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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Buy or Die
<p>On episode 222 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bill Cohan to discuss: Netflix vs Paramount in the battle for Warner Bros, record highs for US banks, the next Fed chair, and much more! </p> <p><br></p> <p>This episode is sponsored by Public. Find out more at https://public.com/compound</p> <p><br></p> <p>Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe</p> <p>Instagram: instagram.com/thecompoundnews</p> <p>Twitter: twitter.com/thecompoundnews</p> <p>LinkedIn: linkedin.com/company/the-compound-media/</p> <p>TikTok: tiktok.com/@thecompoundnews</p> <p><br></p> <p>Public Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an i...
AI Optimism and Macro Skepticism With Dan Ives & Neil Dutta
<p>On this TCAF Tuesday, Michael Batnick is joined by Dan Ives and Neil Dutta to talk about AI, Tesla, the Fed, chances of market turmoil in 2026, and much more!</p> <p><br></p> <p>This episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF: http://vaneck.com/SMHCompound</p> <p><br></p> <p>Sign up for The Compound Newsletter and never miss out!</p> <p>Instagram: https://instagram.com/thecompoundnews</p> <p>Twitter: https://twitter.com/thecompoundnews</p> <p>LinkedIn: https://www.linkedin.com/company/the-compound-media/</p> <p>TikTok: https://www.tiktok.com/@thecompoundnews</p> <p><br></p> <p>Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz...
It's Like Free Money
<p>On episode 221 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Weisenthal and Tracy Alloway to discuss: Dow 50,000, AI and the market, cash on the sidelines, the Fed's latest move, 10 years of Odd Lots, and much more! </p> <p><br></p> <p>This episode is sponsored by Neuberger Berman and Apex Fintech Solutions.</p> Learn more about NBSD and get important information at https://www.nb.com/nbsd. NBSD from Neuberger. Learn more at https://apexfintechsolutions.com/augmented-advice <p><br></p> <p>Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe</p> <p>Instagram: instagram.com/thecompoundnews</p> <p>Twitter: twitter.com...
Million Dollar Payout, Oracle Earnings Preview, Risk On, the Case for Salesforce
<p>On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick! </p> <p><br></p> <p>This episode is sponsored by Public. Find out more at https://public.com/WAYT</p> <p><br></p> <p>Sign up for The Compound Newsletter and never miss out!</p> <p>Instagram: https://instagram.com/thecompoundnews</p> <p>Twitter: https://twitter.com/thecompoundnews</p> <p>LinkedIn: https://www.linkedin.com/company/the-compound-media/</p> <p>TikTok: https://www.tiktok.com/@thecompoundnews</p> <p><br></p> <p>Public Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at p...
Inside the Robinhood Revolution With Vlad Tenev
<p>On episode 220 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Vlad Tenev to discuss: the Robinhood story, the retail trading landscape, GameStop, prediction markets, and much more! </p> <p><br></p> <p>Today’s show is brought to you by Goldman Sachs Asset Management. With Goldman Sachs Active ETFs, you gain more than an investment, you gain access to the innovation, expertise and service of Goldman Sachs. Find out more at https://am.gs.com/relentless.</p> <p><br></p> <p>Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe</p> <p>Instagram: instagram.com/thecompoundnews</p> <p>Twitter: twitter.com...
Nick and Jessica’s 3 Big Lessons From 2025, Sam Altman Orders a Code Red at OpenAI, Adam Parker on Broken Compounders, the Case for Adobe
<p>On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research to discuss: putting equity valuations into context, policymakers prioritizing growth over dogma, beyond “disruption” in corporate strategy, and more! Then at 36:28, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick! </p> <p><br></p> <p>This episode is sponsored by Eaton Vance and Rocket Money.</p> Get Active with EVSD, The Symbol of Short Duration Income. See how at https://www.eatonvance.com/EVSD Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/compound today. <p> </p> <...
Why Oil Could Be Next Year’s Gold
<p>On episode 219 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Boockvar to discuss: why talk of the AI bubble is overblown, inflation expectations, the housing market, Thanksgiving food, and much more! </p> <p><br></p> <p>This episode is sponsored by KraneShares. Learn more at https://kraneshares.com/KOID</p> <p><br></p> <p>Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe</p> <p>Instagram: instagram.com/thecompoundnews</p> <p>Twitter: twitter.com/thecompoundnews</p> <p>LinkedIn: linkedin.com/company/the-compound-media/</p> <p>TikTok: tiktok.com/@thecompoundnews</p> <p><br></p> <p>Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are sole...
The Joby bull case with Charles Lemonides, Roaring 2020’s with Ed Yardeni, Alphabet vs Nvidia
<p>On this TCAF Tuesday, Josh sits down with Charles Lemonides, founder of ValueWorks, to discuss the future of flight and how soon we might see flying cars taking to the skies. Charles makes the case for Joby and dives deep into why he thinks it stands above the rest in the eVTOL space. Then at 35:26 hear an all-new episode of What Are Your Thoughts with special guest Ed Yardeni joining Downtown Josh Brown and Michael Batnick! </p> <p><br></p> <p>This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: https://Betterment.com/advisors</p> <p> </p> <p>Sign up for The Compound Newsletter...
The Case for a Year-End Melt-Up
<p>On episode 218 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies to discuss: Nvidia earnings, how the market will end the year, solutions to America's housing affordability crisis, and much more! </p> <p><br></p> <p>This episode is sponsored by Public and Vanguard. </p> Fund your Public account in five minutes or less by visiting https://public.com/compound Learn more about Vanguard at: https://www.vanguard.com/audio <p><br></p> <p>Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe</p> <p>Instagram: instagram.com/thecompoundnews</p> <p>Twitter: twitter.com/thecompoundnews</p> <p>LinkedIn: linkedin.com/company/the-compound-media/</p> <p>TikTok...
Only One Thing Can Stop the AI Crash, Worst Drawdowns, Blue Owl vs Apollo
<p>On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick! </p> <p><br></p> <p>This episode is sponsored by Public. Fund your account in five minutes or less by visiting http://public.com/WAYT </p> <p><br></p> <p>Sign up for The Compound Newsletter and never miss out!</p> <p>Instagram: https://instagram.com/thecompoundnews</p> <p>Twitter: https://twitter.com/thecompoundnews</p> <p>LinkedIn: https://www.linkedin.com/company/the-compound-media/</p> <p>TikTok: https://www.tiktok.com/@thecompoundnews</p> <p><br></p> <p>Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers...
