The Compound and Friends

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

July 8, 2025

How Does Apple Get Its Mojo Back?

On this TCAF Tuesday, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ 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 dollar, will the d...
July 4, 2025

When Will the AI Bubble Pop?

On episode 198 of The Compound and Friends, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ 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, the next Mag 7, ...
July 1, 2025

Vanguard’s Joe Davis on AI vs Debt, NVDA $4 Trillion, the US Dollar Plunges, Next Hot IPOs

On this TCAF Tuesday, Josh Brown sits down with Joe Davis , Vanguard’s Global Chief Economist and Global Head of the Investment Strategy Group to discuss Vanguard's 50th anniversary, Joe's new book, AI, megatrends, inflation,...
June 27, 2025

Statement Risk

On episode 197 of The Compound and Friends, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ and ⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠ are joined by Cole Wilcox , Founder, CEO and CIO of Longboard Asset Management to discuss: all things trend following, using...
June 24, 2025

The Next Circle IPO, Ric Edelman on Crypto Allocations, Novo Nordisk vs Hims, Dumbflation

On 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 more! Then at 01:03...
June 20, 2025

Why Defensive Stocks Have Disappeared

On this special episode of The Compound and Friends, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠ are joined by Matt Cerminaro and Todd Sohn for the ultimate CHART ON session! They discuss: the Fed, market sent...
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...

About the Hosts

Josh Brown Profile Photo

Josh Brown

co-host

Josh Brown is the CEO of Ritholtz Wealth Management where he has spent his career helping people invest and manage their portfolios. He is the co-host of What Are Your Thoughts? and The Compound and Friends podcast.

Michael Batnick Profile Photo

Michael Batnick

co-host

Michael Batnick is a managing partner at Ritholtz Wealth Management. He is the co-host of Animal Spirits, What Are Your Thoughts?, and The Compound & Friends. He is also the author of The Irrelevant Investor Blog.

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