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Every episode
The Compound and Friends
30 episodes
It's a bull market and nobody drinks anymore.
Aug 14, 2026 · 1 hr 4 min
On episode 255 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Todd Sohn, Chief ETF Strategist at Baird Strategas, to discuss the record-breaking ETF boom, the rise of thematic and leveraged products, buffer and option-income ETFs, AI and compute as emerging investment themes, and where investor money is flowing now. They also get into the battle for ETF brand loyal…
Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia
Aug 11, 2026 · 1 hr 1 min
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts as they discuss six major stocks that may be setting up for a bounce: Meta, Uber, Netflix, Disney, Nike, and Home Depot. Plus, Nvidia’s latest data center financing deal and the rise of compute as an investable asset class, why stocks like Schwab, Expedia, and Booking are hitting all-time highs d…
Is IMAX a Screaming Buy? With Rich Gelfond
Aug 10, 2026 · 45 min
IMAX is about 4% of the world's screens and routinely delivers 20% or more of opening weekend on the films that matter most. Rich Gelfond has been running the company since 1994. On this episode of Live From The Compound, Josh Brown and Michael Batnick are joined by Rich to discuss: how IMAX became the format studios build their biggest movies around, the Christopher Nolan relationship and the Odyssey rollout, why there aren't more IMAX screens if demand is this strong, and where the next dollar…
The Man Who Called the Roaring 2020s with Ed Yardeni
Aug 7, 2026 · 1 hr 16 min
On episode 254 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by legendary economist and market strategist Ed Yardeni to discuss: the case for the Roaring 2020s, why Ed sees no recession through the end of the decade, his S&P 500 target of 10,000, whether AI is fueling an earnings bubble, rising profit margins and productivity, why this market is different from 1999,…
Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call
Aug 4, 2026 · 1 hr 6 min
On this episode of What Are Your Thoughts, Join Downtown Josh Brown and Michael Batnick as they break down another massive week for the markets, including SpaceX's first public earnings report, Palantir's blockbuster quarter, and what strong Q2 earnings say about corporate America. They also discuss the recent semiconductor selloff, the rise and fall of hedge fund manager Leopold Asche…
Why Demand for Compute Is About to Explode With Alex Kantrowitz
Jul 31, 2026 · 1 hr 26 min
On episode 253 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Big Technology founder, Alex Kantrowitz, to discuss: OpenAI and Anthropic’s explosive growth, the threat to traditional software companies, soaring cloud demand, agentic AI, and the diverging strategies of Microsoft, Meta, Amazon, Apple, Google, and other tech giants. Plus, where AI profits may ultimately…
AI Darlings Wrecked, Earnings Preview META, MSFT, AAPL, AMZN, Rate Hike Spook, Nvidia’s OpenAI Deal
Jul 28, 2026 · 49 min
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick preview earnings from Microsoft, Meta, Amazon, and Apple, breaking down the biggest questions facing the market: Is Azure growth enough to justify Microsoft's AI spending? Can Meta's AI investments keep powering ad growth? Will AWS reaccelerate? And what does Apple's capital-light AI strategy mean as Tim…
How Ron Baron Became the Greatest Fund Manager of All Time
Jul 24, 2026 · 1 hr 15 min
On episode 252 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Ron Baron and Michael Baron of Baron Capital to discuss: long-term investing, Elon Musk, Tesla, SpaceX, artificial intelligence, and the power of owning exceptional businesses for decades. Ron explains how Baron Capital grew from $10 million in assets to approximately $70 billion, why the firm invested repea…
Google Earnings Preview, SpaceX Gives Us a Date, Internals Heat Check, Biotechs Rally
Jul 21, 2026 · 1 hr 2 min
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: Google's earnings, SpaceX's first earnings report and massive lockup expiration, the selloff in AI infrastructure stocks, whether market breadth is flashing a warning sign, why investors still love stocks, and if the K-shaped economy narrative has become overs…
You’re About to See the Real AI Winners Stand Up
Jul 17, 2026 · 1 hr 28 min
On episode 251 of The Compound and Friends, Downtown Josh Brown and Sean Russo are joined by Jonathan Thomas, CEO of American Century Investments, to discuss: the remarkable rise of Avantis Investors, why active ETFs are gaining ground, what it takes to build investment products that can outperform without taking excessive risk, whether AI is creating an earnings bubble, why the market is broadening beyond…
IBM Warns, Apple Sues OpenAI, Big Bank Earnings Blow-Out, EPS Bubble, Welcome to Y’all Street
Jul 14, 2026 · 60 min
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick discuss: why Apple vs. OpenAI could reshape Big Tech, IBM's surprising warning and what it says about the AI trade, whether we're living through an "anti-bubble," and the debut of a new high-yield ETF. They also break down the biggest takeaways from bank earnings, including JPMorgan's blockbuster quarter…
The Number One Question Facing Investors, How the US Became Recession Proof, Why Tech Stocks Might Underperform Going Forward With Datatrek’s Nick Colas and Jessica Rabe
Jul 13, 2026 · 38 min
On this episode of What Did We Learn, Josh Brown, Nick Colas and Jessica Rabe discuss whether Tech's leadership is finally cooling off, what history says about rare market extremes, the case for a rotation within mega-cap tech, why semis may have gotten ahead of themselves, and what the Nasdaq's fourth year of a bull market could mean for investors. This episode is sponsored by Federated Hermes. Explore their full ETF lineup at https://federatedhermes.com/us Sign up for Th…
The Real Ticking Time Bomb with Michael Cembalest
Jul 10, 2026 · 1 hr 17 min
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 rapidly changing AI investment landscape, Nvidia’s growing competition, semiconductor cyclicality, and mor…
Leveraged ETF Casino, Apple Breaks Out, Sentiment Plunges, Government Stake in OpenAI?
Jul 7, 2026 · 1 hr 2 min
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 others, whether we're witnessing one of the strongest earnings-driven bull markets in history, and w…
Brian Belski Returns!
Jul 3, 2026 · 1 hr 17 min
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 potential for no SaaSpocalypse, and much more! This episode is sponsored by WisdomTree. Learn more abou…
Steroid Era With Spencer Jakab, the F***’s Going on With Strategy?, Margin Debt
Jun 30, 2026 · 1 hr 6 min
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 risk, growing signs of excessive speculation across leveraged markets, and why some software stocks c…
Invest in the Robot Revolution or Be Crushed by It
Jun 29, 2026 · 42 min
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 why he structured RoboStrategy as a publicly traded investment vehicle to give everyday investors exp…
Too Early to Get Off the Wave with Ryan Detrick and Sonu Varghese
Jun 26, 2026 · 1 hr 6 min
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, Bitcoin, and whether the bull market still has room to run. This episode is sponsored by Nuveen and…
Almost Midnight, Micron Preview, Alan Greenspan RIP, Hello Jane Street, the Case for Meta
Jun 23, 2026 · 1 hr 14 min
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 to Wall Street, Jane Street's AI ambitions, the Magnificent Seven breakdown, Alan Greenspan's legacy…
The Most Invincible Career Path in Finance
Jun 22, 2026 · 41 min
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 he's investing in the next generation through Rowan University's new School of Financial Planning. Pl…
The World You Knew Is Never Coming Back with Morgan Stanley’s Michael Zezas
Jun 19, 2026 · 1 hr 5 min
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 software, and why policy calls are so difficult to translate directly into investment outcomes. This episo…
Betting on OpenAI, SpaceX Dust Settles, Josh’s New Trade
Jun 16, 2026 · 1 hr 8 min
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 markets, and the role investors play in funding innovation? They also dive into the best ways to inve…
How PIMCO is Preparing for the Next Capital Loss Cycle with Dan Ivascyn
Jun 15, 2026 · 1 hr 9 min
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’s latest secular outlook, “Rupture and Resilience,” and explains why geopolitical uncertainty, tarif…
Why the Knockout Punch Never Comes With Brian Levitt
Jun 12, 2026 · 1 hr 10 min
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 investors should actually watch for signs of trouble. They also discuss small caps, rate expectations, consu…
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI
Jun 9, 2026 · 58 min
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 devices can drive hardware sales, and why OpenAI's path to a trillion-dollar valuation isn't as straigh…
Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999
Jun 8, 2026 · 35 min
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 a closer look at SpaceX and why its highly anticipated IPO could be one of the most important market…
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong
Jun 5, 2026 · 1 hr 10 min
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 as unusual as it feels, and much more! This episode is sponsored by Nuveen and ClearBridge Investme…
What You Need to Survive a Bull Market
Jun 2, 2026 · 1 hr 5 min
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 https://www.neuberger.com/nbsd Sign up for The Compound Newsletter…
What if It’s Still Early? With Denise Chisholm
May 29, 2026 · 1 hr 9 min
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 semiconductors, margins, inflation, Fed policy, mega-IPOs, and more! This episode is sponsored by Franklin Temp…
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
May 26, 2026 · 1 hr 6 min
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 ClearBridge Investments. Find out why managed futures should be a foundational part of any alternatives a…
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