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
April 23, 2024
"Did the stock market top in March?" asked and answered by Nick Colas and Jessica Rabe (DataTrek Research)
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research , to discuss the energy market, inflation, and how to prepare for the next recession. This episode is brought to you…
April 19, 2024
The Market's Going Down Like Free Beer
On episode 139 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Art Hogan and The Compound's own, Ben Carlson ! They discuss geopolitics and the market, the outlook for energy stocks, the no…
April 17, 2024
Scott Galloway on Building Wealth, Is Apple in Trouble, Geopolitical Risks
On this TCAF Tuesday, Join Josh Brown and Michael Batnick for a conversation with Professor Scott Galloway , author of the new book The Algebra of Wealth. Then, at 41:11, hear an all-new episode of What Are Your Thoughts wit…
April 12, 2024
Rates Might Go Higher
On episode 138 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dion Rabouin and Callie Cox to discuss: the Fed's next move, why inflation is so stubborn, Larry Fink's shareholder letter, th…
April 9, 2024
Mike Francesa drops by, Jamie Dimon's letter, stock market shortage, the case for AppLovin
On this TCAF Tuesday, Downtown Josh Brown and Michael Batnick are joined by the king of sports radio Mike Francesa to discuss how Mike helped create sports radio as we know it, what the Ohtani scandal could mean for baseball…
April 5, 2024
Salt of the Earth
On episode 137 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Meb Faber , co-founder and Chief Investment Officer of Cambria Investment Management to discuss: hedging market risk, dividend…
April 2, 2024
Investing Ideas From Jason Hsu, a Stock Market “As Good as It Gets”, Why the Fed Should Stop Talking
On this TCAF Tuesday, Downtown Josh Brown and Michael Batnick are joined by Jason Hsu, Chairman & Chief Investment Officer at Rayliant , to discuss international markets and how to invest in friendshoring. Then, at 43:54, he…
March 29, 2024
High Conviction Stocks
On episode 136 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Davidowitz of Polen Capital to discuss: Sam Bankman-Fried's prison sentence, equity valuations, the problem with Apple, th…
March 27, 2024
Big Opportunities in Corporate Bonds With Dave Albrycht
On this special episode of The Compound and Friends taped live at Future Proof Retreat , Michael Batnick and Downtown Josh Brown are joined by Dave Albrycht , President and CIO of Newfleet Asset Management to discuss: the fi…
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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.
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