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/
Episodes
August 12, 2025 • 66 mins
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick!
This episode is sponsored by F/m Investments/ To learn more about F/m Compoundr series and their additional ETF Easy products visit us at https://www.fminvest.com/etfs/f-m-compoundr-series/
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August 8, 2025 • 75 mins
On episode 203 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Sam Ro and Luke Kawa to discuss: AI dominating the economy, crypto and PE in 401(k)s, consumer spending, the BLS, and much more!
This episode is sponsored by Betterment Advisor Solutions and Vanguard.
Grow your RIA, your way by visiting: https://Betterment.com/advisors
Learn more about Va...
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August 5, 2025 • 115 mins
On this TCAF Tuesday, Josh is joined by Garrett Baldwin to discuss the socioeconomic factors behind why the stock market is making record highs but young people are embracing socialism in their political choices. Then at 42:08, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick with a special appearance by Ritholtz Wealth Chief Market Strategist Callie Cox!
This e...
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August 1, 2025 • 81 mins
On episode 202 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Adam Parker to discuss: earnings season, the Fed holding steady, R&D spending in big tech, Hulk Hogan's wealth, and much more!
This episode is sponsored by Global X ETFs. Visit: https://www.globalxetfs.com/ and start exploring new opportunities today.
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On this TCAF Tuesday, Michael Cembalest, Chairman of Market and Investment Strategy at J.P. Morgan Asset & Wealth Management joins Josh and Michael to mark the 20th anniversary of Eye on the Market, his influential research note that’s become must-read material for investors around the world. We’ll talk about some of the most memorable charts, boldest calls, and enduring themes from his archive—and what they can teach us about the ...
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July 25, 2025 • 88 mins
On episode 201 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ritholtz Wealth COO Nick Maggiulli and Investopedia's Caleb Silver to discuss: are meme stocks market manipulation, how much bigger can Bitcoin get, where young people are spending their money, The Wealth Ladder, and much more!
This episode is sponsored by Public. Fund your account in five minutes or less b...
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On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research. They take a look at the current earnings and valuation of the S&P 500 to determine whether or not there is still upside for investors buying stocks today. Jessica points out a nearly perfect parallel between the current AI driven rally and the original Dot Com boom from 25 years ago. Then at 39:57, hear an all-new episode of...
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July 18, 2025 • 78 mins
On episode 200 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by TCAF legend JC Parets to discuss: the most important sector in the market, the biggest contrarian call, the only people losing money right now, Bitcoin dominance crashing, what could derail the market, and much more!
This episode is sponsored by Neuberger Berman and Apex Fintech Solutions
Learn more about NB...
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July 15, 2025 • 107 mins
On this TCAF Tuesday, Josh and Michael are joined by Sam Broner of a16z crypto to break down the biggest developments in the world of stablecoins. From PayPal and Circle to the role of U.S. regulators, this conversation covers where the money’s moving and why it matters. Sam explains how stablecoins are quietly reshaping payments, banking, global finance and more. Then at 44:05 hear an all-new episode of What Are Your Thoughts with...
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July 11, 2025 • 71 mins
On episode 199 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ryan Detrick and Sonu Varghese to discuss: how AI saved the market, mid-year market takeaways, Bitcoin's new highs, economic indicators, and much more!
This episode is sponsored by Russell Investments and Apex Fintech Solutions
Looking to get your portfolio into shape? Strengthen your core with ETFs from Russ...
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July 8, 2025 • 61 mins
On this TCAF Tuesday, Michael Batnick is here with a special edition of What Are Your Thoughts with special guests Cullen Roche, Eric Balchunas and Alex Kantrowitz. They discuss: who can replace the dollar, will the deficit crush us, the most successful ETF ever, if Apple should buy Perplexity, Meta vs OpenAI, and more.
This episode is sponsored by Grayscale. Curious about investing in crypto and not sure where to start...
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July 4, 2025 • 80 mins
On episode 198 of The Compound and Friends, Michael Batnick is joined by Joe Fahmy and Shay Boloor to discuss: where we are in the market cycle, the outlook for AI stocks, how Apple got left behind, the next Mag 7, the bull case for Tesla, and much more!
This episode is sponsored by Betterment Advisor Solutions and Rocket Money.
Grow your RIA, your way, with Betterment Advisor Solutions. Learn more at https://www.b...
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July 1, 2025 • 121 mins
On this TCAF Tuesday, Josh Brown sits down with Joe Davis, Vanguard’s Global Chief Economist and Global Head of the Investment Strategy Group to discuss Vanguard's 50th anniversary, Joe's new book, AI, megatrends, inflation, and more! Then at 48:48, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick including a special appearance by IPO expert Aaron Dillon!
This episod...
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June 27, 2025 • 74 mins
On episode 197 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Cole Wilcox, Founder, CEO and CIO of Longboard Asset Management to discuss: all things trend following, using systems to overcome emotion, technical analysis, Nvidia, the new generation of investors, and much more!
This episode is sponsored by Public. Find out more at: https://public.com/compound
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June 24, 2025 • 127 mins
On this TCAF Tuesday, Josh Brown sits down with Ric Edelman, Founder of Edelman Financial Engines to discuss: how far Bitcoin has come, the correct Bitcoin allocation, Tokenization, Stablecoins, and much more! Then at 01:03:40 hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick!
This episode is sponsored by Public. Find out more at: http://public.com/WAYT
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June 20, 2025 • 58 mins
On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Matt Cerminaro and Todd Sohn for the ultimate CHART ON session! They discuss: the Fed, market sentiment, the future of Apple, and much more!
This episode is sponsored by Apex Fintech Solutions. Learn more at: http://apexfintechsolutions.com/augmentedadvice
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On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick!
This episode is sponsored by GrayScale. Curious about investing in crypto and not sure where to start? Visit: https://www.grayscale.com/ to learn more.
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Twitter: https://twitt...
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June 13, 2025 • 74 mins
On episode 196 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Steve Eisman to discuss: behind-the-scenes on The Big Short, what's going on with the trade war, what looks good in financials, the labor market, what's going on at Apple, and much more!
This episode is sponsored by VanEck. Learn more about the VanEck Uranium and Nuclear Energy ETF at: https://vaneck.com/NLRJosh
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June 10, 2025 • 120 mins
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of DataTrek Research to discuss why February was probably not the top, how expensive US tech stocks are, AI, sports and more! Then, at 49:30, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick!
This episode is sponsored by Betterment Advisor Solutions and Rocket Money.
Grow your RIA your way by ...
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On episode 195 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ben Carlson and Callie Cox in front of a live audience to discuss: the biggest market surprises of 2025 so far, government spending, the risk of recession, cash on the sidelines, and much more. Then at 36:48, Morningstar CEO Kunal Kapoor joins Josh and Michael on stage to discuss: how AI is changing finance, the growth of a...
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