Podcast · 175 episodes
The Compound and Friends, page 7
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 7
When Will the AI Bubble Pop? In Episode 198 of *The Compound and Friends*, host Michael Batnick is joined by Joe Fahmy and Shay Boloor to discuss key trends in the investing landscape, particularly focusing on the AI sector.4 Jul 2025 · 1 h 20 min
Vanguard’s Joe Davis on AI vs Debt, NVDA $4 Trillion, the US Dollar Plunges, Next Hot IPOsVanguard’s Joe Davis on AI vs Debt, NVDA $4 Trillion, the US Dollar Plunges, Next Hot IPOs1 Jul 2025 · 2 h 2 min
The Next Circle IPO, Ric Edelman on Crypto Allocations, Novo Nordisk vs Hims, DumbflationIn this episode, Downtown Josh Brown interviews Ric Edelman, founder of Edelman Financial Engines, discussing significant trends and insights in cryptocurrency, investing, and the current market…24 Jun 2025 · 2 h 8 min
Why Defensive Stocks Have DisappearedWhy Defensive Stocks Have Disappeared20 Jun 2025 · 59 min
Congress Trades During Tariff Announcement, Oil Market Reaction to Israel vs Iran, OpenAI vs MSFTCongress Trades During Tariff Announcement, Oil Market Reaction to Israel vs Iran, OpenAI vs MSFT17 Jun 2025 · 57 min
The Next Big Short is the Trade WarIn episode 196 of The Compound and Friends, hosts Downtown Josh Brown and Michael Batnick are joined by special guest Steve Eisman, a noted investor famous for his role in the 2008 financial crisis.13 Jun 2025 · 1 h 15 min
Why Initial Jobless Claims Could Blow Up the Stock MarketWhy Initial Jobless Claims Could Blow Up the Stock Market30 May 2025 · 1 h 20 min
Unstoppable Buying, ETF Inflow Records, Apple at War, Circle’s IPOUnstoppable Buying, ETF Inflow Records, Apple at War, Circle’s IPO27 May 2025 · 1 h 12 min
Real Men Don't Panic Over BondsIn this episode of *The Compound and Friends*, hosts Downtown Josh Brown and Michael Batnick are joined by Richard Bernstein to discuss various topics related to the current state of the economy, the…23 May 2025 · 1 h 15 min
The COUGRs Trade Takes Wall Street, America Downgraded by Moodys, Walmart vs TrumpIn this episode of *The Compound and Friends*, Downtown Josh Brown and Michael Batnick discuss significant recent financial news, including the downgrade of America by Moody's, the emergence of a new…20 May 2025 · 1 h 7 min
Warren Buffett vs American CapitalismDowntown Josh Brown, Michael Batnick, Chris Davis, John Authers16 May 2025 · 1 h 26 min
Bull Trap or the Real Thing? Plus, Dana Mattioli on Amazon, Coinbase Joins the S&P 500, China Tariffs LOLDowntown Josh Brown, Michael Batnick13 May 2025 · 1 h 49 min
The Soul of a Short-SellerDowntown Josh Brown, Michael Batnick9 May 2025 · 1 h 29 min
Rest in Peace, CFAJoin Downtown Josh Brown, Michael Batnick, and friends for expert insights and hot takes on business and investing.6 May 2025 · 57 min
Every Recession Begins With a Slowdown Every Recession Begins With a Slowdown2 May 2025 · 1 h 25 min
Kenneth Rogoff on the Dollar, Stocks Laugh at Tariffs, Starbucks and Amazon EarningsKenneth Rogoff on the Dollar, Stocks Laugh at Tariffs, Starbucks and Amazon Earnings29 Apr 2025 · 2 h 6 min
The Worst Is Still to ComeDowntown Josh Brown and Michael Batnick25 Apr 2025 · 1 h 16 min
Next Trillion Dollar Stock, Why US Is Still Exceptional, Trump vs PowellIn this episode, the hosts delve into several hot topics surrounding Tesla's earnings, the concept of American exceptionalism in the stock market, and the dynamics between Trump and Federal Reserve…22 Apr 2025 · 1 h 14 min
End of an EmpireIn this episode, Downtown Josh Brown and Michael Batnick are joined by Warren Pies from 3Fourteen Research to discuss current economic uncertainties, market behaviors, and potential future scenarios…18 Apr 2025 · 1 h 7 min
How to Tune Out the NoiseDowntown Josh Brown and Michael Batnick15 Apr 2025 · 1 h 13 min
The Craziest Week EverDowntown Josh Brown, Michael Batnick11 Apr 2025 · 1 h 31 min
Former Trump Trade Official Steve Pavlick on Tariffs, Negative Wealth Shock, Pulled Earnings GuidanceFormer Trump Trade Official Steve Pavlick on Tariffs, Negative Wealth Shock, Pulled Earnings Guidance9 Apr 2025 · 1 h 41 min
BloodbathDowntown Josh Brown, Michael Batnick4 Apr 2025 · 1 h 15 min
Liberation Day, Goldman Gets Bearish, Falling KnivesIn this episode of *The Compound and Friends*, hosts Downtown Josh Brown and Michael Batnick discuss various topics concerning the financial markets, including the implications of newly announced…1 Apr 2025 · 1 h 12 min