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The Compound and Friends

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Animal Spirits Podcast

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Ask The Compound

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Recent Episodes

April 2, 2025

Ben's Bearish (EP.406)

On episode 406 of Animal Spirits, Michael Batnick and Ben Carlson discuss: auto tariffs, binary outcomes on Liberation Day, rising uncertainty, why household debt is going to rise, the Mag 7 bear market, the pros and cons of ...

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April 1, 2025

Liberation Day, Goldman Gets Bearish, Falling Knives

On 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 is sponsored by ...

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March 31, 2025

The World According to Joe Lonsdale

On 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 markets, Elon and DOGE...

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March 31, 2025

Talk Your Book: Floating Rate Income

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Fran Rodilosso, Head of Fixed Income ETF Portfolio Management and Bill Sokol, VP and Director of Product Management to discuss w...

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March 28, 2025

Greed is Good

On 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, liquid alts, active...

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March 26, 2025

When Will Housing Prices Fall?

On episode 165 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CEO and Halftime Report star Josh Brown to discuss what’s going on with real estate, going through job loss, when to hire a financial advisor, ...

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March 26, 2025

Did Trump Blink? (EP. 405)

On episode 405 of Animal Spirits, Michael Batnick and Ben Carlson discuss: how to become indispensable at work, the stock market comeback, the wealth effect, international stock outperformance, who owns the US stock market, 1...

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March 25, 2025

How Not to Invest With Barry Ritholtz, Dip Buyers Winning, Coreweave

On 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 episode of Wh...

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March 24, 2025

Talk Your Book: A Better Money Market Fund

On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Alex Morris, CEO and Mark Spindel, Senior Advisor for F/m Investments to discuss how TIPS work, why it was so hard to hedge infl...

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