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
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.
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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.
This Is Your Last Chance to Get Rich, Mag 7 Earnings Week
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about the growing fear coming out of Silicon Valley about mass job losses and the idea that this is the last chance to build generational wealth, market sentiment, MAG 7 earnings to watch, Tesla’s latest numbers and out
Cullen Roche Drops by to Talk Perfect Portfolios
On this episode of Live From the Compound, Downtown Josh Brown hosts Cullen Roche, founder of Discipline Funds and author of the new book, Your Perfect Portfolio. Cullen walks investors through the most important points about 60/40 strategies, risk parity, investing like Buffett and other popular strategies.
Get Cullen's book here: https://www.amazon.com/Your-Perfect-Portfolio-investing-strateg
Jeremy Grantham: Stop Ruining My Perfectly Good Bear Market
On episode 226 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jeremy Grantham to discuss: stock market bubbles, the ups and downs of managing money, how the wealth divide has grown so wide, the future of clean energy tech, and much more!
This episode is sponsored by PIMCO. Learn more abo
Financial War With Europe, Gold Is Screaming, Netflix and BofA Earnings, the Case for ServiceTitan
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 Teucrium and ClearBridge Investments.
Find out more at https://teucrium.com/agricultural-commodity-etfs
International and emergin
These Are the Stocks to Buy In 2026 (with JC Parets)
On episode 225 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by TCAF legend JC Parets to discuss: the stocks to watch in 2026, people JC has learned to fade, the sectors looking to break out, the magazine cover indicator, prediction markets, and much more!
This episode is sponsored by Publ
CrowdStrike’s George Kurtz Reveals the Biggest Cybersecurity Threat of 2026
On this special episode of Live from The Compound, Josh Brown is joined by George Kurtz, President, CEO, and co-founder of CrowdStrike to discuss: the state of cybersecurity in 2026, how AI is reshaping the threat landscape, how AI agents, non-human identities, and browser-based workflows expand the attack surface, common root causes of modern breaches and how defenders can reduce risk, CrowdStrik
JPMorgan Earnings, Trump vs Powell, Goldman’s Revenge, Apple + Google Deal
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. Learn more at http://Betterment.com/advisors
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It's not 1929, but it might be - Andrew Ross Sorkin
On episode 224 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Andrew Ross Sorkin to discuss: 1929 vs today, looking back at the SPAC mania, the art of the interview, Andrew's dream guest, and much more!
This episode is sponsored by VanEck. Learn more about the VanEck Semiconductor ETF: http
Software vs Semis, Trump Accounts for Babies, Sell-Side Indicator
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick!
This episode is sponsored by Public. Find out more at https://public.com/WAYT
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Welcome to 2026
On episode 223 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ben Carlson for the very first of the year TCAF livestream, breaking down what to expect in the year ahead.
This episode is sponsored by VanEck. Learn more about the VanEck Semiconductor ETF: https://vaneck.com/SMHCompound
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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 Garrett Baldwin!
This episode is sponsored by Public. Find out more at https://public.com/WAYT
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Instagram: https://instagram.com/thecompoundnews
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!
For more from special guest Sam Ro, check out: https://www.tker.co/
This episode is sponsored by Betterment Advisor Solutions and Rocket Money.
Grow your RIA, your way by visiting: https://Betterment.com/advisors
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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, the next Fed chair, and much more!
This episode is sponsored by Public. Find out more at https://public.com/compound
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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 turmoil in 2026, and much more!
This episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF: http://vaneck.com/SMHCompound
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It's Like Free Money
On episode 221 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Weisenthal and Tracy Alloway to discuss: Dow 50,000, AI and the market, cash on the sidelines, the Fed's latest move, 10 years of Odd Lots, and much more!
This episode is sponsored by Neuberger Berman and Apex Fintech Solutions.
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!
This episode is sponsored by Public. Find out more at https://public.com/WAYT
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Inside the Robinhood Revolution With Vlad Tenev
On episode 220 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Vlad Tenev to discuss: the Robinhood story, the retail trading landscape, GameStop, prediction markets, and much more!
Today’s show is brought to you by Goldman Sachs Asset Management. With Goldman Sachs Active ETFs, you gain more than an inv
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 context, policymakers prioritizing growth over dogma, beyond “disruption” in corporate strategy, and more! Then at 36:28, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick
Why Oil Could Be Next Year’s Gold
On episode 219 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Boockvar to discuss: why talk of the AI bubble is overblown, inflation expectations, the housing market, Thanksgiving food, and much more!
This episode is sponsored by KraneShares. Learn more at https://kraneshares.com/KOID
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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 cars taking to the skies. Charles makes the case for Joby and dives deep into why he thinks it stands above the rest in the eVTOL space. Then at 35:26 hear an all-new episode of What Are Your Thoughts with special guest Ed Yardeni joining Dow
The Case for a Year-End Melt-Up
On episode 218 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies to discuss: Nvidia earnings, how the market will end the year, solutions to America's housing affordability crisis, and much more!
This episode is sponsored by Public and Vanguard.
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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!
This episode is sponsored by Public. Fund your account in five minutes or less by visiting http://public.com/WAYT
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Quality in the Streets, Momentum in the Sheets
On episode 217 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Terranova to discuss: the market pullback, AI CapEx, historical trends in the market, rules based investing, and much more! *Filmed in front of a live audience in NYC on 11/13/25*
This episode is sponsored by VanEck. Learn more about the V
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!
This episode is sponsored by Grayscale and Rocket Money.
Find out more about Grayscale by visiting: https://www.grayscale.com/
Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https
