Episodes
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, …
June 16, 2023
The Bet
On episode 97 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ted Seides and Shana Sissel to discuss the FOMC meeting, how investors are using alternatives these days, the venture capital m…
June 9, 2023
Will AI Save the World?
On episode 96 of The Compound and Friends, Jill Schlesinger joins Michael Batnick and Downtown Josh Brown to discuss whether or not the bear market is over, the chances of Jamie Dimon running for president, Apple’s WWDC prod…
June 6, 2023
Black Swans, Stock Market Crashes and the Chaos Kings
On this special episode of Live from The Compound, Scott Patterson, Financial Journalist and Wall Street Journal Reporter, joins Michael Batnick and Josh Brown to discuss Scott's new book, Chaos Kings: How Wall Street Trader…
June 2, 2023
We Are Ready For Prime Time
On TCAF 95 Cathie Wood joins Michael Batnick and Downtown Josh Brown to discuss investing in innovation, AI fact vs fiction, how big Tesla can get, why Ark bought Nvidia in 2014, Zoom vs Google Meet vs Microsoft Teams, and m…
May 26, 2023
Nvidia Breaks Away
On episode 94 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dror Poleg to discuss Nvidia's ascent, the AI explosion, the future of work, and much more! Thanks to Public for sponsoring thi…
May 19, 2023
Where is the Crash?
On episode 93 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Chris Davis and Morgan Housel to discuss the big wave of AI coming, the most important chart in the stock market, SVB insiders …
May 12, 2023
ChatCPI
On episode 92 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dion Rabouin to discuss inflation, the Fed, the labor market, Robinhood earnings, the advent of 24/7 trading, and much more! Th…