The Compound

The Compound and Friends

Business EN ↓ 618 episodes

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/

Be sure to visit the podcast's website and support the creator: thereformedbroker.com

Author

The Compound

Category

Business

Podcast website

thereformedbroker.com

Latest episode

Oct 23, 2026

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Episodes

Crowdstrike and the $250 Billion Opportunity in Cybersecurity 10.04.2025

In this special episode, Downtown Josh Brown sits down with CrowdStrike CEO George Kurtz to discuss: AI and the changing landscape of cybersecurity, Google's massive cloud security acquisition, future growth opportunities for CrowdStrike, and more! Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/the...

Former Trump Trade Official Steve Pavlick on Tariffs, Negative Wealth Shock, Pulled Earnings Guidance 09.04.2025

On this TCAF Tuesday, Downtown Josh Brown is joined by Steve Pavlick to discuss the latest on the trade war and the stock market's volatile reaction. Then, at 40:49, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They discuss the latest market action, how tariffs will impact American companies, recession proof stocks, and much more! This episode is sponsored...

Bloodbath 04.04.2025

On episode 186 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Steve Quirk, Chief Brokerage Officer at Robinhood to discuss: the stocks getting hit hardest by the tariff selloff, the state of the retail investor, 24 hour trading, and much more! This episode is sponsored by VanEck. Find out more about The VanEck CLO ETF by visiting: http://VanEck.com/CLOIJosh Sign...

Liberation Day, Goldman Gets Bearish, Falling Knives 01.04.2025

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They discuss Liberation Day and tariffs, Mag 7 weakness, CoreWeave, AI and much more! This episode is sponsored by Public. Fund your account at https://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! Insta...

The World According to Joe Lonsdale 31.03.2025

On episode 185 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Lonsdale and Jacob Miller of Opto to discuss: entrepreneurship, AI in America, democratizing private markets, Elon and DOGE, and much more! This episode is sponsored by Betterment Advisor Solutions. Visit: http://Betterment.com/advisors to learn more! Sign up for The Compound Newsletter and never...

Greed Is Good 28.03.2025

On episode 184 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by returning guests Andrew Beer and Sam Ro to discuss: who wins in a trade war, the real value of hedge funds, liquid alts, active ETFs, and much more! This episode is sponsored by Betterment Advisor Solutions. To learn more, visit: https://www.betterment.com/advisors Sign up for The Compound Newsletter...

How Not to Invest With Barry Ritholtz, Dip Buyers Winning, Coreweave 25.03.2025

On this TCAF Tuesday, Downtown Josh Brown is joined by Barry Ritholtz, Co-founder and Chairman of Ritholtz Wealth Management to discuss his new book release "How Not to Invest". Then at 39:18, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They discuss the latest market moves, cybersecurity stocks, the Coreweave IPO, levered ETFs, and much more! This episode...

Correction Territory 18.03.2025

On episode 183 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Terranova to discuss: momentum stocks, recent market volatility, Joe's ETF, and much more! This episode is sponsored by Public. Fund your account in five minutes or less at www.public.com/compound Sign up for The Compound Newsletter and never miss out!: https://www.thecompoundnews.com/subscribe In...

Big Market Delusion 14.03.2025

On episode 182 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rob Arnott to discuss: the market selloff, value stocks, the evolution of the CAPE ratio, international stocks, and much more! This episode is sponsored by VanEck. Find out more about The VanEck CLO ETF (CLOI) at: http://VanEck.com/CLOIJosh Sign up for The Compound Newsletter and never miss out!: http...

S*** Just Got Real, Earnings Estimates Fall With Nick Colas, Trump’s Argentina Playbook 11.03.2025

On this TCAF Tuesday, Josh Brown is joined by Nick Colas, co-founder of DataTrek Research, to discuss policy uncertainty, current market sentiment, the divergence in global markets, what an elevated Vix means for the market, minimum volatility strategies, and more! Then, at 37:31, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! This episode is sponsored by Public....

Tom Lee to the Rescue 07.03.2025

On episode 181 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: how bull markets end, the trade war, odds of a recession, the case for a Bitcoin reserve, Tesla’s crash, Tom’s “Granny Shots” stock picks, and much more! This episode is sponsored by Cambria. Visit cambriafunds.com/351 to take the next step in innovative, tax-savvy investing today....

Tariffs (Finally) Wreck the Stock Market, Ackman’s Buffett Bid, April “Tax Drain” Sell-Offs 04.03.2025

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They discuss the recent market turmoil, Trump's tariffs, Bill Ackman's aspirations, the strategic crypto reserve, and much more! This episode is sponsored by Betterment and Rocket Money!  To learn more about Betterment, visit http://Betterment.com/advisors Cancel your unwanted subscriptions...

Price-Chasing Donkey 28.02.2025

On episode 180 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jim Lebenthal, Chief Equity Strategist and Partner at Cerity Partners to discuss: Nvidia earnings reaction, Apple's investments in America, tariffs and reshoring, Jim's favorite stocks, and much more! This episode is sponsored by Betterment. Grow your RIA your way: https://www.betterment.com/advisors...

Downside Surprises With Callie Cox, Buffett’s New Letter, Bitcoin Crashes 26.02.2025

On this TCAF Tuesday, Josh Brown is joined by Callie Cox to discuss the recent "growth scare" that's been bothering the stock market this month. Then at 35:21, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! Happy Birthday Josh!! This episode is sponsored by Betterment! Visit: http://Betterment.com/advisors to learn more!   Sign up for The Compound Newsletter...

Live in Naples with Brian Belski 21.02.2025

On episode 179 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski live from Naples Florida to discuss: portfolio construction, dividend stocks, the beneficiaries of AI, Brian's market outlook, the case for Canadian stocks, and much more! This episode is sponsored by Public. Fund your account in five minutes or less at https://public.com/compound and get...

Global Stocks Lead, US Lags, How DOGE Layoffs Might Affect the Economy, Josh’s Breakout in Progress 18.02.2025

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! This episode is sponsored by Public! Visit: 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.thecompoundnews.com/subscribe Merch: https://idontshop.com/ Instagram: https://instagram.com/thecompoun...

It’s Not the Money, It’s the Mood 14.02.2025

On episode 178 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Robert Frank to discuss: how the richest people invest and spend their money, the wealth effect, how different generations view money, the soaring cost of vacations, the carried interest loophole, and much more! This episode is sponsored by Kelly Intelligence. To Learn more about the COWS and HCOW ETF...

Mag 7 Falls Behind, How David Adelman Bought the 76ers, Bill Ackman Buys Uber 11.02.2025

On this TCAF Tuesday, Josh Brown and Michael Batnick sit down with David Adelman, CEO of Campus Apartments, co-founder and Vice Chairman of FS Investments, and the founder of Darco Capital to discuss his early start in real estate investing, the growth of his portfolio, his experience in venture capital, and the mindset that has driven his massive success. Then at 49:25 hear an all-new episode of...

Stock Shortage 07.02.2025

On episode 177 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by David Giroux of T. Rowe Price to discuss: David's outlook for stocks, the Barron's Roundtable, the opportunity in fixed income, earnings season, what it's like managing an ETF, and much more! This episode is sponsored by Themes ETFs. To learn more about their ETF offerings, visit: https://themesetfs.c...

Disregarding Tariff Terror With Nick and Jessica, Palantir Explodes, Amazon and Alphabet Report Earnings 05.02.2025

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research to discuss the Trump Tariffs, disruptive innovation, DeepSeek AI and the healthcare sector, and more. Then at 37:30, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! This episode is sponsored by KraneShares and Rocket Money!  To learn more about KraneSha...

Dan Ives: Still the First Inning for AI 31.01.2025

On episode 176 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Ives to discuss: DeepSeek's impact on the market, Nvidia's growth outlook, Elon's bold Tesla prediction, and much more! This episode is sponsored by Public. Fund your account in five minutes or less at www.public.com/compound. Sign up for The Compound Newsletter and never miss out!: https://www.th...

2025 Crypto Predictions with Pantera’s Franklin Bi, the AI Crash with Alex Kantrowitz 28.01.2025

On this TCAF Tuesday, Josh Brown is joined by Franklin Bi, General Partner at Pantera Capital to discuss the regulatory changes and predictions for Crypto in 2025 following the executive order of the Trump administration "Strengthening American Leadership in Digital Financial Technology". Then at 49:11 hear an all-new episode of What Are Your Thoughts with Josh Brown, Michael Batnick, and special...

The Blue Chips of Junk 24.01.2025

On episode 175 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bob Elliott, Co-Founder, CEO, and CIO of Unlimited Funds to discuss: Netflix earnings, the labor market, tariff winners and losers, the case for TIPs, the right gold allocation, hedge-fund fees, and much more! This episode is sponsored by KraneShares! To learn more about the KraneShares Man Buyout Bet...

How to Spot a Bottom in Stocks 21.01.2025

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Michael Batnick and special guest Steve Strazza, Director of Research at All Star Charts! This episode is sponsored by The Compound Insider. For a chance to win a SIGNED copy of Josh’s new book, subscribe here: https://www.thecompoundnews.com/subscribe   Instagram: https://instagram.com/thecompoundnews Twitter: https://tw...

JC's Revenge 17.01.2025

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...

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