Episodes

The Worst Is Still to Come
April 25, 2025

The Worst Is Still to Come

On episode 189 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rebecca Patterson , Senior Fellow at the Council on Foreign Relations and former Chief Investment Strategist at Bridgewater Ass...
Next Trillion Dollar Stock, Why US Is Still Exceptional, Trump vs Powell
April 22, 2025

Next Trillion Dollar Stock, Why US Is Still Exceptional, Trump vs Powell

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick ! This episode is sponsored by Public. Fund your account in five minutes or less at https://public.com/WAYT ...
End of an Empire (EP.188)
April 18, 2025

End of an Empire (EP.188)

On episode 188 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies of 3Fourteen Research to discuss: what earnings typically look like after stock market corrections, Trump's next tr...
How to Tune Out the Noise
April 15, 2025

How to Tune Out the Noise

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick ! This episode is sponsored by Flat Rock Global. Visit: https://flatrockglobal.com/thoughts to learn more. S...
The Craziest Week Ever (EP.187)
April 11, 2025

The Craziest Week Ever (EP.187)

On episode 187 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jenny Van Leeuwen Harrington , Chief Executive Officer of Gilman Hill Asset Management to discuss: Trump vs the bond market, na...
Crowdstrike and the $250 Billion Opportunity in Cybersecurity
April 10, 2025

Crowdstrike and the $250 Billion Opportunity in Cybersecurity

In this special episode, Downtown Josh Brown sits down with CrowdStrike CEO George Kurtz to discuss: AI and the changing landscape of cybersecurity, Google's massive cloud security acquisition, future growth opportunities for...
Former Trump Trade Official Steve Pavlick on Tariffs, Negative Wealth Shock, Pulled Earnings Guidance
April 8, 2025

Former Trump Trade Official Steve Pavlick on Tariffs, Negative Wealth Shock, Pulled Earnings Guidance

On this TCAF Tuesday, Downtown Josh Brown is joined by Steve Pavlick to discuss the latest on the trade war and the stock market's volatile reaction. Then, at 40:49, hear an all-new episode of What Are Your Thoughts with Josh...
Bloodbath
April 4, 2025

Bloodbath

On episode 186 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Steve Quirk , Chief Brokerage Officer at Robinhood to discuss: the stocks getting hit hardest by the tariff selloff, the state ...
Liberation Day, Goldman Gets Bearish, Falling Knives
April 1, 2025

Liberation Day, Goldman Gets Bearish, Falling Knives

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! They discuss Liberation Day and tariffs, Mag 7 weakness, CoreWeave, AI and much more! This episode is sponsored by ...
The World According to Joe Lonsdale
March 31, 2025

The World According to Joe Lonsdale

On episode 185 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Lonsdale and Jacob Miller of Opto to discuss: entrepreneurship, AI in America, democratizing private markets, Elon and DOGE...
Greed is Good
March 28, 2025

Greed is Good

On episode 184 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by returning guests Andrew Beer and Sam Ro to discuss: who wins in a trade war, the real value of hedge funds, liquid alts, active...
How Not to Invest With Barry Ritholtz, Dip Buyers Winning, Coreweave
March 25, 2025

How Not to Invest With Barry Ritholtz, Dip Buyers Winning, Coreweave

On this TCAF Tuesday, Downtown Josh Brown is joined by Barry Ritholtz , Co-founder and Chairman of Ritholtz Wealth Management to discuss his new book release " How Not to Invest ". Then at 39:18, hear an all-new episode of Wh...
Correction Territory
March 18, 2025

Correction Territory

On episode 183 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Terranova to discuss: momentum stocks, recent market volatility, Joe's ETF, and much more! This episode is sponsored by Pub...
Big Market Delusion
March 13, 2025

Big Market Delusion

On episode 182 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rob Arnott to discuss: the market selloff, value stocks, the evolution of the CAPE ratio, international stocks, and much more! ...
S*** Just Got Real, Earnings Estimates Fall With Nick Colas, Trump’s Argentina Playbook
March 11, 2025

S*** Just Got Real, Earnings Estimates Fall With Nick Colas, Trump’s Argentina Playbook

On this TCAF Tuesday, Josh Brown is joined by Nick Colas , co-founder of DataTrek Research , to discuss policy uncertainty, current market sentiment, the divergence in global markets, what an elevated Vix means for the market...
Tom Lee to the Rescue
March 7, 2025

Tom Lee to the Rescue

On episode 181 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: how bull markets end, the trade war, odds of a recession, the case for a Bitcoin reserve, Tesla’s crash, To...
Tariffs (Finally) Wreck the Stock Market, Ackman’s Buffett Bid, April “Tax Drain” Sell-Offs
March 4, 2025

Tariffs (Finally) Wreck the Stock Market, Ackman’s Buffett Bid, April “Tax Drain” Sell-Offs

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! They discuss the recent market turmoil, Trump's tariffs, Bill Ackman's aspirations, the strategic crypto reserve, a...
Price-Chasing Donkey
Feb. 28, 2025

Price-Chasing Donkey

On episode 180 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jim Lebenthal , Chief Equity Strategist and Partner at Cerity Partners to discuss: Nvidia earnings reaction, Apple's investment...
Downside Surprises With Callie Cox, Buffett’s New Letter, Bitcoin Crashes
Feb. 26, 2025

Downside Surprises With Callie Cox, Buffett’s New Letter, Bitcoin Crashes

On this TCAF Tuesday, Josh Brown is joined by Callie Cox to discuss the recent "growth scare" that's been bothering the stock market this month. Then at 35:21, hear an all-new episode of What Are Your Thoughts with Josh Brown...
Live in Naples with Brian Belski
Feb. 21, 2025

Live in Naples with Brian Belski

On episode 179 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski live from Naples Florida to discuss: portfolio construction, dividend stocks, the beneficiaries of AI, Brian's mar...
Global Stocks Lead, US Lags, How DOGE Layoffs Might Affect the Economy, Josh’s Breakout in Progress
Feb. 18, 2025

Global Stocks Lead, US Lags, How DOGE Layoffs Might Affect the Economy, Josh’s Breakout in Progress

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! This episode is sponsored by Public! Visit: Public.com/WAYT and get up to $10,000 when you transfer your old portfo...
It’s Not the Money, It’s the Mood
Feb. 14, 2025

It’s Not the Money, It’s the Mood

On episode 178 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Robert Frank to discuss: how the richest people invest and spend their money, the wealth effect, how different generations view...
Mag 7 Falls Behind, How David Adelman Bought the 76ers, Bill Ackman Buys Uber
Feb. 11, 2025

Mag 7 Falls Behind, How David Adelman Bought the 76ers, Bill Ackman Buys Uber

On this TCAF Tuesday, Josh Brown and Michael Batnick sit down with David Adelman, CEO of Campus Apartments, co-founder and Vice Chairman of FS Investments, and the founder of Darco Capital to discuss his early start in real e...
Stock Shortage
Feb. 7, 2025

Stock Shortage

On episode 177 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by David Giroux of T. Rowe Price to discuss: David's outlook for stocks, the Barron's Roundtable, the opportunity in fixed income,...