Episodes
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, the...
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, dividends...
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, hea...
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, the...
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 fix...
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 mark...
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 Elon...
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 stoc...
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 Bat...
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 fund...
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 Josh...
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 words...
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's...
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 in...
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 predicame...
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 up...
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 20...
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 A...
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 hol...
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 Zuck...
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 M...
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, when...