Podcast · 175 episodes
The Compound and Friends, page 6
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 6
How Peter Lynch Became The Greatest Fund Manager Of All TimeDowntown Josh Brown, Michael Batnick, and guests.3 Oct 2025 · 56 min
How to Earn Stock Market Returns With Half the RiskDowntown Josh Brown, Michael Batnick26 Sep 2025 · 1 h 11 min
Is It Too Good? AI Capex Explodes Higher, Pre-Revenue Stock Boom, Will Falling Mortgage Rates Save Us With Telis Demos (WSJ)Is It Too Good? AI Capex Explodes Higher, Pre-Revenue Stock Boom, Will Falling Mortgage Rates Save Us With Telis Demos (WSJ)23 Sep 2025 · 1 h 47 min
Tom Sosnoff Will Teach You TradingIn this episode, hosts Michael Batnick and Downtown Josh Brown are joined by Tom Sosnoff, co-founder of the trading platform thinkorswim and co-host of Tasty Trade.19 Sep 2025 · 1 h 13 min
Stocks After a Rate Cut With Nick Colas, the End of Quarterly Earnings Reports, Strategy Denied S&P InclusionThe episode focuses on (1) what to expect from an upcoming Fed rate cut (25 bps vs possible 50 bps), (2) why S&P 500 earnings estimates are rising unusually during the current cycle, (3) how to think…16 Sep 2025 · 1 h 54 min · 46 chapters
$1.5 Trillion Money Manager Jenny Johnson Speaks Out$1.5 Trillion Money Manager Jenny Johnson Speaks Out12 Sep 2025 · 45 min
The Truth Behind Private Equity’s MegaboomDowntown Josh Brown and Michael Batnick5 Sep 2025 · 1 h 16 min
Google Pops, Belief in the American Dream Drops, Regional Bank Stocks Rally Ahead of Rate CutsThe Compound and Friends episode covers: (1) Google/Alphabet’s after-hours jump after a federal judge ruled it can keep Chrome but must stop exclusive contracts and share search data; hosts debate…2 Sep 2025 · 1 h 6 min · 19 chapters
The Bull Market in ElectricityDowntown Josh Brown, Michael Batnick29 Aug 2025 · 1 h 7 min
Wilfred Frost Comes By, Margin Debt Tops $1 Trillion, Nvidia Earnings PreviewDowntown Josh Brown, Michael Batnick26 Aug 2025 · 1 h 34 min
Tom Lee Says It's Still EarlyIn this episode, Downtown Josh Brown and Michael Batnick welcome Tom Lee, Co-Founder and Head of Research at Fundstrat Global Advisors.22 Aug 2025 · 1 h 20 min
Coinbase Is the Godfather, the Return of Cathie Wood, Neil Dutta on Jackson HoleThis episode features Downtown Josh Brown and Michael Batnick discussing the latest developments in business and investing, with special guests Alesia Haas and Paul Grewal from Coinbase, along with…19 Aug 2025 · 1 h 50 min
Does the Stock Market Know Something We Don’t?Does the Stock Market Know Something We Don’t?15 Aug 2025 · 1 h 12 min
Things People Say in a Bull Market Downtown Josh Brown and Michael Batnick12 Aug 2025 · 1 h 6 min
The Week We All Found OutIn episode 203 of *The Compound and Friends*, hosts Michael Batnick and Downtown Josh Brown are joined by Sam Ro and Luke Kawa.8 Aug 2025 · 1 h 15 min
Socialist Mayors, AI vs Labor With Callie Cox, Falling Knife StocksTwo-part show. (1) Garrett Baldwin explains why young voters in major U.S.5 Aug 2025 · 1 h 55 min · 49 chapters
Why Valuations Don't MatterIn this episode, hosts Downtown Josh Brown and Michael Batnick are joined by Adam Parker to discuss various topics including:1 Aug 2025 · 1 h 21 min
Trump Is Winning His Trade War, Michael Cembalest on 20 Years Running Research at Jpmorgan, Earnings Reactions GaloreIn this episode of The Compound and Friends, hosts Downtown Josh Brown and Michael Batnick welcome Michael Cembalest, the Chairman of Market and Investment Strategy at J.P.29 Jul 2025 · 2 h 11 min
Meme Stocks or Manipulation?In this episode, hosts Downtown Josh Brown and Michael Batnick are joined by Nick Maggiulli (COO of Ritholtz Wealth Management) and Caleb Silver (editor-in-chief at Investopedia).25 Jul 2025 · 1 h 29 min
Stocks Fueling Consumers, AI Bull Market Tracks the Late 90’s With Nick and Jessica, Mohamed El-Erian Tells Powell to ResignNick Colas and Jessica Rabe, co-founders of DataTrek Research22 Jul 2025 · 1 h 43 min
Everybody's WrongIn the 200th episode of *The Compound and Friends*, hosts Downtown Josh Brown and Michael Batnick are joined by JC Parets to discuss key topics in the investing world.18 Jul 2025 · 1 h 18 min
Time to Sell Nvidia? Plus A16Z on Stablecoins and a Netflix Earnings PreviewIn this episode of *The Compound and Friends*, hosts Downtown Josh Brown and Michael Batnick are joined by Sam Broner from A16Z Crypto to discuss the explosive growth of stablecoins, alongside a…15 Jul 2025 · 1 h 48 min
Reasons to Remain OverweightDowntown Josh Brown, Michael Batnick11 Jul 2025 · 1 h 11 min
How Does Apple Get Its Mojo Back?Cullen Roche, Eric Balchunas, Alex Kantrowitz8 Jul 2025 · 1 h 2 min