaus. They discuss oil prices, the SpaceX IPO, V-shaped recoveries, and private credit.
- Worst Quarter in 4 Years, Oil vs Stocks, Win Rates From Buying Corrections, the Case for T and VZ
This episode of The Compound and Friends discusses the worst quarter in four years, oil versus stocks, and win rates from buying corrections. It also explores the case for T and VZ, and public and private credit.
- Never Sell Your Energy Stocks - Nick Colas and Jessica Rabe of DataTrek
This episode of The Compound and Friends features Josh Brown, Nick Colas, and Jessica Rabe discussing energy stocks, oil prices, and their effects on the market. They analyze S&P 500 and Nasdaq performance, historical drawdowns, and potent…
- Jonathan Boyar's Favorite Cheap Stocks with Catalysts
Jonathan Boyar joins Michael Batnick and Downtown Josh Brown on The Compound and Friends to discuss market volatility, valuations, and specific stock opportunities. Topics include the publicly traded basketball team and Uber's autonomous d…
- Economic Data Deteriorates, Private Credit Struggles, Retail Traders Give Up
Josh Brown and Michael Batnick discuss deteriorating economic data, challenges in private credit, and retail trader activity. They also cover college graduate unemployment and a specific stock Michael is watching.
- Are We in a Bear Market?
On this episode, Michael Batnick and Josh Brown are joined by Jim Lebenthal. They discuss stock market volatility, the AI race, risks and opportunities in private credit, and Jim's stock picks.
- Nvidia GTC Highlights, Uber Is Too Cheap, Cliffwater and the Private Credit Panic
This episode of The Compound and Friends features discussions by Josh Brown and Michael Batnick on topics including Nvidia GTC, the private credit panic, college graduate unemployment, and Uber stock. They also address the eventual end of…
- A Sit-Down with Rick Wurster, CEO of Charles Schwab
Michael Batnick and Josh Brown interview Rick Wurster, CEO of Charles Schwab, on The Compound and Friends. They discuss the future of finance, the impact of AI, and Charles Schwab's role as a brokerage. This episode also covers market dyna…
- Trump's 10 Commandments for Business
This episode of The Compound and Friends features Professor Jeffrey Sonnenfeld discussing his book, "Trump’s Ten Commandments: Strategic Lessons from the Trump Leadership Toolbox." He analyzes Donald Trump's leadership patterns and their i…
- True or False - Private Credit Is This Generation’s Subprime
On this episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by author Garrett Baldwin to discuss private credit, market dynamics, and recent global events.
- Stocks After an Oil Spike, Internals Gone Wild, Bcred Problems, Nvda Stuck
Josh Brown and Michael Batnick discuss stock market selloffs, oil, IPOs, BCRED, and mystery charts. The episode is sponsored by Teucrium and ClearBridge Investments.
- Getting Ready for the “European Kill Switch”
Matthew Tuttle joins Josh Brown to discuss Europe's digital infrastructure and its potential impact on global market leadership, specifically regarding U.S. tech platforms. They explore digital sovereignty, shifting procurement, and whethe…
- Data Centers Are the New Fracking
On episode 231 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Daniel Clifton and Chris Verrone to discuss AI's backlash, the Stock Rerating, Midterms, and Anthropic vs The DoD.
- Stocks in Pre-Crisis Mode, Multiple Compression, the Citrini Crash, Halo Goes Viral
Downtown Josh Brown and Michael Batnick discuss various financial topics including HALO stocks, PE compression, the Citrini crash, and the housing market. They share their thoughts on these subjects in this episode.
- Big Tech Has Til Year-End…or Else.
Josh Brown, Nick Colas, and Jessica Rabe discuss Big Tech companies' investments in AI and their impact on business models and margins. They also cover how investors are reallocating capital between the S&P 500 and non-U.S. stocks.
- Looks Like a Bull Market, Feels Like a Crash
This episode of The Compound and Friends features Michael Batnick, Robyn Grew, and Kristina Hooper discussing the 2026 outlook, the impact of AI, and potential recession scenarios. They also cover international markets and private credit.
- “Unrealized” Capital Gains Tax is Economic Suicide
Josh Brown and Ben Carlson discuss a range of investing topics including sector rotation, international stocks, capital gains tax, and Apple. This episode of What Are Your Thoughts covers major topics in finance.
- Inside the Baddest Hedge Fund in America with Sam Koppelman and Nathaniel Horwitz
Michael Batnick and Josh Brown are joined by Nathaniel Horwitz and Sam Koppelman to discuss how investigative journalism can be an edge in investing and the Sable Offshore story. They also discuss how Sphere is changing entertainment.
- HALO Stocks, Spotify Beats, Robinhood Reports
Josh Brown and Michael Batnick discuss HALO stocks and recent reports from Spotify and Robinhood. They cover trending topics in investing and finance.
- Autonomous Driving Is a Trillion Dollar Opportunity With Uber President Andrew Macdonald
Uber President Andrew Macdonald joins Downtown Josh Brown to discuss Uber's strong quarterly earnings, rapid growth, and the future of autonomous vehicles within the company. They explore how autonomous driving will shape Uber's business.
- Momentum Stock Slaughterhouse
On this episode of The Compound and Friends, Michael Batnick, Downtown Josh Brown, and John Mowrey discuss the free fall in software stocks, what makes a value stock, how to measure a bear market, and the crypto crash.
- Software Stocks Melt Down, Palantir Beats, Energy up 12%
Josh Brown and Michael Batnick discuss Palantir earnings, bombed out stocks, the housing market, and more. This episode of What Are Your Thoughts covers various financial topics.
- Mark Mulhern (Manu Invests) on Autonomous Taxis and the Buying Opportunity in Uber
Mark Mulhern of Manu Invests joins Josh Brown on The Compound and Friends to discuss the long-term case for Uber. They cover autonomous taxis, the robotaxi market, Uber’s stock performance, and its expanding autonomous network.
- What Tom Lee's Worried About in 2026
On episode 227 of The Compound and Friends, Tom Lee joins Michael Batnick and Downtown Josh Brown. They discuss market headwinds, why Tom is still bullish, precious metals, the crypto bear market, and Tesla's bet on robots.
- This Is Your Last Chance to Get Rich, Mag 7 Earnings Week
This episode of The Compound and Friends features Downtown Josh Brown and Michael Batnick discussing market sentiment, MAG 7 earnings, Tesla, job losses, and the concept of building generational wealth. They also review early earnings seas…
- Cullen Roche Drops by to Talk Perfect Portfolios
In this episode of The Compound and Friends, Cullen Roche joins Josh Brown to discuss various investment strategies. They cover topics such as 60/40 portfolios, risk parity, and approaches inspired by investors like Warren Buffett, as deta…
- Jeremy Grantham: Stop Ruining My Perfectly Good Bear Market
On episode 226 of The Compound and Friends, hosts Michael Batnick and Downtown Josh Brown interview Jeremy Grantham. They discuss stock market bubbles, managing money, the wealth divide, and the future of clean energy technology.
- Financial War With Europe, Gold Is Screaming, Netflix and BofA Earnings, the Case for ServiceTitan
Downtown Josh Brown and Michael Batnick discuss current financial events and market trends, including the financial situation with Europe, the role of gold, and recent earnings reports from Netflix and Bank of America. They also cover the…
- These Are the Stocks to Buy In 2026 (with JC Parets)
Michael Batnick and Downtown Josh Brown are joined by JC Parets to discuss stocks to watch in 2026. The episode covers breakout sectors, prediction markets, and the magazine cover indicator.
- CrowdStrike’s George Kurtz Reveals the Biggest Cybersecurity Threat of 2026
On this episode of Live from The Compound, George Kurtz, CEO of CrowdStrike, joins Josh Brown to discuss cybersecurity in 2026. They cover how AI is reshaping the threat landscape and CrowdStrike's strategies for enterprise security.
- JPMorgan Earnings, Trump vs Powell, Goldman’s Revenge, Apple + Google Deal
Josh Brown and Michael Batnick discuss current topics in investing and finance. This episode covers JPMorgan earnings, the dynamic between Trump and Powell, Goldman Sachs' activities, and the Apple and Google deal.
- It's not 1929, but it might be - Andrew Ross Sorkin
On this episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Andrew Ross Sorkin. They discuss the differences between 1929 and today, the SPAC mania, and the art of the interview.
- Software vs Semis, Trump Accounts for Babies, Sell-Side Indicator
On this episode of What Are Your Thoughts, Josh Brown and Michael Batnick discuss software versus semiconductors, Trump accounts for babies, and the sell-side indicator. The hosts are employees of Ritholtz Wealth Management.
- Welcome to 2026
On this episode of The Compound and Friends, Michael Batnick, Downtown Josh Brown, and Ben Carlson discuss what to expect in the upcoming year. This episode is sponsored by VanEck.
- New Year’s Resolutions, the $15 Trillion Liquidity Flood With Garrett Baldwin, Reacting vs Predicting
This episode of What Are Your Thoughts, with hosts Josh Brown and Garrett Baldwin, discusses New Year’s resolutions and the $15 trillion liquidity flood. The episode is sponsored by Public.
- These Are Wall Street’s Predictions for 2026
Josh Brown and Michael Batnick discuss Wall Street predictions for 2026 on "What Are Your Thoughts." They are joined by special guest Sam Ro. This episode is sponsored by Betterment Advisor Solutions and Rocket Money.
- Buy or Die
On episode 222 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bill Cohan to discuss Netflix vs Paramount in the battle for Warner Bros, record highs for US banks, and the next Fed chair.
- AI Optimism and Macro Skepticism With Dan Ives & Neil Dutta
This episode features Michael Batnick, Dan Ives, and Neil Dutta discussing AI, Tesla, the Federal Reserve, and the possibilities of market turmoil in 2026.
- It's Like Free Money
Michael Batnick and Downtown Josh Brown are joined by Joe Weisenthal and Tracy