Episodes

May 9, 2023

Media Expert Ben Smith Tells All

On this special episode of Live from The Compound, Ben Smith, journalist and co-founder of Semafor, joins Michael Batnick and Josh Brown to discuss Ben's new book, Traffic, his new media entity Semafor, and much more! Ben Sm…
May 5, 2023

Responsibly Reckless

On episode 91 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ian Dunlap and Leanna Haakons to discuss regional banks, the importance of Apple's earnings, how AI is changing the labor marke…
May 1, 2023

The Business of DK Metcalf

On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by DK Metcalf and Joe McLean to discuss how professional athletes manage their money, building a brand off the field, th…
April 28, 2023

VWAP-er's Delight

On episode 90 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Shannon to discuss Volume-Weighted Average Price (VWAP), trading strategies, technical analysis, tech earnings, and much …
April 21, 2023

Ric Edelman Unplugged

On episode 89 of The Compound and Friends, Michael Batnick , Downtown Josh Brown , and Ben Carlson are joined by Ric Edelman to discuss regulators vs Bitcoin, advice for financial advisors looking to get in the content game,…
April 14, 2023

Somebody's gonna be wrong

On episode 88 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Liz Young to discuss building a career in finance, cooling inflation, the stages of a recession, whether the VIX still matters,…
April 7, 2023

That Wasn't the Bottom

On episode 87 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tony Dwyer to discuss how long an inverted yield curve can last, the unemployment rate and recession, bank lending standards, t…
March 31, 2023

Bearish but Priced In

On episode 86 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jurrien Timmer to discuss what's going on with banks, what's changed since Jurrien's 2022 TCAF appearance, the Fed and the mark…
March 24, 2023

Jill On Money

On episode 85 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jill Schlesinger to discuss the Fed decision aftermath, unlimited FDIC insurance for banks, the SEC's crypto crackdown, banning…
March 21, 2023

Yes, This Is a Bailout of Credit Suisse

On this special episode of Live from The Compound, Jesse Eisinger (senior editor and reporter at ProPublica) joins Michael Batnick and Josh Brown to discuss UBS acquiring Credit Suisse, ProPublica’s new insider trading expos…
March 17, 2023

Bearishly Bullish

On episode 84 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan McMurtrie to discuss Credit Suisse, Silicon Valley Bank, treasury yields, short sellers, credit default swaps, the real rea…
March 14, 2023

The Bank Run of 2023

On this special episode of Live from The Compound, Samir Kaji (CEO and co-founder of Allocate) joins Michael Batnick and Josh Brown to discuss the collapse of Silicon Valley Bank and the impact it could have on the banking s…
March 10, 2023

Catch a Falling Knife

On episode 83 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Carleton English and Joe Fahmy to discuss moving averages, rate hikes, consumer spending, what Cathie Wood got right (and wrong…
March 3, 2023

Dan Nathan Predicts Recession

On episode 82 of The Compound and Friends, Nick Maggiulli and Downtown Josh Brown are joined by Dan Nathan to discuss earnings season, yields, mortgage rates, Buffett and buybacks, shorting private equity, world stock market…
Feb. 17, 2023

High Conviction

On episode 81 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jay Woods and Dan Russo to discuss the New York Stock Exchange, technical analysis, the Dow Jones Transportation Average, Bitco…
Feb. 10, 2023

Belski the Bull

On episode 80 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski to discuss earnings season, recession fears, market sectors, PE expansion out of a bear market, small cap stocks, …
Feb. 3, 2023

Sentiment Rally

On episode 79 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jason Hsu to discuss the latest FOMC meeting, the Chinese market, hard vs soft data, the housing market, earnings for Apple, Am…
Jan. 27, 2023

For Blood and Money

On episode 78 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Nathan Vardi to discuss Nathan's book (For Blood and Money), the biotech landscape, hedge fund returns, the stock market GOAT, …
Jan. 20, 2023

Fat Privilege

On episode 77 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Doug Boneparth and Phil Huber to discuss alts, bonds over stocks, the probability of a recession, ETF flows, Schwab's double do…
Jan. 13, 2023

We Just Might Pull This Off

On episode 76 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Callie Cox to discuss the latest CPI data, why Michael's feeling a little bullish, calling the Fed's bluff, chances of a soft l…
Jan. 6, 2023

It’s GLD, b*tch!

On episode 75 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by JC Parets and Steve Strazza to look at tons of charts and discuss: why JC is bullish precious metals, Bitcoin's make or break m…
Dec. 22, 2022

A Very Tom Lee Christmas | What Are Your Thoughts?

<p>Join Downtown Josh Brown, Michael Batnick, and special guest <a href="https://twitter.com/fundstrat" rel="noopener noreferrer" target="_blank">Tom Lee</a> for another round of What Are Your Thoughts and see what they have…
Dec. 17, 2022

The Year of the Rug Pull

<p>On episode 74 of The Compound and Friends, <a href="https://theirrelevantinvestor.com/" rel="noopener noreferrer" target="_blank">Michael Batnick</a> and <a href="https://thereformedbroker.com/" rel="noopener noreferrer" …
Dec. 9, 2022

Live from Houston

<p>On episode 73 of The Compound and Friends, <a href="https://mobile.twitter.com/bryntalkington" rel="noopener noreferrer" target="_blank">Bryn Talkington</a> joins <a href="https://theirrelevantinvestor.com/" rel="noopener…