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
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:/...
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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....
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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...
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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 ...
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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
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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 ...
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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
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Instagram: https://instagram.com/thecompoundnews
Twitter: https://...
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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 ...
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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
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Instagram: https://instagram.com/thecompoundnews
Twitter: https...
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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...
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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...
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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
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Instagram: https://instagram.com/theco...
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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...
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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...
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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...
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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 ...
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November 28, 2025 • 65 mins
On episode 219 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Boockvar to discuss: why talk of the AI bubble is overblown, inflation expectations, the housing market, Thanksgiving food, and much more!
This episode is sponsored by KraneShares. Learn more at https://kraneshares.com/KOID
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November 25, 2025 • 107 mins
On this TCAF Tuesday, Josh sits down with Charles Lemonides, founder of ValueWorks, to discuss the future of flight and how soon we might see flying cars taking to the skies. Charles makes the case for Joby and dives deep into why he thinks it stands above the rest in the eVTOL space. Then at 35:26 hear an all-new episode of What Are Your Thoughts with special guest Ed Yardeni joining Downtown Josh Brown and ...
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November 21, 2025 • 60 mins
On episode 218 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies to discuss: Nvidia earnings, how the market will end the year, solutions to America's housing affordability crisis, and much more!
This episode is sponsored by Public and Vanguard.
Fund your Public account in five minutes or less by visiting https://public.co...
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November 18, 2025 • 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. Fund your account in five minutes or less by visiting http://public.com/WAYT
Sign up for The Compound Newsletter and never miss out!
Instagram: https://instagram.com/thecompoundnews
Twitter: ...
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