Episodes

Things That Never Change With Morgan Housel
Nov. 24, 2023

Things That Never Change With Morgan Housel

On episode 119 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Morgan Housel to discuss: Morgan's new book "Same as Ever: A Guide to What Never Changes," what the OpenAI board got wrong, wri...
Sam Altman and OpenAI, SpaceX and Starlink, Nvidia Earnings
Nov. 22, 2023

Sam Altman and OpenAI, SpaceX and Starlink, Nvidia Earnings

On this episode of TCAF Tuesday, Josh Brown talks SpaceX, Starlink, and OpenAI with Aaron Dillon . Then, Josh and Michael Batnick are joined by tech expert Alex Kantrowitz on an all-new episode of What Are Your Thoughts where...
The Fed’s Gonna Cut
Nov. 17, 2023

The Fed’s Gonna Cut

On episode 118 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Kevin Simpson to discuss: covered call strategies, the Fed, Warren Buffett's latest moves, and much more! This episode is spons...
Why Americans Hate Joe Biden’s Economy
Nov. 15, 2023

Why Americans Hate Joe Biden’s Economy

On this episode of TCAF Tuesday, Michael Batnick and Downtown Josh Brown are joined by Rob Copeland to discuss his new book " The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend ." Thanks t...
The Recession We Deserve
Nov. 10, 2023

The Recession We Deserve

On episode 117 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Callie Cox and Malcolm Ethridge to discuss: market sentiment, Robinhood earnings, Warren Buffett and his cash, interest rates, ...
The Credit Crunch Is Just Beginning
Nov. 8, 2023

The Credit Crunch Is Just Beginning

On this special episode of TCAF Tuesday, Michael Batnick , Barry Ritholtz , and Downtown Josh Brown are joined by Campbell Harvey to discuss: the state of the economy, the yield curve indicator, the next recession, and much m...
The AI Moment Comes to Wall Street
Nov. 3, 2023

The AI Moment Comes to Wall Street

On episode 116 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Jackson to discuss: the market's strong start to November, using AI and machine learning to find alpha, the magnificent 7,...
Fixing PayPal With Dan Dolev, Stop Crying and Buy Bonds
Oct. 31, 2023

Fixing PayPal With Dan Dolev, Stop Crying and Buy Bonds

On this episode of TCAF Tuesday, Downtown Josh Brown is joined by Dan Dolev to discuss Paypal, SoFi, Affirm, and the latest in Fintech! Then Josh teams up with Michael Batnick for an all-new episode of What Are Your Thoughts....
The Trillion Dollar Question
Oct. 27, 2023

The Trillion Dollar Question

On episode 115 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rick Brink (Senior Vice President and Market Strategist at Alliance Bernstein) to discuss: inflation, what constitutes a recess...
Why You Shouldn’t Sell Your Losers Yet
Oct. 25, 2023

Why You Shouldn’t Sell Your Losers Yet

On this episode of TCAF Tuesday, Downtown Josh Brown kicks things off with his thoughts on Killers of the Flower Moon, how Netflix won the streaming wars, and parenthood. Then he teams up with Michael Batnick for an all-new e...
Entering Year Two of the Bull Market with Tom Lee
Oct. 20, 2023

Entering Year Two of the Bull Market with Tom Lee

On episode 114 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: earnings, the liquidity starved bull market, economic indicators, the Fed's next move, housing, and much mo...
No Recession - Wall Street Economists Flip
Oct. 17, 2023

No Recession - Wall Street Economists Flip

Join Downtown Josh Brown and Michael Batnick for an all-new episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this episode they discuss: earnings, the luxury...
The New Kings of Wall Street
Oct. 13, 2023

The New Kings of Wall Street

On episode 113 of The Compound and Friends, Michael Batnick is joined by Jan van Eck and Andrew Beer to discuss: the bond market, the national debt, private-credit, alts, managed futures, the Sam Bankman-Fried trial, and much...
Did Bonds Just Bottom?
Oct. 11, 2023

Did Bonds Just Bottom?

Join Downtown Josh Brown and Michael Batnick for an all-new episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! Then, stay tuned for Josh's conversation with Jaco...
Zuckerberg Vs OpenAI
Oct. 6, 2023

Zuckerberg Vs OpenAI

On episode 112 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alex Kantrowitz to discuss the big tech landscape, AI competition, augmented reality, Michael Lewis and SBF, and much more! Tod...
The Bottoming Process
Oct. 4, 2023

The Bottoming Process

Join Downtown Josh Brown and Michael Batnick for an all-new episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this show they discuss: rising rates, the utili...
Is Amazon a Monopoly?
Sept. 29, 2023

Is Amazon a Monopoly?

On today's show, we are joined by Perth Tolle, Founder of the Life + Liberty Indexes and Gunjan Banerji, Lead Writer for the Wall Street Journal's live markets coverage to discuss: Amazon's antitrust issues, a coming secular ...
The Dumb Money
Sept. 27, 2023

The Dumb Money

On this TCAF Tuesday, Leif Abraham and Jannick Malling join Downtown Josh Brown (CEO, Ritholtz Wealth Management) to discuss the story of Public.com , and "The Dumb Money" events and meme stock craze of January 2021. Then joi...
Jeremy Grantham, Bubble Historian
Sept. 22, 2023

Jeremy Grantham, Bubble Historian

On episode 110 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jeremy Grantham to discuss: being the "Bubble Historian", Inflation, Modern Valuations, the Four most Dangerous Words, Real Est...
The Biggest Mystery on Wall Street
Sept. 20, 2023

The Biggest Mystery on Wall Street

On this TCAF Tuesday, Zeke Faux joins Downtown Josh Brown to discuss his new book Number Go Up: Inside Crypto's Wild Rise and Staggering Fall . Then, join Josh and Michael for an all-new episode of What Are Your Thoughts and ...
Big Market Delusions
Sept. 15, 2023

Big Market Delusions

On episode 109 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rob Arnott in front of a live audience at Future Proof. They discuss: lessons from the tech bubble, smart beta, big tech valuat...
Only Tesla and Toyota will Survive
Sept. 8, 2023

Only Tesla and Toyota will Survive

On episode 108 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Nick Colas to discuss: Q2 earnings, Moore's law, interest rates, the future of the automotive market, Steve Cohen, and much mor...
IPO Rundown With Aaron Dillon, Why the Bull Market Isn’t Finished Going Up
Sept. 6, 2023

IPO Rundown With Aaron Dillon, Why the Bull Market Isn’t Finished Going Up

On this TCAF Tuesday, Aaron Dillon joins Downtown Josh Brown to discuss what's going on in the IPO market. Then, join Josh and Michael for an all-new episode of What Are Your Thoughts and see what they have to say about the b...
It’s Time to Buy Value Stocks Now
Aug. 30, 2023

It’s Time to Buy Value Stocks Now

On this TCAF Tuesday, join Michael Batnick and Downtown Josh Brown for an all-new episode of What Are Your Thoughts and see what they have to say about: Grayscale's legal victory, Goldman selling its advisory business, earnin...