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
Sept. 16, 2025
Stocks After a Rate Cut With Nick Colas, the End of Quarterly Earnings Reports, Strategy Denied S&P Inclusion
On this TCAF Tuesday, Josh Brown is joined by Nick Colas of DataTrek Research to discuss: the size of the next rate cut, the history of S&P multiples, Microsoft in 1999 vs today, outperforming sectors of the market, and much ...
Sept. 12, 2025
$1.5 Trillion Money Manager Jenny Johnson Speaks Out
On episode 208 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are at Future Proof Festival with special guest Jenny Johnson, President and Chief Executive Offi...
Sept. 5, 2025
The Truth Behind Private Equity’s Megaboom
On episode 207 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Sidgmore , Partner and Co-Founder of Broadhaven Ventures to discuss: the evolut...
Sept. 2, 2025
Google Pops, Belief in the American Dream Drops, Regional Bank Stocks Rally Ahead of Rate Cuts
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 MSCI and Rocket Money . To learn more about MSCI, visit h...
Aug. 29, 2025
The Bull Market in Electricity
On episode 206 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jan Van Eck to discuss: Nvidia earnings, AI replacing jobs, future energy demands, why the ...
Aug. 26, 2025
Wilfred Frost Comes By, Margin Debt Tops $1 Trillion, Nvidia Earnings Preview
On this TCAF Tuesday, Josh Brown welcomes CNBC host Wilfred Frost for a look at the success of US stocks vs the UK’s market and what made Wilfred’s dad David Frost one of the most important TV journalists of the 20th Century....
Aug. 22, 2025
Tom Lee Says It's Still Early
On episode 205 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: V-shaped recoveries, the AI driven economy, a stock-picker's market, Ja...
Aug. 19, 2025
Coinbase Is the Godfather, the Return of Cathie Wood, Neil Dutta on Jackson Hole
On this TCAF Tuesday, Josh and Michael sit down with Coinbase Chief Financial Officer, Alesia Haas, and Chief Legal Officer, Paul Grewal, to dive into what’s next for the world’s largest digital asset exchange. Then at 45:23,...
Aug. 15, 2025
Does the Stock Market Know Something We Don’t?
On episode 204 of The Compound and Friends, Michael Batnick is joined by Shannon Saccocia and Todd Sohn to discuss: the market narrative, the AI economy, ARK's big run, Circle's round trip, M&A, the labor ma...
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