The Compound and Friends

On episode 174 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by TCAF Legend JC Parets! They discuss luck vs skill in the market, the best performing asset of the 21st century (so far), risk-on indicators, JC's big short, the breakout in bank stocks, Bitcoin's consolidation, and much more! This episode is sponsored by FP Alpha. To learn more about their tax plannin...

On this TCAF Tuesday, Josh Brown is joined by Owen Lamont, Senior Vice President and Portfolio Manager at Acadian Asset Management to discuss his piece “The Seven Pillars of Market Bubbles". Then at 40:44, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! This episode is sponsored by F/M Investments and Rocket Money!  To learn more about F/m ETFs, visit: www.fm...

On episode 173 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Julie Hyman and Doug Boneparth to discuss: the rising 10-year, the real estate market, Presidential volatility, the labor market, private equity, quantum computing stocks, and much more! This episode is sponsored by VanEck. To learn more about VanEck's Uranium and Nuclear ETF, visit: http://www.vaneck...

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick as they talk AI, eye-catching charts, MuskCoin, the alchemists, Jensen Huang Keynote, and more! This episode is sponsored by Public and Rocket Money! Visit: http://Public.com/WAYT and lock in a 6% or higher yield with a Bond Account.  Cancel your unwanted subscriptions today by visiting: htt...

On episode 172 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Wesbury, Chief Economist at First Trust Advisors to discuss his outlook on 2025, Recessions, Monetary Policy, Bitcoin, being an Eagle Scout and more! This episode is sponsored by iShares by BlackRock! To learn more, visit: ishares.com/bitcoin! IBIT is the largest spot bitcoin ETP by AUM as of 11...

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! Happy New Year Compound Nation!! Thanks for rocking with us! This episode is sponsored by Public! Fund your account in five minutes or less at 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.th...

On episode 171 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Harvey Schwartz, CEO of Carlyle and former president of Goldman Sachs to discuss Harvey's remarkable journey through the financial industry. In this episode, Harvey tells us about his early career as a fitness instructor and cold-caller, lessons learned during the 2008 financial crisis, saving Goldman...

On episode 170 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Nick Colas, Co-Founder of DataTrek Research to discuss: the market's reaction to the latest Fed cut, if international stocks are worth the risk, the outlook for 2025, the latest in Tesla, the wisdom of Steve Cohen, and much more! This episode is sponsored by Global X and Public. To learn more about Gl...

On this TCAF Tuesday, Josh Brown is joined by Nick Colas, co-founder of DataTrek Research, to discuss today's market vs the dot com bubble, U.S. Stocks compared to the rest of the world, top performing S&P financials, ROE machines, and more! Then, at 42:59, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! This episode is sponsored by Rocket Money! Cancel your unwant...

On episode 169 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rick Rieder, Chief Investment Officer of Global Fixed Income and Head of the Global Allocation Investment Team at BlackRock. Hear all about how Rick got started in the industry, the future of fixed income, the Fed's successes and failures, private markets, and much more! This episode is sponsored by P...

On this TCAF Tuesday, Josh Brown is joined by Jeffrey Sonnenfeld to discuss: President Trump's economic policies, his relationship with the business community, the impact of tariffs, deregulation, and much more! Then, at 40:20 hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick with a special appearance by Caleb Silver, Editor in Chief at Investopedia! This episode is s...

On episode 168 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Boockvar, CIO at Bleakley Financial Group, to discuss: the future of Bitcoin, Art Cashin's legacy, contrarian investing, the case for platinum, Chinese stocks, the most beaten down stocks in the market, and much more! This episode is sponsored by Astoria Portfolio Advisors! To learn more about R...

On this TCAF Tuesday, Josh Brown is joined by Jim Bianco, President and Macro Strategist at Bianco Research to discuss: the bond market, if Bitcoin could actually reach $13 million, the Fed's political dimension, and more! Then, at 39:45 hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! This episode is sponsored by YCharts! Visit: https://go.ycharts.com/compound and ...

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss: bond spreads, investor confidence, the risks of excessive speculation, the U.S. labor market, valuations, and much more! Then, at 43:26, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! This episode is sponsored by Public. Discover how you can loc...

On episode 167 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Cliff Asness, of AQR Capital Management, to discuss: the less efficient market hypothesis, value investing, the quant world, private equity, and much more! This episode is sponsored by Public! Lock in a 6% or higher yield with a Bond Account at: https://public.com/compound Take the TCAF audience surve...

On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Cembalest to discuss: what Trump's win means for stocks and the economy, how Democrats lost big on inflation, the biggest risks to the market in 2025, and much more! This episode is sponsored by Rocket Money. Visit: http://rocketmoney.com/compound and cancel your unwanted subscription...

On episode 166 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Adam Parker to discuss: the biggest risks to the market, David Einhorn on valuations, the Fed's next move, the dumbest chart ever, and much more! This episode is sponsored by KraneShares! Watch their post-election webinar with Terry Branstad at: http://kraneshares.com/compound Sign up for The Compound...

On this TCAF Tuesday, Robin Wigglesworth of the Financial Times joins Josh Brown to discuss the passing of Mac McQuown, the founding Director of Dimensional Fund Advisors, and the history of market indexing. Then, at 33:18, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! Thanks to YCharts for sponsoring this episode! Make sure to catch Josh on the next YCharts webi...

On episode 165 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Katie Stockton to discuss: the election's impact the market, the explosion in financial stocks, reasons to be cautious, small caps vs the S&P, the benefit of technical analysis, Bitcoin as a reserve currency, and much more! This episode is sponsored by VanEck. Learn more about the VanEck Uranium and N...

On this special episode of Live from The Compound, Michael Batnick and Downtown Josh Brown are joined by Ben Carlson and Callie Cox to discuss their post election investing ideas. This episode is sponsored by Rocket Money! Visit: http://rocketmoney.com/compound and cancel your unwanted subscriptions today! Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/the...

On episode 164 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jack Raines to discuss: earnings season, betting on the election, The Washington Post's subscriber exodus, red hot Reddit, Michael Saylor can't get enough Bitcoin, once a New Yorker always a New Yorker, and much more! This episode is sponsored by Public and BlackRock. Discover how you can lock in a 6%...

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss the Election, current market valuations, the Federal Debt, and more! Then, at 34:22, hear an all-new episode of What Are Your Thoughts with Michael Batnick and guest host Callie Cox! Thanks to Public for sponsoring this episode! Lock in a 6% or higher yield with a Bond Account by...

On episode 163 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jason Zweig of the Wall Street Journal to discuss: the best investing book ever written, what Ben Graham would think about today's market, buffered ETFs, Jason's last conversation with Charlie Munger, and much more! Thanks to Public for sponsoring this episode! Visit: https://public.com/compound to lo...

On this special episode of The Compound and Friends, Robert Armstrong, US financial commentator for the Financial Times, joins Josh Brown to discuss the revelation that activist hedge fund Starboard Value has taken a billion dollar stake in Pfizer. Don't forget to sign up for The Compound Newsletter to receive Callie's free Election Chartbook! Instagram: https://instagram.com/thecompoundnews Twitt...

On episode 162 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies and Fernando Vidal of 3Fourteen Research to discuss: the perfect backdrop for gold, when to fade strategist price targets, overall market valuations, the bifurcated economy, and much more! Thanks to Global X for sponsoring this episode! To learn more about Global X’s entire suite of ETFs v...