Episodes

The Compound's Post-Election Special with Callie, Ben, Michael and Josh
Nov. 6, 2024

The Compound's Post-Election Special with Callie, Ben, Michael and Josh

On this special episode of Live from The Compound, Michael Batnick and Downtown Josh Brown are joined by Ben Carlson and Callie Cox to discuss their post election investing ideas. This episode is sponsored by Rocket Money! Vi...
Trading the Election
Nov. 1, 2024

Trading the Election

On episode 164 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jack Raines to discuss: earnings season, betting on the election, The Washington Post's subscriber exodus, red hot Reddit, Mich...
The Real Reason Treasury Yields Rose With Nick and Jessica, Election Bets and Market Vol With Callie Cox
Oct. 29, 2024

The Real Reason Treasury Yields Rose With Nick and Jessica, Election Bets and Market Vol With Callie Cox

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research , to discuss the Election, current market valuations, the Federal Debt, and more! Then, at 34:22, hear an all-new epi...
The Intelligent Investor
Oct. 25, 2024

The Intelligent Investor

On episode 163 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jason Zweig of the Wall Street Journal to discuss: the best investing book ever written, what Ben Graham would think about toda...
The Battle for Pfizer Begins
Oct. 21, 2024

The Battle for Pfizer Begins

On this special episode of The Compound and Friends, Robert Armstrong , US financial commentator for the Financial Times, joins Josh Brown to discuss the revelation that activist hedge fund Starboard Value has taken a billion...
Strength Leads to Strength
Oct. 18, 2024

Strength Leads to Strength

On episode 162 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies and Fernando Vidal of 3Fourteen Research to discuss: the perfect backdrop for gold, when to fade strategist price t...
Bill Sweet on the Tax Time Bomb, the Bull Market Turns Two
Oct. 16, 2024

Bill Sweet on the Tax Time Bomb, the Bull Market Turns Two

On this TCAF Tuesday, Ritholtz Wealth CFO Bill Sweet joins Josh Brown to discuss "The Tax Time Bomb", and what becomes of the tax cuts of late 2017, post election. Then, at 29:00, hear an all-new episode of What Are Your Thou...
Living in a Post Cycle World
Oct. 11, 2024

Living in a Post Cycle World

On episode 161 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: inflation, the economy vs the market, the do...
Tesla’s Taxi Day, Jobs Report Shocker, Dan Dolev on PayPal’s Comeback
Oct. 9, 2024

Tesla’s Taxi Day, Jobs Report Shocker, Dan Dolev on PayPal’s Comeback

On this TCAF Tuesday, Mizuho fintech analyst Dan Dolev joins Josh Brown to discuss the potential earthquake coming for Visa and Mastercard, the reasons behind PayPal's big rally this year, why Affirm's genius founder Max Levc...
The Myth of Cash on the Sidelines
Oct. 4, 2024

The Myth of Cash on the Sidelines

On episode 160 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Sam Ro and Dan Greenhaus to discuss: the future of podcasting, the surge in Chinese stocks, what an "average" year in the marke...
Sam Stovall on the Year-End Rally, Millennium Wins by Not Losing, CVS Gets an Activist
Oct. 2, 2024

Sam Stovall on the Year-End Rally, Millennium Wins by Not Losing, CVS Gets an Activist

On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Sam Stovall , Chief Investment Strategist of CFRA Research for a live Q&A! Then, at 41:53, hear an all-new episode of What Are Your Thoughts! This episode is ...
Tom Lee Strikes Back
Sept. 27, 2024

Tom Lee Strikes Back

On episode 159 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee of Fundstrat to discuss: Tom's Q4 outlook, what usually happens after Fed cuts, geopolitical risks, Chinese stocks, a h...
No Top in Sight, Chinese Stocks Explode, Nick Colas and Jessica Rabe on the Fed Cut
Sept. 25, 2024

No Top in Sight, Chinese Stocks Explode, Nick Colas and Jessica Rabe on the Fed Cut

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research , to discuss the Fed cut, recession indicators, the outlook for tech, and more! Then, at 44:54, hear an all-new episo...
Live from Future Proof with Peter Mallouk
Sept. 20, 2024

Live from Future Proof with Peter Mallouk

On episode 158 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Mallouk, President and CEO of Creative Planning. This episode was recorded in front of a live audience at Future Proof on...
Earning Man
Sept. 13, 2024

Earning Man

On episode 157 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jurrien Timmer to discuss: the Fed's first cut, the labor market, economic indicators, the fall of Carl Icahn, and much more! T...
BlackRock Reduces Risk, Apple Reaction, the Case for eBay, Yield Curve Un-Inverts
Sept. 11, 2024

BlackRock Reduces Risk, Apple Reaction, the Case for eBay, Yield Curve Un-Inverts

On this TCAF Tuesday, hear Josh Brown and Michael Batnick discuss taking down risk, tech dilution, Apple reactions, and more on an all-new episode of What Are Your Thoughts! This episode is sponsored by YCharts! Subscribe to ...
A Career on Wall Street
Sept. 6, 2024

A Career on Wall Street

On episode 156 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jill Schlesinger and Tony Dwyer to discuss: Tony's distinguished career in finance, 31 years of market returns, the Fed, Nvidia...
NVDA’s Mini-Crash, Dan Ives on AI, Josh’s New Book
Sept. 4, 2024

NVDA’s Mini-Crash, Dan Ives on AI, Josh’s New Book

On this TCAF Tuesday, Josh Brown is joined by Dan Ives of Wedbush Securities to discuss Nvidia's latest earnings report, what sets Jensen Huang apart, what it would take for anyone to catch the AI leader, and much more! Then,...
Time Heals
Aug. 30, 2024

Time Heals

On episode 155 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined Gunjan Banerji of The Wall Street Journal and Paul Hickey of Bespoke Investment Group to discuss: Nvidia earnings, the AI led mark...
The First Rate Cut, Dan Loeb Buys Apple, Previewing Nvidia’s Earnings
Aug. 27, 2024

The First Rate Cut, Dan Loeb Buys Apple, Previewing Nvidia’s Earnings

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! They cover the upcoming Nvidia earnings report, the slowdown in leisure and hospitality spending, hedge fund manage...
All the News That’s Fit to Print
Aug. 23, 2024

All the News That’s Fit to Print

On episode 154 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by New York Times economics reporter, Talmon Smith , and The Compound's very own Ben Carlson to discuss: inflation, the Fed, econo...
A bad omen, why Bitcoin moves with Nick and Jessica, Starbucks new CEO
Aug. 20, 2024

A bad omen, why Bitcoin moves with Nick and Jessica, Starbucks new CEO

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of Datatrek , to discuss: what happened with the Japan carry trade, what to do with an elevated Vix, bitcoin vs gold, and much more! Then, at 39:14, he...
Bears Are Back
Aug. 13, 2024

Bears Are Back

On this TCAF Tuesday, join Michael Batnick and Callie Cox for an all-new episode of What Are Your thoughts! They discuss: recession odds, bearish sentiment, household spending, individual stocks outperforming the S&P, and muc...
The Dumbest Crash Ever
Aug. 9, 2024

The Dumbest Crash Ever

On episode 153 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by fan favorites and TCAF legends JC Parets and Joe Fahmy to discuss: the Nikkei, buying green in a sea of red, the opportunity in...