Episodes
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…
Dec. 2, 2022
The Game Has Changed
<p>On episode 72 of The Compound and Friends, <a href="https://twitter.com/renmacllc" rel="noopener noreferrer" target="_blank">Jeff deGraaf</a> joins <a href="https://theirrelevantinvestor.com/" rel="noopener noreferrer" ta…
Nov. 23, 2022
People Hate Inflation, but Unemployment Is Worse
<p>Happy Thanksgiving Compound Nation! You asked for WAYT as a podcast (in addition to the YouTube livestream), so we're giving it a try! Let us know what you think.</p><br /><p>Join Downtown Josh Brown and Michael Batnick f…
Nov. 18, 2022
Worse Than Enron
<p>On episode 71 of The Compound and Friends, <a href="https://twitter.com/GregorMacdonald" rel="noopener noreferrer" target="_blank">Gregor Macdonald</a> joins <a href="https://theirrelevantinvestor.com/" rel="noopener nore…
Nov. 11, 2022
The Day Inflation Broke
<p>On episode 70 of The Compound and Friends, <a href="https://twitter.com/WarrenPies" rel="noopener noreferrer" target="_blank">Warren Pies</a> joins <a href="https://theirrelevantinvestor.com/" rel="noopener noreferrer" ta…
Nov. 4, 2022
No pivot!
<p>On episode 69 of The Compound and Friends, <a href="https://twitter.com/carletonenglish" rel="noopener noreferrer" target="_blank">Carleton English</a> and <a href="https://twitter.com/Skrisiloff" rel="noopener noreferrer…
Oct. 28, 2022
The One With Matt Levine and Mary Childs
<p>On episode 68 of The Compound and Friends, <a href="https://twitter.com/matt_levine" rel="noopener noreferrer" target="_blank">Matt Levine</a> and <a href="https://twitter.com/mdc" rel="noopener noreferrer" target="_blank…
Oct. 21, 2022
No Capitulation Necessary
<p>On episode 67 of The Compound and Friends, <a href="https://twitter.com/DanGreenhaus" rel="noopener noreferrer" target="_blank">Dan Greenhaus</a> joins <a href="https://theirrelevantinvestor.com/" rel="noopener noreferrer…
Oct. 14, 2022
Bad News is Good News
<p>On episode 66 of The Compound and Friends, <a href="https://twitter.com/BobPisani" rel="noopener noreferrer" target="_blank">Bob Pisani</a> and <a href="https://twitter.com/kylascan" rel="noopener noreferrer" target="_bla…
Oct. 10, 2022
A Major Margin Call
<p>On this special episode of Live from The Compound, Marc Rubinstein joins Josh Brown and Michael Batnick to discuss margin calls in the UK, Credit Suisse's "Lehman moment," the growth of shadow banking, and more!</p><br />…
Oct. 7, 2022
This Is a Hitchcock Horror
<p>On episode 65 of The Compound and Friends, <a href="https://www.datatrekresearch.com/" rel="noopener noreferrer" target="_blank">Nick Colas</a> joins <a href="https://theirrelevantinvestor.com/" rel="noopener noreferrer" …
Oct. 3, 2022
The Fastest Drop in Home Prices Since 2009
<p>On this special episode of Live from The Compound Zillow's chief economist, Skylar Olsen, joins Josh Brown and Michael Batnick! Dr. Skylar Olsen is the Chief Economist at Zillow. Previous to her current position, Skylar f…
Sept. 30, 2022
Wait 'Til The VIX Spikes
<p>On episode 64 of The Compound and Friends, <a href="https://twitter.com/StocktonKatie" rel="noopener noreferrer" target="_blank">Katie Stockton</a> joins <a href="https://theirrelevantinvestor.com/" rel="noopener noreferr…
Sept. 23, 2022
Live from MarketWatch
<p>On episode 63 of The Compound and Friends, <a href="https://twitter.com/JoyWiltermuth" rel="noopener noreferrer" target="_blank">Joy Wiltermuth</a>, <a href="https://theirrelevantinvestor.com/" rel="noopener noreferrer" t…
Sept. 20, 2022
A Conversation with Michael Lombardi
<p>On this special episode of Live from The Compound, Michael Lombardi joins Josh Brown and Michael Batnick to discuss all things football! Michael Lombardi is a former General Manager and three-time Super Bowl-winning NFL e…
Sept. 16, 2022
Live at Future Proof
<p>On episode 62 of The Compound and Friends, <a href="https://www.linkedin.com/in/shirlpenney" rel="noopener noreferrer" target="_blank">Shirl Penney</a> joins <a href="https://theirrelevantinvestor.com/" rel="noopener nore…
Sept. 9, 2022
The Battle to Remain Bullish
<p>On episode 61 of The Compound and Friends, <a href="https://www.linkedin.com/in/brian-g-belski-8397004" rel="noopener noreferrer" target="_blank">Brian Belski</a> joins <a href="https://theirrelevantinvestor.com/" rel="no…
Sept. 2, 2022
Store of Value
<p>On episode 60 of The Compound and Friends, <a href="https://get.allstarcharts.com/" rel="noopener noreferrer" target="_blank">JC Parets</a> joins <a href="https://theirrelevantinvestor.com/" rel="noopener noreferrer" targ…