Episodes
June 5, 2024
Earning Stock Rewards With Bill Capuzzi, Indian Stocks Hit New Highs, Jamie Dimon vs Private Credit
On this TCAF Tuesday, Josh Brown is joined by Bill Capuzzi , CEO of Apex Fintech Solutions to discuss the future of fintech and how shopping can earn you free shares of stock. Then, at 38:55, hear an all-new episode of What A...
May 31, 2024
Stephanie Link's Favorite Stocks
On episode 144 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Stephanie Link , CIO and Head of Investment Solutions at Hightower Advisors, to discuss: what it's like to work with Jim Cramer...
May 28, 2024
Biggest Risk Right Now, Nvidia Is a Circus, T+1 Settlement Is Here
On this TCAF Tuesday, Josh Brown and Michael Batnick are back with an all-new episode of What Are Your Thoughts! They discuss the biggest risk to the stock market, T-Bills, earnings season, Synapse chapter 11, Amazon vs Nvidi...
May 24, 2024
Joe Moglia on the State of the Brokerage Industry
On episode 143 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Moglia , former CEO and Chairman of the Board at TD Ameritrade, as well as the former Head Football Coach and current Chair...
May 22, 2024
Technicals Say Everything Rally Is Now Underway, Bill Smead Says Large Cap Tech Is a Ticket to Purgatory, Buffett Gets Cautious
On this TCAF Tuesday, Josh Brown is joined by Bill Smead , founder and chief investment officer at Smead Capital to discuss Bill's market outlook, why he thinks Warren Buffett is bearish, what history tells us about the AI bo...
May 20, 2024
Doug Ellin, Creator of Entourage, Sits Down With Michael and Josh Live From Los Angeles
On this special episode of TCAF, Josh Brown and Michael Batnick are joined by Doug Ellin , screenwriter and director, known best for creating the HBO television series Entourage. They discuss how Doug got started in the busin...
May 17, 2024
The Regret Zone
On episode 142 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Packy McCormick, founder of Not Boring , to discuss: the AI space, tech spending, the venture capital landscape, defense tech, ...
May 15, 2024
Return of the Meme Stocks, Big AI Announcements, Solving a Market Mystery With Nick Colas and Jessica Rabe
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research , to discuss the market making new highs, "sell in May and go away", the longest-running unsolved mystery on Wall Str...
May 13, 2024
Where is Netflix’s Marvel Studios? - Great Quarter Guys
On today's special TCAF, we're bringing you the second installment of our new show called Great Quarter Guys ! On this episode, Josh Brown , Michael Batnick , and Julia Alexander discuss all things steaming, including: Netfli...
May 10, 2024
Hall of Fame Bull Market
On episode 141 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski of BMO to discuss: S&P price targets, financial indicators, the housing market, BREIT, unemployment, the possibili...
May 7, 2024
Berkshire After Buffett, Disney Disappoints, Matt Belloni Live From LA
On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Matt Belloni , Founder of Puck.News and host of The Town to discuss the entertainment and streaming industry, Paramount, YouTube vs Amazon Prime, Disney, adve...
May 3, 2024
Priced to Perfection
On episode 140 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jeff deGraaf of RenMac to discuss: technical analysis, the momentum factor, the outlook for Apple, RenMac's Market Cycle Clock,...
April 23, 2024
"Did the stock market top in March?" asked and answered by Nick Colas and Jessica Rabe (DataTrek Research)
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research , to discuss the energy market, inflation, and how to prepare for the next recession. This episode is brought to you ...
April 19, 2024
The Market's Going Down Like Free Beer
On episode 139 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Art Hogan and The Compound's own, Ben Carlson ! They discuss geopolitics and the market, the outlook for energy stocks, the no ...
April 17, 2024
Scott Galloway on Building Wealth, Is Apple in Trouble, Geopolitical Risks
On this TCAF Tuesday, Join Josh Brown and Michael Batnick for a conversation with Professor Scott Galloway , author of the new book The Algebra of Wealth. Then, at 41:11, hear an all-new episode of What Are Your Thoughts with...
April 12, 2024
Rates Might Go Higher
On episode 138 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dion Rabouin and Callie Cox to discuss: the Fed's next move, why inflation is so stubborn, Larry Fink's shareholder letter, the...
April 9, 2024
Mike Francesa drops by, Jamie Dimon's letter, stock market shortage, the case for AppLovin
On this TCAF Tuesday, Downtown Josh Brown and Michael Batnick are joined by the king of sports radio Mike Francesa to discuss how Mike helped create sports radio as we know it, what the Ohtani scandal could mean for baseball,...
April 5, 2024
Salt of the Earth
On episode 137 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Meb Faber , co-founder and Chief Investment Officer of Cambria Investment Management to discuss: hedging market risk, dividends...
April 2, 2024
Investing Ideas From Jason Hsu, a Stock Market “As Good as It Gets”, Why the Fed Should Stop Talking
On this TCAF Tuesday, Downtown Josh Brown and Michael Batnick are joined by Jason Hsu, Chairman & Chief Investment Officer at Rayliant , to discuss international markets and how to invest in friendshoring. Then, at 43:54, hea...
March 29, 2024
High Conviction Stocks
On episode 136 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Davidowitz of Polen Capital to discuss: Sam Bankman-Fried's prison sentence, equity valuations, the problem with Apple, the...
March 27, 2024
Big Opportunities in Corporate Bonds With Dave Albrycht
On this special episode of The Compound and Friends taped live at Future Proof Retreat , Michael Batnick and Downtown Josh Brown are joined by Dave Albrycht , President and CIO of Newfleet Asset Management to discuss: the fix...
March 22, 2024
If You're Not Bullish Now...
On episode 135 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Liz Young of SoFi to discuss: the Fed, Nvidia's new chip and where the stock goes from here, what could change the bullish mark...
March 20, 2024
Nvidia's AI Woodstock, Office RE crash, avoid equal-weighting Nick Colas and Jessica Rabe
On this TCAF Tuesday, Downtown Josh Brown is joined by Nick Colas and Jessica Rabe from DataTrek Research to discuss a unique market moment, finding outperformance in emerging markets, cap-weighted vs equal weighted, and Elon...
March 15, 2024
Inflation in Plain English
On episode 134 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Boockvar and Dan Greenhaus to discuss: inflation, the Fed, stock market bubbles, Tesla, short sellers, international stoc...