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
- 2025 / 7 / 18Everybody's WrongOn episode 200 of The Compound and Friends, â â â â â Michael Batnickâ â â â â and â â â â â Downtown Josh Brownâ â â â â are joined by TCAF legend JC Parets to discuss: the most important sector in the market, the biggest...
- 2025 / 7 / 15Time to Sell Nvidia? Plus A16Z on Stablecoins and a Netflix Earnings PreviewOn this TCAF Tuesday, Josh and Michael are joined by Sam Broner of a16z crypto to break down the biggest developments in the world of stablecoins. From PayPal and Circle to the role of U.S. regulators, this...
- 2025 / 7 / 11Reasons to Remain OverweightOn episode 199 of The Compound and Friends, â â â â â Michael Batnickâ â â â â and â â â â â Downtown Josh Brownâ â â â â are joined by Ryan Detrick and Sonu Varghese to discuss: how AI saved the market, mid-year market...
- 2025 / 7 / 8How Does Apple Get Its Mojo Back?On this TCAF Tuesday, â â â â Michael Batnickâ â â â is here with a special edition of What Are Your Thoughts with special guests Cullen Roche, Eric Balchunas and Alex Kantrowitz. They discuss: who can replace the...
- 2025 / 7 / 4When Will the AI Bubble Pop?On episode 198 of The Compound and Friends, â â â â â Michael Batnickâ â â â â is joined by Joe Fahmy and Shay Boloor to discuss: where we are in the market cycle, the outlook for AI stocks, how Apple got left behind,...
- 2025 / 7 / 1Vanguardâs Joe Davis on AI vs Debt, NVDA $4 Trillion, the US Dollar Plunges, Next Hot IPOsOn this TCAF Tuesday, Josh Brown sits down with Joe Davis, Vanguardâs Global Chief Economist and Global Head of the Investment Strategy Group to discuss Vanguard's 50th anniversary, Joe's new book, AI,...
- 2025 / 6 / 27Statement RiskOn episode 197 of The Compound and Friends, â â â â Michael Batnickâ â â â and â â â â Downtown Josh Brownâ â â â are joined by Cole Wilcox, Founder, CEO and CIO of Longboard Asset Management to discuss: all things trend...
- 2025 / 6 / 24The Next Circle IPO, Ric Edelman on Crypto Allocations, Novo Nordisk vs Hims, DumbflationOn this TCAF Tuesday, Josh Brown sits down with Ric Edelman, Founder of Edelman Financial Engines to discuss: how far Bitcoin has come, the correct Bitcoin allocation, Tokenization, Stablecoins, and much...
- 2025 / 6 / 20Why Defensive Stocks Have DisappearedOn this special episode of The Compound and Friends, â â â â â Michael Batnickâ â â â â and â â â â â Downtown Josh Brownâ â â â â are joined by Matt Cerminaro and Todd Sohn for the ultimate CHART ON session! They discuss: the...
- 2025 / 6 / 17Congress Trades During Tariff Announcement, Oil Market Reaction to Israel vs Iran, OpenAI vs MSFTOn this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with â â â Downtown Josh Brownâ â â and â â â Michael Batnickâ â â ! This episode is sponsored by GrayScale. Curious about investing in crypto...
- 2025 / 6 / 13The Next Big Short is the Trade WarOn episode 196 of The Compound and Friends, â â â Michael Batnickâ â â and â â â Downtown Josh Brownâ â â are joined by Steve Eisman to discuss: behind-the-scenes on The Big Short, what's going on with the trade war,...
- 2025 / 6 / 10Nick and Jessica on Tech Earnings, Mary Meekerâs AI Tour de Force, ARR ModelsOn this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of DataTrek Research to discuss why February was probably not the top, how expensive US tech stocks are, AI, sports and more! Then, at...
- 2025 / 6 / 6Individuals Outsmart the Pros, Live From Chicago With Ben and Callie, Morningstar CEO Kunal KapoorOn episode 195 of The Compound and Friends, â â â Michael Batnickâ â â and â â â Downtown Josh Brownâ â â are joined by Ben Carlson and Callie Cox in front of a live audience to discuss: the biggest market surprises of...
- 2025 / 5 / 30Why Initial Jobless Claims Could Blow Up the Stock MarketOn episode 194 of The Compound and Friends, â â Michael Batnickâ â and â â Downtown Josh Brownâ â are joined by Jens Nordvig, Founder and CEO of Exante Data to discuss: the latest on tariffs, the significance of...
- 2025 / 5 / 27Unstoppable Buying, ETF Inflow Records, Apple at War, Circleâs IPOOn this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with â â Downtown Josh Brownâ â and â â Michael Batnickâ â ! They discuss the latest in market moves, BTFD, Circles IPO, and much more! This...
- 2025 / 5 / 23Real Men Don't Panic Over BondsOn episode 193 of The Compound and Friends, â â Michael Batnickâ â and â â Downtown Josh Brownâ â are joined by Richard Bernstein to discuss: the Big Beautiful Bill, the bond market, the Fed, the next recession,...
- 2025 / 5 / 20The COUGRs Trade Takes Wall Street, America Downgraded by Moodys, Walmart vs TrumpOn this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with â â Downtown Josh Brownâ â and â â Michael Batnickâ â ! This episode is sponsored by Betterment Advisor Solutions and Rocket...
- 2025 / 5 / 16Warren Buffett vs American CapitalismOn episode 192 of The Compound and Friends, â â Downtown Josh Brownâ â is joined by Chris Davis and John Authers to discuss: Warren Buffett's Legacy, the future of Berkshire Hathaway, 3 massive transitions...
- 2025 / 5 / 13Bull Trap or the Real Thing? Plus, Dana Mattioli on Amazon, Coinbase Joins the S&P 500, China Tariffs LOLOn this TCAF Tuesday, Downtown Josh Brown sits down with Dana Mattioli of The WSJ to discuss her new book "The Everything War" and Amazon's plan to stay on top forever. Then at 42:00, hear an all-new episode...
- 2025 / 5 / 9The Soul of a Short-SellerOn episode 191 of The Compound and Friends, â Michael Batnickâ and â Downtown Josh Brownâ are joined by Carson Block, Founder and Chief Investment Officer of Muddy Waters Capital to discuss: how activist...
- 2025 / 5 / 6Rest in Peace, CFAOn this TCAF Tuesday, Join Michael Batnick (Managing Partner, Ritholtz Wealth Management) and guest co-host Callie Cox (Chief Market Strategist, Ritholtz Wealth Management) for another episode of What Are...
- 2025 / 5 / 2Every Recession Begins With a SlowdownOn episode 190 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neil Dutta of RenMac to discuss: the risk of recession, what's really behind Trump's tariffs, the Fed's next...
- 2025 / 4 / 29Kenneth Rogoff on the Dollar, Stocks Laugh at Tariffs, Starbucks and Amazon EarningsOn this TCAF Tuesday, Downtown Josh Brown sits down with Kenneth Rogoff, an economist, Harvard economics professor, and chess grandmaster, to discuss his new book "Our Dollar, Your Problem". They also dive...
- 2025 / 4 / 25The Worst Is Still to ComeOn episode 189 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rebecca Patterson, Senior Fellow at the Council on Foreign Relations and former Chief Investment Strategist at...
- 2025 / 4 / 22Next Trillion Dollar Stock, Why US Is Still Exceptional, Trump vs PowellOn 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 at...
- 2025 / 4 / 18End of an EmpireOn episode 188 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies of 3Fourteen Research to discuss: what earnings typically look like after stock market...
- 2025 / 4 / 18End of an Empire (EP.188)On episode 188 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies of 3Fourteen Research to discuss: what earnings typically look like after stock market...
- 2025 / 4 / 15How to Tune Out the NoiseOn 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 Flat Rock Global. Visit:...
- 2025 / 4 / 11The Craziest Week Ever (EP.187)On episode 187 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jenny Van Leeuwen Harrington, Chief Executive Officer of Gilman Hill Asset Management to discuss: Trump vs the...
- 2025 / 4 / 11The Craziest Week EverOn episode 187 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jenny Van Leeuwen Harrington, Chief Executive Officer of Gilman Hill Asset Management to discuss: Trump vs the...
- 2025 / 4 / 10Crowdstrike and the $250 Billion Opportunity in CybersecurityIn this special episode, Downtown Josh Brown sits down with CrowdStrike CEO George Kurtz to discuss: AI and the changing landscape of cybersecurity, Google's massive cloud security acquisition, future growth...
- 2025 / 4 / 9Former Trump Trade Official Steve Pavlick on Tariffs, Negative Wealth Shock, Pulled Earnings GuidanceOn this TCAF Tuesday, Downtown Josh Brown is joined by Steve Pavlick to discuss the latest on the trade war and the stock market's volatile reaction. Then, at 40:49, hear an all-new episode of What Are Your...
- 2025 / 4 / 4BloodbathOn episode 186 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Steve Quirk, Chief Brokerage Officer at Robinhood to discuss: the stocks getting hit hardest by the tariff...
- 2025 / 4 / 1Liberation Day, Goldman Gets Bearish, Falling KnivesOn this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They discuss Liberation Day and tariffs, Mag 7 weakness, CoreWeave, AI and much more! This episode...
- 2025 / 3 / 31The World According to Joe LonsdaleOn episode 185 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Lonsdale and Jacob Miller of Opto to discuss: entrepreneurship, AI in America, democratizing private...
- 2025 / 3 / 28Greed Is GoodOn episode 184 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by returning guests Andrew Beer and Sam Ro to discuss: who wins in a trade war, the real value of hedge funds,...
- 2025 / 3 / 25How Not to Invest With Barry Ritholtz, Dip Buyers Winning, CoreweaveOn this TCAF Tuesday, Downtown Josh Brown is joined by Barry Ritholtz, Co-founder and Chairman of Ritholtz Wealth Management to discuss his new book release "How Not to Invest". Then at 39:18, hear an all-new...
- 2025 / 3 / 18Correction TerritoryOn episode 183 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Terranova to discuss: momentum stocks, recent market volatility, Joe's ETF, and much more! This episode...
- 2025 / 3 / 14Big Market DelusionOn episode 182 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rob Arnott to discuss: the market selloff, value stocks, the evolution of the CAPE ratio, international...
- 2025 / 3 / 11S*** Just Got Real, Earnings Estimates Fall With Nick Colas, Trumpâs Argentina PlaybookOn this TCAF Tuesday, Josh Brown is joined by Nick Colas, co-founder of DataTrek Research, to discuss policy uncertainty, current market sentiment, the divergence in global markets, what an elevated Vix means...
- 2025 / 3 / 7Tom Lee to the RescueOn episode 181 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: how bull markets end, the trade war, odds of a recession, the case for a Bitcoin reserve,...
- 2025 / 3 / 4Tariffs (Finally) Wreck the Stock Market, Ackmanâs Buffett Bid, April âTax Drainâ Sell-OffsOn this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They discuss the recent market turmoil, Trump's tariffs, Bill Ackman's aspirations, the strategic...
- 2025 / 2 / 28Price-Chasing DonkeyOn episode 180 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jim Lebenthal, Chief Equity Strategist and Partner at Cerity Partners to discuss: Nvidia earnings reaction,...
- 2025 / 2 / 26Downside Surprises With Callie Cox, Buffettâs New Letter, Bitcoin CrashesOn this TCAF Tuesday, Josh Brown is joined by Callie Cox to discuss the recent "growth scare" that's been bothering the stock market this month. Then at 35:21, hear an all-new episode of What Are Your...
- 2025 / 2 / 21Live in Naples with Brian BelskiOn episode 179 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski live from Naples Florida to discuss: portfolio construction, dividend stocks, the beneficiaries...
- 2025 / 2 / 18Global Stocks Lead, US Lags, How DOGE Layoffs Might Affect the Economy, Joshâs Breakout in ProgressOn this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! This episode is sponsored by Public! Visit: Public.com/WAYT and get up to $10,000 when you...
- 2025 / 2 / 14Itâs Not the Money, Itâs the MoodOn episode 178 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Robert Frank to discuss: how the richest people invest and spend their money, the wealth effect, how different...
- 2025 / 2 / 11Mag 7 Falls Behind, How David Adelman Bought the 76ers, Bill Ackman Buys UberOn this TCAF Tuesday, Josh Brown and Michael Batnick sit down with David Adelman, CEO of Campus Apartments, co-founder and Vice Chairman of FS Investments, and the founder of Darco Capital to discuss his...
- 2025 / 2 / 7Stock ShortageOn episode 177 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by David Giroux of T. Rowe Price to discuss: David's outlook for stocks, the Barron's Roundtable, the opportunity...
- 2025 / 2 / 5Disregarding Tariff Terror With Nick and Jessica, Palantir Explodes, Amazon and Alphabet Report EarningsOn this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research to discuss the Trump Tariffs, disruptive innovation, DeepSeek AI and the healthcare sector, and...