Episodes
May 15, 2024
Return of the Meme Stocks, Big AI Announcements, Solving a Market Mystery With Nick Colas and Jessica Rabe
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research , to discuss the market making new highs, "sell in May and go away", the longest-running unsolved mystery on Wall St…
May 13, 2024
Where is Netflix’s Marvel Studios? - Great Quarter Guys
On today's special TCAF, we're bringing you the second installment of our new show called Great Quarter Guys ! On this episode, Josh Brown , Michael Batnick , and Julia Alexander discuss all things steaming, including: Netfl…
May 10, 2024
Hall of Fame Bull Market
On episode 141 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski of BMO to discuss: S&P price targets, financial indicators, the housing market, BREIT, unemployment, the possibil…
May 7, 2024
Berkshire After Buffett, Disney Disappoints, Matt Belloni Live From LA
On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Matt Belloni , Founder of Puck.News and host of The Town to discuss the entertainment and streaming industry, Paramount, YouTube vs Amazon Prime, Disney, adv…
May 3, 2024
Priced to Perfection
On episode 140 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jeff deGraaf of RenMac to discuss: technical analysis, the momentum factor, the outlook for Apple, RenMac's Market Cycle Clock…
April 23, 2024
"Did the stock market top in March?" asked and answered by Nick Colas and Jessica Rabe (DataTrek Research)
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research , to discuss the energy market, inflation, and how to prepare for the next recession. This episode is brought to you…
April 19, 2024
The Market's Going Down Like Free Beer
On episode 139 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Art Hogan and The Compound's own, Ben Carlson ! They discuss geopolitics and the market, the outlook for energy stocks, the no…
April 17, 2024
Scott Galloway on Building Wealth, Is Apple in Trouble, Geopolitical Risks
On this TCAF Tuesday, Join Josh Brown and Michael Batnick for a conversation with Professor Scott Galloway , author of the new book The Algebra of Wealth. Then, at 41:11, hear an all-new episode of What Are Your Thoughts wit…
April 12, 2024
Rates Might Go Higher
On episode 138 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dion Rabouin and Callie Cox to discuss: the Fed's next move, why inflation is so stubborn, Larry Fink's shareholder letter, th…
April 9, 2024
Mike Francesa drops by, Jamie Dimon's letter, stock market shortage, the case for AppLovin
On this TCAF Tuesday, Downtown Josh Brown and Michael Batnick are joined by the king of sports radio Mike Francesa to discuss how Mike helped create sports radio as we know it, what the Ohtani scandal could mean for baseball…
April 5, 2024
Salt of the Earth
On episode 137 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Meb Faber , co-founder and Chief Investment Officer of Cambria Investment Management to discuss: hedging market risk, dividend…
April 2, 2024
Investing Ideas From Jason Hsu, a Stock Market “As Good as It Gets”, Why the Fed Should Stop Talking
On this TCAF Tuesday, Downtown Josh Brown and Michael Batnick are joined by Jason Hsu, Chairman & Chief Investment Officer at Rayliant , to discuss international markets and how to invest in friendshoring. Then, at 43:54, he…
March 29, 2024
High Conviction Stocks
On episode 136 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Davidowitz of Polen Capital to discuss: Sam Bankman-Fried's prison sentence, equity valuations, the problem with Apple, th…
March 27, 2024
Big Opportunities in Corporate Bonds With Dave Albrycht
On this special episode of The Compound and Friends taped live at Future Proof Retreat , Michael Batnick and Downtown Josh Brown are joined by Dave Albrycht , President and CIO of Newfleet Asset Management to discuss: the fi…
March 22, 2024
If You're Not Bullish Now...
On episode 135 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Liz Young of SoFi to discuss: the Fed, Nvidia's new chip and where the stock goes from here, what could change the bullish mar…
March 20, 2024
Nvidia's AI Woodstock, Office RE crash, avoid equal-weighting Nick Colas and Jessica Rabe
On this TCAF Tuesday, Downtown Josh Brown is joined by Nick Colas and Jessica Rabe from DataTrek Research to discuss a unique market moment, finding outperformance in emerging markets, cap-weighted vs equal weighted, and Elo…
March 15, 2024
Inflation in Plain English
On episode 134 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Boockvar and Dan Greenhaus to discuss: inflation, the Fed, stock market bubbles, Tesla, short sellers, international sto…
March 13, 2024
Finding the next Mag 7 stocks, Europe rallying with Drew Dickson
On this TCAF Tuesday, Downtown Josh Brown is joined by Drew Dickson of Albert Bridge Capital to discuss the rally in European stocks. Then, at 39:49, hear an all-new episode of What Are Your Thoughts with Josh and Michael Ba…
March 8, 2024
Will It End Badly?
On episode 133 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Todd Sohn of Strategas to discuss: the top ETFs to gauge market conditions, what the future holds for Nvidia, money market fun…
March 5, 2024
No Worries with Jared Dillian, Josh pitches IMAX, private credit worries
On this TCAF Tuesday, Downtown Josh Brown is joined by Jared Dillian to discuss his new book No Worries and how you can simplify your financial life. Then, at 39:10, hear an all-new episode of What Are Your Thoughts with Jos…
March 1, 2024
Warren Buffett’s Margin of Safety
On episode 132 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Larry Cunningham ! They discuss the greatness of Charlie Munger, how Warren Buffett found his voice, the 3 most important word…
Feb. 28, 2024
Eli Manning comes by to talk investing, should you buy the Reddit IPO, Warren Buffett's new letter
On this TCAF Tuesday, Michael Batnick and Downtown Josh Brown are joined by Eli Manning and Drew Sheinman! Listen to Michael's dreams come true in real time as he sits across the table from his hero, plus hear all about Eli'…
Feb. 23, 2024
The One With Ryan Detrick
On episode 131 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ryan Detrick , Chief Market Strategist at Carson Group, to discuss: bullish signals, small caps, odds of a third bear market i…
Feb. 20, 2024
Nick Colas and Jessica Rabe on what we've learned this month, Nvidia earnings, the Wawa story
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of DataTrek Research to take a look at the big takeaways from earnings season, the recent high correlation between stocks and long-term Treasury bonds…