Episodes
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…
Aug. 26, 2022
Would You Give Money to Adam Neumann?
<p>On episode 59 of The Compound and Friends, <a href="https://twitter.com/DevonDFD" rel="noopener noreferrer" target="_blank">Devon Drew</a> joins <a href="https://theirrelevantinvestor.com/" rel="noopener noreferrer" targe…
Aug. 19, 2022
Why Are You Even in the Market?
<p>On episode 58 of The Compound and Friends, <a href="https://www.linkedin.com/in/joseph-terranova-47837016b/" rel="noopener noreferrer" target="_blank">Joe Terranova</a> joins <a href="https://theirrelevantinvestor.com/" r…
Aug. 12, 2022
The Science of Hitting
<p>On episode 57 of The Compound and Friends, <a href="https://thescienceofhitting.com/" rel="noopener noreferrer" target="_blank">Alex Morris</a> joins <a href="https://theirrelevantinvestor.com/" rel="noopener noreferrer" …
July 22, 2022
Canary in the Coal Mine
<p>On episode 56 of The Compound and Friends, <a href="https://twitter.com/ShannonSaccocia" rel="noopener noreferrer" target="_blank">Shannon Saccocia</a> joins <a href="https://theirrelevantinvestor.com/" rel="noopener nore…
July 19, 2022
The Metaverse w/ Matthew Ball
<p>On this special episode of Live from the Compound, <a href="https://twitter.com/ballmatthew/" rel="noopener noreferrer" target="_blank">Matthew Ball</a> joins <a href="https://thereformedbroker.com/" rel="noopener norefer…
July 15, 2022
Responsibility Theater
<p>On episode 55 of The Compound and Friends, <a href="https://twitter.com/Kantrowitz" rel="noopener noreferrer" target="_blank">Alex Kantrowitz</a> joins <a href="https://theirrelevantinvestor.com/" rel="noopener noreferrer…
July 8, 2022
Reverse Ponzi Scheme
<p>On episode 54 of The Compound and Friends, <a href="https://twitter.com/ahern_brendan" rel="noopener noreferrer" target="_blank">Brendan Ahern</a> (KraneShares) and <a href="https://twitter.com/ckaiwu" rel="noopener noref…