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
Feb. 21, 2025
Live in Naples with Brian Belski
On episode 179 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski live from Naples Florida to discuss: portfolio construction, dividend stocks, the beneficiaries of AI, Brian's ma…
Feb. 18, 2025
Global Stocks Lead, US Lags, How DOGE Layoffs Might Affect the Economy, Josh’s Breakout in Progress
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! This episode is sponsored by Public! Visit: Public.com/WAYT and get up to $10,000 when you transfer your old portf…
Feb. 14, 2025
It’s Not the Money, It’s the Mood
On episode 178 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Robert Frank to discuss: how the richest people invest and spend their money, the wealth effect, how different generations vie…
Feb. 11, 2025
Mag 7 Falls Behind, How David Adelman Bought the 76ers, Bill Ackman Buys Uber
On this TCAF Tuesday, Josh Brown and Michael Batnick sit down with David Adelman, CEO of Campus Apartments, co-founder and Vice Chairman of FS Investments, and the founder of Darco Capital to discuss his early start in real …
Feb. 7, 2025
Stock Shortage
On episode 177 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by David Giroux of T. Rowe Price to discuss: David's outlook for stocks, the Barron's Roundtable, the opportunity in fixed income…
Feb. 5, 2025
Disregarding Tariff Terror With Nick and Jessica, Palantir Explodes, Amazon and Alphabet Report Earnings
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research to discuss the Trump Tariffs, disruptive innovation, DeepSeek AI and the healthcare sector, and more. Then at 37:30,…
Jan. 31, 2025
Dan Ives: Still the First Inning for AI
On episode 176 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Ives to discuss: DeepSeek's impact on the market, Nvidia's growth outlook, Elon's bold Tesla prediction, and much more! Th…
Jan. 28, 2025
2025 Crypto Predictions with Pantera’s Franklin Bi, the AI Crash with Alex Kantrowitz
On this TCAF Tuesday, Josh Brown is joined by Franklin Bi , General Partner at Pantera Capital to discuss the regulatory changes and predictions for Crypto in 2025 following the executive order of the Trump administration "S…
Jan. 24, 2025
The Blue Chips of Junk
On episode 175 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bob Elliott , Co-Founder, CEO, and CIO of Unlimited Funds to discuss: Netflix earnings, the labor market, tariff winners and l…
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About the Hosts
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
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.
