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
Jan. 17, 2025
JC's Revenge
On episode 174 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by TCAF Legend JC Parets ! They discuss luck vs skill in the market, the best performing asset of the 21st century (so far), risk…
Jan. 15, 2025
Market Bubbles With Owen Lamont, Autonomous Vehicles Everywhere, Barron’s Roundtable
On this TCAF Tuesday, Josh Brown is joined by Owen Lamont , Senior Vice President and Portfolio Manager at Acadian Asset Management to discuss his piece “The Seven Pillars of Market Bubbles". Then at 40:44, hear an all-new e…
Jan. 10, 2025
Dark Matter
On episode 173 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Julie Hyman and Doug Boneparth to discuss: the rising 10-year, the real estate market, Presidential volatility, the labor mark…
Jan. 8, 2025
Jensen's robots, Zuckerberg bends the knee, AI is the economy
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick as they talk AI, eye-catching charts, MuskCoin, the alchemists, Jensen Huang Keynote, and more! This episode is spon…
Jan. 3, 2025
Why Brian Wesbury is Bearish
On episode 172 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Wesbury , Chief Economist at First Trust Advisors to discuss his outlook on 2024, Recessions, Monetary Policy, Bitcoin, …
Dec. 31, 2024
The Biggest Winners and Losers of 2024
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! Happy New Year Compound Nation!! Thanks for rocking with us! This episode is sponsored by Public! Fund your accoun…
Dec. 27, 2024
Ladies and Gentlemen, Mr. Harvey Schwartz
On episode 171 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Harvey Schwartz, CEO of Carlyle and former president of Goldman Sachs to discuss Harvey's remarkable journey through the finan…
Dec. 20, 2024
Cut Your Losses, Size up Your Winners
On episode 170 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Nick Colas , Co-Founder of DataTrek Research to discuss: the market's reaction to the latest Fed cut, if international stocks …
Dec. 18, 2024
Stay Bullish on America With Nick Colas, Everyone’s Building AI Chips, Ringing the Bell
On this TCAF Tuesday, Josh Brown is joined by Nick Colas , co-founder of DataTrek Research , to discuss today's market vs the dot com bubble, U.S. Stocks compared to the rest of the world, top performing S&P financials, ROE …
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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.
