Episodes
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...
March 18, 2022
Saint Patrick's Day Show
On episode 38 of The Compound & Friends, Michael Batnick , Dan McMurtrie , Leanna Haakons , and Downtown Josh Brown discuss: equity markets, value investing, FOMC decision, private markets, stock picking, Chinese stocks, Nico...
March 11, 2022
Pulling Out
On episode 37 of The Compound & Friends, Michael Batnick , Allison Schrager , Sam Ro , and Downtown Josh Brown discuss: corporations pulling out of Russia, the SEC's crackdown on Chinese ADRs, inflation, the role of risk in i...
March 4, 2022
Best Burger in NYC
On episode 36 of The Compound & Friends, Michael Batnick , JC Parets , Dan Nathan , and Downtown Josh Brown discuss: JC's charts, retail investors buying the dip, startup valuations, corporate America pulling out of Russia, t...
Feb. 28, 2022
Ian Bremmer on What Investors Should Know About Ukraine and Russia
On this special podcast episode, Ian Bremmer , President of Eurasia Group and GZERO Media, joins Josh Brown , Michael Batnick , and Ben Carlson to discuss how Russia's invasion of Ukraine could impact markets and the world ec...
Feb. 25, 2022
Did the Stock Market Just Bottom?
On episode 35 of The Compound & Friends, Michael Batnick , Linette Lopez , Phil Pearlman , and Downtown Josh Brown discuss: Russia's invasion of Ukraine, the washout, the one year anniversary of meme stock mania, Apple and Go...
Feb. 18, 2022
Hedging Tail Risk
On episode 34 of The Compound & Friends, Michael Batnick , Carleton English , Kris Sidial , and Downtown Josh Brown discuss: earnings season, market liquidity, inflation risk declining, regulating short-sellers, and much more...
Feb. 11, 2022
Turbulence Ahead
On episode 33 of The Compound & Friends, Michael Batnick , Tony Dwyer , and Downtown Josh Brown discuss: Tony's 2022 core thesis, demographic tailwinds, corporate credit, Bitfinex crypto heist, bonus season on Wall Street, Su...
Feb. 7, 2022
Fake Business with Tim Dillon
Welcome to a special episode of The Compound & Friends, a podcast featuring your favorite financial and investing commentators. Tim Dillon is one of the hottest comedians in America right now, with a podcast that reaches over...
Feb. 4, 2022
It Doesn't Matter Until It Matters
On episode 32 of The Compound & Friends, Michael Batnick , Peter Boockvar , and Downtown Josh Brown discuss: the state of the economy, rate hike consensus, venture funding, $30 trillion of US debt, the market's reaction to Fa...
Jan. 28, 2022
It’s Crypto Winter Again
On this week's episode of The Compound & Friends, Michael Batnick , Packy McCormick , and Downtown Josh Brown discuss: Robinhood earnings, the crash in Bitcoin and Ethereum, Packy's Substack ( Not Boring ) passing the 100k su...
Jan. 21, 2022
Intangible Value
On this week's episode of The Compound & Friends, Michael Batnick , Kai Wu , and Downtown Josh Brown discuss: interest rates, the platform economy, Web3, intangible assets, the importance of company culture, and much more! Th...
Jan. 14, 2022
The New Face of Wealth
On this week's episode of The Compound & Friends, Michael Batnick , Dasarte Yarnway , Emlen Mattingly , and Downtown Josh Brown discuss: inflation, how passive funds could be hiding a bear market, the Onyx Advisor Network for...
Jan. 7, 2022
Can you get Covid in the metaverse?
On this week's episode of The Compound & Friends, Michael Batnick , Pierce Crosby , and Downtown Josh Brown discuss: lessons learned in 2021, predictions for 2022, the growth of TradingView, the Elizabeth Holmes verdict, and ...
Dec. 23, 2021
A Very Compound Christmas
On this week's episode of The Compound & Friends, Michael Batnick , Doug Boneparth , Jenn Ablan , and Downtown Josh Brown discuss: favorites of 2021, Investopedia Terms of the Year, biggest trends in asset management, the gre...
Dec. 17, 2021
2021 Surprises
On this week's episode of The Compound & Friends, Michael Batnick , Tom Lee , and Downtown Josh Brown discuss: the biggest surprises of 2021, the resiliency of the market, 2022 outlook, record buybacks, junk bonds, and much m...
Dec. 10, 2021
Expected Returns
On this week's episode of The Compound & Friends, Michael Batnick , Ben Carlson , Shannon Saccocia and Downtown Josh Brown discuss: unemployment, earnings, expected returns, international stocks, asset price inflation, tech I...
Dec. 3, 2021
The Gang Launches a Crypto Index
On this week's episode of The Compound & Friends, Michael Batnick , Jeremy Schwartz , and Downtown Josh Brown discuss: the all-new RWM WisdomTree Crypto Index, "All-in" on DeFi, Crypto Sprint, Chinese Stocks, Jack Dorsey step...
Nov. 19, 2021
Life, Liberty, and the Pursuit of Tokens
On this week's episode of The Compound & Friends, Michael Batnick , Jim O'Shaughnessy , Phil Huber , and Downtown Josh Brown discuss: selling a business, tail risks, tech innovations and politics, FinTechs buying media compan...
Nov. 5, 2021
The Relentless Bid
On this week's episode of The Compound & Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Balchunas (Senior ETF Analyst for Bloomberg) to discuss: the relentless bid, commission-free trading, direct indexin...
Oct. 29, 2021
Meta Squid Game
On this week's episode of The Compound & Friends, Michael Batnick , Dan McMurtrie , and Downtown Josh Brown discuss: earnings week, big tech ad revenue, Tesla crossing $1 trillion, Facebook (Meta) entering the metaverse, stab...
Oct. 22, 2021
Want-trepreneur
On this week's episode of The Compound & Friends, Michael Batnick , Howard Lindzon , and Downtown Josh Brown discuss private and public markets, trend following, having an edge, Robinhood, pandemic influenced businesses, envy...