Podcast · 175 episodes
The Compound and Friends, page 4
by The Compound · English
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/
All episodes, page 4
Data Centers Are the New FrackingData Centers Are the New Fracking27 Feb 2026 · 1 h 24 min · 41 chapters
Stocks in Pre-Crisis Mode, Multiple Compression, the Citrini Crash, Halo Goes ViralIn this episode, the hosts discuss the current state of the stock market, focusing on topics such as price-to-earnings (P/E) multiple compression, the potential impacts of AI and technology on…25 Feb 2026 · 1 h 14 min · 30 chapters
Big Tech Has Til Year-End…or Else.In this episode of "The Compound and Friends," host Josh Brown is joined by Nick Colas and Jessica Rabe from DataTrek Research.23 Feb 2026 · 27 min · 10 chapters
Looks Like a Bull Market, Feels Like a CrashIn this episode of *The Compound and Friends*, Downtown Josh Brown and Michael Batnick are joined by Robyn Grew and Kristina Hooper from Man Group.20 Feb 2026 · 1 h 9 min · 29 chapters
“Unrealized” Capital Gains Tax is Economic SuicideDowntown Josh Brown and Ben Carlson18 Feb 2026 · 1 h 10 min · 33 chapters
Inside the Baddest Hedge Fund in America with Sam Koppelman and Nathaniel HorwitzNathaniel Horwitz, CEO of Hunterbrook Media and Hunterbrook Capital13 Feb 2026 · 1 h 7 min · 32 chapters
HALO Stocks, Spotify Beats, Robinhood ReportsHALO Stocks, Spotify Beats, Robinhood Reports10 Feb 2026 · 1 h 14 min · 32 chapters
Autonomous Driving Is a Trillion Dollar Opportunity With Uber President Andrew MacdonaldIn this episode of *The Compound and Friends*, Downtown Josh Brown hosts Andrew Macdonald, President and COO of Uber, to discuss Uber's recent earnings and the future of autonomous driving.9 Feb 2026 · 33 min · 11 chapters
Momentum Stock SlaughterhouseDowntown Josh Brown, Michael Batnick6 Feb 2026 · 1 h 25 min · 39 chapters
Software Stocks Melt Down, Palantir Beats, Energy up 12%In this episode, Downtown Josh Brown and Michael Batnick dive into the latest market trends, focusing on the downturn in software stocks, the positive earnings report from Palantir, and a significant…3 Feb 2026 · 1 h 7 min · 32 chapters
Mark Mulhern (Manu Invests) on Autonomous Taxis and the Buying Opportunity in UberMark Mulhern (Manu Invests) on Autonomous Taxis and the Buying Opportunity in Uber2 Feb 2026 · 42 min · 18 chapters
What Tom Lee's Worried About in 2026Downtown Josh Brown, Michael Batnick30 Jan 2026 · 1 h 17 min · 41 chapters
This Is Your Last Chance to Get Rich, Mag 7 Earnings WeekDowntown Josh Brown and Michael Batnick28 Jan 2026 · 1 h 12 min · 34 chapters
Cullen Roche Drops by to Talk Perfect PortfoliosCullen Roche, founder of Discipline Funds and author of *Your Perfect Portfolio*26 Jan 2026 · 34 min · 13 chapters
Jeremy Grantham: Stop Ruining My Perfectly Good Bear MarketStop Ruining My Perfectly Good Bear Market23 Jan 2026 · 1 h 25 min · 38 chapters
Financial War With Europe, Gold Is Screaming, Netflix and BofA Earnings, the Case for ServiceTitanDowntown Josh Brown, Michael Batnick20 Jan 2026 · 1 h 13 min · 24 chapters
These Are the Stocks to Buy In 2026 (with JC Parets)In this episode of *The Compound and Friends*, hosts Michael Batnick and Downtown Josh Brown are joined by JC Parets, a renowned technical analyst, to discuss various investment opportunities, stock…16 Jan 2026 · 1 h 24 min · 44 chapters
CrowdStrike’s George Kurtz Reveals the Biggest Cybersecurity Threat of 2026In this episode, Downtown Josh Brown welcomes George Kurtz, President, CEO, and co-founder of CrowdStrike, to discuss the state of cybersecurity in 2026, the impact of AI on the threat landscape, and…14 Jan 2026 · 31 min · 16 chapters
JPMorgan Earnings, Trump vs Powell, Goldman’s Revenge, Apple + Google DealJPMorgan Earnings, Trump vs Powell, Goldman’s Revenge, Apple + Google Deal13 Jan 2026 · 1 h 4 min · 24 chapters
It's not 1929, but it might be - Andrew Ross SorkinIn this episode, Downtown Josh Brown and Michael Batnick are joined by Andrew Ross Sorkin, a prominent financial journalist and author, to discuss various topics related to the financial markets,…9 Jan 2026 · 1 h 7 min · 32 chapters
Software vs Semis, Trump Accounts for Babies, Sell-Side IndicatorSoftware vs Semis, Trump Accounts for Babies, Sell-Side Indicator6 Jan 2026 · 1 h 10 min · 31 chapters
Welcome to 2026First trading day of 2026 market outlook and stock-picking themes, centered on AI-driven capex, “value trap” turnarounds, and 2025 performance patterns.2 Jan 2026 · 57 min · 28 chapters
New Year’s Resolutions, the $15 Trillion Liquidity Flood With Garrett Baldwin, Reacting vs PredictingNew Year’s Resolutions, the $15 Trillion Liquidity Flood With Garrett Baldwin, Reacting vs Predicting30 Dec 2025 · 1 h 7 min · 27 chapters
These Are Wall Street’s Predictions for 2026Discussion on Wall Street's S&P 500 price targets for 2026 and insights into the financial market's outlook.24 Dec 2025 · 1 h 11 min