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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A Sit-Down with Rick Wurster, CEO of Charles Schwab
<p>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!</p> <p><br></p> <p>This episode is sponsored by Public and ClearBridge Investments. </p> Find out more at https://public.com/Compound A healthy economic backdrop should continue to support broadening equity leadership going forward. Learn more at https://www.clearbridge.com/ <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/...
Trump's 10 Commandments for Business
<p>On this episode of Live From The Compound, Josh Brown is joined by Yale’s Professor Jeffrey Sonnenfeld, founder of the Chief Executive Leadership Institute. They unpack Jeff’s new book, Trump’s Ten Commandments: Strategic Lessons from the Trump Leadership Toolbox, revealing the patterns behind Donald Trump’s leadership and what they mean for business, politics, and markets. Episode recorded 3/2/26</p> <p><br></p> <p>Topics include:</p> <p>- Why Trump’s behavior is patterned, not chaotic</p> <p>- How his leadership compares to corporate CEOs in crisis</p> <p>- What investors and boards should watch in g...
True or False - Private Credit Is This Generation’s Subprime
<p>On episode 232 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Garrett Baldwin, author of Me and the Money Printer, to discuss: Weird market dynamics, recent global events, private credit, and much more!</p> <p><br></p> <p>This episode is sponsored by Fidelity Investments and Janus Henderson Investors.</p> Visit www.Fidelity.com/TraderPlus to learn more about Fidelity Investments and the all-new Fidelity Trader+, Fidelity’s most powerful trading platform yet. Learn more about Janus Henderson Investors at https://www.janushenderson.com/<br> <p><br></p> <p>Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe</p> <p>Instagram: instagram.com/thecompoundn...
Stocks After an Oil Spike, Internals Gone Wild, Bcred Problems, Nvda Stuck
<p>Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: stock market selloffs, oil, IPOs, BCRED, mystery charts and more!</p> <p><br></p> <p>This episode is s sponsored by Teucrium and ClearBridge Investments.</p> Find out more at https://teucrium.com/agricultural-commodity-etfs<br> International and emerging market stocks outperformed the U.S. in 2025. At ClearBridge, we believe this momentum can continue. Find out more at https://www.clearbridge.com/ <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.li...
Getting Ready for the “European Kill Switch”
<p>On this episode of Live From The Compound, we break down the shift in global market leadership as international stocks outperform the U.S. While many investors credit valuations and a weaker dollar, Matthew Tuttle argues something bigger is happening: Europe is rebuilding not just its military, but its digital infrastructure to reduce dependence on U.S. tech platforms. </p> <p><br></p> <p>Matt, CEO and CIO of Tuttle Capital Management, joins Downtown Josh Brown to discuss digital sovereignty, shifting procurement, and whether this marks a cyclical rotation or the start of a structural reallocation away from U...
Data Centers Are the New Fracking
<p>On episode 231 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Daniel Clifton and Chris Verrone of Strategas Research to discuss: AI's backlash, the Stock Rerating, Midterms, Anthropic vs The DoD and more!!</p> <p><br></p> <p>This episode is sponsored by Grayscale and Janus Henderson Investors.</p> Visit Grayscale.com/Compound to get started. <br> Learn more at https://www.janushenderson.com/ <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>Grayscale disclosure: Grayscale is the world’s largest crypto-focused asset manager based on AUM as of 12/31/2025. For other companies in this category, AUM is considered as of most recent public disclosure...
Stocks in Pre-Crisis Mode, Multiple Compression, the Citrini Crash, Halo Goes Viral
<p>Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: HALO stocks, PE compression, the Citrini crash, the housing market and more!</p> <p><br></p> <p>This episode is s sponsored by Fidelity Investments and Janus Henderson Investors. </p> Learn more about Fidelity Investments and the all-new Fidelity Trader+, Fidelity’s most powerful trading platform at: http://www.fidelity.com/TraderPlus Learn more about Janus Henderson Investors at: https://www.janushenderson.com/ <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.link...
Big Tech Has Til Year-End…or Else.
<p>On this episode of What Did We Learn, Josh Brown sits down with Nick Colas and Jessica Rabe of DataTrek Research to discuss why Big Tech has just 12 months to prove AI is worth the cost. </p> <p><br></p> <p>Nick breaks down how Amazon, Alphabet, and Meta Platforms have dramatically shifted their business models pouring 100% (or more) of cash flow into AI capex as margins are set to decline in 2026. These three companies make up 11% of the S&P 500, and they are not the same high-margin machines they were just a few years ago. </p> <p><br><...
Looks Like a Bull Market, Feels Like a Crash
<p>On episode 230 of The Compound and Friends, Michael Batnick is joined by Robyn Grew and Kristina Hooper of Man Group to discuss: the 2026 outlook, AI's impact and recession possibilities, as well as International markets, private credit, and much more! </p> <p><br></p> <p>This episode is sponsored by Public and ClearBridge Investments</p> Find out more about Public at: https://public.com/compound International and emerging market stocks outperformed the U.S. in 2025. At ClearBridge, we believe this momentum can continue. Find out more at https://www.clearbridge.com/ <p><br></p> <p>Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe</p> <p>Instagram: i...
“Unrealized” Capital Gains Tax is Economic Suicide
<p>Join Downtown Josh Brown and Ben Carlson for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! Tonight we talk sector rotation, international stocks, capital gains tax, Apple, and much more!</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...
