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
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches 26.05.2026 1:05:43
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: SpaceX IPO, Halo ETFs, consumer problems, a mystery chart, and more! Plus, a special appearance by Rupert Mitchell! This episode is sponsored by: DBMF and Clear...
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck 22.05.2026 1:27:49
On episode 243 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jan Van Eck to discuss: the AI infrastructure boom, Nvidia and the semiconductor trade, whether mega-cap dominance is structural or cyclical, the risks hiding in U.S. deficits and long-term rates...
It’s a Wave Not a Bubble, Nvidia Preview, Google’s I/O Highlights, Investing in Space Stocks 20.05.2026 1:10:07
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: investing in space, Nvidia, Trump trades, the AI hedge, mystery charts and more. This episode is sponsored by Public and Janus Henderson Investors. Visit https...
Nasdaq Euphoria is Hitting its Limit with Kai Wu and Ben Carlson 15.05.2026 1:19:06
On episode 242 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ben Carlson and Kai Wu to discuss: Nvidia, Anthropic, software disruption, intangible assets, faster market cycles, and Ben’s new book Risk and Reward and much more! This episode is sponsored by: Bette...
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash 12.05.2026 59:50
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: housing stocks, AI, 12 rules for bubble riding, $100 billion stocks and more! Plus, a very special Jeff deGraaf appearance! This episode is sponsored by Betterment Advi...
The System is Broken, You Should Get Rich Anyway with Haley Sacks 11.05.2026 33:27
On this episode of Live From The Compound, Downtown Josh Brown is joined by Haley Sacks, aka Mrs. Dow Jones, to discuss the financial anxiety facing Millennials and Gen Z, the rise of “zero jargon” finance, and the lessons behind her new book, Future Rich Person: The New Rules for Building Wealth. They cover investing culture, money misconceptions, building wealth in today’s economy, and the first...
The Investor Utopia is Here with Eric Balchunas 08.05.2026 1:26:19
On episode 241 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by returning guest Eric Balchunas to discuss: Eric's Bitcoin book research, the latest in the ETF landscape, the "hot sauce" investors are turning to, the SpaceX IPO, and much more! This episode is sponsored b...
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview 05.05.2026 1:11:44
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: AI, earnings season, Berkshire after Buffett, global profits, Uber earnings preview and more. This episode is sponsored by Fidelity Investments and ClearBridge Investments....
How to Find 100 Bagger Stocks 01.05.2026 1:33:18
On episode 240 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neeraj Khemlani and Matt Ankrum to discuss: what 100 bagger stocks look like, the search for high quality companies, the impact of compounding and exponential growth over decades, and much more! This episod...
Sleep at Night Portfolio, Big Tech Earnings Week, Spotify Blows Up, Josh on Joby 28.04.2026 1:06:46
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: Mag 7 earnings, stretched semis, Spotify crashing, a historic earnings boom and more! This episode is sponsored by WisdomTree and Janus Henderson Investors. To learn more about...
Why Nvidia is Going to 10 Trillion Dollars with Adam Parker and Rob Sechan 24.04.2026 1:28:40
On episode 239 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Adam Parker and Rob Sechan to discuss: software stocks, AI and corporate profitability, searching for value in the current market, and much more! This episode is sponsored by Public and ClearBridge Investme...
Tom Lee Sees Upside, Apple’s New CEO 21.04.2026 1:01:58
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick break down: Apple’s massive leadership change, bold predictions of an S&P 500 surge, the rise of AI in finance, and why small caps and micro caps are suddenly ripping. This episode is s sponsored by Public and Janus Henderson Investors. Find out more at https://public.com/WAYT Learn more at: www.janushenderson.com...
Why Bubble Talk is Totally Wrong with Ankur Crawford 17.04.2026 1:32:13
On episode 238 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dr. Ankur Crawford to discuss: the strongest names in AI, the future of the Mag 7, the semiconductor market, the case for Amazon, and much more! This episode is sponsored by Invesco and Janus Henderson Inve...
Best Stock of the Year, Holy Amazon!, JPM and BlackRock Report, Semis Explode 14.04.2026 1:09:31
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: financials, stock market bottoms, Amazon, technical analysis, SBC's and more. This episode is s sponsored by Betterment Advisor Solutions and ClearBridge Investments. Learn more at...
Stocks Took the Stairs Down and the Elevator Up 10.04.2026 1:11:44
On episode 237 of The Compound and Friends, Michael Batnick is joined by Sam Ro and Steve Sosnick to discuss: winners and losers in the current market, the international trade, earnings season preview, rate cut expectations, Disney layoffs, and much more! This episode is sponsored by VanEck and Janus Henderson Investors. To learn more, visit https://...
Signs the Bottom Is In, Yardeni Sees Resolution, Buying Winners, New QQQ’s 07.04.2026 1:07:59
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: the Q's, Jamie Dimon, how dividends really work, the openAI IPO, and much more. This episode is s sponsored by Franklin Templeton and Janus Henderson Investors. Learn more at: franklin...
Private Credit Is the Fuse, Insurance Companies Are the Bomb with Nick Nemeth 06.04.2026 41:46
On this episode of Live From The Compound, Josh Brown is joined by Nick Nemeth, writer of Mispriced Assets to discuss the issues with private credit and why they could potentially cause a financial crisis in involving life insurance companies. This episode is sponsored by WisdomTree. To learn more, visit https://www.wisdomtree.com/geopolitical-opportunities Sign up for The Compo...
Why Gas Prices Can’t Wreck the Market 03.04.2026 1:13:39
On episode 236 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alexandra Semenova and Dan Greenhaus to discuss: oil prices and the market's reaction, the SpaceX IPO, V-shaped recoveries, the opportunity in private credit, the worst stock ever, and much more! This episo...
Worst Quarter in 4 Years, Oil vs Stocks, Win Rates From Buying Corrections, the Case for T and VZ 31.03.2026 1:11:05
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: the worst quarter in four years, the opposite of private credit, win rates after corrections, mystery charts, and more! This episode is s sponsored by Public and Janus Henderson Investors....
Never Sell Your Energy Stocks - Nick Colas and Jessica Rabe of DataTrek 30.03.2026 29:15
On this episode of What Did We Learn, Josh Brown, Nick Colas and Jessica Rabe discuss: Oil, energy stocks, and how rising prices are impacting equities and the broader market outlook. How close the S&P 500 and Nasdaq are to historically oversold levels, what a 2 standard deviation drawdown means, and why those setups have led to strong forward returns in the past. Why a -10% year for the S&P 500 i...
Jonathan Boyar's Favorite Cheap Stocks with Catalysts 27.03.2026 1:13:37
On episode 235 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jonathan Boyar to discuss: finding value in a volatile market, Mag 7 valuations, the only publicly traded basketball team, how Uber could win big on autonomous, and much more! This episode is sponsored by Wisdo...
Economic Data Deteriorates, Private Credit Struggles, Retail Traders Give Up 24.03.2026 1:00:22
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: the economy, HALO in private credit, college grad unemployment, a stock Michael is watching, and much more! This episode is s sponsored by Betterment Advisor Solutions and ClearBridge Investme...
Are We in a Bear Market? 20.03.2026 1:27:21
On episode 234 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jim Lebenthal to discuss: stock market volatility, who's winning the AI race, risks and opportunities in private credit, Jim's favorite stocks, and much more! This episode is sponsored by Betterment Advisor Solutio...
Nvidia GTC Highlights, Uber Is Too Cheap, Cliffwater and the Private Credit Panic 17.03.2026 1:12:08
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: Nvidia GTC, the end of quarterly earnings reports, private credit panic, college grad unemployment heating up, Uber stock and much more! This episode is s sponsored by Public and Janus Henders...
A Sit-Down with Rick Wurster, CEO of Charles Schwab 13.03.2026 44:04
On episode 233 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Charles Schwab CEO Rick Wurster to discuss: the future of finance, AI's impact, being the $12 Trillion king of brokerages, and much more! This episode is sponsored by Public and ClearBridge Investments. Find out more a...
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