Episodes

May 10, 2024

Hall of Fame Bull Market

On episode 141 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski of BMO to discuss: S&P price targets, financial indicators, the housing market, BREIT, unemployment, the possibil…
May 7, 2024

Berkshire After Buffett, Disney Disappoints, Matt Belloni Live From LA

On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Matt Belloni , Founder of Puck.News and host of The Town to discuss the entertainment and streaming industry, Paramount, YouTube vs Amazon Prime, Disney, adv…
May 3, 2024

Priced to Perfection

On episode 140 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jeff deGraaf of RenMac to discuss: technical analysis, the momentum factor, the outlook for Apple, RenMac's Market Cycle Clock…
April 23, 2024

"Did the stock market top in March?" asked and answered by Nick Colas and Jessica Rabe (DataTrek Research)

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research , to discuss the energy market, inflation, and how to prepare for the next recession. This episode is brought to you…
April 19, 2024

The Market's Going Down Like Free Beer

On episode 139 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Art Hogan and The Compound's own, Ben Carlson ! They discuss geopolitics and the market, the outlook for energy stocks, the no…
April 17, 2024

Scott Galloway on Building Wealth, Is Apple in Trouble, Geopolitical Risks

On this TCAF Tuesday, Join Josh Brown and Michael Batnick for a conversation with Professor Scott Galloway , author of the new book The Algebra of Wealth. Then, at 41:11, hear an all-new episode of What Are Your Thoughts wit…
April 12, 2024

Rates Might Go Higher

On episode 138 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dion Rabouin and Callie Cox to discuss: the Fed's next move, why inflation is so stubborn, Larry Fink's shareholder letter, th…
April 9, 2024

Mike Francesa drops by, Jamie Dimon's letter, stock market shortage, the case for AppLovin

On this TCAF Tuesday, Downtown Josh Brown and Michael Batnick are joined by the king of sports radio Mike Francesa to discuss how Mike helped create sports radio as we know it, what the Ohtani scandal could mean for baseball…
April 5, 2024

Salt of the Earth

On episode 137 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Meb Faber , co-founder and Chief Investment Officer of Cambria Investment Management to discuss: hedging market risk, dividend…
April 2, 2024

Investing Ideas From Jason Hsu, a Stock Market “As Good as It Gets”, Why the Fed Should Stop Talking

On this TCAF Tuesday, Downtown Josh Brown and Michael Batnick are joined by Jason Hsu, Chairman & Chief Investment Officer at Rayliant , to discuss international markets and how to invest in friendshoring. Then, at 43:54, he…
March 29, 2024

High Conviction Stocks

On episode 136 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Davidowitz of Polen Capital to discuss: Sam Bankman-Fried's prison sentence, equity valuations, the problem with Apple, th…
March 27, 2024

Big Opportunities in Corporate Bonds With Dave Albrycht

On this special episode of The Compound and Friends taped live at Future Proof Retreat , Michael Batnick and Downtown Josh Brown are joined by Dave Albrycht , President and CIO of Newfleet Asset Management to discuss: the fi…
March 22, 2024

If You're Not Bullish Now...

On episode 135 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Liz Young of SoFi to discuss: the Fed, Nvidia's new chip and where the stock goes from here, what could change the bullish mar…
March 20, 2024

Nvidia's AI Woodstock, Office RE crash, avoid equal-weighting Nick Colas and Jessica Rabe

On this TCAF Tuesday, Downtown Josh Brown is joined by Nick Colas and Jessica Rabe from DataTrek Research to discuss a unique market moment, finding outperformance in emerging markets, cap-weighted vs equal weighted, and Elo…
March 15, 2024

Inflation in Plain English

On episode 134 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Boockvar and Dan Greenhaus to discuss: inflation, the Fed, stock market bubbles, Tesla, short sellers, international sto…
March 13, 2024

Finding the next Mag 7 stocks, Europe rallying with Drew Dickson

On this TCAF Tuesday, Downtown Josh Brown is joined by Drew Dickson of Albert Bridge Capital to discuss the rally in European stocks. Then, at 39:49, hear an all-new episode of What Are Your Thoughts with Josh and Michael Ba…
March 8, 2024

Will It End Badly?

On episode 133 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Todd Sohn of Strategas to discuss: the top ETFs to gauge market conditions, what the future holds for Nvidia, money market fun…
March 5, 2024

No Worries with Jared Dillian, Josh pitches IMAX, private credit worries

On this TCAF Tuesday, Downtown Josh Brown is joined by Jared Dillian to discuss his new book No Worries and how you can simplify your financial life. Then, at 39:10, hear an all-new episode of What Are Your Thoughts with Jos…
March 1, 2024

Warren Buffett’s Margin of Safety

On episode 132 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Larry Cunningham ! They discuss the greatness of Charlie Munger, how Warren Buffett found his voice, the 3 most important word…
Feb. 28, 2024

Eli Manning comes by to talk investing, should you buy the Reddit IPO, Warren Buffett's new letter

On this TCAF Tuesday, Michael Batnick and Downtown Josh Brown are joined by Eli Manning and Drew Sheinman! Listen to Michael's dreams come true in real time as he sits across the table from his hero, plus hear all about Eli'…
Feb. 23, 2024

The One With Ryan Detrick

On episode 131 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ryan Detrick , Chief Market Strategist at Carson Group, to discuss: bullish signals, small caps, odds of a third bear market i…
Feb. 20, 2024

Nick Colas and Jessica Rabe on what we've learned this month, Nvidia earnings, the Wawa story

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of DataTrek Research to take a look at the big takeaways from earnings season, the recent high correlation between stocks and long-term Treasury bonds…
Feb. 16, 2024

The Magnificent 7 Is a Bubble

On episode 130 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Richard Bernstein to discuss: the magnificent 7 compared to past bubbles, bitcoin as a sentiment indicator, the Fed's predicam…
Feb. 14, 2024

They don't usually ring a bell at the top, but...

On this TCAF Tuesday, Join Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this episode they discuss: CPI, an u…