Episodes
May 9, 2025
The Soul of a Short-Seller
On episode 191 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Carson Block, Founder and Chief Investment Officer of Muddy Waters Capital to discuss: how activist short-sellers expose fraud, Carson's biggest shorts, the problem with CEO compensation, and much …
May 6, 2025
Rest in Peace, CFA
On this TCAF Tuesday, Join Michael Batnick (Managing Partner, Ritholtz Wealth Management) and guest co-host Callie Cox (Chief Market Strategist, Ritholtz Wealth Management) for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance!…
May 2, 2025
Every Recession Begins With a Slowdown
On episode 190 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neil Dutta of RenMac to discuss: the risk of recession, what's really behind Trump's tariffs, the Fed's next move, the explosio...
April 29, 2025
Kenneth Rogoff on the Dollar, Stocks Laugh at Tariffs, Starbucks and Amazon Earnings
On this TCAF Tuesday, Downtown Josh Brown sits down with Kenneth Rogoff, an economist, Harvard economics professor, and chess grandmaster, to discuss his new book "Our Dollar, Your Problem" . They also dive into the current t...
April 25, 2025
The Worst Is Still to Come
On episode 189 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rebecca Patterson , Senior Fellow at the Council on Foreign Relations and former Chief Investment Strategist at Bridgewater Ass...
April 22, 2025
Next Trillion Dollar Stock, Why US Is Still Exceptional, Trump vs Powell
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 Public. Fund your account in five minutes or less at https://public.com/WAYT ...
April 18, 2025
End of an Empire (EP.188)
On episode 188 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies of 3Fourteen Research to discuss: what earnings typically look like after stock market corrections, Trump's next tr...
April 15, 2025
How to Tune Out the Noise
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 Flat Rock Global. Visit: https://flatrockglobal.com/thoughts to learn more. S...
April 11, 2025
The Craziest Week Ever (EP.187)
On episode 187 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jenny Van Leeuwen Harrington , Chief Executive Officer of Gilman Hill Asset Management to discuss: Trump vs the bond market, na...
April 10, 2025
Crowdstrike and the $250 Billion Opportunity in Cybersecurity
In this special episode, Downtown Josh Brown sits down with CrowdStrike CEO George Kurtz to discuss: AI and the changing landscape of cybersecurity, Google's massive cloud security acquisition, future growth opportunities for...
April 8, 2025
Former Trump Trade Official Steve Pavlick on Tariffs, Negative Wealth Shock, Pulled Earnings Guidance
On this TCAF Tuesday, Downtown Josh Brown is joined by Steve Pavlick to discuss the latest on the trade war and the stock market's volatile reaction. Then, at 40:49, hear an all-new episode of What Are Your Thoughts with Josh...
April 4, 2025
Bloodbath
On episode 186 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Steve Quirk , Chief Brokerage Officer at Robinhood to discuss: the stocks getting hit hardest by the tariff selloff, the state ...
April 1, 2025
Liberation Day, Goldman Gets Bearish, Falling Knives
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! They discuss Liberation Day and tariffs, Mag 7 weakness, CoreWeave, AI and much more! This episode is sponsored by ...
March 31, 2025
The World According to Joe Lonsdale
On episode 185 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Lonsdale and Jacob Miller of Opto to discuss: entrepreneurship, AI in America, democratizing private markets, Elon and DOGE...
March 28, 2025
Greed is Good
On episode 184 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by returning guests Andrew Beer and Sam Ro to discuss: who wins in a trade war, the real value of hedge funds, liquid alts, active...
March 25, 2025
How Not to Invest With Barry Ritholtz, Dip Buyers Winning, Coreweave
On this TCAF Tuesday, Downtown Josh Brown is joined by Barry Ritholtz , Co-founder and Chairman of Ritholtz Wealth Management to discuss his new book release " How Not to Invest ". Then at 39:18, hear an all-new episode of Wh...
March 18, 2025
Correction Territory
On episode 183 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Terranova to discuss: momentum stocks, recent market volatility, Joe's ETF, and much more! This episode is sponsored by Pub...
March 13, 2025
Big Market Delusion
On episode 182 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rob Arnott to discuss: the market selloff, value stocks, the evolution of the CAPE ratio, international stocks, and much more! ...
March 11, 2025
S*** Just Got Real, Earnings Estimates Fall With Nick Colas, Trump’s Argentina Playbook
On this TCAF Tuesday, Josh Brown is joined by Nick Colas , co-founder of DataTrek Research , to discuss policy uncertainty, current market sentiment, the divergence in global markets, what an elevated Vix means for the market...
March 7, 2025
Tom Lee to the Rescue
On episode 181 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: how bull markets end, the trade war, odds of a recession, the case for a Bitcoin reserve, Tesla’s crash, To...
March 4, 2025
Tariffs (Finally) Wreck the Stock Market, Ackman’s Buffett Bid, April “Tax Drain” Sell-Offs
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! They discuss the recent market turmoil, Trump's tariffs, Bill Ackman's aspirations, the strategic crypto reserve, a...
Feb. 28, 2025
Price-Chasing Donkey
On episode 180 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jim Lebenthal , Chief Equity Strategist and Partner at Cerity Partners to discuss: Nvidia earnings reaction, Apple's investment...
Feb. 26, 2025
Downside Surprises With Callie Cox, Buffett’s New Letter, Bitcoin Crashes
On this TCAF Tuesday, Josh Brown is joined by Callie Cox to discuss the recent "growth scare" that's been bothering the stock market this month. Then at 35:21, hear an all-new episode of What Are Your Thoughts with Josh Brown...
Feb. 21, 2025
Live in Naples with Brian Belski
On episode 179 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski live from Naples Florida to discuss: portfolio construction, dividend stocks, the beneficiaries of AI, Brian's mar...