Episodes
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 …
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! ...