/The Compound and Friends

The Compound and Friends

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/

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It's Like Free Money

Dec 12, 2025·—

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On episode 221 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Joe Weisenthal and Tracy Alloway to discuss: Dow 50,000, AI...

Million Dollar Payout, Oracle Earnings Preview, Risk On, the Case for Salesforce

Dec 9, 2025·—

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On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! This episode is sponsored by Public. Find out more at Sign up...

Inside the Robinhood Revolution With Vlad Tenev

Dec 5, 2025·—

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On episode 220 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Vlad Tenev to discuss: the Robinhood story, the retail trading...

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 Adobe

Dec 2, 2025·—

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On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research to discuss: putting equity valuations into context, policymakers prioritizing growth over dogma, beyond...

Why Oil Could Be Next Year’s Gold

Nov 28, 2025·—

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On episode 219 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Peter Boockvar to discuss: why talk of the AI bubble is...

The Joby bull case with Charles Lemonides, Roaring 2020’s with Ed Yardeni, Alphabet vs Nvidia

Nov 25, 2025·—

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On this TCAF Tuesday, Josh sits down with Charles Lemonides, founder of ValueWorks, to discuss the future of flight and how soon we might see flying cars taking to the skies. Charles makes the case for Joby and dives...

The Case for a Year-End Melt-Up

Nov 21, 2025·—

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On episode 218 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Warren Pies to discuss: Nvidia earnings, how the market will end...

Only One Thing Can Stop the AI Crash, Worst Drawdowns, Blue Owl vs Apollo

Nov 18, 2025·—

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On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠! This episode is sponsored by Public. Fund your account in five...

Quality in the Streets, Momentum in the Sheets

Nov 14, 2025·—

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On episode 217 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Joe Terranova to discuss: the market pullback, AI CapEx...

The "Titanic" indicator flashes, Elon's $1 trillion pay package, Draftkings vs Robinhood

Nov 11, 2025·—

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Eric Jackson and the Search for the Next 100 Bagger

Nov 7, 2025·—

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On episode 216 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Eric Jackson to discuss: searching for 100 baggers, the case for...

Brian Belski Breaks Loose, Palantir Erupts, Stocks Getting Quietly Killed, Uber and Tost Report

Nov 4, 2025·—

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On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Brian Belski, CEO and Chief Investment Officer at Humilis Investment Strategies to discuss: Brian’s new venture, the possibility of an AI bubble...

What Did the Fed Actually Say?

Oct 31, 2025·—

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On episode 215 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Stephanie Roth, Chief Economist at Wolfe Research, to discuss: the...

Big Tech Earnings Week With Alex Kantrowitz, Two Small Caps on Josh’s Radar, Robots Take White Collar Jobs at Amazon

Oct 28, 2025·—

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On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠! This episode is sponsored by Public. Fund your account in five minutes or...

Jim Cramer Absolutely UNLOADS On Stage, Make Popcorn Now

Oct 27, 2025·—

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On this special episode of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by the one and only Jim Cramer to discuss: how Jim became the...

It’s Only a Bubble If You Panic

Oct 24, 2025·—

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On episode 214 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Sonali Basak, Chief Investment Strategist at iCapital and Compound host...

Netflix Reports, Why the Bull Market Has Legs Into Year-End With Nick and Jessica, Warner Bros for Sale, Unemployment Cracks Appear

Oct 21, 2025·—

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On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of DataTrek Research to discuss: the key to understanding Q3 reporting season, the seasonality of S&P highs, a financial analysis of Big Tech...

There's Never Just One Cockroach

Oct 17, 2025·—

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On episode 213 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Bill Baruch to discuss: current market trends, the outperformance of gold...

Becoming the Amazon of Real Estate With Rocket’s Varun Krishna, Roaring Bank Earnings, Wall Street Fires on All Cylinders

Oct 14, 2025·—

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On this TCAF Tuesday, Josh Brown is joined by Varun Krishna, CEO of Rocket Companies, a $50 billion giant in the mortgage and real estate market, to discuss the prospect of a refi boom and a new upcycle for the housing...

Retail Investors Just Plowed $100 Billion Into Stocks. THIS MONTH.

Oct 10, 2025·—

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On episode 212 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Scott Nations, Author and president of Nations Indexes, Inc., the world's...

Solana tokenizes stocks with Anatoly Yakovenko, eVTOL stocks with Andres Sheppard, Oracle questions, BDC trouble

Oct 7, 2025·—

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On this TCAF Tuesday, Josh Brown and Michael Batnick welcome Anatoly Yakovenko, CEO of Solana Labs and Co-founder of Solana to discuss the prospects for a tokenized stock market. Anatoly explains why SOL is the right...

Fidelity’s Quant Boss Reveals Her Top 3 “Desert Island” Stock Market Indicators

Oct 5, 2025·—

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On this special episode of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Denise Chisholm, Director of Quantitative Market Strategy in the Quantitative Research and Investments (QRI)...

How Peter Lynch Became The Greatest Fund Manager Of All Time

Oct 3, 2025·—

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On episode 211 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ is joined by Peter Lynch, Vice Chairman of Fidelity Management and Research to discuss: Peter's legendary career, how...

How to Earn Stock Market Returns With Half the Risk

Sep 26, 2025·—

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On episode 210 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Steve Romick to discuss: risk management, value investing, surviving the...

Is It Too Good? AI Capex Explodes Higher, Pre-Revenue Stock Boom, Will Falling Mortgage Rates Save Us With Telis Demos (WSJ)

Sep 23, 2025·—

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On this TCAF Tuesday, Josh Brown welcomes Telis Demos, writer for Heard on the Street and co-host of The Wall Street Journal’s Take on the Week podcast to discuss: mortgage rates falling, the TikTok deal, record margin...