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
February 2, 2026 • 41 mins
On this episode of Live From The Compound, Josh Brown sits down with Mark Mulhern (aka Manu Invests), creator of the bestselling Substack Fundamentally Sound, to break down the long-term bull case for Uber. They dive into the rise of autonomous taxis, Wall Street’s estimates for the robotaxi market, and what Tesla, Uber, and Waymo are saying about the size of the opportunity. The conversation also explores Uber’s stock performance ...
Mark as Played
January 30, 2026 • 77 mins
On episode 227 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Fundstrat's Tom Lee to discuss: market headwinds in 2026, why Tom is still bullish, the precious metals rally, the crypto bear market, Tesla's big bet on robots, and much more!
This episode is sponsored by Franklin Templeton. Learn more at https://franklintemp...
Mark as Played
January 27, 2026 • 71 mins
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about the growing fear coming out of Silicon Valley about mass job losses and the idea that this is the last chance to build generational wealth, market sentiment, MAG 7 earnings to watch, Tesla’s latest numbers and outlook, and what early earnings seaso...
Mark as Played
January 26, 2026 • 33 mins
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 Perfect Portfolio. Cullen walks investors through the most important points about 60/40 strategies, risk parity, investing like Buffett and other popular strategies.
Get Cullen's book here: https://www.amazon.com/Your-Perfect-Portfolio-investing-strategies/dp/1804091928
This episode i...
Mark as Played
January 23, 2026 • 85 mins
On episode 226 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jeremy Grantham to discuss: stock market bubbles, the ups and downs of managing money, how the wealth divide has grown so wide, the future of clean energy tech, and much more!
This episode is sponsored by PIMCO. Learn more about PIMCO’s Advisor Forum at https:/...
Mark as Played
January 20, 2026 • 72 mins
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance!
This episode is sponsored by Teucrium and ClearBridge Investments.
Find out more at https://teucrium.com/agricultural-commodity-etfs
International and emerging market stocks outperformed the U....
Mark as Played
January 16, 2026 • 83 mins
On episode 225 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by TCAF legend JC Parets to discuss: the stocks to watch in 2026, people JC has learned to fade, the sectors looking to break out, the magazine cover indicator, prediction markets, and much more!
This episode is sponsored by Public. Find out more at https://public...
Mark as Played
January 14, 2026 • 31 mins
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 state of cybersecurity in 2026, how AI is reshaping the threat landscape, how AI agents, non-human identities, and browser-based workflows expand the attack surface, common root causes of modern breaches and how defenders can reduce risk, CrowdStrike’s announced acquisitions and the ...
Mark as Played
January 13, 2026 • 64 mins
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance!
This episode is sponsored by Betterment Advisor Solutions. Learn more at http://Betterment.com/advisors
Sign up for The Compound Newsletter and never miss out!
Instagram: ...
Mark as Played
January 9, 2026 • 66 mins
On episode 224 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Andrew Ross Sorkin to discuss: 1929 vs today, looking back at the SPAC mania, the art of the interview, Andrew's dream guest, and much more!
This episode is sponsored by VanEck. Learn more about the VanEck Semiconductor ETF: https://vaneck.com/SMHCompound
Grab ...
Mark as Played
January 6, 2026 • 69 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 Public. Find out more at https://public.com/WAYT
Sign up for The Compound Newsletter and never miss out!
Instagram: https://instagram.com/thecompoundnews
Twitter: https://...
Mark as Played
January 2, 2026 • 57 mins
On episode 223 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ben Carlson for the very first of the year TCAF livestream, breaking down what to expect in the year ahead.
This episode is sponsored by VanEck. Learn more about the VanEck Semiconductor ETF: https://vaneck.com/SMHCompound
Sign up for The Compound Newsletter and ...
Mark as Played
December 30, 2025 • 66 mins
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and special co-host Garrett Baldwin!
This episode is sponsored by Public. Find out more at https://public.com/WAYT
Sign up for The Compound Newsletter and never miss out!
Instagram: https://instagram.com/thecompoundnews
Twitter: https...
Mark as Played
December 23, 2025 • 70 mins
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick!
For more from special guest Sam Ro, check out: https://www.tker.co/
This episode is sponsored by Betterment Advisor Solutions and Rocket Money.
Grow your RIA, your way by visiting: https://Betterment.com/advisors
Cancel your unwanted subscriptions and rea...
Mark as Played
December 19, 2025 • 58 mins
On episode 222 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bill Cohan to discuss: Netflix vs Paramount in the battle for Warner Bros, record highs for US banks, the next Fed chair, and much more!
This episode is sponsored by Public. Find out more at https://public.com/compound
Sign up for The Compound Newsletter and never m...
Mark as Played
December 16, 2025 • 55 mins
On this TCAF Tuesday, Michael Batnick is joined by Dan Ives and Neil Dutta to talk about AI, Tesla, the Fed, chances of market turmoil in 2026, and much more!
This episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF: http://vaneck.com/SMHCompound
Sign up for The Compound Newsletter and never miss out!
Instagram: https://instagram.com/theco...
Mark as Played
December 12, 2025 • 75 mins
On episode 221 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Weisenthal and Tracy Alloway to discuss: Dow 50,000, AI and the market, cash on the sidelines, the Fed's latest move, 10 years of Odd Lots, and much more!
This episode is sponsored by Neuberger Berman and Apex Fintech Solutions.
Learn more about NBSD and get impor...
Mark as Played
December 9, 2025 • 67 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 Public. Find out more at https://public.com/WAYT
Sign up for The Compound Newsletter and never miss out!
Instagram: https://instagram.com/thecompoundnews
Twitter: https://twitter.com/thecom...
Mark as Played
December 5, 2025 • 71 mins
On episode 220 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Vlad Tenev to discuss: the Robinhood story, the retail trading landscape, GameStop, prediction markets, and much more!
Today’s show is brought to you by Goldman Sachs Asset Management. With Goldman Sachs Active ETFs, you gain more than an investment, you gain access to the inn...
Mark as Played
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research to discuss: putting equity valuations into context, policymakers prioritizing growth over dogma, beyond “disruption” in corporate strategy, and more! Then at 36:28, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick!
This episode is sponsored ...
Mark as Played
Popular Podcasts
A curated mix of conversations celebrating the voices, journeys, and truths defining Black history today. Presented by The Black Effect Podcast Network. Where Black Thoughts Live!
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by Audiochuck Media Company.
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com
The World's Most Dangerous Morning Show, The Breakfast Club, With DJ Envy, Jess Hilarious, And Charlamagne Tha God!