The Compound and Friends
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The Compound and Friends
Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Tuesday and Friday for expert insight and hot takes on the latest in business and investing. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
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Stocks Took the Stairs Down and the Elevator Up
On episode 237 of The Compound and Friends, Michael Batnick is joined by Sam Ro and Steve Sosnick to d...
Signs the Bottom Is In, Yardeni Sees Resolution, Buying Winners, New QQQ’s
Join Downtown Josh Brown and Michael Batnick for another episo...
Private Credit Is the Fuse, Insurance Companies Are the Bomb with Nick Nemeth
On this episode of Live From The Compound, Josh Brown is joined by Nick Nemeth, writer of Mispriced Assets to discuss the issues with private credit a...
Why Gas Prices Can’t Wreck the Market
On episode 236 of The Compound and Friends, Michael Batnick and Downtown Josh...
Worst Quarter in 4 Years, Oil vs Stocks, Win Rates From Buying Corrections, the Case for T and VZ
Join Downtown Josh Brown and Michael Batnick for another episode o...
Never Sell Your Energy Stocks - Nick Colas and Jessica Rabe of DataTrek
On this episode of What Did We Learn, Josh Brown, Nick Colas and Jessica Rabe discuss: Oil, energy stocks, and how rising prices are impacting equitie...
Jonathan Boyar's Favorite Cheap Stocks with Catalysts
On episode 235 of The Compound and Friends, Michael Batnick and Downtown Josh Bro...
Economic Data Deteriorates, Private Credit Struggles, Retail Traders Give Up
Join Downtown Josh Brown and Michael Batnick for another episode of Wh...
Are We in a Bear Market?
On episode 234 of The Compound and Friends, Michael Batnick and Downtown Josh Brown...
Nvidia GTC Highlights, Uber Is Too Cheap, Cliffwater and the Private Credit Panic
Join Downtown Josh Brown and Michael Batnick for another episode of Wh...
A Sit-Down with Rick Wurster, CEO of Charles Schwab
On episode 233 of The Compound and Friends, Michael Batnick and Downtown Josh Brown...
Trump's 10 Commandments for Business
On this episode of Live From The Compound, Josh Brown is joined by Yale’s Professor Jeffrey Sonnenfeld, founder of the Chief Executive Leadership Inst...
True or False - Private Credit Is This Generation’s Subprime
On episode 232 of The Compound and Friends, Michael Batnick and Downtown Josh Brown...
Stocks After an Oil Spike, Internals Gone Wild, Bcred Problems, Nvda Stuck
Join Downtown Josh Brown and Michael Batnick for another episode of What A...
Getting Ready for the “European Kill Switch”
On this episode of Live From The Compound, we break down the shift in global market leadership as international stocks outperform the U.S. While many...
Data Centers Are the New Fracking
On episode 231 of The Compound and Friends, Michael Batnick and Downtown Josh Brown...
Stocks in Pre-Crisis Mode, Multiple Compression, the Citrini Crash, Halo Goes Viral
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Y...
Big Tech Has Til Year-End…or Else.
On this episode of What Did We Learn, Josh Brown sits down with Nick Colas and Jessica Rabe of DataTrek Research to discuss why Big Tech has just 12 m...
Looks Like a Bull Market, Feels Like a Crash
On episode 230 of The Compound and Friends, Michael Batnick is joined by Robyn...
“Unrealized” Capital Gains Tax is Economic Suicide
Join Downtown Josh Brown and Ben Carlson for another episode of What Are Your Thoughts...
Inside the Baddest Hedge Fund in America with Sam Koppelman and Nathaniel Horwitz
On episode 229 of The Compound and Friends, Michael Batnick and Downtown Josh Brown...
HALO Stocks, Spotify Beats, Robinhood Reports
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts...
Autonomous Driving Is a Trillion Dollar Opportunity With Uber President Andrew Macdonald
On this episode of Live From The Compound, Downtown Josh Brown is joined by Andrew Macdonald, President and Chief Operating Officer at Uber, after one...
Momentum Stock Slaughterhouse
On episode 228 of The Compound and Friends, Michael Batnick and Downtown Josh Brown...
Software Stocks Melt Down, Palantir Beats, Energy up 12%
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts...
Mark Mulhern (Manu Invests) on Autonomous Taxis and the Buying Opportunity in Uber
On this episode of Live From The Compound, Josh Brown sits down with Mark Mulhern (aka Manu Invests), creator of the bestselling Substack Fundamentall...
What Tom Lee's Worried About in 2026
On episode 227 of The Compound and Friends, Michael Batnick and Downtown Josh Brown...
This Is Your Last Chance to Get Rich, Mag 7 Earnings Week
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts...
Cullen Roche Drops by to Talk Perfect Portfolios
On this episode of Live From the Compound, Downtown Josh Brown hosts Cullen Roche, founder of Discipline Funds and author of the new book, Your Perfec...
Jeremy Grantham: Stop Ruining My Perfectly Good Bear Market
On episode 226 of The Compound and Friends, Michael Batnick and Downtown Josh Brown...
Financial War With Europe, Gold Is Screaming, Netflix and BofA Earnings, the Case for ServiceTitan
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and...
These Are the Stocks to Buy In 2026
On episode 225 of The Compound and Friends, Michael Batnick and Downtown Josh Brown...
CrowdStrike’s George Kurtz Reveals the Biggest Cybersecurity Threat of 2026
On this special episode of Live from The Compound, Josh Brown is joined by George Kurtz, President, CEO, and co-founder of CrowdStrike to discuss: the...
JPMorgan Earnings, Trump vs Powell, Goldman’s Revenge, Apple + Google Deal
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see...
It's not 1929, but it might be - Andrew Ross Sorkin
On episode 224 of The Compound and Friends, Michael Batnick and Downtown Josh Brown...
Software vs Semis, Trump Accounts for Babies, Sell-Side Indicator
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batni...
Welcome to 2026
On episode 223 of The Compound and Friends, Michael Batnick and Downtown Josh Brown...
New Year’s Resolutions, the $15 Trillion Liquidity Flood With Garrett Baldwin, Reacting vs Predicting
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and special co-host ...
These Are Wall Street’s Predictions for 2026
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick...
Buy or Die
On episode 222 of The Compound and Friends, Michael Batnick and Downtown Josh Brown ar...