Episodes

Aug. 1, 2025

Why Valuations Don't Matter

On episode 202 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠ are joined by Adam Parker to discuss: earnings season, the Fed holding steady, R&D spending in big tech, Hulk Hog...
July 29, 2025

Trump Is Winning His Trade War, Michael Cembalest on 20 Years Running Research at Jpmorgan, Earnings Reactions Galore

On this TCAF Tuesday, Michael Cembalest, Chairman of Market and Investment Strategy at J.P. Morgan Asset & Wealth Management joins Josh and Michael to mark the 20th anniversary of Eye on the Market , his influential research ...
July 25, 2025

Meme Stocks or Manipulation?

On episode 201 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠ are joined by Ritholtz Wealth COO Nick Maggiulli and Investopedia's Caleb Silver ⁠ to discuss: are meme stocks market...
July 22, 2025

Stocks Fueling Consumers, AI Bull Market Tracks the Late 90’s With Nick and Jessica, Mohamed El-Erian Tells Powell to Resign

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research . They take a look at the current earnings and valuation of the S&P 500 to determine whether or not there is still up...
July 18, 2025

Everybody's Wrong

On episode 200 of The Compound and Friends, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠ are joined by TCAF legend JC Parets to discuss: the most important sector in the market, the biggest contrarian call, the...
July 15, 2025

Time to Sell Nvidia? Plus A16Z on Stablecoins and a Netflix Earnings Preview

On this TCAF Tuesday, Josh and Michael are joined by Sam Broner of a16z crypto to break down the biggest developments in the world of stablecoins. From PayPal and Circle to the role of U.S. regulators, this conversation cover...
July 11, 2025

Reasons to Remain Overweight

On episode 199 of The Compound and Friends, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠ are joined by Ryan Detrick and Sonu Varghese to discuss: how AI saved the market, mid-year market takeaways, Bitcoin's ne...
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...
June 6, 2025

Individuals Outsmart the Pros, Live From Chicago With Ben and Callie, Morningstar CEO Kunal Kapoor

On episode 195 of The Compound and Friends, ⁠⁠⁠Michael Batnick⁠⁠⁠ and ⁠⁠⁠Downtown Josh Brown⁠⁠⁠ are joined by Ben Carlson and Callie Cox in front of a live audience to discuss: the biggest market surprises of 2025 so far, gov...
May 30, 2025

Why Initial Jobless Claims Could Blow Up the Stock Market

On episode 194 of The Compound and Friends, ⁠⁠Michael Batnick⁠⁠ and ⁠⁠Downtown Josh Brown⁠⁠ are joined by Jens Nordvig , Founder and CEO of Exante Data to discuss: the latest on tariffs, the significance of jobless claims, th...
May 27, 2025

Unstoppable Buying, ETF Inflow Records, Apple at War, Circle’s IPO

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ⁠⁠Downtown Josh Brown⁠⁠ and ⁠⁠Michael Batnick⁠⁠ ! They discuss the latest in market moves, BTFD, Circles IPO, and much more! This episode is sponsor...
May 23, 2025

Real Men Don't Panic Over Bonds

On episode 193 of The Compound and Friends, ⁠⁠Michael Batnick⁠⁠ and ⁠⁠Downtown Josh Brown⁠⁠ are joined by Richard Bernstein to discuss: the Big Beautiful Bill, the bond market, the Fed, the next recession, international stoc...
May 20, 2025

The COUGRs Trade Takes Wall Street, America Downgraded by Moodys, Walmart vs Trump

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 Betterment Advisor Solutions and Rocket Money . Grow your RIA your wa...
May 16, 2025

Warren Buffett vs American Capitalism

On episode 192 of The Compound and Friends, ⁠⁠Downtown Josh Brown⁠⁠ is joined by Chris Davis and John Authers to discuss: Warren Buffett's Legacy, the future of Berkshire Hathaway, 3 massive transitions happening in the marke...
May 13, 2025

Bull Trap or the Real Thing? Plus, Dana Mattioli on Amazon, Coinbase Joins the S&P 500, China Tariffs LOL

On this TCAF Tuesday, Downtown Josh Brown sits down with Dana Mattioli of The WSJ to discuss her new book "The Everything War" and Amazon's plan to stay on top forever. Then at 42:00, hear an all-new episode of What Are Your ...
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 …