Episodes

Responsibility Theater
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 ...
Reverse Ponzi Scheme
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,...
The Higher the Vix, the Higher the Clicks
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...
The Great Reset
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...
It Can't Really Get Worse
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...
The Energy Bull Market Just Started
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! ...
Zombieland
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...
Why Is It Getting Dumber?
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...
Live from The Compound with Michael Rapino
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...
This Is What the Bottom Sounds Like
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...
We Haven’t Seen the Third Act Yet
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...
Someone Is Blowing Up
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,...
Once Upon a Time in Boston
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...
Netflix and Churn
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...
Delete Your DMs
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!...
Breaking Down the Threat Landscape
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...
The Bogle Effect
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...
The Texas Hedge
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, ...
Never Buy New Lows, Never Short New Highs
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...
Chasing the Bond King
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...
Saint Patrick's Day Show
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...
Pulling Out
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...
Best Burger in NYC
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...
Ian Bremmer on What Investors Should Know About Ukraine and Russia
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...