Podcast · 175 episodes
The Compound and Friends, page 5
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 5
Buy or DieDowntown Josh Brown, Michael Batnick19 Dec 2025 · 58 min
AI Optimism and Macro Skepticism With Dan Ives & Neil DuttaAI Optimism and Macro Skepticism With Dan Ives & Neil Dutta17 Dec 2025 · 56 min
It's Like Free MoneyThe episode discusses why markets can hit record highs even when individual mega-stocks crash, how AI sentiment is shifting from “vibes” to revenue proof, and what recent Fed actions imply for 2026.12 Dec 2025 · 1 h 16 min · 35 chapters
Million Dollar Payout, Oracle Earnings Preview, Risk On, the Case for SalesforceOracle earnings preview (AI data-center build-out, RPO/backlog, CapEx/free cash flow, customer concentration, accounting questions like GPU value and revenue recognition), plus debate on whether…10 Dec 2025 · 1 h 7 min · 26 chapters
Inside the Robinhood Revolution With Vlad TenevVlad Tenev, co-founder/CEO of Robinhood Markets, explains Robinhood’s origin, cultural impact on retail investing, and strategy across brokerage, options, crypto, retirement, and prediction…5 Dec 2025 · 1 h 11 min · 29 chapters
Nick and Jessica’s 3 Big Lessons From 2025, Sam Altman Orders a Code Red at OpenAI, Adam Parker on Broken Compounders, the Case for AdobeDatatrek Research (Nick Colas, Jessica Rabe) reviews three investing lessons from 2025 for 2026: (1) policymakers prioritize economic stability and will “err on the side of caution,” supporting…3 Dec 2025 · 1 h 47 min · 47 chapters
Why Oil Could Be Next Year’s GoldMarkets and AI investing—why an AI-stock selloff reversed, how investors are differentiating winners vs losers (especially Google vs OpenAI-linked names), and whether heavy AI data-center CapEx is…28 Nov 2025 · 1 h 6 min · 22 chapters
The Joby bull case with Charles Lemonides, Roaring 2020’s with Ed Yardeni, Alphabet vs NvidiaThe episode is split into three investing discussions: (1) Charles Lemonides (ValueWorks) explains why Joby Aviation is the leading eVTOL “flying taxi” bet, using his Dubai Air Show observations; (2)…26 Nov 2025 · 1 h 47 min · 37 chapters
The Case for a Year-End Melt-UpThe “case for a year-end melt-up,” arguing that AI-driven mega-cap leadership is likely to continue after a sentiment correction, with NVIDIA’s earnings acting as the catalyst.21 Nov 2025 · 1 h · 24 chapters
Only One Thing Can Stop the AI Crash, Worst Drawdowns, Blue Owl vs ApolloIn this episode of The Compound and Friends, Downtown Josh Brown and Michael Batnick delve into the recent volatility in the stock market, particularly focusing on the AI sector amidst the ongoing…19 Nov 2025 · 1 h 9 min
Quality in the Streets, Momentum in the SheetsThe episode argues that the market’s “AI CapEx” winners are facing a sentiment shift and deleveraging, so momentum is rotating from mega-cap tech into quality and other sectors.14 Nov 2025 · 1 h 2 min · 24 chapters
The "Titanic" indicator flashes, Elon's $1 trillion pay package, Draftkings vs RobinhoodIn this episode of The Compound and Friends, hosts Downtown Josh Brown and Michael Batnick delve into significant market trends, the latest news in tech, and stock performance.11 Nov 2025 · 1 h 10 min
Eric Jackson and the Search for the Next 100 BaggerThe episode is a discussion of Eric Jackson’s “search for the next 100-bagger,” using the OpenAI/AI investing week as a backdrop for how narratives, leadership, and expectations can swing public…7 Nov 2025 · 1 h 31 min · 42 chapters
Brian Belski Breaks Loose, Palantir Erupts, Stocks Getting Quietly Killed, Uber and Tost ReportBrian Belski Breaks Loose, Palantir Erupts, Stocks Getting Quietly Killed, Uber and Tost Report5 Nov 2025 · 1 h 44 min
What Did the Fed Actually Say?In this episode, Downtown Josh Brown and Michael Batnick are joined by Stephanie Roth, Chief Economist at Wolfe Research, to discuss various topics including:31 Oct 2025 · 1 h 4 min
Big Tech Earnings Week With Alex Kantrowitz, Two Small Caps on Josh’s Radar, Robots Take White Collar Jobs at AmazonBig Tech Earnings Week With Alex Kantrowitz, Two Small Caps on Josh’s Radar, Robots Take White Collar Jobs at Amazon28 Oct 2025 · 1 h 10 min
Jim Cramer Absolutely UNLOADS On Stage, Make Popcorn NowA live, long-form conversation about stock-market investing and media influence, centered on Jim Cramer’s career, the evolution from the late-1990s dot-com era to today’s mega-cap/AI cycle, and what…27 Oct 2025 · 1 h 15 min · 32 chapters
It’s Only a Bubble If You PanicThe episode argues that fears about private credit are overblown (“cockroach”/bank exposure claims), explains why losses from specific bankruptcies were tiny and dispersed, and discusses what…24 Oct 2025 · 1 h 12 min · 35 chapters
Netflix Reports, Why the Bull Market Has Legs Into Year-End With Nick and Jessica, Warner Bros for Sale, Unemployment Cracks AppearNetflix Reports, Why the Bull Market Has Legs Into Year-End With Nick and Jessica, Warner Bros for Sale, Unemployment Cracks Appear21 Oct 2025 · 1 h 50 min
There's Never Just One CockroachThere's Never Just One Cockroach17 Oct 2025 · 1 h 11 min
Becoming the Amazon of Real Estate With Rocket’s Varun Krishna, Roaring Bank Earnings, Wall Street Fires on All CylindersIn this episode, the hosts and Varun Krishna discuss the current landscape of the housing market, the role of Rocket Companies in real estate, and recent earnings from major financial institutions.14 Oct 2025 · 1 h 35 min
Retail Investors Just Plowed $100 Billion Into Stocks. THIS MONTH.Retail Investors Just Plowed $100 Billion Into Stocks. THIS MONTH.10 Oct 2025 · 1 h 23 min
Solana tokenizes stocks with Anatoly Yakovenko, eVTOL stocks with Andres Sheppard, Oracle questions, BDC troubleSolana founder Anatoly Yakovenko argues that tokenized markets will force a collision between traditional finance and blockchain, with Solana positioned as a leading protocol for high-throughput…7 Oct 2025 · 1 h 49 min · 41 chapters
Fidelity’s Quant Boss Reveals Her Top 3 “Desert Island” Stock Market IndicatorsDowntown Josh Brown and Michael Batnick5 Oct 2025 · 49 min