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
June 17, 2025
Congress Trades During Tariff Announcement, Oil Market Reaction to Israel vs Iran, OpenAI vs MSFT
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. Curious about investing in crypto and not sure where t...
June 13, 2025
The Next Big Short is the Trade War
On episode 196 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Steve Eisman to discuss: behind-the-scenes on The Big Short, what's going on with the trade war, what looks good in...
June 10, 2025
Nick and Jessica on Tech Earnings, Mary Meeker’s AI Tour de Force, ARR Models
On 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 49:30, hear an a...
June 6, 2025
Individuals Outsmart the Pros, Live From Chicago With Ben and Callie, Morningstar CEO Kunal Kapoor
On episode 195 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ben Carlson and Callie Cox in front of a live audience to discuss: the biggest market surprises of 2025 so far, gov...
May 30, 2025
Why Initial Jobless Claims Could Blow Up the Stock Market
On episode 194 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jens Nordvig , Founder and CEO of Exante Data to discuss: the latest on tariffs, the significance of jobless claims, th...
May 27, 2025
Unstoppable Buying, ETF Inflow Records, Apple at War, Circle’s IPO
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick ! They discuss the latest in market moves, BTFD, Circles IPO, and much more! This episode is sponsor...
May 23, 2025
Real Men Don't Panic Over Bonds
On episode 193 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Richard Bernstein to discuss: the Big Beautiful Bill, the bond market, the Fed, the next recession, international stoc...
May 20, 2025
The COUGRs Trade Takes Wall Street, America Downgraded by Moodys, Walmart vs Trump
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 Betterment Advisor Solutions and Rocket Money . Grow your RIA your wa...
May 16, 2025
Warren Buffett vs American Capitalism
On episode 192 of The Compound and Friends, Downtown Josh Brown is joined by Chris Davis and John Authers to discuss: Warren Buffett's Legacy, the future of Berkshire Hathaway, 3 massive transitions happening in the marke...
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