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The Compound and Friends

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The Compound and Friends

Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every 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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Recent Episodes of The Compound and Friends


Ethereum ETFs Are Here

Ethereum ETFs Are Here

On episode 151 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Matt Hougan, CIO of Bitwise Asset Management, to discuss: the launch of Ethereum ETFs, Bitcoin vs USD, crypto regulation, tokenized money market funds, and much more!


This episode is sponsored by Public. Make your savings work harder and earn an industry-leading 5.1% APY with a high-yield cash account on Public. Visit https://public.com/ to learn more!


Sign up for The Compound Newsletter and never miss out! https://www.thecompoundnews.com/subscribe

...

Episode 26 July 2024 1h, 26m and 21s


Consumer Delinquencies Rise, Alphabet and Spotify Earnings, the Wolf Is at the Door for AUM Fees

Consumer Delinquencies Rise, Alphabet and Spotify Earnings, the Wolf Is at the Door for AUM Fees

On this TCAF Tuesday, Josh Brown is joined by Sean Allocca, Senior Editor for The Daily Upside to discuss wealth management, the future of AUM fees, cash sweep, and much more! Then, at 32:00 hear all about Tesla, Google, and Spotify earnings on an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!


Thanks to Rocket Money for sponsoring this episode! Visit http://rocketmoney.com/compound and cancel your unwanted subscriptions today! 


More from Sean: https://www.thedailyupside.com/author/sean-allocca/


The C...

Episode 23 July 2024 1h, 30m and 49s


Small Caps Rip

Small Caps Rip

On episode 150 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Todd Sohn, ETF and Technical Strategist at Strategas, to discuss: small cap stocks, the odds of tech stocks faltering, semiconductors, cash off the sidelines, thematic ETFs, Trump economics, and much more!


This episode is sponsored by STF Management. Learn more about the STF Tactical Growth and Income (TUGN) ETF at: https://stfm.com/etf/tugn/


Sign up for The Compound Newsletter and never miss out! https://www.thecompoundnews.com/subscribe

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Episode 19 July 2024 1h, 31m and 39s


The Stock Market Votes Trump, Bank Earnings, AI Skeptics

The Stock Market Votes Trump, Bank Earnings, AI Skeptics

On this TCAF Tuesday, join Josh Brown and Michael Batnick for an all-new episode of What Are Your Thoughts! They discuss bank earnings, AI skeptics, housing stocks, the presidential election, stock market news, and more!


Thanks to Public for sponsoring this episode. Visit https://public.com/ to learn more about how you can earn 5.1% APY with a high-yield cash account.


The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt


Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com...

Episode 16 July 2024 1h, 53s


Is Neil Dutta Too Hot???

Is Neil Dutta Too Hot???

On episode 149 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neil Dutta, Head Economist at Renaissance Macro Research, to discuss: the Federal Reserve, small caps catching a bid, how worried we should be about recession, the economic implications of the presidential election, and much more!


This episode is sponsored by Kraneshares. To learn more about their KFA Mount Lucas Managed Futures Index Strategy (ticker KMLM), visit: https://kfafunds.com/kmlm/

Consider the fund’s investment objectives, risks, charges, and expenses, which can be found in the pro...

Episode 12 July 2024 1h, 10m and 45s


The Most Bullish Thing, CrowdStrike CEO George Kurtz, the Case for Financial Stocks

The Most Bullish Thing, CrowdStrike CEO George Kurtz, the Case for Financial Stocks

On this TCAF Tuesday, Josh Brown is joined by George Kurtz, founder, president and CEO of CrowdStrike for a wide-ranging discussion about cyber security, delivering for shareholders, the opportunities around AI, and more. Then, at 38:55 hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!


Thanks to YCharts for sponsoring this episode! Visit: https://go.ycharts.com/compound to learn more! 


The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt


Sign up for The Compound newsletter and never miss o...

Episode 9 July 2024 1h, 31m and 36s


Wall Street Reacts to Trump vs Biden, Nike Blows Up, Summer Storms Are Coming

Wall Street Reacts to Trump vs Biden, Nike Blows Up, Summer Storms Are Coming

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They discuss the blow up in Nike, BlackRock's new acquisition, Trump vs Biden, US stocks > EU stocks, and much more!


Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/compound and cancel your unwanted subscriptions today! 


The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt


Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe

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Episode 2 July 2024 53m and 36s


Jeremy Spoke on TCAF Today

Jeremy Spoke on TCAF Today

On episode 148 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Professor Jeremy Siegel, the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania, and Jeremy Schwartz, CIO of Wisdom Tree, to discuss: Professor Siegel's legendary book Stocks for the Long Run, what the Fed should do next, the best way to beat inflation, the housing market, AI stocks vs the tech bubble, what happened to small caps, and much more!


This episode is sponsored by Public. Make your savings work harder and...

Episode 28 June 2024 1h, 21m and 43s


Hottest Stocks of the Year, Nvidia Tops Out, Predicting Recessions With Nick and Jessica

Hottest Stocks of the Year, Nvidia Tops Out, Predicting Recessions With Nick and Jessica

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss the biggest misconceptions in the market, Nvidia and tech overcrowding, energy and oil stocks, the Sahm Rule Recession Indicator, and more! Then, at 37:22, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!


Thanks to Public for sponsoring this episode! Visit https://public.com/ to learn more! 


The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt


Sign up for T...

Episode 25 June 2024 1h, 28m and 29s


Aggressively Neutral

Aggressively Neutral

On episode 147 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, to discuss: small cap stocks, Nvidia's valuation, waning short interest, potential upside surprises, mortgage rates, and much more!


This episode is brought to you by Goldman Sachs Asset Management. Learn more about Goldman Sachs Asset Management Premium Income ETFs at: https://www.gsam.com


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Episode 21 June 2024 1h, 19m and 17s

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