Episodes
Feb. 9, 2024
Michael Cembalest Returns
On episode 129 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Cembalest to discuss: antitrust and mag 7 stocks, the federal debt, the ultimate value trap, chip supply chains, the 2…
Feb. 7, 2024
SNAP melts down, Disney earnings, Big Tech breakdown with Dan Ives and Alex Kantrowitz
On this episode of TCAF Tuesday, we're bringing you a new show called Great Quarter Guys ! On this episode, Josh Brown , Michael Batnick , Alex Kantrowitz , and Dan Ives discuss: Tesla, Alphabet, Microsoft, Meta, Apple, and …
Feb. 6, 2024
The Battle for Disney With Professor Jeffrey Sonnenfeld
Join Downtown Josh Brown and Professor Jeffrey Sonnenfeld for a live discussion about the coming shareholder fight for the soul of Disney. Will Nelson Peltz and the activist hedge funds have their way or will CEO Bob Iger ho…
Feb. 2, 2024
Charts Out the A**
On episode 128 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies to discuss: how stocks perform after all-time highs, the latest from the Fed, MMT, election year markets, Mark Zuc…
Jan. 31, 2024
The Next Trade In AI, Dan Toomey on Gen Z in the Workplace
On this episode of TCAF Tuesday, Josh Brown is joined by Dan Toomey of Morning Brew to discuss how he makes finance funny, and why Gen Z is the way they are. Then, on an all-new episode of What Are Your Thoughts, Josh joins …
Jan. 26, 2024
How Neil Dutta Predicted "No Landing"
On episode 127 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neil Dutta to discuss: the resiliency of the US economy, the Fed's next move, the housing market, politics and the market, whe…
Jan. 23, 2024
Apple’s Vision Pro Sells Out, Netflix Grabs WWE Raw, Welcome to New All Time Highs
Join Downtown Josh Brown (CEO, Ritholtz Wealth Management) and Michael Batnick (Managing Partner, Ritholtz Wealth Management) for another episode of What Are Your Thoughts and see what they have to say about the biggest topi…
Jan. 19, 2024
Adam Parker Returns
On episode 126 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Adam Parker to discuss: economic conditions, the 2024 market outlook, earnings growth, why buybacks don't help value, growth s…
Jan. 17, 2024
The Inside Story of the Bitcoin ETF Race With Matt Hougan, Trading the Hateful Eight, Goldman and Morgan Report
On this episode of TCAF Tuesday, Josh Brown and Michael Batnick are joined by Bitwise CIO, Matt Hougan , to get a behind the scenes view of the Bitcoin ETF approval process. Then, on an all-new episode of What Are Your Thoug…
Jan. 12, 2024
Man On Fire
On episode 125 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Ives to discuss: the next big thing in technology, Tesla's 2024 outlook, Google gaining ground in AI, semiconductors, top …
Jan. 10, 2024
The ETF that beat Buffett and Cathie, YouTube’s takeover, CPI and Bank Earnings
On this episode of TCAF Tuesday, Josh Brown is joined by Eddy Elfenbein to discuss his active ETF that has outperformed both Warren Buffett and Cathie Wood over the past 5 years. Then, Josh joins Michael Batnick for an all-n…
Jan. 5, 2024
How To Find the Biggest Winners
On episode 124 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by JC Parets and Joe Fahmy to discuss: a preview of what's to come in 2024, charts that break it all down, how to find winners, a…
Jan. 3, 2024
2024 Predictions, Career Advice, and What Went Right in 2023
On this episode of TCAF Tuesday, Josh Brown discusses career advice, and what went right in 2023. Then stick around to join Downtown Josh Brown (CEO, Ritholtz Wealth Management) and Michael Batnick (Managing Partner, Ritholt…
Dec. 29, 2023
Surprise! A conversation with CrowdStrike CEO George Kurtz
On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by CrowdStrike CEO George Kurtz ! They discuss the cybersecurity landscape, how AI is being used by both good and bad ac…
Dec. 22, 2023
12 Reasons to Be Bullish
On episode 123 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Nathan to discuss: what to expect in 2024, 0DTE options, Tesla fundamentals, GDP growth, the rate hike cycle, the best and…
Dec. 20, 2023
2024 S&P Targets With Sam Ro, Dow All-Time Highs and the Gold Rally
On this episode of TCAF Tuesday, Josh Brown is joined by Sam Ro to discuss the 2024 market forecasts. Then, Josh joins Michael Batnick for an all-new episode of What Are Your Thoughts! Topics include: all-time highs, the gol…
Dec. 15, 2023
Pricing In Cuts
On episode 122 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bob Elliott to discuss: the eruption in the market, what to watch for in 2024, the outlook for regional banks, the stupidest p…
Dec. 13, 2023
Shocking Housing Market With Logan Mohtashami, Buy and Hold vs Technicals, Merrill's Recruiting Drive
On this episode of TCAF Tuesday, Josh Brown is joined by Logan Mohtashami to discuss the housing market. Then, Josh joins Michael Batnick for an all-new episode of What Are Your Thoughts! Topics include: tech spending, 2024 …
Dec. 8, 2023
Fear Has Rizz with Brian Belski
On episode 121 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski to discuss: the golden age of stockpicking, what happens if there's no rate cut in 2024, what the bears are missi…
Dec. 6, 2023
Bitcoin Breaks $40K, Jobs Report Preview, Top 10 Investing Terms of 2023 With Caleb Silver
On this episode of TCAF Tuesday, Josh Brown and Michael Batnick are joined by Caleb Silver to discuss Investopedia's top investing terms of 2023 ! Then, you're in for an all-new episode of What Are Your Thoughts! Topics inc…
Dec. 1, 2023
It Turns Out the Fed Doesn’t Matter
On episode 120 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: the post-pandemic economy, when economic in…
Nov. 29, 2023
Charlie Munger Passes, What’s in Warren Buffett’s Will With Gary Pulford, Year End Stock Rally
On this episode of TCAF Tuesday, Josh Brown is joined by advisor Gary Pulford to discuss Warren Buffett's philanthropy and how he plans to make an impact long after he's gone. Then, Josh joins Michael Batnick for an all-new …
Nov. 24, 2023
Things That Never Change With Morgan Housel
On episode 119 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Morgan Housel to discuss: Morgan's new book "Same as Ever: A Guide to What Never Changes," what the OpenAI board got wrong, wr…
Nov. 22, 2023
Sam Altman and OpenAI, SpaceX and Starlink, Nvidia Earnings
On this episode of TCAF Tuesday, Josh Brown talks SpaceX, Starlink, and OpenAI with Aaron Dillon . Then, Josh and Michael Batnick are joined by tech expert Alex Kantrowitz on an all-new episode of What Are Your Thoughts wher…