Episodes
March 11, 2025
S*** Just Got Real, Earnings Estimates Fall With Nick Colas, Trump’s Argentina Playbook
On this TCAF Tuesday, Josh Brown is joined by Nick Colas , co-founder of DataTrek Research , to discuss policy uncertainty, current market sentiment, the divergence in global markets, what an elevated Vix means for the market...
March 7, 2025
Tom Lee to the Rescue
On episode 181 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: how bull markets end, the trade war, odds of a recession, the case for a Bitcoin reserve, Tesla’s crash, To...
March 4, 2025
Tariffs (Finally) Wreck the Stock Market, Ackman’s Buffett Bid, April “Tax Drain” Sell-Offs
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! They discuss the recent market turmoil, Trump's tariffs, Bill Ackman's aspirations, the strategic crypto reserve, a...
Feb. 28, 2025
Price-Chasing Donkey
On episode 180 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jim Lebenthal , Chief Equity Strategist and Partner at Cerity Partners to discuss: Nvidia earnings reaction, Apple's investment...
Feb. 26, 2025
Downside Surprises With Callie Cox, Buffett’s New Letter, Bitcoin Crashes
On this TCAF Tuesday, Josh Brown is joined by Callie Cox to discuss the recent "growth scare" that's been bothering the stock market this month. Then at 35:21, hear an all-new episode of What Are Your Thoughts with Josh Brown...
Feb. 21, 2025
Live in Naples with Brian Belski
On episode 179 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski live from Naples Florida to discuss: portfolio construction, dividend stocks, the beneficiaries of AI, Brian's mar...
Feb. 18, 2025
Global Stocks Lead, US Lags, How DOGE Layoffs Might Affect the Economy, Josh’s Breakout in Progress
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! This episode is sponsored by Public! Visit: Public.com/WAYT and get up to $10,000 when you transfer your old portfo...
Feb. 14, 2025
It’s Not the Money, It’s the Mood
On episode 178 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Robert Frank to discuss: how the richest people invest and spend their money, the wealth effect, how different generations view...
Feb. 11, 2025
Mag 7 Falls Behind, How David Adelman Bought the 76ers, Bill Ackman Buys Uber
On this TCAF Tuesday, Josh Brown and Michael Batnick sit down with David Adelman, CEO of Campus Apartments, co-founder and Vice Chairman of FS Investments, and the founder of Darco Capital to discuss his early start in real e...
Feb. 7, 2025
Stock Shortage
On episode 177 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by David Giroux of T. Rowe Price to discuss: David's outlook for stocks, the Barron's Roundtable, the opportunity in fixed income,...
Feb. 5, 2025
Disregarding Tariff Terror With Nick and Jessica, Palantir Explodes, Amazon and Alphabet Report Earnings
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research to discuss the Trump Tariffs, disruptive innovation, DeepSeek AI and the healthcare sector, and more. Then at 37:30, ...
Jan. 31, 2025
Dan Ives: Still the First Inning for AI
On episode 176 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Ives to discuss: DeepSeek's impact on the market, Nvidia's growth outlook, Elon's bold Tesla prediction, and much more! Thi...
Jan. 28, 2025
2025 Crypto Predictions with Pantera’s Franklin Bi, the AI Crash with Alex Kantrowitz
On this TCAF Tuesday, Josh Brown is joined by Franklin Bi , General Partner at Pantera Capital to discuss the regulatory changes and predictions for Crypto in 2025 following the executive order of the Trump administration "St...
Jan. 24, 2025
The Blue Chips of Junk
On episode 175 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bob Elliott , Co-Founder, CEO, and CIO of Unlimited Funds to discuss: Netflix earnings, the labor market, tariff winners and lo...
Jan. 21, 2025
How to Spot a Bottom in Stocks
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Michael Batnick and special guest Steve Strazza , Director of Research at All Star Charts! This episode is sponsored The Compound Insider. For a cha...
Jan. 17, 2025
JC's Revenge
On episode 174 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by TCAF Legend JC Parets ! They discuss luck vs skill in the market, the best performing asset of the 21st century (so far), risk-...
Jan. 15, 2025
Market Bubbles With Owen Lamont, Autonomous Vehicles Everywhere, Barron’s Roundtable
On this TCAF Tuesday, Josh Brown is joined by Owen Lamont , Senior Vice President and Portfolio Manager at Acadian Asset Management to discuss his piece “The Seven Pillars of Market Bubbles". Then at 40:44, hear an all-new ep...
Jan. 10, 2025
Dark Matter
On episode 173 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Julie Hyman and Doug Boneparth to discuss: the rising 10-year, the real estate market, Presidential volatility, the labor marke...
Jan. 8, 2025
Jensen's robots, Zuckerberg bends the knee, AI is the economy
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick as they talk AI, eye-catching charts, MuskCoin, the alchemists, Jensen Huang Keynote, and more! This episode is spons...
Jan. 3, 2025
Why Brian Wesbury is Bearish
On episode 172 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Wesbury , Chief Economist at First Trust Advisors to discuss his outlook on 2024, Recessions, Monetary Policy, Bitcoin, b...
Dec. 31, 2024
The Biggest Winners and Losers of 2024
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! Happy New Year Compound Nation!! Thanks for rocking with us! This episode is sponsored by Public! Fund your account...
Dec. 27, 2024
Ladies and Gentlemen, Mr. Harvey Schwartz
On episode 171 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Harvey Schwartz, CEO of Carlyle and former president of Goldman Sachs to discuss Harvey's remarkable journey through the financ...
Dec. 20, 2024
Cut Your Losses, Size up Your Winners
On episode 170 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Nick Colas , Co-Founder of DataTrek Research to discuss: the market's reaction to the latest Fed cut, if international stocks a...
Dec. 18, 2024
Stay Bullish on America With Nick Colas, Everyone’s Building AI Chips, Ringing the Bell
On this TCAF Tuesday, Josh Brown is joined by Nick Colas , co-founder of DataTrek Research , to discuss today's market vs the dot com bubble, U.S. Stocks compared to the rest of the world, top performing S&P financials, ROE m...