Episodes

There's Never Just One Cockroach
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...
Becoming the Amazon of Real Estate With Rocket’s Varun Krishna, Roaring Bank Earnings, Wall Street Fires on All Cylinders
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...
Retail Investors Just Plowed $100 Billion Into Stocks. THIS MONTH.
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...
Solana tokenizes stocks with Anatoly Yakovenko, eVTOL stocks with Andres Sheppard, Oracle questions, BDC trouble
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...
Fidelity’s Quant Boss Reveals Her Top 3 “Desert Island” Stock Market Indicators
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 ...
How Peter Lynch Became The Greatest Fund Manager Of All Time
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...
How to Earn Stock Market Returns With Half the Risk
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...
Is It Too Good? AI Capex Explodes Higher, Pre-Revenue Stock Boom, Will Falling Mortgage Rates Save Us With Telis Demos (WSJ)
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,...
Tom Sosnoff Will Teach You Trading
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...
Stocks After a Rate Cut With Nick Colas, the End of Quarterly Earnings Reports, Strategy Denied S&P Inclusion
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 ...
$1.5 Trillion Money Manager Jenny Johnson Speaks Out
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...
The Truth Behind Private Equity’s Megaboom
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...
Google Pops, Belief in the American Dream Drops, Regional Bank Stocks Rally Ahead of Rate Cuts
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...
The Bull Market in Electricity
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 ...
Wilfred Frost Comes By, Margin Debt Tops $1 Trillion, Nvidia Earnings Preview
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....
Tom Lee Says It's Still Early
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...
Coinbase Is the Godfather, the Return of Cathie Wood, Neil Dutta on Jackson Hole
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,...
Does the Stock Market Know Something We Don’t?
Aug. 15, 2025

Does the Stock Market Know Something We Don’t?

On episode 204 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠ is joined by Shannon Saccocia and Todd Sohn to discuss: the market narrative, the AI economy, ARK's big run, Circle's round trip, M&A, the labor ma...
Things People Say in a Bull Market
Aug. 12, 2025

Things People Say in a Bull Market

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 F/m Investments/ To learn more about F/m Compoundr series...
The Week We All Found Out
Aug. 8, 2025

The Week We All Found Out

On episode 203 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Sam Ro and Luke Kawa to discuss: AI dominating the economy, crypto and PE in 401(k)s, consumer ...
Socialist Mayors, AI vs Labor With Callie Cox, Falling Knife Stocks
Aug. 5, 2025

Socialist Mayors, AI vs Labor With Callie Cox, Falling Knife Stocks

On this TCAF Tuesday, Josh is joined by Garrett Baldwin to discuss the socioeconomic factors behind why the stock market is making record highs but young people are embracing socialism in their political choices. Then at 42:0...
Why Valuations Don't Matter
Aug. 1, 2025

Why Valuations Don't Matter

On episode 202 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠ are joined by Adam Parker to discuss: earnings season, the Fed holding steady, R&D spending in big tech, Hulk Hog...
Trump Is Winning His Trade War, Michael Cembalest on 20 Years Running Research at Jpmorgan, Earnings Reactions Galore
July 29, 2025

Trump Is Winning His Trade War, Michael Cembalest on 20 Years Running Research at Jpmorgan, Earnings Reactions Galore

On this TCAF Tuesday, Michael Cembalest, Chairman of Market and Investment Strategy at J.P. Morgan Asset & Wealth Management joins Josh and Michael to mark the 20th anniversary of Eye on the Market , his influential research ...
Meme Stocks or Manipulation?
July 25, 2025

Meme Stocks or Manipulation?

On episode 201 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠ are joined by Ritholtz Wealth COO Nick Maggiulli and Investopedia's Caleb Silver ⁠ to discuss: are meme stocks market...