Description
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
- 2026 / 4 / 3Why Gas Prices Can’t Wreck the MarketOn episode 236 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alexandra...
- 2026 / 3 / 31Worst Quarter in 4 Years, Oil vs Stocks, Win Rates From Buying Corrections, the Case for T and VZJoin Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say...
- 2026 / 3 / 30Never Sell Your Energy Stocks - Nick Colas and Jessica Rabe of DataTrekOn 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...
- 2026 / 3 / 27Jonathan Boyar's Favorite Cheap Stocks with CatalystsOn episode 235 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jonathan Boyar to...
- 2026 / 3 / 24Economic Data Deteriorates, Private Credit Struggles, Retail Traders Give UpJoin Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about:...
- 2026 / 3 / 20Are 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...
- 2026 / 3 / 17Nvidia GTC Highlights, Uber Is Too Cheap, Cliffwater and the Private Credit PanicJoin Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about:...
- 2026 / 3 / 13A Sit-Down with Rick Wurster, CEO of Charles SchwabOn episode 233 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Charles Schwab CEO Rick...
- 2026 / 3 / 9Trump's 10 Commandments for BusinessOn 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...
- 2026 / 3 / 6True or False - Private Credit Is This Generation’s SubprimeOn episode 232 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Garrett Baldwin, author of Me...
- 2026 / 3 / 4Stocks After an Oil Spike, Internals Gone Wild, Bcred Problems, Nvda StuckJoin Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about:...
- 2026 / 3 / 2Getting 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...
- 2026 / 2 / 27Data Centers Are the New FrackingOn episode 231 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Daniel Clifton and Chris...
- 2026 / 2 / 25Stocks in Pre-Crisis Mode, Multiple Compression, the Citrini Crash, Halo Goes ViralJoin Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: HALO...
- 2026 / 2 / 23Big 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...
- 2026 / 2 / 20Looks Like a Bull Market, Feels Like a CrashOn episode 230 of The Compound and Friends, Michael Batnick is joined by Robyn Grew and Kristina Hooper of Man Group to discuss: the 2026...
- 2026 / 2 / 18“Unrealized” Capital Gains Tax is Economic SuicideJoin 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...
- 2026 / 2 / 13Inside the Baddest Hedge Fund in America with Sam Koppelman and Nathaniel HorwitzOn episode 229 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Nathaniel Horwitz and Sam...
- 2026 / 2 / 10HALO Stocks, Spotify Beats, Robinhood ReportsJoin 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...
- 2026 / 2 / 9Autonomous Driving Is a Trillion Dollar Opportunity With Uber President Andrew MacdonaldOn 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...
- 2026 / 2 / 6Momentum Stock SlaughterhouseOn episode 228 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by John Mowrey to discuss: the free fall...
- 2026 / 2 / 3Software 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,...
- 2026 / 2 / 2Mark Mulhern (Manu Invests) on Autonomous Taxis and the Buying Opportunity in UberOn 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....
- 2026 / 1 / 30What Tom Lee's Worried About in 2026On episode 227 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Fundstrat's Tom Lee to discuss: market...
- 2026 / 1 / 28This Is Your Last Chance to Get Rich, Mag 7 Earnings WeekJoin 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...
- 2026 / 1 / 26Cullen Roche Drops by to Talk Perfect PortfoliosOn 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...
- 2026 / 1 / 23Jeremy Grantham: Stop Ruining My Perfectly Good Bear MarketOn episode 226 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jeremy Grantham to discuss: stock...
- 2026 / 1 / 20Financial War With Europe, Gold Is Screaming, Netflix and BofA Earnings, the Case for ServiceTitanJoin 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...
- 2026 / 1 / 16These 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...
- 2026 / 1 / 14CrowdStrike’s George Kurtz Reveals the Biggest Cybersecurity Threat of 2026On 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...
- 2026 / 1 / 13JPMorgan Earnings, Trump vs Powell, Goldman’s Revenge, Apple + Google DealJoin 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...
- 2026 / 1 / 9It's not 1929, but it might be - Andrew Ross SorkinOn episode 224 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Andrew Ross Sorkin to discuss: 1929 vs...
- 2026 / 1 / 6Software vs Semis, Trump Accounts for Babies, Sell-Side IndicatorOn 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....
- 2026 / 1 / 2Welcome to 2026On 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...
- 2025 / 12 / 30New Year’s Resolutions, the $15 Trillion Liquidity Flood With Garrett Baldwin, Reacting vs PredictingOn 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...
- 2025 / 12 / 24These Are Wall Street’s Predictions for 2026On 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...
- 2025 / 12 / 19Buy or DieOn episode 222 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bill Cohan to discuss: Netflix vs Paramount in...
- 2025 / 12 / 17AI Optimism and Macro Skepticism With Dan Ives & Neil DuttaOn 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...
- 2025 / 12 / 12It's Like Free MoneyOn episode 221 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Weisenthal and Tracy Alloway to discuss: Dow...
- 2025 / 12 / 10Million Dollar Payout, Oracle Earnings Preview, Risk On, the Case for SalesforceOn 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...
- 2025 / 12 / 5Inside the Robinhood Revolution With Vlad TenevOn 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...
- 2025 / 12 / 3Nick and Jessica’s 3 Big Lessons From 2025, Sam Altman Orders a Code Red at OpenAI, Adam Parker on Broken Compounders, the Case for AdobeOn 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,...
- 2025 / 11 / 28Why Oil Could Be Next Year’s GoldOn 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...
- 2025 / 11 / 26The Joby bull case with Charles Lemonides, Roaring 2020’s with Ed Yardeni, Alphabet vs NvidiaOn 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...
- 2025 / 11 / 21The Case for a Year-End Melt-UpOn episode 218 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies to discuss: Nvidia earnings, how the...
- 2025 / 11 / 19Only One Thing Can Stop the AI Crash, Worst Drawdowns, Blue Owl vs ApolloOn 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...
- 2025 / 11 / 14Quality in the Streets, Momentum in the SheetsOn episode 217 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Terranova to discuss: the market pullback, AI...
- 2025 / 11 / 11The "Titanic" indicator flashes, Elon's $1 trillion pay package, Draftkings vs RobinhoodOn 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...
- 2025 / 11 / 7Eric Jackson and the Search for the Next 100 BaggerOn episode 216 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Jackson to discuss: searching for 100 baggers,...
- 2025 / 11 / 5Brian Belski Breaks Loose, Palantir Erupts, Stocks Getting Quietly Killed, Uber and Tost ReportOn this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Brian Belski, CEO and Chief Investment Officer at Humilis Investment Strategies to discuss: Brian’s new venture, the possibility of an AI...