Episodes
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 ...
June 14, 2024
Get out of Cash
On episode 146 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alicia Levine, Head of Investment Strategy & Equities at BNY Wealth, to discuss: the FOMC meeting, inflation, rising valuations...
June 11, 2024
Apple’s AI Explosion, Kyla Scanlon on the Economy, Roaring Kitty Strikes Out
On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Kyla Scanlon , Founder of Bread to discuss her new book In This Economy? – an illustrated guide to how money and markets really work. Then, at 36:40 hear an a...
June 7, 2024
Reasons to keep Nvidia, Amazon and Apple
On episode 145 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Jackson and Alex Kantrowitz to discuss: the return of Roaring Kitty, Apple and the WWDC, what an AI powered phone might lo...
June 5, 2024
Earning Stock Rewards With Bill Capuzzi, Indian Stocks Hit New Highs, Jamie Dimon vs Private Credit
On this TCAF Tuesday, Josh Brown is joined by Bill Capuzzi , CEO of Apex Fintech Solutions to discuss the future of fintech and how shopping can earn you free shares of stock. Then, at 38:55, hear an all-new episode of What A...
May 31, 2024
Stephanie Link's Favorite Stocks
On episode 144 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Stephanie Link , CIO and Head of Investment Solutions at Hightower Advisors, to discuss: what it's like to work with Jim Cramer...
May 28, 2024
Biggest Risk Right Now, Nvidia Is a Circus, T+1 Settlement Is Here
On this TCAF Tuesday, Josh Brown and Michael Batnick are back with an all-new episode of What Are Your Thoughts! They discuss the biggest risk to the stock market, T-Bills, earnings season, Synapse chapter 11, Amazon vs Nvidi...
May 24, 2024
Joe Moglia on the State of the Brokerage Industry
On episode 143 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Moglia , former CEO and Chairman of the Board at TD Ameritrade, as well as the former Head Football Coach and current Chair...
May 22, 2024
Technicals Say Everything Rally Is Now Underway, Bill Smead Says Large Cap Tech Is a Ticket to Purgatory, Buffett Gets Cautious
On this TCAF Tuesday, Josh Brown is joined by Bill Smead , founder and chief investment officer at Smead Capital to discuss Bill's market outlook, why he thinks Warren Buffett is bearish, what history tells us about the AI bo...
May 20, 2024
Doug Ellin, Creator of Entourage, Sits Down With Michael and Josh Live From Los Angeles
On this special episode of TCAF, Josh Brown and Michael Batnick are joined by Doug Ellin , screenwriter and director, known best for creating the HBO television series Entourage. They discuss how Doug got started in the busin...
May 17, 2024
The Regret Zone
On episode 142 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Packy McCormick, founder of Not Boring , to discuss: the AI space, tech spending, the venture capital landscape, defense tech, ...
May 15, 2024
Return of the Meme Stocks, Big AI Announcements, Solving a Market Mystery With Nick Colas and Jessica Rabe
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research , to discuss the market making new highs, "sell in May and go away", the longest-running unsolved mystery on Wall Str...
May 13, 2024
Where is Netflix’s Marvel Studios? - Great Quarter Guys
On today's special TCAF, we're bringing you the second installment of our new show called Great Quarter Guys ! On this episode, Josh Brown , Michael Batnick , and Julia Alexander discuss all things steaming, including: Netfli...
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 possibili...
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, adve...
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 with...