Episodes

July 31, 2024

Biggest Week Ever, Surprises With Nick and Jessica, IPOs Are Back With Aaron Dillon

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research , to discuss how the market fares in election years, the seasonality of the Vix, and much more! Then, at 34:05, hear…

July 26, 2024

Ethereum ETFs Are Here

On episode 151 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Matt Hougan , CIO of Bitwise Asset Management, to discuss: the launch of Ethereum ETFs, Bitcoin vs USD, crypto regulation, tok…

July 24, 2024

Consumer Delinquencies Rise, Alphabet and Spotify Earnings, the Wolf Is at the Door for AUM Fees

On this TCAF Tuesday, Josh Brown is joined by Sean Allocca, Senior Editor for The Daily Upside to discuss wealth management, the future of AUM fees, cash sweep, and much more! Then, at 32:00 hear all about Tesla, Google, and…

July 19, 2024

Small Caps Rip

On episode 150 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Todd Sohn , ETF and Technical Strategist at Strategas, to discuss: small cap stocks, the odds of tech stocks faltering, semico…

July 16, 2024

The Stock Market Votes Trump, Bank Earnings, AI Skeptics

On this TCAF Tuesday, join Josh Brown and Michael Batnick for an all-new episode of What Are Your Thoughts! They discuss bank earnings, AI skeptics, housing stocks, the presidential election, stock market news, and more! Tha…

July 12, 2024

Is Neil Dutta Too Hot???

On episode 149 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neil Dutta , Head Economist at Renaissance Macro Research, to discuss: the Federal Reserve, small caps catching a bid, how wor…

July 9, 2024

The Most Bullish Thing, CrowdStrike CEO George Kurtz, the Case for Financial Stocks

On this TCAF Tuesday, Josh Brown is joined by George Kurtz , founder, president and CEO of CrowdStrike for a wide-ranging discussion about cyber security, delivering for shareholders, the opportunities around AI, and more. T…

July 2, 2024

Wall Street Reacts to Trump vs Biden, Nike Blows Up, Summer Storms Are Coming

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! They discuss the blow up in Nike, BlackRock's new acquisition, Trump vs Biden, US stocks > EU stocks, and much mor…

June 28, 2024

Jeremy Spoke on TCAF Today

On episode 148 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Professor Jeremy Siegel , the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania, …

June 25, 2024

Hottest Stocks of the Year, Nvidia Tops Out, Predicting Recessions With Nick and Jessica

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research , to discuss the biggest misconceptions in the market, Nvidia and tech overcrowding, energy and oil stocks, the Sahm…

June 21, 2024

Aggressively Neutral

On episode 147 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Lori Calvasina , Head of US Equity Strategy at RBC Capital Markets, to discuss: small cap stocks, Nvidia's valuation, waning s…

June 19, 2024

Netflix and Disney With Alex Sherman, Crypto Takes Washington, Can the S&P 500 Hit 6,000 This Year?

On this TCAF Tuesday, Josh Brown is joined by Alex Sherman , Media Reporter for CNBC, to discuss: how Bob Iger is trying to right the Disney ship, the streaming landscape, NBA rights, and more. Then, at 43:57 hear an all-new…

June 14, 2024

Get out of Cash

On episode 146 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alicia Levine, Head of Investment Strategy & Equities at BNY Wealth, to discuss: the FOMC meeting, inflation, rising valuation…

June 11, 2024

Apple’s AI Explosion, Kyla Scanlon on the Economy, Roaring Kitty Strikes Out

On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Kyla Scanlon , Founder of Bread to discuss her new book In This Economy? – an illustrated guide to how money and markets really work. Then, at 36:40 hear an …

June 7, 2024

Reasons to keep Nvidia, Amazon and Apple

On episode 145 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Jackson and Alex Kantrowitz to discuss: the return of Roaring Kitty, Apple and the WWDC, what an AI powered phone might l…

June 5, 2024

Earning Stock Rewards With Bill Capuzzi, Indian Stocks Hit New Highs, Jamie Dimon vs Private Credit

On this TCAF Tuesday, Josh Brown is joined by Bill Capuzzi , CEO of Apex Fintech Solutions to discuss the future of fintech and how shopping can earn you free shares of stock. Then, at 38:55, hear an all-new episode of What …

May 31, 2024

Stephanie Link's Favorite Stocks

On episode 144 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Stephanie Link , CIO and Head of Investment Solutions at Hightower Advisors, to discuss: what it's like to work with Jim Crame…

May 28, 2024

Biggest Risk Right Now, Nvidia Is a Circus, T+1 Settlement Is Here

On this TCAF Tuesday, Josh Brown and Michael Batnick are back with an all-new episode of What Are Your Thoughts! They discuss the biggest risk to the stock market, T-Bills, earnings season, Synapse chapter 11, Amazon vs Nvid…

May 24, 2024

Joe Moglia on the State of the Brokerage Industry

On episode 143 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Moglia , former CEO and Chairman of the Board at TD Ameritrade, as well as the former Head Football Coach and current Chai…

May 22, 2024

Technicals Say Everything Rally Is Now Underway, Bill Smead Says Large Cap Tech Is a Ticket to Purgatory, Buffett Gets Cautious

On this TCAF Tuesday, Josh Brown is joined by Bill Smead , founder and chief investment officer at Smead Capital to discuss Bill's market outlook, why he thinks Warren Buffett is bearish, what history tells us about the AI b…

Doug Ellin, Creator of Entourage, Sits Down With Michael and Josh Live From Los Angeles

May 20, 2024