Episodes
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....
Oct. 27, 2023
The Trillion Dollar Question
On episode 115 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rick Brink (Senior Vice President and Market Strategist at Alliance Bernstein) to discuss: inflation, what constitutes a recess...
Oct. 25, 2023
Why You Shouldn’t Sell Your Losers Yet
On this episode of TCAF Tuesday, Downtown Josh Brown kicks things off with his thoughts on Killers of the Flower Moon, how Netflix won the streaming wars, and parenthood. Then he teams up with Michael Batnick for an all-new e...
Oct. 20, 2023
Entering Year Two of the Bull Market with Tom Lee
On episode 114 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: earnings, the liquidity starved bull market, economic indicators, the Fed's next move, housing, and much mo...
Oct. 17, 2023
No Recession - Wall Street Economists Flip
Join Downtown Josh Brown and Michael Batnick for an all-new episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this episode they discuss: earnings, the luxury...
Oct. 13, 2023
The New Kings of Wall Street
On episode 113 of The Compound and Friends, Michael Batnick is joined by Jan van Eck and Andrew Beer to discuss: the bond market, the national debt, private-credit, alts, managed futures, the Sam Bankman-Fried trial, and much...
Oct. 11, 2023
Did Bonds Just Bottom?
Join Downtown Josh Brown and Michael Batnick for an all-new episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! Then, stay tuned for Josh's conversation with Jaco...
Oct. 6, 2023
Zuckerberg Vs OpenAI
On episode 112 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alex Kantrowitz to discuss the big tech landscape, AI competition, augmented reality, Michael Lewis and SBF, and much more! Tod...
Oct. 4, 2023
The Bottoming Process
Join Downtown Josh Brown and Michael Batnick for an all-new episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this show they discuss: rising rates, the utili...
Sept. 29, 2023
Is Amazon a Monopoly?
On today's show, we are joined by Perth Tolle, Founder of the Life + Liberty Indexes and Gunjan Banerji, Lead Writer for the Wall Street Journal's live markets coverage to discuss: Amazon's antitrust issues, a coming secular ...
Sept. 27, 2023
The Dumb Money
On this TCAF Tuesday, Leif Abraham and Jannick Malling join Downtown Josh Brown (CEO, Ritholtz Wealth Management) to discuss the story of Public.com , and "The Dumb Money" events and meme stock craze of January 2021. Then joi...
Sept. 22, 2023
Jeremy Grantham, Bubble Historian
On episode 110 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jeremy Grantham to discuss: being the "Bubble Historian", Inflation, Modern Valuations, the Four most Dangerous Words, Real Est...
Sept. 20, 2023
The Biggest Mystery on Wall Street
On this TCAF Tuesday, Zeke Faux joins Downtown Josh Brown to discuss his new book Number Go Up: Inside Crypto's Wild Rise and Staggering Fall . Then, join Josh and Michael for an all-new episode of What Are Your Thoughts and ...
Sept. 15, 2023
Big Market Delusions
On episode 109 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rob Arnott in front of a live audience at Future Proof. They discuss: lessons from the tech bubble, smart beta, big tech valuat...
Sept. 8, 2023
Only Tesla and Toyota will Survive
On episode 108 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Nick Colas to discuss: Q2 earnings, Moore's law, interest rates, the future of the automotive market, Steve Cohen, and much mor...
Sept. 6, 2023
IPO Rundown With Aaron Dillon, Why the Bull Market Isn’t Finished Going Up
On this TCAF Tuesday, Aaron Dillon joins Downtown Josh Brown to discuss what's going on in the IPO market. Then, join Josh and Michael for an all-new episode of What Are Your Thoughts and see what they have to say about the b...
Aug. 30, 2023
It’s Time to Buy Value Stocks Now
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: Grayscale's legal victory, Goldman selling its advisory business, earnin...
Aug. 25, 2023
Will There Ever Be Another Warren Buffett?
On episode 107 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Guy Spier to discuss: lunch with Warren Buffett, value investing, managing a hedge fund, Berkshire after Buffett, the bull case...
Aug. 23, 2023
Is Nvidia the New Tesla?
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: tech stocks, Elon Musk's shadow rule, Jackson Hole preview, interest rat...
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 spo...
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 typic...
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, Apple...
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, treas...