Episodes

Jan. 23, 2024

Apple’s Vision Pro Sells Out, Netflix Grabs WWE Raw, Welcome to New All Time Highs

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 topic...
Jan. 19, 2024

Adam Parker Returns

On episode 126 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Adam Parker to discuss: economic conditions, the 2024 market outlook, earnings growth, why buybacks don't help value, growth st...
Jan. 17, 2024

The Inside Story of the Bitcoin ETF Race With Matt Hougan, Trading the Hateful Eight, Goldman and Morgan Report

On this episode of TCAF Tuesday, Josh Brown and Michael Batnick are joined by Bitwise CIO, Matt Hougan , to get a behind the scenes view of the Bitcoin ETF approval process. Then, on an all-new episode of What Are Your Though...
Jan. 12, 2024

Man On Fire

On episode 125 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Ives to discuss: the next big thing in technology, Tesla's 2024 outlook, Google gaining ground in AI, semiconductors, top c...
Jan. 10, 2024

The ETF that beat Buffett and Cathie, YouTube’s takeover, CPI and Bank Earnings

On this episode of TCAF Tuesday, Josh Brown is joined by Eddy Elfenbein to discuss his active ETF that has outperformed both Warren Buffett and Cathie Wood over the past 5 years. Then, Josh joins Michael Batnick for an all-ne...
Jan. 5, 2024

How To Find the Biggest Winners

On episode 124 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by JC Parets and Joe Fahmy to discuss: a preview of what's to come in 2024, charts that break it all down, how to find winners, a ...
Jan. 3, 2024

2024 Predictions, Career Advice, and What Went Right in 2023

On this episode of TCAF Tuesday, Josh Brown discusses career advice, and what went right in 2023. Then stick around to join Downtown Josh Brown (CEO, Ritholtz Wealth Management) and Michael Batnick (Managing Partner, Ritholtz...
Dec. 29, 2023

Surprise! A conversation with CrowdStrike CEO George Kurtz

On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by CrowdStrike CEO George Kurtz ! They discuss the cybersecurity landscape, how AI is being used by both good and bad act...
Dec. 22, 2023

12 Reasons to Be Bullish

On episode 123 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Nathan to discuss: what to expect in 2024, 0DTE options, Tesla fundamentals, GDP growth, the rate hike cycle, the best and ...
Dec. 20, 2023

2024 S&P Targets With Sam Ro, Dow All-Time Highs and the Gold Rally

On this episode of TCAF Tuesday, Josh Brown is joined by Sam Ro to discuss the 2024 market forecasts. Then, Josh joins Michael Batnick for an all-new episode of What Are Your Thoughts! Topics include: all-time highs, the gold...
Dec. 15, 2023

Pricing In Cuts

On episode 122 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bob Elliott to discuss: the eruption in the market, what to watch for in 2024, the outlook for regional banks, the stupidest pi...
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 r...
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 missin...
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 incl...
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 ind...
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 e...
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, wri...
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 where...
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 spons...
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 t...
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 m...
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....