Episodes
Nov. 19, 2024
Something's Going to Break, We Don't Know What
On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Cembalest to discuss: what Trump's win means for stocks and the economy, how Democrats lost big on inflation,…
Nov. 15, 2024
Buy the Election, Sell the Inauguration
On episode 166 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Adam Parker to discuss: the biggest risks to the market, David Einhorn on valuations, the Fed's next move, the dumbest chart e…
Nov. 12, 2024
S&P 6,000, Elon wins, replacing gensler, remembering Mac McQuown with Robin Wigglesworth
On this TCAF Tuesday, Robin Wigglesworth of the Financial Times joins Josh Brown to discuss the passing of Mac McQuown, the founding Director of Dimensional Fund Advisors, and the history of market indexing. Then, at 33:18, …
Nov. 8, 2024
Katie Bar the Door
On episode 165 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Katie Stockton to discuss: the election's impact the market, the explosion in financial stocks, reasons to be cautious, small …
Nov. 6, 2024
The Compound's Post-Election Special with Callie, Ben, Michael and Josh
On this special episode of Live from The Compound, Michael Batnick and Downtown Josh Brown are joined by Ben Carlson and Callie Cox to discuss their post election investing ideas. This episode is sponsored by Rocket Money! V…
Nov. 1, 2024
Trading the Election
On episode 164 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jack Raines to discuss: earnings season, betting on the election, The Washington Post's subscriber exodus, red hot Reddit, Mic…
Oct. 29, 2024
The Real Reason Treasury Yields Rose With Nick and Jessica, Election Bets and Market Vol With Callie Cox
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research , to discuss the Election, current market valuations, the Federal Debt, and more! Then, at 34:22, hear an all-new ep…
Oct. 25, 2024
The Intelligent Investor
On episode 163 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jason Zweig of the Wall Street Journal to discuss: the best investing book ever written, what Ben Graham would think about tod…
Oct. 21, 2024
The Battle for Pfizer Begins
On this special episode of The Compound and Friends, Robert Armstrong , US financial commentator for the Financial Times, joins Josh Brown to discuss the revelation that activist hedge fund Starboard Value has taken a billio…
Oct. 18, 2024
Strength Leads to Strength
On episode 162 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies and Fernando Vidal of 3Fourteen Research to discuss: the perfect backdrop for gold, when to fade strategist price …
Oct. 16, 2024
Bill Sweet on the Tax Time Bomb, the Bull Market Turns Two
On this TCAF Tuesday, Ritholtz Wealth CFO Bill Sweet joins Josh Brown to discuss "The Tax Time Bomb", and what becomes of the tax cuts of late 2017, post election. Then, at 29:00, hear an all-new episode of What Are Your Tho…
Oct. 11, 2024
Living in a Post Cycle World
On episode 161 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by David Kelly , Chief Global Strategist at J.P. Morgan Asset Management, to discuss: inflation, the economy vs the market, the d…
Oct. 9, 2024
Tesla’s Taxi Day, Jobs Report Shocker, Dan Dolev on PayPal’s Comeback
On this TCAF Tuesday, Mizuho fintech analyst Dan Dolev joins Josh Brown to discuss the potential earthquake coming for Visa and Mastercard, the reasons behind PayPal's big rally this year, why Affirm's genius founder Max Lev…
Oct. 4, 2024
The Myth of Cash on the Sidelines
On episode 160 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Sam Ro and Dan Greenhaus to discuss: the future of podcasting, the surge in Chinese stocks, what an "average" year in the mark…
Oct. 2, 2024
Sam Stovall on the Year-End Rally, Millennium Wins by Not Losing, CVS Gets an Activist
On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Sam Stovall , Chief Investment Strategist of CFRA Research for a live Q&A! Then, at 41:53, hear an all-new episode of What Are Your Thoughts! This episode is…
Sept. 27, 2024
Tom Lee Strikes Back
On episode 159 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee of Fundstrat to discuss: Tom's Q4 outlook, what usually happens after Fed cuts, geopolitical risks, Chinese stocks, a …
Sept. 25, 2024
No Top in Sight, Chinese Stocks Explode, Nick Colas and Jessica Rabe on the Fed Cut
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research , to discuss the Fed cut, recession indicators, the outlook for tech, and more! Then, at 44:54, hear an all-new epis…
Sept. 20, 2024
Live from Future Proof with Peter Mallouk
On episode 158 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Mallouk, President and CEO of Creative Planning. This episode was recorded in front of a live audience at Future Proof o…
Sept. 13, 2024
Earning Man
On episode 157 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jurrien Timmer to discuss: the Fed's first cut, the labor market, economic indicators, the fall of Carl Icahn, and much more! …
Sept. 11, 2024
BlackRock Reduces Risk, Apple Reaction, the Case for eBay, Yield Curve Un-Inverts
On this TCAF Tuesday, hear Josh Brown and Michael Batnick discuss taking down risk, tech dilution, Apple reactions, and more on an all-new episode of What Are Your Thoughts! This episode is sponsored by YCharts! Subscribe to…
Sept. 6, 2024
A Career on Wall Street
On episode 156 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jill Schlesinger and Tony Dwyer to discuss: Tony's distinguished career in finance, 31 years of market returns, the Fed, Nvidi…
Sept. 4, 2024
NVDA’s Mini-Crash, Dan Ives on AI, Josh’s New Book
On this TCAF Tuesday, Josh Brown is joined by Dan Ives of Wedbush Securities to discuss Nvidia's latest earnings report, what sets Jensen Huang apart, what it would take for anyone to catch the AI leader, and much more! Then…
Aug. 30, 2024
Time Heals
On episode 155 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined Gunjan Banerji of The Wall Street Journal and Paul Hickey of Bespoke Investment Group to discuss: Nvidia earnings, the AI led mar…
Aug. 27, 2024
The First Rate Cut, Dan Loeb Buys Apple, Previewing Nvidia’s Earnings
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! They cover the upcoming Nvidia earnings report, the slowdown in leisure and hospitality spending, hedge fund manag…