Episodes
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…
Nov. 17, 2023
The Fed’s Gonna Cut
On episode 118 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Kevin Simpson to discuss: covered call strategies, the Fed, Warren Buffett's latest moves, and much more! This episode is spon…
Nov. 15, 2023
Why Americans Hate Joe Biden’s Economy
On this episode of TCAF Tuesday, Michael Batnick and Downtown Josh Brown are joined by Rob Copeland to discuss his new book " The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend ." Thanks …
Nov. 10, 2023
The Recession We Deserve
On episode 117 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Callie Cox and Malcolm Ethridge to discuss: market sentiment, Robinhood earnings, Warren Buffett and his cash, interest rates,…
Nov. 8, 2023
The Credit Crunch Is Just Beginning
On this special episode of TCAF Tuesday, Michael Batnick , Barry Ritholtz , and Downtown Josh Brown are joined by Campbell Harvey to discuss: the state of the economy, the yield curve indicator, the next recession, and much …
Nov. 3, 2023
The AI Moment Comes to Wall Street
On episode 116 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Jackson to discuss: the market's strong start to November, using AI and machine learning to find alpha, the magnificent 7…
Oct. 31, 2023
Fixing PayPal With Dan Dolev, Stop Crying and Buy Bonds
On this episode of TCAF Tuesday, Downtown Josh Brown is joined by Dan Dolev to discuss Paypal, SoFi, Affirm, and the latest in Fintech! Then Josh teams up with Michael Batnick for an all-new episode of What Are Your Thoughts…
Oct. 27, 2023
The Trillion Dollar Question
On episode 115 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rick Brink (Senior Vice President and Market Strategist at Alliance Bernstein) to discuss: inflation, what constitutes a reces…
Oct. 25, 2023
Why You Shouldn’t Sell Your Losers Yet
On this episode of TCAF Tuesday, Downtown Josh Brown kicks things off with his thoughts on Killers of the Flower Moon, how Netflix won the streaming wars, and parenthood. Then he teams up with Michael Batnick for an all-new …
Oct. 20, 2023
Entering Year Two of the Bull Market with Tom Lee
On episode 114 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: earnings, the liquidity starved bull market, economic indicators, the Fed's next move, housing, and much m…
Oct. 17, 2023
No Recession - Wall Street Economists Flip
Join Downtown Josh Brown and Michael Batnick for an all-new 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: earnings, the luxur…
Oct. 13, 2023
The New Kings of Wall Street
On episode 113 of The Compound and Friends, Michael Batnick is joined by Jan van Eck and Andrew Beer to discuss: the bond market, the national debt, private-credit, alts, managed futures, the Sam Bankman-Fried trial, and muc…
Oct. 11, 2023
Did Bonds Just Bottom?
Join Downtown Josh Brown and Michael Batnick for an all-new episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! Then, stay tuned for Josh's conversation with Jac…
Oct. 6, 2023
Zuckerberg Vs OpenAI
On episode 112 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alex Kantrowitz to discuss the big tech landscape, AI competition, augmented reality, Michael Lewis and SBF, and much more! To…
Oct. 4, 2023
The Bottoming Process
Join Downtown Josh Brown and Michael Batnick for an all-new episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this show they discuss: rising rates, the util…
Sept. 29, 2023
Is Amazon a Monopoly?
On today's show, we are joined by Perth Tolle, Founder of the Life + Liberty Indexes and Gunjan Banerji, Lead Writer for the Wall Street Journal's live markets coverage to discuss: Amazon's antitrust issues, a coming secular…
Sept. 27, 2023
The Dumb Money
On this TCAF Tuesday, Leif Abraham and Jannick Malling join Downtown Josh Brown (CEO, Ritholtz Wealth Management) to discuss the story of Public.com , and "The Dumb Money" events and meme stock craze of January 2021. Then jo…
Sept. 22, 2023
Jeremy Grantham, Bubble Historian
On episode 110 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jeremy Grantham to discuss: being the "Bubble Historian", Inflation, Modern Valuations, the Four most Dangerous Words, Real Es…