Episodes

Disregarding Tariff Terror With Nick and Jessica, Palantir Explodes, Amazon and Alphabet Report Earnings
Feb. 5, 2025

Disregarding Tariff Terror With Nick and Jessica, Palantir Explodes, Amazon and Alphabet Report Earnings

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research to discuss the Trump Tariffs, disruptive innovation, DeepSeek AI and the healthcare sector, and more. Then at 37:30, ...
Dan Ives: Still the First Inning for AI
Jan. 31, 2025

Dan Ives: Still the First Inning for AI

On episode 176 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Ives to discuss: DeepSeek's impact on the market, Nvidia's growth outlook, Elon's bold Tesla prediction, and much more! Thi...
2025 Crypto Predictions with Pantera’s Franklin Bi, the AI Crash with Alex Kantrowitz
Jan. 28, 2025

2025 Crypto Predictions with Pantera’s Franklin Bi, the AI Crash with Alex Kantrowitz

On this TCAF Tuesday, Josh Brown is joined by Franklin Bi , General Partner at Pantera Capital to discuss the regulatory changes and predictions for Crypto in 2025 following the executive order of the Trump administration "St...
The Blue Chips of Junk
Jan. 24, 2025

The Blue Chips of Junk

On episode 175 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bob Elliott , Co-Founder, CEO, and CIO of Unlimited Funds to discuss: Netflix earnings, the labor market, tariff winners and lo...
How to Spot a Bottom in Stocks
Jan. 21, 2025

How to Spot a Bottom in Stocks

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Michael Batnick and special guest Steve Strazza , Director of Research at All Star Charts! This episode is sponsored The Compound Insider. For a cha...
JC's Revenge
Jan. 17, 2025

JC's Revenge

On episode 174 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by TCAF Legend JC Parets ! They discuss luck vs skill in the market, the best performing asset of the 21st century (so far), risk-...
Market Bubbles With Owen Lamont, Autonomous Vehicles Everywhere, Barron’s Roundtable
Jan. 15, 2025

Market Bubbles With Owen Lamont, Autonomous Vehicles Everywhere, Barron’s Roundtable

On this TCAF Tuesday, Josh Brown is joined by Owen Lamont , Senior Vice President and Portfolio Manager at Acadian Asset Management to discuss his piece “The Seven Pillars of Market Bubbles". Then at 40:44, hear an all-new ep...
Dark Matter
Jan. 10, 2025

Dark Matter

On episode 173 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Julie Hyman and Doug Boneparth to discuss: the rising 10-year, the real estate market, Presidential volatility, the labor marke...
Jensen's robots, Zuckerberg bends the knee, AI is the economy
Jan. 8, 2025

Jensen's robots, Zuckerberg bends the knee, AI is the economy

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick as they talk AI, eye-catching charts, MuskCoin, the alchemists, Jensen Huang Keynote, and more! This episode is spons...
Why Brian Wesbury is Bearish
Jan. 3, 2025

Why Brian Wesbury is Bearish

On episode 172 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Wesbury , Chief Economist at First Trust Advisors to discuss his outlook on 2024, Recessions, Monetary Policy, Bitcoin, b...
The Biggest Winners and Losers of 2024
Dec. 31, 2024

The Biggest Winners and Losers of 2024

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! Happy New Year Compound Nation!! Thanks for rocking with us! This episode is sponsored by Public! Fund your account...
Ladies and Gentlemen, Mr. Harvey Schwartz
Dec. 27, 2024

Ladies and Gentlemen, Mr. Harvey Schwartz

On episode 171 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Harvey Schwartz, CEO of Carlyle and former president of Goldman Sachs to discuss Harvey's remarkable journey through the financ...
Cut Your Losses, Size up Your Winners
Dec. 20, 2024

Cut Your Losses, Size up Your Winners

On episode 170 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Nick Colas , Co-Founder of DataTrek Research to discuss: the market's reaction to the latest Fed cut, if international stocks a...
Stay Bullish on America With Nick Colas, Everyone’s Building AI Chips, Ringing the Bell
Dec. 18, 2024

Stay Bullish on America With Nick Colas, Everyone’s Building AI Chips, Ringing the Bell

On this TCAF Tuesday, Josh Brown is joined by Nick Colas , co-founder of DataTrek Research , to discuss today's market vs the dot com bubble, U.S. Stocks compared to the rest of the world, top performing S&P financials, ROE m...
Is Rick Rieder a Bond King?
Dec. 13, 2024

Is Rick Rieder a Bond King?

On episode 169 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rick Rieder , Chief Investment Officer of Global Fixed Income and Head of the Global Allocation Investment Team at BlackRock. H...
CEOs and Trump with Jeff Sonnenfeld, quantum computing, Hawk Tuah coin
Dec. 11, 2024

CEOs and Trump with Jeff Sonnenfeld, quantum computing, Hawk Tuah coin

On this TCAF Tuesday, Josh Brown is joined by Jeffrey Sonnenfeld to discuss: President Trump's economic policies, his relationship with the business community, the impact of tariffs, deregulation, and much more! Then, at 40:2...
The Contrarian
Dec. 6, 2024

The Contrarian

On episode 168 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Boockvar , CIO at Bleakley Financial Group, to discuss: the future of Bitcoin, Art Cashin's legacy, contrarian investing,...
The Degen Dow, Trump’s Shadow Fed Chair With Jim Bianco, RIP Art Cashin
Dec. 3, 2024

The Degen Dow, Trump’s Shadow Fed Chair With Jim Bianco, RIP Art Cashin

On this TCAF Tuesday, Josh Brown is joined by Jim Bianco, President and Macro Strategist at Bianco Research to discuss: the bond market, if Bitcoin could actually reach $13 million, the Fed's political dimension, and more! Th...
Watching credit spreads with Nick and Jessica, "Bessent Fever," the ponzi sleeve
Nov. 27, 2024

Watching credit spreads with Nick and Jessica, "Bessent Fever," the ponzi sleeve

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research , to discuss: bond spreads, investor confidence, the risks of excessive speculation, the U.S. labor market, valuation...
Old Man Yells at the Cloud
Nov. 22, 2024

Old Man Yells at the Cloud

On episode 167 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Cliff Asness , of AQR Capital Management, to discuss: the less efficient market hypothesis, value investing, the quant world, p...
Something's Going to Break, We Don't Know What
Nov. 19, 2024

Something's Going to Break, We Don't Know What

On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Cembalest to discuss: what Trump's win means for stocks and the economy, how Democrats lost big on inflation, ...
Buy the Election, Sell the Inauguration
Nov. 15, 2024

Buy the Election, Sell the Inauguration

On episode 166 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Adam Parker to discuss: the biggest risks to the market, David Einhorn on valuations, the Fed's next move, the dumbest chart ev...
S&P 6,000, Elon wins, replacing gensler, remembering Mac McQuown with Robin Wigglesworth
Nov. 12, 2024

S&P 6,000, Elon wins, replacing gensler, remembering Mac McQuown with Robin Wigglesworth

On this TCAF Tuesday, Robin Wigglesworth of the Financial Times joins Josh Brown to discuss the passing of Mac McQuown, the founding Director of Dimensional Fund Advisors, and the history of market indexing. Then, at 33:18, h...
Katie Bar the Door
Nov. 8, 2024

Katie Bar the Door

On episode 165 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Katie Stockton to discuss: the election's impact the market, the explosion in financial stocks, reasons to be cautious, small c...