Episodes
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...
Dec. 13, 2024
Is Rick Rieder a Bond King?
On episode 169 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rick Rieder , Chief Investment Officer of Global Fixed Income and Head of the Global Allocation Investment Team at BlackRock. H...
Dec. 11, 2024
CEOs and Trump with Jeff Sonnenfeld, quantum computing, Hawk Tuah coin
On this TCAF Tuesday, Josh Brown is joined by Jeffrey Sonnenfeld to discuss: President Trump's economic policies, his relationship with the business community, the impact of tariffs, deregulation, and much more! Then, at 40:2...
Dec. 6, 2024
The Contrarian
On episode 168 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Boockvar , CIO at Bleakley Financial Group, to discuss: the future of Bitcoin, Art Cashin's legacy, contrarian investing,...
Dec. 3, 2024
The Degen Dow, Trump’s Shadow Fed Chair With Jim Bianco, RIP Art Cashin
On this TCAF Tuesday, Josh Brown is joined by Jim Bianco, President and Macro Strategist at Bianco Research to discuss: the bond market, if Bitcoin could actually reach $13 million, the Fed's political dimension, and more! Th...
Nov. 27, 2024
Watching credit spreads with Nick and Jessica, "Bessent Fever," the ponzi sleeve
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research , to discuss: bond spreads, investor confidence, the risks of excessive speculation, the U.S. labor market, valuation...
Nov. 22, 2024
Old Man Yells at the Cloud
On episode 167 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Cliff Asness , of AQR Capital Management, to discuss: the less efficient market hypothesis, value investing, the quant world, p...
Nov. 19, 2024
Something's Going to Break, We Don't Know What
On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Cembalest to discuss: what Trump's win means for stocks and the economy, how Democrats lost big on inflation, ...
Nov. 15, 2024
Buy the Election, Sell the Inauguration
On episode 166 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Adam Parker to discuss: the biggest risks to the market, David Einhorn on valuations, the Fed's next move, the dumbest chart ev...
Nov. 12, 2024
S&P 6,000, Elon wins, replacing gensler, remembering Mac McQuown with Robin Wigglesworth
On this TCAF Tuesday, Robin Wigglesworth of the Financial Times joins Josh Brown to discuss the passing of Mac McQuown, the founding Director of Dimensional Fund Advisors, and the history of market indexing. Then, at 33:18, h...
Nov. 8, 2024
Katie Bar the Door
On episode 165 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Katie Stockton to discuss: the election's impact the market, the explosion in financial stocks, reasons to be cautious, small c...
Nov. 6, 2024
The Compound's Post-Election Special with Callie, Ben, Michael and Josh
On this special episode of Live from The Compound, Michael Batnick and Downtown Josh Brown are joined by Ben Carlson and Callie Cox to discuss their post election investing ideas. This episode is sponsored by Rocket Money! Vi...
Nov. 1, 2024
Trading the Election
On episode 164 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jack Raines to discuss: earnings season, betting on the election, The Washington Post's subscriber exodus, red hot Reddit, Mich...
Oct. 29, 2024
The Real Reason Treasury Yields Rose With Nick and Jessica, Election Bets and Market Vol With Callie Cox
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research , to discuss the Election, current market valuations, the Federal Debt, and more! Then, at 34:22, hear an all-new epi...
Oct. 25, 2024
The Intelligent Investor
On episode 163 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jason Zweig of the Wall Street Journal to discuss: the best investing book ever written, what Ben Graham would think about toda...
Oct. 21, 2024
The Battle for Pfizer Begins
On this special episode of The Compound and Friends, Robert Armstrong , US financial commentator for the Financial Times, joins Josh Brown to discuss the revelation that activist hedge fund Starboard Value has taken a billion...
Oct. 18, 2024
Strength Leads to Strength
On episode 162 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies and Fernando Vidal of 3Fourteen Research to discuss: the perfect backdrop for gold, when to fade strategist price t...
Oct. 16, 2024
Bill Sweet on the Tax Time Bomb, the Bull Market Turns Two
On this TCAF Tuesday, Ritholtz Wealth CFO Bill Sweet joins Josh Brown to discuss "The Tax Time Bomb", and what becomes of the tax cuts of late 2017, post election. Then, at 29:00, hear an all-new episode of What Are Your Thou...
Oct. 11, 2024
Living in a Post Cycle World
On episode 161 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by David Kelly , Chief Global Strategist at J.P. Morgan Asset Management, to discuss: inflation, the economy vs the market, the do...
Oct. 9, 2024
Tesla’s Taxi Day, Jobs Report Shocker, Dan Dolev on PayPal’s Comeback
On this TCAF Tuesday, Mizuho fintech analyst Dan Dolev joins Josh Brown to discuss the potential earthquake coming for Visa and Mastercard, the reasons behind PayPal's big rally this year, why Affirm's genius founder Max Levc...
Oct. 4, 2024
The Myth of Cash on the Sidelines
On episode 160 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Sam Ro and Dan Greenhaus to discuss: the future of podcasting, the surge in Chinese stocks, what an "average" year in the marke...