Episodes
Sept. 13, 2024
Earning Man
On episode 157 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jurrien Timmer to discuss: the Fed's first cut, the labor market, economic indicators, the fall of Carl Icahn, and much more! T...
Sept. 11, 2024
BlackRock Reduces Risk, Apple Reaction, the Case for eBay, Yield Curve Un-Inverts
On this TCAF Tuesday, hear Josh Brown and Michael Batnick discuss taking down risk, tech dilution, Apple reactions, and more on an all-new episode of What Are Your Thoughts! This episode is sponsored by YCharts! Subscribe to ...
Sept. 6, 2024
A Career on Wall Street
On episode 156 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jill Schlesinger and Tony Dwyer to discuss: Tony's distinguished career in finance, 31 years of market returns, the Fed, Nvidia...
Sept. 4, 2024
NVDA’s Mini-Crash, Dan Ives on AI, Josh’s New Book
On this TCAF Tuesday, Josh Brown is joined by Dan Ives of Wedbush Securities to discuss Nvidia's latest earnings report, what sets Jensen Huang apart, what it would take for anyone to catch the AI leader, and much more! Then,...
Aug. 30, 2024
Time Heals
On episode 155 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined Gunjan Banerji of The Wall Street Journal and Paul Hickey of Bespoke Investment Group to discuss: Nvidia earnings, the AI led mark...
Aug. 27, 2024
The First Rate Cut, Dan Loeb Buys Apple, Previewing Nvidia’s Earnings
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! They cover the upcoming Nvidia earnings report, the slowdown in leisure and hospitality spending, hedge fund manage...
Aug. 23, 2024
All the News That’s Fit to Print
On episode 154 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by New York Times economics reporter, Talmon Smith , and The Compound's very own Ben Carlson to discuss: inflation, the Fed, econo...
Aug. 20, 2024
A bad omen, why Bitcoin moves with Nick and Jessica, Starbucks new CEO
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of Datatrek , to discuss: what happened with the Japan carry trade, what to do with an elevated Vix, bitcoin vs gold, and much more! Then, at 39:14, he...
Aug. 13, 2024
Bears Are Back
On this TCAF Tuesday, join Michael Batnick and Callie Cox for an all-new episode of What Are Your thoughts! They discuss: recession odds, bearish sentiment, household spending, individual stocks outperforming the S&P, and muc...
Aug. 9, 2024
The Dumbest Crash Ever
On episode 153 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by fan favorites and TCAF legends JC Parets and Joe Fahmy to discuss: the Nikkei, buying green in a sea of red, the opportunity in...
Aug. 6, 2024
Stock Market Freakout, Claudia Sahm on the Sahm Rule, Buffett Sells Apple
On this TCAF Tuesday, Josh Brown is joined by Claudia Sahm , Chief Economist at New Century Advisors and Founder of Sahm Consulting for a deep dive into the Sahm Rule and how it's shaking up the market. Then, at 27:18, hear a...
Aug. 2, 2024
The Tech Unwind
On episode 152 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bryn Talkington , or Requisite Capital Management, and Athanasios Psarofagis , of Bloomberg Intelligence, to discuss: Fed day, ...
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, toke...
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, semicon...
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! Than...
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 worr...
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. Th...
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 more...
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, a...
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 sh...
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 ...