Episodes
Sept. 20, 2023
The Biggest Mystery on Wall Street
On this TCAF Tuesday, Zeke Faux joins Downtown Josh Brown to discuss his new book Number Go Up: Inside Crypto's Wild Rise and Staggering Fall . Then, join Josh and Michael for an all-new episode of What Are Your Thoughts and…
Sept. 15, 2023
Big Market Delusions
On episode 109 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rob Arnott in front of a live audience at Future Proof. They discuss: lessons from the tech bubble, smart beta, big tech valua…
Sept. 8, 2023
Only Tesla and Toyota will Survive
On episode 108 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Nick Colas to discuss: Q2 earnings, Moore's law, interest rates, the future of the automotive market, Steve Cohen, and much mo…
Sept. 6, 2023
IPO Rundown With Aaron Dillon, Why the Bull Market Isn’t Finished Going Up
On this TCAF Tuesday, Aaron Dillon joins Downtown Josh Brown to discuss what's going on in the IPO market. Then, join Josh and Michael for an all-new episode of What Are Your Thoughts and see what they have to say about the …
Aug. 30, 2023
It’s Time to Buy Value Stocks Now
On this TCAF Tuesday, join Michael Batnick and Downtown Josh Brown for an all-new episode of What Are Your Thoughts and see what they have to say about: Grayscale's legal victory, Goldman selling its advisory business, earni…
Aug. 25, 2023
Will There Ever Be Another Warren Buffett?
On episode 107 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Guy Spier to discuss: lunch with Warren Buffett, value investing, managing a hedge fund, Berkshire after Buffett, the bull cas…
Aug. 23, 2023
Is Nvidia the New Tesla?
On this TCAF Tuesday, join Michael Batnick and Downtown Josh Brown for an all-new episode of What Are Your Thoughts and see what they have to say about: tech stocks, Elon Musk's shadow rule, Jackson Hole preview, interest ra…
Aug. 18, 2023
The Year Everyone Got Wrong
On episode 106 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Balchunas and Jeremy Schwartz to discuss: the magnificent seven, the bond market, defined outcome ETFs, inflation, the sp…
Aug. 16, 2023
“Big Short” Investor Bets on a Crash
On this TCAF Tuesday, join Michael Batnick and Downtown Josh Brown for an all-new episode of What Are Your Thoughts and see what they have to say about: retail earnings, stock picking, interest rates, Michael Burry, revenues…
Aug. 11, 2023
Unlimited Alpha
On episode 105 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bob Elliott to discuss: Bob's time running money at Bridgewater, CPI, global macro, the labor market, why hedge funds are typi…
Aug. 9, 2023
Six Reasons to Stay Worried
On this TCAF Tuesday, join Michael Batnick and Downtown Josh Brown for an episode of What Are Your Thoughts and see what they have to say about: reasons to worry, a buyable dip, higher rates, Buffett vs Icahn, earnings, Appl…
Aug. 4, 2023
Momentum
On episode 104 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Terranova and Mark Fisher to discuss: what it takes to be a trader, the energy sector, commodities, the US downgrade, trea…
Aug. 2, 2023
Gangsta's Paradise
On this TCAF Tuesday, Michael Lombardi joins Michael Batnick and Downtown Josh Brown to discuss the state of the running back, Michael's latest book Football Done Right, and Aaron Rodgers on the Jets, but first, join Josh an…
July 28, 2023
When in Doubt, Zoom Out
On episode 103 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by JC Parets to discuss: value vs growth, JC's favorite charts right now, volatility strategies, US homeowner equity, a strategis…
July 26, 2023
What's Really Going On At Goldman Sachs?
On this TCAF Tuesday, Willam Cohan joins Downtown Josh Brown to discuss what's going on at Goldman Sachs. Then, at the 34:40 mark, join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts an…
July 21, 2023
We Have Lost All Sense of Decorum
On episode 102 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Sam Ro and Jack Raines to discuss: AI and the market, the meme economy, Nvidia's rollercoaster year, the earnings recession, f…
July 19, 2023
12 Things Everyone Got Wrong About Inflation
On this TCAF Tuesday, Barry Ritholtz joins Downtown Josh Brown to discuss his recent piece on 12 things everyone got wrong about inflation. Then, at the 29:00 mark, join Downtown Josh Brown and Michael Batnick for another ep…
July 14, 2023
Michael Cembalest Takes Us to School
On episode 101 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Cembalest to discuss the economy, AI stocks, the worst experiment in capital markets, the biggest risks to the market,…
July 11, 2023
The Next Big Test for Stocks | WAYT
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…
July 7, 2023
Episode 100 with Darren Rovell
On episode 100 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Darren Rovell to discuss layoffs at ESPN, sports betting, the memorabilia market, Threads vs Twitter, and much more! This epis…
July 3, 2023
Leadership Wins: American Entrepreneurs
On this special July 4th episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Scott Neil (Founder, Horse Soldier Bourbon) and Shirl Penney (CEO of Dynasty Financial Partners) to discuss …
June 30, 2023
The Quantum Realm
On episode 99 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ian Cassel to discuss microcap stocks, the state of the economy, how to analyze a company's management team, how investing is l…
June 28, 2023
Stocks Are Overbought, so What? | WAYT
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…
June 23, 2023
Relative Strength
On episode 98 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Mark Newton to discuss market sentiment, buying the dip, the DeMARK Indicator, fundamental vs technical analysis, industrials, …