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...
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