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/
Koniecznie odwiedź stronę podcastu i wesprzyj twórcę: thereformedbroker.com
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The Compound
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Ostatni odcinek
10 lip 2026
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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...
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....
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