Episodes

Aug. 19, 2022

Why Are You Even in the Market?

On episode 58 of The Compound and Friends, Joe Terranova joins Michael Batnick and Downtown Josh Brown to discuss why you should leave politics out of your portfolio, the latest meme stock rug pull, the right market P/E, Joe'...
Aug. 12, 2022

The Science of Hitting

On episode 57 of The Compound and Friends, Alex Morris joins Michael Batnick and Downtown Josh Brown to discuss earnings, the jobs recovery, Netflix and the streaming wars, the bull case for Meta, the worst investing advice e...
July 22, 2022

Canary in the Coal Mine

On episode 56 of The Compound and Friends, Shannon Saccocia joins Michael Batnick and Downtown Josh Brown to discuss the Nasdaq bounce, inflation vs spending, good news for the economy, Shannon's ideas for the second half, an...
July 19, 2022

The Metaverse w/ Matthew Ball

On this special episode of Live from the Compound, Matthew Ball joins Josh Brown and Ben Carlson to discuss his new book, The Metaverse: And How it Will Revolutionize Everything. Matthew Ball is the Managing Partner of Epylli...
July 15, 2022

Responsibility Theater

On episode 55 of The Compound and Friends, Alex Kantrowitz joins Michael Batnick and Downtown Josh Brown to discuss earnings season, big tech, the outlook for crypto, Elon vs Twitter, and much more! This episode is sponsored ...
July 8, 2022

Reverse Ponzi Scheme

On episode 54 of The Compound and Friends, Brendan Ahern (KraneShares) and Kai Wu (Sparkline Capital) join Michael Batnick and Downtown Josh Brown to discuss Chinese stocks, China's tech crackdown, innovation and tech stocks,...
July 1, 2022

The Higher the Vix, the Higher the Clicks

On episode 53 of The Compound and Friends, Felix Salmon joins Michael Batnick and Downtown Josh Brown to discuss financial media, the state of FinTwit, Elon Musk, leverage in crypto, the art market, billionaires buying sports...
June 24, 2022

The Great Reset

On episode 52 of The Compound and Friends, Howard Lindzon and Packy McCormick join Michael Batnick and Downtown Josh Brown to discuss fintech and the future of web3, venture capital, and much more! This episode is sponsored b...
June 17, 2022

It Can't Really Get Worse

On episode 51 of The Compound and Friends, Eric Jackson joins Michael Batnick and Downtown Josh Brown to discuss growth investing, Cathie Wood, accelerating layoffs, the state of crypto, the Fed's decision, Eric's favorite st...
June 10, 2022

The Energy Bull Market Just Started

On episode 50 of The Compound and Friends, Simon Lack joins Michael Batnick and Downtown Josh Brown to discuss the energy recovery, Tiger Global, hedging inflation, the vanishing IPO market, the ESG reckoning, and much more! ...
June 3, 2022

Zombieland

On episode 49 of The Compound and Friends, Jason Hsu , Michael Batnick and Downtown Josh Brown discuss inflation, unemployment, interest rates, corporate zombies, the Chinese economy, housing, and much more! This episode is s...
May 27, 2022

Why Is It Getting Dumber?

On episode 48 of The Compound and Friends, Carleton English , Rishi Khanna , Michael Batnick and Downtown Josh Brown discuss the economic outlook, the state of retail trading, the favorite stocks of hedge funds, new home sale...
May 24, 2022

Live from The Compound with Michael Rapino

On this special episode of Live from The Compound, Live Nation CEO Michael Rapino joins Downtown Josh Brown and Michael Batnick! Follow Michael Rapino: https://twitter.com/Michael_Rapino Check out The Compound shop: https://i...
May 20, 2022

This Is What the Bottom Sounds Like

On episode 47 of The Compound and Friends, Dan McMurtrie joins Michael Batnick and Downtown Josh Brown to discuss dotcom 2.0, the next crypto crash, executive compensation, earnings estimates, and much more! This episode is b...
May 13, 2022

We Haven’t Seen the Third Act Yet

On episode 46 of The Compound and Friends, Jan van Eck joins Michael Batnick and Downtown Josh Brown to discuss the bear market, inverse ETFs, the bond market, venture capital, Bitcoin vs gold, Terra's collapse, oil and gas o...
May 6, 2022

Someone Is Blowing Up

On episode 45 of The Compound and Friends, Matt Phillips joins Michael Batnick and Downtown Josh Brown to discuss: the market decline, forced liquidation, the FOMC decision, quarterly earnings, Bitcoin in 401(k) plans, Ozark,...
April 29, 2022

Once Upon a Time in Boston

On episode 44 of The Compound and Friends, Jurrien Timmer joins Michael Batnick and Downtown Josh Brown to discuss: the bond market meltdown, tech earnings, investor pessimism, Bitcoin in 401(k) plans, and much more! This epi...
April 22, 2022

Netflix and Churn

On episode 43 of The Compound & Friends, Ben Carlson , Will Hershey , and Downtown Josh Brown discuss: trouble at Netflix, thematic investing, metaverse ETFs, the future of Twitter, and much more! This episode is sponsored by...
April 15, 2022

Delete Your DMs

On episode 42 of The Compound & Friends, Michael Batnick , Nick Maggiulli , and Downtown Josh Brown discuss: Elon's Twitter bid, Nick's new book "Just Keep Buying," lump sum vs dollar-cost averaging, inflation, and much more!...
April 12, 2022

Breaking Down the Threat Landscape

On this special episode of Live from the Compound, CrowdStrike CEO George Kurtz joins Josh Brown and Ben Carlson to discuss the latest in cybersecurity, the evolving threat landscape, and George's experience as a race car dri...
April 8, 2022

The Bogle Effect

On episode 41 of The Compound & Friends, Michael Batnick , Eric Balchunas and Downtown Josh Brown discuss: direct indexing, Eric's new book on Jack Bogle and Vanguard, active managers and ESG, stock splits, and much more! Thi...
April 1, 2022

The Texas Hedge

On episode 40 of The Compound & Friends, Michael Batnick , Adam Parker , and Downtown Josh Brown discuss: smart money buying the dip, the case for small caps, the yield curve inversion, Ned Johnson, private market markdowns, ...
March 25, 2022

Never Buy New Lows, Never Short New Highs

On episode 39 of The Compound & Friends, Michael Batnick , Nick Colas , and Downtown Josh Brown discuss: what it's like working for Steve Cohen, investor confidence, tighter financial conditions, bank stocks, quantum computin...
March 22, 2022

Chasing the Bond King

On this special episode of Live from the Compound, Mary Childs joins Josh Brown , Michael Batnick , and Ben Carlson to discuss her new book, The Bond King. Mary Childs is an author and co-host of NPR's Planet Money podcast. O...