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.
Episodes
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 climbing through higher rates and persistent macro risks, the massive AI capex and data center boom, Anth
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 market, Scott Bessent’s intervention in the yen and Treasury markets, the massive AI capex and hypersc
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 price-to-sales multiples can coexist, and whether booming corporate earnings signal a new era for U.S. stocks. We
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. economy, record earnings growth, the AI spending boom, Nvidia and Broadcom, whether today’s data cente
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 tell us about AI demand and the future of software. They also look back at Tim Cook’s incredible run at Ap
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 and Anthropic, whether AI demand can justify the massive hyperscaler CapEx boom, the data center buildo
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 earnings could tell us about the next phase of the AI trade, and why the biggest opportunity may be co
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, three paths to new highs, and more insights from DataTrek’s latest research.
This episode is sponsore
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 bull market alive, interest rates and the growing U.S. debt load, why corporate earnings remain so powerfu
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 yield curve to long-term rates, and what it could mean for investors.
Plus: Big Tech’s massive off-b
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 of thematic and leveraged products, buffer and option-income ETFs, AI and compute as emerging investmen
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, Disney, Nike, and Home Depot.
Plus, Nvidia’s latest data center financing deal and the rise of compute
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 became the format studios build their biggest movies around, the Christopher Nolan relationship and the Ody
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 Ed sees no recession through the end of the decade, his S&P 500 target of 10,000, whether AI is fueling
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 report, Palantir's blockbuster quarter, and what strong Q2 earnings say about corporate America. They
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 to traditional software companies, soaring cloud demand, agentic AI, and the diverging strategies of M
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 the market: Is Azure growth enough to justify Microsoft's AI spending? Can Meta's AI investments keep pow
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, artificial intelligence, and the power of owning exceptional businesses for decades.
Ron explains how
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 massive lockup expiration, the selloff in AI infrastructure stocks, whether market breadth is flashing a w
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 active ETFs are gaining ground, what it takes to build investment products that can outperform without t
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 the AI trade, whether we're living through an "anti-bubble," and the debut of a new high-yield ETF.
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 Nasdaq's fourth year of a bull market could mean for investors.
This episode is sponsored by Federated He
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 challenge to American economic dominance, foreign demand for Treasuries, the federal debt reckoning, the rapidl
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 pessimistic even as stocks keep climbing, the emerging markets ETF quirk that's rewarding some investors over
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 leadership, the tech stock rotation, small and mid-caps (SMID), more volatility on the horizon, the pot
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 bull market rally beyond mega-cap tech, whether Strategy's massive Bitcoin bet has become a systemic r
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 Figure AI, the economics driving mass adoption, what widespread automation could mean for workers, and w
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, Fed transparency, AI bubble fears, Micron’s massive run, market rotation, small caps, inflation, gold,
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 red-hot stock market, whether we're entering the late stages of the bull market, prediction markets coming
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 300,000 financial advisors in the U.S. and 38% expected to retire within the next decade, he explains wh
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 capex, data centers, productivity gains, prediction markets, the 2026 midterms, the Fed, enterprise softw
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 ranks of the world's most valuable companies. What does its rise say about American capitalism, private m
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 wide-ranging conversation on markets, bonds, AI, and the forces reshaping the global economy. They discuss PIMCO’
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: whether the AI trade has become too crowded, why earnings growth still supports the market, and what investor
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 IPO filing.
They discuss the rapidly shifting AI narrative, whether Apple's new Siri and AI-powered
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, the role of rising interest rates, and whether leadership is becoming too concentrated.
They also ta
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 the labor market, inflation risks, consumer spending, Fed policy, market breadth, whether this cycle is
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!
This episode is sponsored by Neuberger. Explore NBSD–including all risks and important information‒at
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 persistent skepticism, and how earnings growth is broadening beyond the Mag 7. They discuss semiconduct
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 chart, and more! Plus, a special appearance by Rupert Mitchell!
This episode is sponsored by: DBMF and Cl
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, whether mega-cap dominance is structural or cyclical, the risks hiding in U.S. deficits and long-term rates
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, mystery charts and more.
This episode is sponsored by Public and Janus Henderson Investors.
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Nasdaq Euphoria is Hitting its Limit with Kai Wu and Ben Carlson
On episode 242 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ben Carlson and Kai Wu to discuss: Nvidia, Anthropic, software disruption, intangible assets, faster market cycles, and Ben’s new book Risk and Reward and much more!
This episode is sponsored by: B
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: housing stocks, AI, 12 rules for bubble riding, $100 billion stocks and more! Plus, a very special Jeff deGraaf appearance!
This episode is sponsored by Betterment A
The System is Broken, You Should Get Rich Anyway with Haley Sacks
On this episode of Live From The Compound, Downtown Josh Brown is joined by Haley Sacks, aka Mrs. Dow Jones, to discuss the financial anxiety facing Millennials and Gen Z, the rise of “zero jargon” finance, and the lessons behind her new book, Future Rich Person: The New Rules for Building Wealth. They cover investing culture, money misconceptions, building wealth in today’s economy, and the first
The Investor Utopia is Here with Eric Balchunas
On episode 241 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by returning guest Eric Balchunas to discuss: Eric's Bitcoin book research, the latest in the ETF landscape, the "hot sauce" investors are turning to, the SpaceX IPO, and much more!
This episode is sponsore
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: AI, earnings season, Berkshire after Buffett, global profits, Uber earnings preview and more.
This episode is sponsored by Fidelity Investments and ClearBridge Investme
How to Find 100 Bagger Stocks
On episode 240 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neeraj Khemlani and Matt Ankrum to discuss: what 100 bagger stocks look like, the search for high quality companies, the impact of compounding and exponential growth over decades, and much more!
This epi
Sleep at Night Portfolio, Big Tech Earnings Week, Spotify Blows Up, Josh on Joby
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: Mag 7 earnings, stretched semis, Spotify crashing, a historic earnings boom and more!
This episode is sponsored by WisdomTree and Janus Henderson Investors.
To learn mor
Why Nvidia is Going to 10 Trillion Dollars with Adam Parker and Rob Sechan
On episode 239 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Adam Parker and Rob Sechan to discuss: software stocks, AI and corporate profitability, searching for value in the current market, and much more!
This episode is sponsored by Public and ClearBridge Inve
Tom Lee Sees Upside, Apple’s New CEO
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick break down: Apple’s massive leadership change, bold predictions of an S&P 500 surge, the rise of AI in finance, and why small caps and micro caps are suddenly ripping.
This episode is s sponsored by Public and Janus Henderson Investors.
Find out more at https://public.com/WAYT
Learn more at: www.janus
Why Bubble Talk is Totally Wrong with Ankur Crawford
On episode 238 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dr. Ankur Crawford to discuss: the strongest names in AI, the future of the Mag 7, the semiconductor market, the case for Amazon, and much more!
This episode is sponsored by Invesco and Janus Henderson I
Best Stock of the Year, Holy Amazon!, JPM and BlackRock Report, Semis Explode
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: financials, stock market bottoms, Amazon, technical analysis, SBC's and more.
This episode is s sponsored by Betterment Advisor Solutions and ClearBridge Investments.
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Stocks Took the Stairs Down and the Elevator Up
On episode 237 of The Compound and Friends, Michael Batnick is joined by Sam Ro and Steve Sosnick to discuss: winners and losers in the current market, the international trade, earnings season preview, rate cut expectations, Disney layoffs, and much more!
This episode is sponsored by VanEck and Janus Henderson Investors.
To learn more, visit
Signs the Bottom Is In, Yardeni Sees Resolution, Buying Winners, New QQQ’s
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: the Q's, Jamie Dimon, how dividends really work, the openAI IPO, and much more.
This episode is s sponsored by Franklin Templeton and Janus Henderson Investors.
Learn more at:
Private Credit Is the Fuse, Insurance Companies Are the Bomb with Nick Nemeth
On this episode of Live From The Compound, Josh Brown is joined by Nick Nemeth, writer of Mispriced Assets to discuss the issues with private credit and why they could potentially cause a financial crisis in involving life insurance companies.
This episode is sponsored by WisdomTree. To learn more, visit https://www.wisdomtree.com/geopolitical-opportunities
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Why Gas Prices Can’t Wreck the Market
On episode 236 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alexandra Semenova and Dan Greenhaus to discuss: oil prices and the market's reaction, the SpaceX IPO, V-shaped recoveries, the opportunity in private credit, the worst stock ever, and much more!
This ep
Worst Quarter in 4 Years, Oil vs Stocks, Win Rates From Buying Corrections, the Case for T and VZ
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: the worst quarter in four years, the opposite of private credit, win rates after corrections, mystery charts, and more!
This episode is s sponsored by Public and Janus Henderson Investo
Never Sell Your Energy Stocks - Nick Colas and Jessica Rabe of DataTrek
On this episode of What Did We Learn, Josh Brown, Nick Colas and Jessica Rabe discuss: Oil, energy stocks, and how rising prices are impacting equities and the broader market outlook.
How close the S&P 500 and Nasdaq are to historically oversold levels, what a 2 standard deviation drawdown means, and why those setups have led to strong forward returns in the past.
Why a -10% year for the S
Jonathan Boyar's Favorite Cheap Stocks with Catalysts
On episode 235 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jonathan Boyar to discuss: finding value in a volatile market, Mag 7 valuations, the only publicly traded basketball team, how Uber could win big on autonomous, and much more!
This episode is sponsored by Wi
Economic Data Deteriorates, Private Credit Struggles, Retail Traders Give Up
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: the economy, HALO in private credit, college grad unemployment, a stock Michael is watching, and much more!
This episode is s sponsored by Betterment Advisor Solutions and ClearBridge Inves
Are We in a Bear Market?
On episode 234 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jim Lebenthal to discuss: stock market volatility, who's winning the AI race, risks and opportunities in private credit, Jim's favorite stocks, and much more!
This episode is sponsored by Betterment Advisor Solu
Nvidia GTC Highlights, Uber Is Too Cheap, Cliffwater and the Private Credit Panic
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: Nvidia GTC, the end of quarterly earnings reports, private credit panic, college grad unemployment heating up, Uber stock and much more!
This episode is s sponsored by Public and Janus Hen
A Sit-Down with Rick Wurster, CEO of Charles Schwab
On episode 233 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Charles Schwab CEO Rick Wurster to discuss: the future of finance, AI's impact, being the $12 Trillion king of brokerages, and much more!
This episode is sponsored by Public and ClearBridge Investments.
Find ou
Trump's 10 Commandments for Business
On this episode of Live From The Compound, Josh Brown is joined by Yale’s Professor Jeffrey Sonnenfeld, founder of the Chief Executive Leadership Institute. They unpack Jeff’s new book, Trump’s Ten Commandments: Strategic Lessons from the Trump Leadership Toolbox, revealing the patterns behind Donald Trump’s leadership and what they mean for business, politics, and markets. Episode recorded 3/2/26
True or False - Private Credit Is This Generation’s Subprime
On episode 232 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Garrett Baldwin, author of Me and the Money Printer, to discuss: Weird market dynamics, recent global events, private credit, and much more!
This episode is sponsored by Fidelity Investments and Janus Henderson Investor
Stocks After an Oil Spike, Internals Gone Wild, Bcred Problems, Nvda Stuck
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: stock market selloffs, oil, IPOs, BCRED, mystery charts and more!
This episode is s sponsored by Teucrium and ClearBridge Investments.
Find out more at https://teucrium.com/agricultural-com
Getting Ready for the “European Kill Switch”
On this episode of Live From The Compound, we break down the shift in global market leadership as international stocks outperform the U.S. While many investors credit valuations and a weaker dollar, Matthew Tuttle argues something bigger is happening: Europe is rebuilding not just its military, but its digital infrastructure to reduce dependence on U.S. tech platforms.
Matt, CEO and CIO of Tut
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 of Strategas Research to discuss: AI's backlash, the Stock Rerating, Midterms, Anthropic vs The DoD and more!!
This episode is sponsored by Grayscale and Janus Henderson Investors.
Stocks in Pre-Crisis Mode, Multiple Compression, the Citrini Crash, Halo Goes Viral
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: HALO stocks, PE compression, the Citrini crash, the housing market and more!
This episode is s sponsored by Fidelity Investments and Janus Henderson Investors.
Learn more about Fidelity Inves
Big Tech Has Til Year-End…or Else.
On this episode of What Did We Learn, Josh Brown sits down with Nick Colas and Jessica Rabe of DataTrek Research to discuss why Big Tech has just 12 months to prove AI is worth the cost.
Nick breaks down how Amazon, Alphabet, and Meta Platforms have dramatically shifted their business models pouring 100% (or more) of cash flow into AI capex as margins are set to decline in 2026. These three co
Looks Like a Bull Market, Feels Like a Crash
On episode 230 of The Compound and Friends, Michael Batnick is joined by Robyn Grew and Kristina Hooper of Man Group to discuss: the 2026 outlook, AI's impact and recession possibilities, as well as International markets, private credit, and much more!
This episode is sponsored by Public and ClearBridge Investments
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“Unrealized” Capital Gains Tax is Economic Suicide
Join Downtown Josh Brown and Ben Carlson for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! Tonight we talk sector rotation, international stocks, capital gains tax, Apple, and much more!
This episode is sponsored by Public. Find out more at https://public.
Inside the Baddest Hedge Fund in America with Sam Koppelman and Nathaniel Horwitz
On episode 229 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Nathaniel Horwitz and Sam Koppelman of Hunterbrook to discuss: how investigative journalism can be an edge in investing, the Sable Offshore story, how Sphere is changing entertainment, and much more!
This episode is sponso
HALO Stocks, Spotify Beats, Robinhood Reports
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance!
This episode is sponsored by Betterment Advisor Solutions and ClearBridge Investments.
Learn more about Betterment by visiting: http://Betterment.com/advisors
Autonomous Driving Is a Trillion Dollar Opportunity With Uber President Andrew Macdonald
On this episode of Live From The Compound, Downtown Josh Brown is joined by Andrew Macdonald, President and Chief Operating Officer at Uber, after one of the strongest quarters in the company’s history as a public stock. They break down Uber’s standout earnings, rapid user and trip growth, and what the numbers say about the business today, before diving into the biggest question facing the space:
Momentum Stock Slaughterhouse
On episode 228 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by John Mowrey to discuss: the free fall in software stocks, what makes a value stock, how to measure a bear market, the crypto crash, and much more!
This episode is sponsored by WisdomTree and ClearBridge Investments.
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Software Stocks Melt Down, Palantir Beats, Energy up 12%
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: Palantir earnings, bombed out stocks, the housing market, and much more!
This episode is s sponsored by Teucrium. Find out more at https://teucrium.com/agricultural-commodity-etfs
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Mark Mulhern (Manu Invests) on Autonomous Taxis and the Buying Opportunity in Uber
On this episode of Live From The Compound, Josh Brown sits down with Mark Mulhern (aka Manu Invests), creator of the bestselling Substack Fundamentally Sound, to break down the long-term bull case for Uber. They dive into the rise of autonomous taxis, Wall Street’s estimates for the robotaxi market, and what Tesla, Uber, and Waymo are saying about the size of the opportunity. The conversation also
What Tom Lee's Worried About in 2026
On episode 227 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Fundstrat's Tom Lee to discuss: market headwinds in 2026, why Tom is still bullish, the precious metals rally, the crypto bear market, Tesla's big bet on robots, and much more!
This episode is sponsored by Franklin Templeton.
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