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
May 17, 2024
The Regret Zone
On episode 142 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Packy McCormick, founder of Not Boring , to discuss: the AI space, tech spending, the venture capital landscape, defense tech,…
May 15, 2024
Return of the Meme Stocks, Big AI Announcements, Solving a Market Mystery With Nick Colas and Jessica Rabe
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research , to discuss the market making new highs, "sell in May and go away", the longest-running unsolved mystery on Wall St…
May 13, 2024
Where is Netflix’s Marvel Studios? - Great Quarter Guys
On today's special TCAF, we're bringing you the second installment of our new show called Great Quarter Guys ! On this episode, Josh Brown , Michael Batnick , and Julia Alexander discuss all things steaming, including: Netfl…
May 10, 2024
Hall of Fame Bull Market
On episode 141 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski of BMO to discuss: S&P price targets, financial indicators, the housing market, BREIT, unemployment, the possibil…
May 7, 2024
Berkshire After Buffett, Disney Disappoints, Matt Belloni Live From LA
On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Matt Belloni , Founder of Puck.News and host of The Town to discuss the entertainment and streaming industry, Paramount, YouTube vs Amazon Prime, Disney, adv…
May 3, 2024
Priced to Perfection
On episode 140 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jeff deGraaf of RenMac to discuss: technical analysis, the momentum factor, the outlook for Apple, RenMac's Market Cycle Clock…
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…
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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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