The Compound
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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The Compound
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A podcast weboldala
Legutóbbi epizód
2026. okt. 23.
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Epizódok
Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call 04.08.2026 1:06:21
On this episode of What Are Your Thoughts, Join Downtown Josh Brown and Michael Batnick as they break down another massive week for the markets, including SpaceX's first public earnings report, Palantir's blockbuster quarter, and what strong Q2 earnings say about corporate America. They...
Why Demand for Compute Is About to Explode With Alex Kantrowitz 31.07.2026 1:26:17
On episode 253 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Big Technology founder, Alex Kantrowitz, to discuss: OpenAI and Anthropic’s explosive growth, the threat to traditional software companies, soaring cloud demand, agentic AI, and the diverging strategies of M...
AI Darlings Wrecked, Earnings Preview META, MSFT, AAPL, AMZN, Rate Hike Spook, Nvidia’s OpenAI Deal 28.07.2026 48:33
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick preview earnings from Microsoft, Meta, Amazon, and Apple, breaking down the biggest questions facing the market: Is Azure growth enough to justify Microsoft's AI spending? Can Meta's AI investments keep pow...
How Ron Baron Became the Greatest Fund Manager of All Time 24.07.2026 1:14:57
On episode 252 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Ron Baron and Michael Baron of Baron Capital to discuss: long-term investing, Elon Musk, Tesla, SpaceX, artificial intelligence, and the power of owning exceptional businesses for decades. Ron explains how Bar...
Google Earnings Preview, SpaceX Gives Us a Date, Internals Heat Check, Biotechs Rally 21.07.2026 1:01:35
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: Google's earnings, SpaceX's first earnings report and massive lockup expiration, the selloff in AI infrastructure stocks, whether market breadth is flashing a w...
You’re About to See the Real AI Winners Stand Up 17.07.2026 1:28:14
On episode 251 of The Compound and Friends, Downtown Josh Brown and Sean Russo are joined by Jonathan Thomas, CEO of American Century Investments, to discuss: the remarkable rise of Avantis Investors, why active ETFs are gaining ground, what it takes to build investment products that can outperform without t...
IBM Warns, Apple Sues OpenAI, Big Bank Earnings Blow-Out, EPS Bubble, Welcome to Y’all Street 14.07.2026 59:42
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick discuss: why Apple vs. OpenAI could reshape Big Tech, IBM's surprising warning and what it says about the AI trade, whether we're living through an "anti-bubble," and the debut of a new high-yield ETF. The...
The Number One Question Facing Investors, How the US Became Recession Proof, Why Tech Stocks Might Underperform Going Forward With Datatrek’s Nick Colas and Jessica Rabe 13.07.2026 38:09
On this episode of What Did We Learn, Josh Brown, Nick Colas and Jessica Rabe discuss whether Tech's leadership is finally cooling off, what history says about rare market extremes, the case for a rotation within mega-cap tech, why semis may have gotten ahead of themselves, and what the Nasdaq's fourth year of a bull market could mean for investors. This episode is sponsored by Federated Herme...
The Real Ticking Time Bomb with Michael Cembalest 10.07.2026 1:17:25
On episode 250 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Cembalest to discuss: the strength of the U.S. dollar, China’s challenge to American economic dominance, foreign demand for Treasuries, the federal debt reckoning, the rapidl...
Leveraged ETF Casino, Apple Breaks Out, Sentiment Plunges, Government Stake in OpenAI? 07.07.2026 1:02:14
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick discuss Apple's breakout to new highs and the bull case for a $400 price target, whether cracks are beginning to show in the AI trade after Samsung's earnings reaction, why consumer sentiment remains deeply pessimistic even as stocks keep climbing, the emerging markets ETF quirk that's rewarding some investors over...
Brian Belski Returns! 03.07.2026 1:16:51
On episode 249 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by returning guest favorite Brian Belski to discuss: broadening market leadership, the tech stock rotation, small and mid-caps (SMID), more volatility on the horizon, the pot...
Steroid Era With Spencer Jakab, the F***’s Going on With Strategy?, Margin Debt 30.06.2026 1:05:57
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick are back to discuss: why Wall Street's earnings forecasts may be entering a "steroid era," the broadening bull market rally beyond mega-cap tech, whether Strategy's massive Bitcoin bet has become a systemic r...
Invest in the Robot Revolution or Be Crushed by It 29.06.2026 42:05
On this episode of Live From The Compound, Downtown Josh Brown is joined by Andrew Kang, CEO and co-founder of RoboStrategy (Nasdaq: BOT), to discuss why humanoid robots may be the biggest investment opportunity of the next decade. They cover the rapid rise of physical AI, Andrew's early bet on Figure AI, the economics driving mass adoption, what widespread automation could mean for workers, and w...
Too Early to Get Off the Wave with Ryan Detrick and Sonu Varghese 26.06.2026 1:06:12
On episode 248 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ryan Detrick and Sonu Varghese to discuss: Alan Greenspan’s legacy, Fed transparency, AI bubble fears, Micron’s massive run, market rotation, small caps, inflation, gold,...
Almost Midnight, Micron Preview, Alan Greenspan RIP, Hello Jane Street, the Case for Meta 23.06.2026 1:14:24
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: Micron earnings, the sudden selloff in South Korea's red-hot stock market, whether we're entering the late stages of the bull market, prediction markets coming...
The Most Invincible Career Path in Finance 22.06.2026 40:54
On this episode of Live From The Compound, Josh Brown sits down with Ric Edelman, founder of Edelman Financial Engines to discuss the future of higher education, why financial planning may be one of the most AI-resistant professions, and the growing advisor shortage facing the industry. With 300,000 financial advisors in the U.S. and 38% expected to retire within the next decade, he explains why h...
The World You Knew Is Never Coming Back with Morgan Stanley’s Michael Zezas 19.06.2026 1:04:57
On episode 247 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Zezas, Deputy Global Head of Research at Morgan Stanley, to discuss: AI capex, data centers, productivity gains, prediction markets, the 2026 midterms, the Fed, enterprise softwa...
Betting on OpenAI, SpaceX Dust Settles, Josh’s New Trade 16.06.2026 1:08:07
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick are back to break down one of the biggest investing stories of the year: SpaceX joining the ranks of the world's most valuable companies. What does its rise say about American capitalism, private m...
How PIMCO is Preparing for the Next Capital Loss Cycle with Dan Ivascyn 15.06.2026 1:09:18
On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown sit down with Dan Ivascyn, Group Chief Investment Officer at PIMCO, for a wide-ranging conversation on markets, bonds, AI, and the forces reshaping the global economy. They discuss PIMCO’...
Why the Knockout Punch Never Comes With Brian Levitt 12.06.2026 1:10:06
On episode 246 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Levitt, Chief Global Market Strategist at Invesco to discuss: whether the AI trade has become too crowded, why earnings growth still supports the market, and what investor...
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI 09.06.2026 57:56
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick break down the market's "Blood Red Friday" selloff, Apple's AI relaunch, and OpenAI's blockbuster IPO filing. They discuss the rapidly shifting AI narrative, whether Apple's new Siri and AI-powered dev...
Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999 08.06.2026 34:52
On this episode of What Did We Learn, Josh Brown, Nick Colas and Jessica Rabe examine one of the most extreme stretches of tech outperformance in recent market history and discuss what it could mean for investors going forward. They break down the growing gap between Semiconductors and Software, the role of rising interest rates, and whether leadership is becoming too concentrated. They also take...
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong 05.06.2026 1:10:29
On episode 245 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neil Dutta and Skanda Amarnath to discuss: the AI investment boom, the state of the labor market, inflation risks, consumer spending, Fed policy, market breadth, whether this cycle is...
What You Need to Survive a Bull Market 02.06.2026 1:05:00
Join Michael Batnick (Managing Partner, Ritholtz Wealth) Sean Russo (Investment Analyst, Ritholtz Wealth) and Matt Cerminaro (Exhibit A co-founder, AKA Chart Kid Matt) for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! This episode is sponsored by Neuberger. Explore NBSD–including all risks and important information‒at ht...
What if It’s Still Early? With Denise Chisholm 29.05.2026 1:08:54
On episode 244 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Denise Chisholm to discuss: whether AI capex is a bubble, why stocks keep climbing despite persistent skepticism, and how earnings growth is broadening beyond the Mag 7. They discuss semiconduct...
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