The Compound and Friends
Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Friday for expert insight and hot takes on the latest in business and investing.
Recent Episodes
Dec. 9, 2025
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://publ...
Dec. 5, 2025
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 landscap...
Dec. 2, 2025
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” ...
Nov. 28, 2025
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, infl...
Nov. 25, 2025
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 in...
Nov. 21, 2025
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 ye...
Nov. 18, 2025
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...
Nov. 14, 2025
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 tre...
Nov. 11, 2025
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...
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