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
June 19, 2026 • 64 mins
On episode 247 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Zezas, Deputy Global Head of Research at Morgan Stanley, to discuss: AI capex, data centers, productivity gains, prediction markets, the 2026 midterms, the Fed, enterprise software, and why policy calls are so di...
Listen
Watch
Mark as Played
June 16, 2026 • 68 mins
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick are back to break down one of the biggest investing stories of the year: SpaceX joining the ranks of the world's most valuable companies. What does its rise say about American capitalism, private markets, and the role investors play...
Listen
Watch
Mark as Played
June 15, 2026 • 69 mins
On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown sit down with Dan Ivascyn, Group Chief Investment Officer at PIMCO, for a wide-ranging conversation on markets, bonds, AI, and the forces reshaping the global economy. They discuss PIMCO’s latest secular outlook, &ld...
Listen
Watch
Mark as Played
June 12, 2026 • 70 mins
On episode 246 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Levitt, Chief Global Market Strategist at Invesco to discuss: whether the AI trade has become too crowded, why earnings growth still supports the market, and what investors should actually watch for signs o...
Listen
Watch
Mark as Played
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick break down the market's "Blood Red Friday" selloff, Apple's AI relaunch, and OpenAI's blockbuster IPO filing.
They discuss the rapidly shifting AI narrative, whether Apple's new Siri and AI-powered devices can drive hardware sales, ...
Listen
Watch
Mark as Played
On this episode of What Did We Learn, Josh Brown, Nick Colas and Jessica Rabe examine one of the most extreme stretches of tech outperformance in recent market history and discuss what it could mean for investors going forward. They break down the growing gap between Semiconductors and Software, the role of rising interest rates, and whether leadership is becoming too concentrated.
They also take a closer look at SpaceX and why ...
Listen
Watch
Mark as Played
June 5, 2026 • 70 mins
On episode 245 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neil Dutta and Skanda Amarnath to discuss: the AI investment boom, the state of the labor market, inflation risks, consumer spending, Fed policy, market breadth, whether this cycle is as unusual as it feels, and much m...
Listen
Watch
Mark as Played
June 2, 2026 • 65 mins
Join Michael Batnick (Managing Partner, Ritholtz Wealth) Sean Russo (Investment Analyst, Ritholtz Wealth) and Matt Cerminaro (Exhibit A co-founder, AKA Chart Kid Matt) 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 Neuberger. Explore NBSD–including all risks and important information‒at https://www.neuberger.com/nb...
Listen
Watch
Mark as Played
May 29, 2026 • 68 mins
On episode 244 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Denise Chisholm to discuss: whether AI capex is a bubble, why stocks keep climbing despite persistent skepticism, and how earnings growth is broadening beyond the Mag 7. They discuss semiconductors, margins, inflation, Fed policy...
Listen
Watch
Mark as Played
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: SpaceX IPO, Halo ETFs, consumer problems, a mystery chart, and more! Plus, a special appearance by Rupert Mitchell!
This episode is sponsored by: DBMF and ClearBridge Investments.
Find out...
Listen
Watch
Mark as Played
May 22, 2026 • 87 mins
On episode 243 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jan Van Eck to discuss: the AI infrastructure boom, Nvidia and the semiconductor trade, whether mega-cap dominance is structural or cyclical, the risks hiding in U.S. deficits and long-term rates, equal weight vs cap weight, the S...
Listen
Watch
Mark as Played
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: investing in space, Nvidia, Trump trades, the AI hedge, mystery charts and more.
This episode is sponsored by Public and Janus Henderson Investors.
Visit https://public.com/WAYT to learn...
Listen
Watch
Mark as Played
May 15, 2026 • 79 mins
On episode 242 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ben Carlson and Kai Wu to discuss: Nvidia, Anthropic, software disruption, intangible assets, faster market cycles, and Ben’s new book Risk and Reward and much more!
This episode is sponsored by: Betterment Advisor Solutions a...
Listen
Watch
Mark as Played
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: housing stocks, AI, 12 rules for bubble riding, $100 billion stocks and more! Plus, a very special Jeff deGraaf appearance!
This episode is sponsored by Betterment Advisor Solutions and Janus Henderso...
Listen
Watch
Mark as Played
May 11, 2026 • 33 mins
On this episode of Live From The Compound, Downtown Josh Brown is joined by Haley Sacks, aka Mrs. Dow Jones, to discuss the financial anxiety facing Millennials and Gen Z, the rise of “zero jargon” finance, and the lessons behind her new book, Future Rich Person: The New Rules for Building Wealth. They cover investing culture, money misconceptions, building wealth in today’s economy, and the first financial steps ...
Listen
Watch
Mark as Played
May 8, 2026 • 86 mins
On episode 241 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by returning guest Eric Balchunas to discuss: Eric's Bitcoin book research, the latest in the ETF landscape, the "hot sauce" investors are turning to, the SpaceX IPO, and much more!
This episode is sponsored by Invesco and Janus Henderson In...
Listen
Watch
Mark as Played
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: AI, earnings season, Berkshire after Buffett, global profits, Uber earnings preview and more.
This episode is sponsored by Fidelity Investments and ClearBridge Investments.
Learn more at http://www.f...
Listen
Watch
Mark as Played
May 1, 2026 • 93 mins
On episode 240 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neeraj Khemlani and Matt Ankrum to discuss: what 100 bagger stocks look like, the search for high quality companies, the impact of compounding and exponential growth over decades, and much more!
This episode is sponsored by Victory Capita...
Listen
Watch
Mark as Played
April 28, 2026 • 66 mins
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: Mag 7 earnings, stretched semis, Spotify crashing, a historic earnings boom and more!
This episode is sponsored by WisdomTree and Janus Henderson Investors.
To learn more about WisdomTree, visit https://w...
Listen
Watch
Mark as Played
April 24, 2026 • 88 mins
On episode 239 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Adam Parker and Rob Sechan to discuss: software stocks, AI and corporate profitability, searching for value in the current market, and much more!
This episode is sponsored by Public and ClearBridge Investments.
Learn more at https://...
Listen
Watch
Mark as Played
Popular Podcasts
Hey Jonas! The official Jonas Brothers podcast. Hosted by Kevin, Joe, and Nick Jonas. It’s the Jonas Brothers you know... musicians, actors, and well, yes, brothers. Now, they’re sharing another side of themselves in the playful, intimate, and irreverent way only they can. Spend time with the Jonas Brothers here and stay a little bit longer for deep conversations like never before.
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
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.
Building on the belief that a deeper understanding of the natural world enriches all of our lives, host Steven Rinella brings an in-depth and relevant look at all outdoor topics including hunting, fishing, nature, conservation, and wild foods. Filled with humor, irreverence, and things that will surprise the hell out of you, each episode welcomes a diverse group of guests who add their own expertise to the vast world of the outdoors. Part of The MeatEater Podcast Network.
The official podcast of comedian Joe Rogan.