Episodes

The Year of the Rug Pull
Dec. 17, 2022

The Year of the Rug Pull

On episode 74 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by the On The Tape podcast crew, Dan Nathan, Guy Adami, and Danny Moses to do a month-by-month 2022 market recap and share their pr...
Live from Houston
Dec. 9, 2022

Live from Houston

On episode 73 of The Compound and Friends, Bryn Talkington joins Michael Batnick and Downtown Josh Brown in front of a live audience at the Dynasty Investors Forum to discuss consumer strength, energy stocks, inflation coming...
The Game Has Changed
Dec. 2, 2022

The Game Has Changed

On episode 72 of The Compound and Friends, Jeff deGraaf joins Michael Batnick and Downtown Josh Brown to discuss trend following, valuation techniques, the dollar's impact on the S&P, the cooling housing market, stocks vs bon...
People Hate Inflation, but Unemployment Is Worse
Nov. 23, 2022

People Hate Inflation, but Unemployment Is Worse

Happy Thanksgiving Compound Nation! You asked for WAYT as a podcast (in addition to the YouTube livestream), so we're giving it a try! Let us know what you think. Join Downtown Josh Brown and Michael Batnick for another round...
Worse Than Enron
Nov. 18, 2022

Worse Than Enron

On episode 71 of The Compound and Friends, Gregor Macdonald joins Michael Batnick and Downtown Josh Brown to discuss the latest on the Sam Bankman-Fried saga, the inverted yield curve, electrification of the power grid, the g...
The Day Inflation Broke
Nov. 11, 2022

The Day Inflation Broke

On episode 70 of The Compound and Friends, Warren Pies joins Michael Batnick and Downtown Josh Brown to discuss the latest in markets, inflation, the effects of seasonality, what could be next, and much more! This episode is ...
No pivot!
Nov. 4, 2022

No pivot!

On episode 69 of The Compound and Friends, Carleton English and Scott Krisiloff join Michael Batnick and Downtown Josh Brown to discuss the latest from Powell and the Fed, earnings season, the wisdom of Warren Buffett, junk b...
The One With Matt Levine and Mary Childs
Oct. 28, 2022

The One With Matt Levine and Mary Childs

On episode 68 of The Compound and Friends, Matt Levine and Mary Childs join Michael Batnick and Downtown Josh Brown to discuss Matt's epic cover-to-cover Bloomberg piece on crypto, Elon's first moves as Twitter owner, Faceboo...
No Capitulation Necessary
Oct. 21, 2022

No Capitulation Necessary

On episode 67 of The Compound and Friends, Dan Greenhaus joins Michael Batnick and Downtown Josh Brown to discuss what constitutes a recession, the Fed, ramifications of a strong dollar, Tesla's earnings call, buybacks, the i...
Bad News is Good News
Oct. 14, 2022

Bad News is Good News

On episode 66 of The Compound and Friends, Bob Pisani and Kyla Scanlon join Michael Batnick and Downtown Josh Brown to discuss stories from the stock exchange, investors of the future, the Fed's toolbox, stocks for the long r...
A Major Margin Call
Oct. 10, 2022

A Major Margin Call

On this special episode of Live from The Compound, Marc Rubinstein joins Josh Brown and Michael Batnick to discuss margin calls in the UK, Credit Suisse's "Lehman moment," the growth of shadow banking, and more! Read Marc's S...
This Is a Hitchcock Horror
Oct. 7, 2022

This Is a Hitchcock Horror

On episode 65 of The Compound and Friends, Nick Colas joins Michael Batnick and Downtown Josh Brown to discuss market volatility, thinking like an algo, the dollar, Tesla, sustaining vs disruptive innovation, the next big thi...
The Fastest Drop in Home Prices Since 2009
Oct. 3, 2022

The Fastest Drop in Home Prices Since 2009

On this special episode of Live from The Compound Zillow's chief economist, Skylar Olsen, joins Josh Brown and Michael Batnick! Dr. Skylar Olsen is the Chief Economist at Zillow. Previous to her current position, Skylar found...
Wait 'Til The VIX Spikes
Sept. 30, 2022

Wait 'Til The VIX Spikes

On episode 64 of The Compound and Friends, Katie Stockton joins Michael Batnick and Downtown Josh Brown to discuss bear markets, separating the signal from the noise, the VIX, technicals vs fundamentals, and much more! Thanks...
Live from MarketWatch
Sept. 23, 2022

Live from MarketWatch

On episode 63 of The Compound and Friends, Joy Wiltermuth , Michael Batnick and Downtown Josh Brown discuss Future Proof, the housing landscape, Jay Powell and the Fed, the yield curve, recession fears, and much more! This ep...
A Conversation with Michael Lombardi
Sept. 20, 2022

A Conversation with Michael Lombardi

On this special episode of Live from The Compound, Michael Lombardi joins Josh Brown and Michael Batnick to discuss all things football! Michael Lombardi is a former General Manager and three-time Super Bowl-winning NFL execu...
Live at Future Proof
Sept. 16, 2022

Live at Future Proof

On episode 62 of The Compound and Friends, Shirl Penney joins Michael Batnick and Downtown Josh Brown to discuss market volatility, adjusting to a higher risk-free rate, investment banking, the state of wealth management, hir...
The Battle to Remain Bullish
Sept. 9, 2022

The Battle to Remain Bullish

On episode 61 of The Compound and Friends, Brian Belski joins Michael Batnick and Downtown Josh Brown to discuss the earnings outlook, multiple compression, the labor market, odds of a recession, the next rate hike, permabear...
Store of Value
Sept. 2, 2022

Store of Value

On episode 60 of The Compound and Friends, JC Parets joins Michael Batnick and Downtown Josh Brown to discuss JC's latest treasure trove of charts, Bitcoin as a store of value, what Buffett has been buying, and much more! Bon...
Would You Give Money to Adam Neumann?
Aug. 26, 2022

Would You Give Money to Adam Neumann?

On episode 59 of The Compound and Friends, Devon Drew joins Michael Batnick and Downtown Josh Brown to discuss Jackson Hole, Adam Neumann's new venture, crypto regulation, the best performing stocks since March 2020, using AI...
Why Are You Even in the Market?
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'...
The Science of Hitting
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...
Canary in the Coal Mine
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...
The Metaverse w/ Matthew Ball
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...