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
March 9, 2026
Trump's 10 Commandments for Business
On this episode of Live From The Compound, Josh Brown is joined by Yale’s Professor Jeffrey Sonnenfeld, founder of the Chief Executive Leadership Institute. They unpack Jeff’s new book, Trump’s Ten Commandments: Strategic Les...
March 6, 2026
True or False - Private Credit Is This Generation’s Subprime
On episode 232 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Garrett Baldwin, author of Me and the Money Pri...
March 3, 2026
Stocks After an Oil Spike, Internals Gone Wild, Bcred Problems, Nvda Stuck
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: stock market selloffs...
March 2, 2026
Getting Ready for the “European Kill Switch”
On this episode of Live From The Compound, we break down the shift in global market leadership as international stocks outperform the U.S. While many investors credit valuations and a weaker dollar, Matthew Tuttle argues some...
Feb. 27, 2026
Data Centers Are the New Fracking
On episode 231 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Daniel Clifton and Chris Verrone of Strategas R...
Feb. 24, 2026
Stocks in Pre-Crisis Mode, Multiple Compression, the Citrini Crash, Halo Goes Viral
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: HALO stocks, PE compressi...
Feb. 23, 2026
Big Tech Has Til Year-End…or Else.
On this episode of What Did We Learn, Josh Brown sits down with Nick Colas and Jessica Rabe of DataTrek Research to discuss why Big Tech has just 12 months to prove AI is worth the cost. Nick breaks down how Amazon, Alphabet,...
Feb. 20, 2026
Looks Like a Bull Market, Feels Like a Crash
On episode 230 of The Compound and Friends, Michael Batnick is joined by Robyn Grew and Kristina Hooper of Man Group to discuss: the 2026 outlook, AI's im...
Feb. 17, 2026
“Unrealized” Capital Gains Tax is Economic Suicide
Join Downtown Josh Brown and Ben Carlson for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and fi...
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