Episodes
Nov. 7, 2025
Eric Jackson and the Search for the Next 100 Bagger
On episode 216 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Jackson to discuss: searching for 100 baggers, the case for Opendo...
Nov. 4, 2025
Brian Belski Breaks Loose, Palantir Erupts, Stocks Getting Quietly Killed, Uber and Tost Report
On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Brian Belski, CEO and Chief Investment Officer at Humilis Investment Strategies to discuss: Brian’s new venture, the possibility of an AI bubble, choosing the...
Oct. 31, 2025
What Did the Fed Actually Say?
On episode 215 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Stephanie Roth, Chief Economist at Wolfe Research, to discuss: the economy,...
Oct. 28, 2025
Big Tech Earnings Week With Alex Kantrowitz, Two Small Caps on Josh’s Radar, Robots Take White Collar Jobs at Amazon
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick ! This episode is sponsored by Public. Fund your account in five minutes or less...
Oct. 27, 2025
Jim Cramer Absolutely UNLOADS On Stage, Make Popcorn Now
On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by the one and only Jim Cramer to discuss: how Jim became the voice o...
Oct. 24, 2025
It’s Only a Bubble If You Panic
On episode 214 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Sonali Basak , Chief Investment Strategist at iCapital and Compound host Ben Ca...
Oct. 21, 2025
Netflix Reports, Why the Bull Market Has Legs Into Year-End With Nick and Jessica, Warner Bros for Sale, Unemployment Cracks Appear
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of DataTrek Research to discuss: the key to understanding Q3 reporting season, the seasonality of S&P highs, a financial analysis of Big Tech, and more...
Oct. 17, 2025
There's Never Just One Cockroach
On episode 213 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bill Baruch to discuss: current market trends, the outperformance of gold and s...
Oct. 14, 2025
Becoming the Amazon of Real Estate With Rocket’s Varun Krishna, Roaring Bank Earnings, Wall Street Fires on All Cylinders
On this TCAF Tuesday, Josh Brown is joined by Varun Krishna, CEO of Rocket Companies, a $50 billion giant in the mortgage and real estate market, to discuss the prospect of a refi boom and a new upcycle for the housing market...
Oct. 10, 2025
Retail Investors Just Plowed $100 Billion Into Stocks. THIS MONTH.
On episode 212 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Scott Nations, Author and president of Nations Indexes, Inc., the world's leadi...
Oct. 7, 2025
Solana tokenizes stocks with Anatoly Yakovenko, eVTOL stocks with Andres Sheppard, Oracle questions, BDC trouble
On this TCAF Tuesday, Josh Brown and Michael Batnick welcome Anatoly Yakovenko, CEO of Solana Labs and Co-founder of Solana to discuss the prospects for a tokenized stock market. Anatoly explains why SOL is the right answer f...
Oct. 5, 2025
Fidelity’s Quant Boss Reveals Her Top 3 “Desert Island” Stock Market Indicators
On this special episode of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Denise Chisholm, Director of Quantitative Market Strategy in the Quantitative Research and Investments (QRI) division ...
Oct. 3, 2025
How Peter Lynch Became The Greatest Fund Manager Of All Time
On episode 211 of The Compound and Friends, Downtown Josh Brown is joined by Peter Lynch, Vice Chairman of Fidelity Management and Research to discuss: Peter's legendary career, how individu...
Sept. 26, 2025
How to Earn Stock Market Returns With Half the Risk
On episode 210 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Steve Romick to discuss: risk management, value investing, surviving the dot-com b...
Sept. 23, 2025
Is It Too Good? AI Capex Explodes Higher, Pre-Revenue Stock Boom, Will Falling Mortgage Rates Save Us With Telis Demos (WSJ)
On this TCAF Tuesday, Josh Brown welcomes Telis Demos , writer for Heard on the Street and co-host of The Wall Street Journal’s Take on the Week podcast to discuss: mortgage rates falling, the TikTok deal, record margin debt,...
Sept. 19, 2025
Tom Sosnoff Will Teach You Trading
On episode 209 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Sosnoff to discuss: what it takes to become a trader, how Tom got into the busines...
Sept. 16, 2025
Stocks After a Rate Cut With Nick Colas, the End of Quarterly Earnings Reports, Strategy Denied S&P Inclusion
On this TCAF Tuesday, Josh Brown is joined by Nick Colas of DataTrek Research to discuss: the size of the next rate cut, the history of S&P multiples, Microsoft in 1999 vs today, outperforming sectors of the market, and much ...
Sept. 12, 2025
$1.5 Trillion Money Manager Jenny Johnson Speaks Out
On episode 208 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are at Future Proof Festival with special guest Jenny Johnson, President and Chief Executive Offi...
Sept. 5, 2025
The Truth Behind Private Equity’s Megaboom
On episode 207 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Sidgmore , Partner and Co-Founder of Broadhaven Ventures to discuss: the evolut...
Sept. 2, 2025
Google Pops, Belief in the American Dream Drops, Regional Bank Stocks Rally Ahead of Rate Cuts
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick ! This episode is sponsored by MSCI and Rocket Money . To learn more about MSCI, visit h...
Aug. 29, 2025
The Bull Market in Electricity
On episode 206 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jan Van Eck to discuss: Nvidia earnings, AI replacing jobs, future energy demands, why the ...
Aug. 26, 2025
Wilfred Frost Comes By, Margin Debt Tops $1 Trillion, Nvidia Earnings Preview
On this TCAF Tuesday, Josh Brown welcomes CNBC host Wilfred Frost for a look at the success of US stocks vs the UK’s market and what made Wilfred’s dad David Frost one of the most important TV journalists of the 20th Century....
Aug. 22, 2025
Tom Lee Says It's Still Early
On episode 205 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: V-shaped recoveries, the AI driven economy, a stock-picker's market, Ja...
Aug. 19, 2025
Coinbase Is the Godfather, the Return of Cathie Wood, Neil Dutta on Jackson Hole
On this TCAF Tuesday, Josh and Michael sit down with Coinbase Chief Financial Officer, Alesia Haas, and Chief Legal Officer, Paul Grewal, to dive into what’s next for the world’s largest digital asset exchange. Then at 45:23,...