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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On episode 156 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jill Schlesinger and Tony Dwyer to discuss: Tony's distinguished career in finance, 31 years of market returns, the Fed, Nvidia, the labor market, how the market might react to Trump vs Harris, and much more!
This episode is sponsored by Themes ETFs. To learn more and access important risk disclosures, visit ThemesETFs.com.
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Episode • 6 September 2024 • 1h, 31m and 52s
On this TCAF Tuesday, Josh Brown is joined by Dan Ives of Wedbush Securities to discuss Nvidia's latest earnings report, what sets Jensen Huang apart, what it would take for anyone to catch the AI leader, and much more! Then, at 31:33, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!
This episode is sponsored by Rocket Money! Cancel your unwanted subscriptions today by visiting http://rocketmoney.com/compound
Josh's new book: You Weren't Supposed to See That
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Episode • 3 September 2024 • 1h, 30m and 55s
On episode 155 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Gunjan Banerji of The Wall Street Journal and Paul Hickey of Bespoke Investment Group to discuss: Nvidia earnings, the AI led market boost, the Fed's impending cut, politics and investing, and much more!
This episode is sponsored by Public. Discover how you can lock in a 6.9% yield until 2028 with a Bond Account at: https://public.com/compound.
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<...Episode • 30 August 2024 • 1h, 25m and 15s
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They cover the upcoming Nvidia earnings report, the slowdown in leisure and hospitality spending, hedge fund manager Dan Loeb’s recent comments about Apple, an all-new make the case, mystery chart, and 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/WAYT to learn more!
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Episode • 27 August 2024 • 1h, 32s
On episode 154 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by New York Times economics reporter Talmon Smith, and The Compound's very own Ben Carlson to discuss: inflation, the Fed, economic policy, the labor market, 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://www.public.com/ to learn more!
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Episode • 23 August 2024 • 1h, 29m and 7s
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of Datatrek, to discuss: what happened with the Japan carry trade, what to do with an elevated Vix, bitcoin vs gold, and much more! Then, at 39:14, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!
This episode is sponsored by Public. Visit https://public.com/ to learn more about how you can earn 5.1% APY with a high-yield cash account.
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Episode • 20 August 2024 • 1h, 33m and 50s
On this TCAF Tuesday, join Michael Batnick and Callie Cox for an all-new episode of What Are Your thoughts! They discuss: recession odds, bearish sentiment, household spending, individual stocks outperforming the S&P, and much more!
Thanks to Rocket Money for sponsoring this episode! Visit http://rocketmoney.com/compound and cancel your unwanted subscriptions today!
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Episode • 13 August 2024 • 43m and 22s
On episode 153 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by fan favorites and TCAF legends JC Parets and Joe Fahmy to discuss: the Nikkei, buying green in a sea of red, the opportunity in industrials, the VIX spike, tips for traders during market corrections, and much more!
This episode is sponsored by Global X. Visit https://www.globalxetfs.com/ to explore a lineup of more than 90 ETFs, along with insights to help you navigate a dynamic investing landscape.
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Episode • 9 August 2024 • 1h, 37m and 11s
On this TCAF Tuesday, Josh Brown is joined by Claudia Sahm, Chief Economist at New Century Advisors and Founder of Sahm Consulting for a deep dive into the Sahm Rule and how it's shaking up the market. Then, at 27:18, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!
Thanks to Public and YCharts 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.Episode • 6 August 2024 • 1h, 27m and 44s
On episode 152 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bryn Talkington of Requisite Capital Management and Athanasios Psarofagis of Bloomberg Intelligence to discuss: Fed day, the tech unwind, who is buying levered ETFs, nonfarm payroll, small caps, and much more!
This episode is sponsored by Calamos. To learn more about the Calamos Alternative Nasdaq & Bond ETF, visit: https://www.calamos.com/funds/etf/calamos-alternative-nasdaq-and-bond-canq/
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Episode • 2 August 2024 • 1h, 39m and 50s
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