The Compound and Friends

Mar 18 2025 436 ep. 64 mins 2.1k
The Compound and Friends Podcast artwork

Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Friday for expert insight and hot takes on the latest in business and investing.

See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/

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Correction Territory

Mar 18 2025 47 mins  
On episode 183 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Terranova to discuss: momentum stocks, recent market volatility, Joe's ETF, and much more! This episode is sponsored by Public. Fund your account in five minutes or less at www.public.com/compound Sign up for The Compound Newsletter and never miss out!: https://www.thecompoundnew

Big Market Delusion

Mar 14 2025 79 mins  
On episode 182 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rob Arnott to discuss: the market selloff, value stocks, the evolution of the CAPE ratio, international stocks, and much more! This episode is sponsored by VanEck. Find out more about The VanEck CLO ETF (CLOI) at: http://VanEck.com/CLOIJosh Sign up for The Compound Newsletter and nev

S*** Just Got Real, Earnings Estimates Fall With Nick Colas, Trump’s Argentina Playbook

Mar 11 2025 102 mins  
On this TCAF Tuesday, Josh Brown is joined by Nick Colas, co-founder of DataTrek Research, to discuss policy uncertainty, current market sentiment, the divergence in global markets, what an elevated Vix means for the market, minimum volatility strategies, and more! Then, at 37:31, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! This episode is spon

Tom Lee to the Rescue

Mar 07 2025 87 mins  
On episode 181 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: how bull markets end, the trade war, odds of a recession, the case for a Bitcoin reserve, Tesla’s crash, Tom’s “Granny Shots” stock picks, and much more! This episode is sponsored by Cambria. Visit cambriafunds.com/351 to take the next step in innovative, t

Tariffs (Finally) Wreck the Stock Market, Ackman’s Buffett Bid, April “Tax Drain” Sell-Offs

Mar 04 2025 65 mins  
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They discuss the recent market turmoil, Trump's tariffs, Bill Ackman's aspirations, the strategic crypto reserve, and much more! This episode is sponsored by Betterment and Rocket Money! To learn more about Betterment, visit http://Betterment.com/advisors Cancel your unw

Price-Chasing Donkey

Feb 28 2025 82 mins  
On episode 180 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jim Lebenthal, Chief Equity Strategist and Partner at Cerity Partners to discuss: Nvidia earnings reaction, Apple's investments in America, tariffs and reshoring, Jim's favorite stocks, and much more! This episode is sponsored by Betterment. Grow your RIA your way: https://www.betterm

Downside Surprises With Callie Cox, Buffett’s New Letter, Bitcoin Crashes

Feb 25 2025 88 mins  
On this TCAF Tuesday, Josh Brown is joined by Callie Cox to discuss the recent "growth scare" that's been bothering the stock market this month. Then at 35:21, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! Happy Birthday Josh!! This episode is sponsored by Betterment! Visit: http://Betterment.com/advisors to learn more! Sign up for The Co

Live in Naples with Brian Belski

Feb 21 2025 66 mins  
On episode 179 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski live from Naples Florida to discuss: portfolio construction, dividend stocks, the beneficiaries of AI, Brian's market outlook, the case for Canadian stocks, and much more! This episode is sponsored by Public. Fund your account in five minutes or less at https://public.com

Global Stocks Lead, US Lags, How DOGE Layoffs Might Affect the Economy, Josh’s Breakout in Progress

Feb 18 2025 53 mins  
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! This episode is sponsored by Public! Visit: Public.com/WAYT and get up to $10,000 when you transfer your old portfolio. Sign up for The Compound Newsletter and never miss out! https://www.thecompoundnews.com/subscribe Merch: https://idontshop.com/ Instagram: https://insta

It’s Not the Money, It’s the Mood

Feb 14 2025 90 mins  
On episode 178 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Robert Frank to discuss: how the richest people invest and spend their money, the wealth effect, how different generations view money, the soaring cost of vacations, the carried interest loophole, and much more! This episode is sponsored by Kelly Intelligence. To Learn more about the