Episodes
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...
Feb. 18, 2025
Global Stocks Lead, US Lags, How DOGE Layoffs Might Affect the Economy, Josh’s Breakout in Progress
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! This episode is sponsored by Public! Visit: Public.com/WAYT and get up to $10,000 when you transfer your old portfo...
Feb. 14, 2025
It’s Not the Money, It’s the Mood
On episode 178 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Robert Frank to discuss: how the richest people invest and spend their money, the wealth effect, how different generations view...
Feb. 11, 2025
Mag 7 Falls Behind, How David Adelman Bought the 76ers, Bill Ackman Buys Uber
On this TCAF Tuesday, Josh Brown and Michael Batnick sit down with David Adelman, CEO of Campus Apartments, co-founder and Vice Chairman of FS Investments, and the founder of Darco Capital to discuss his early start in real e...
Feb. 7, 2025
Stock Shortage
On episode 177 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by David Giroux of T. Rowe Price to discuss: David's outlook for stocks, the Barron's Roundtable, the opportunity in fixed income,...
Feb. 5, 2025
Disregarding Tariff Terror With Nick and Jessica, Palantir Explodes, Amazon and Alphabet Report Earnings
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research to discuss the Trump Tariffs, disruptive innovation, DeepSeek AI and the healthcare sector, and more. Then at 37:30, ...
Jan. 31, 2025
Dan Ives: Still the First Inning for AI
On episode 176 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Ives to discuss: DeepSeek's impact on the market, Nvidia's growth outlook, Elon's bold Tesla prediction, and much more! Thi...