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 / 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...
- 2025 / 10 / 31What Did the Fed Actually Say?On episode 215 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Stephanie Roth, Chief Economist at Wolfe Research, to...
- 2025 / 10 / 28Big Tech Earnings Week With Alex Kantrowitz, Two Small Caps on Josh’s Radar, Robots Take White Collar Jobs at AmazonOn 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...
- 2025 / 10 / 27Jim Cramer Absolutely UNLOADS On Stage, Make Popcorn NowOn this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by the one and only Jim Cramer to discuss: how Jim...
- 2025 / 10 / 24It’s Only a Bubble If You PanicOn episode 214 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Sonali Basak, Chief Investment Strategist at iCapital and...
- 2025 / 10 / 21Netflix Reports, Why the Bull Market Has Legs Into Year-End With Nick and Jessica, Warner Bros for Sale, Unemployment Cracks AppearOn this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of DataTrek Research to discuss: the key to understanding Q3 reporting season, the seasonality of S&P highs, a financial analysis of...
- 2025 / 10 / 17There's Never Just One CockroachOn episode 213 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bill Baruch to discuss: current market trends, the...
- 2025 / 10 / 14Becoming the Amazon of Real Estate With Rocket’s Varun Krishna, Roaring Bank Earnings, Wall Street Fires on All CylindersOn this TCAF Tuesday, Josh Brown is joined by Varun Krishna, CEO of Rocket Companies, a $50 billion giant in the mortgage and real estate market, to discuss the prospect of a refi boom and a new upcycle for...
- 2025 / 10 / 10Retail Investors Just Plowed $100 Billion Into Stocks. THIS MONTH.On episode 212 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Scott Nations, Author and president of Nations Indexes, Inc.,...
- 2025 / 10 / 7Solana tokenizes stocks with Anatoly Yakovenko, eVTOL stocks with Andres Sheppard, Oracle questions, BDC troubleOn this TCAF Tuesday, Josh Brown and Michael Batnick welcome Anatoly Yakovenko, CEO of Solana Labs and Co-founder of Solana to discuss the prospects for a tokenized stock market. Anatoly explains why SOL is...
- 2025 / 10 / 5Fidelity’s Quant Boss Reveals Her Top 3 “Desert Island” Stock Market IndicatorsOn this special episode of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Denise Chisholm, Director of Quantitative Market Strategy in the Quantitative Research and...
- 2025 / 10 / 3How Peter Lynch Became The Greatest Fund Manager Of All TimeOn episode 211 of The Compound and Friends, Downtown Josh Brown is joined by Peter Lynch, Vice Chairman of Fidelity Management and Research to discuss: Peter's legendary...
- 2025 / 9 / 26How to Earn Stock Market Returns With Half the RiskOn episode 210 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Steve Romick to discuss: risk management, value investing,...
- 2025 / 9 / 23Is It Too Good? AI Capex Explodes Higher, Pre-Revenue Stock Boom, Will Falling Mortgage Rates Save Us With Telis Demos (WSJ)On this TCAF Tuesday, Josh Brown welcomes Telis Demos, writer for Heard on the Street and co-host of The Wall Street Journal’s Take on the Week podcast to discuss: mortgage rates falling, the TikTok deal,...
- 2025 / 9 / 19Tom Sosnoff Will Teach You TradingOn episode 209 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Sosnoff to discuss: what it takes to become a trader, how Tom got...
- 2025 / 9 / 16Stocks After a Rate Cut With Nick Colas, the End of Quarterly Earnings Reports, Strategy Denied S&P InclusionOn this TCAF Tuesday, Josh Brown is joined by Nick Colas of DataTrek Research to discuss: the size of the next rate cut, the history of S&P multiples, Microsoft in 1999 vs today, outperforming sectors of the...
- 2025 / 9 / 12$1.5 Trillion Money Manager Jenny Johnson Speaks OutOn episode 208 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are at Future Proof Festival with special guest Jenny Johnson, President and...