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.
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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...
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...
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...
On episode 243 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jan Van Eck to discuss: the AI infrastructure boom, Nvidia and the semiconductor trade, whether mega-cap dominance is structural or cyclical, the risks hiding in U.S. deficits and long-term rates, equal weight vs cap weight, the SpaceX IPO, and much more! This episode is sponsored by Tema ETFs...
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: investing in space, Nvidia, Trump trades, the AI hedge, mystery charts and more. This episode is sponsored by Public and Janus Henderson Investors. Visit https://public.com/WAYT to learn more. Find out more about Janus Henderson Investors at https://www.jan...
On episode 242 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ben Carlson and Kai Wu to discuss: Nvidia, Anthropic, software disruption, intangible assets, faster market cycles, and Ben’s new book Risk and Reward and much more! This episode is sponsored by: Betterment Advisor Solutions and ClearBridge To learn more, visit https://www.betterment.com/advisors Ri...
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: housing stocks, AI, 12 rules for bubble riding, $100 billion stocks and more! Plus, a very special Jeff deGraaf appearance! This episode is sponsored by Betterment Advisor Solutions and Janus Henderson Investors. Learn more at https://www.betterment.com/advisors Find ...
On this episode of Live From The Compound, Downtown Josh Brown is joined by Haley Sacks , aka Mrs. Dow Jones, to discuss the financial anxiety facing Millennials and Gen Z, the rise of “zero jargon” finance, and the lessons behind her new book, Future Rich Person: The New Rules for Building Wealth . They cover investing culture, money misconceptions, building wealth in today’s economy, and the first financial steps young people should be taking right now. This episode is sponsored by Janus Hende...
On episode 241 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by returning guest Eric Balchunas to discuss: Eric's Bitcoin book research, the latest in the ETF landscape, the "hot sauce" investors are turning to, the SpaceX IPO, and much more! This episode is sponsored by Invesco and Janus Henderson Investors. Visit https://www.invesco.com/ to learn more. To learn more...
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: AI, earnings season, Berkshire after Buffett, global profits, Uber earnings preview and more. This episode is sponsored by Fidelity Investments and ClearBridge Investments. Learn more at http://www.fidelity.com/TraderPlus Rising geopolitical tensions, continued market unc...
On episode 240 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neeraj Khemlani and Matt Ankrum to discuss: what 100 bagger stocks look like, the search for high quality companies, the impact of compounding and exponential growth over decades, and much more! This episode is sponsored by Victory Capital and Janus Henderson Investors To learn more about Victory Capital,...
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: Mag 7 earnings, stretched semis, Spotify crashing, a historic earnings boom and more! This episode is sponsored by WisdomTree and Janus Henderson Investors. To learn more about WisdomTree, visit https://www.wisdomtree.com/geopolitical-opportunities Find out more about Janus H...
On episode 239 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Adam Parker and Rob Sechan to discuss: software stocks, AI and corporate profitability, searching for value in the current market, and much more! This episode is sponsored by Public and ClearBridge Investments. Learn more at https://public.com/compound Rising geopolitical tensions, continued market uncert...
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick break down: Apple’s massive leadership change, bold predictions of an S&P 500 surge, the rise of AI in finance, and why small caps and micro caps are suddenly ripping. This episode is s sponsored by Public and Janus Henderson Investors. Find out more at https://public.com/WAYT Learn more at: www.janushenderson.com/ Sign up for The Compound Newsletter and never mi...
On episode 238 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dr. Ankur Crawford to discuss: the strongest names in AI, the future of the Mag 7, the semiconductor market, the case for Amazon, and much more! This episode is sponsored by Invesco and Janus Henderson Investors. To learn more, visit https://www.invesco.com/us/en/solutions/invesco-etfs/income-advantage.ht...
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: financials, stock market bottoms, Amazon, technical analysis, SBC's and more. This episode is s sponsored by Betterment Advisor Solutions and ClearBridge Investments. Learn more at http://Betterment.com/advisors Companies with physical assets, predictable cash flows and durable m...
On episode 237 of The Compound and Friends, Michael Batnick is joined by Sam Ro and Steve Sosnick to discuss: winners and losers in the current market, the international trade, earnings season preview, rate cut expectations, Disney layoffs, and much more! This episode is sponsored by VanEck and Janus Henderson Investors. To learn more, visit https://www.vaneck.com/RAAXCompound/overview/ Learn more at https://www.janushenderson.com/ Sign up for The ...
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: the Q's, Jamie Dimon, how dividends really work, the openAI IPO, and much more. This episode is s sponsored by Franklin Templeton and Janus Henderson Investors. Learn more at: franklintempleton.com/activeETFs Learn more at: www.janushenderson.com/ Sign up for T...
On this episode of Live From The Compound, Josh Brown is joined by Nick Nemeth , writer of Mispriced Assets to discuss the issues with private credit and why they could potentially cause a financial crisis in involving life insurance companies. This episode is sponsored by WisdomTree. To learn more, visit https://www.wisdomtree.com/geopolitical-opportunities Sign up for The Compound Newsletter and never miss out! Instagram: https://instagr...
On episode 236 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alexandra Semenova and Dan Greenhaus to discuss: oil prices and the market's reaction, the SpaceX IPO, V-shaped recoveries, the opportunity in private credit, the worst stock ever, and much more! This episode is sponsored by Aberdeen Investments and ClearBridge Investments. Learn more at https://www.aberd...
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: the worst quarter in four years, the opposite of private credit, win rates after corrections, mystery charts, and more! This episode is s sponsored by Public and Janus Henderson Investors. Find out more at https://public.com/WAYT Learn more at https://www.janushenderson.com/ Sign up for ...
On this episode of What Did We Learn, Josh Brown, Nick Colas and Jessica Rabe discuss: Oil, energy stocks, and how rising prices are impacting equities and the broader market outlook. How close the S&P 500 and Nasdaq are to historically oversold levels, what a 2 standard deviation drawdown means, and why those setups have led to strong forward returns in the past. Why a -10% year for the S&P 500 is so rare, the three major catalysts behind big drawdowns, and how today’s environment is sh...
On episode 235 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jonathan Boyar to discuss: finding value in a volatile market, Mag 7 valuations, the only publicly traded basketball team, how Uber could win big on autonomous, and much more! This episode is sponsored by WisdomTree and Janus Henderson Investors. Learn more about OPPJ and the broader suite of geopolitical opp...
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: the economy, HALO in private credit, college grad unemployment, a stock Michael is watching, and much more! This episode is s sponsored by Betterment Advisor Solutions and ClearBridge Investments. Learn more at https://betterment.com/advisors Companies with physical assets, predictable cash ...
On episode 234 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jim Lebenthal to discuss: stock market volatility, who's winning the AI race, risks and opportunities in private credit, Jim's favorite stocks, and much more! This episode is sponsored by Betterment Advisor Solutions and Janus Henderson Investors. Learn more at: h ttps://betterment.com/advisors Learn more at http...
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: Nvidia GTC, the end of quarterly earnings reports, private credit panic, college grad unemployment heating up, Uber stock and much more! This episode is s sponsored by Public and Janus Henderson Investors. Find out more at https://public.com/WAYT Learn more at https://www.janushenderson.com/...
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! This episode is sponsored by Public and ClearBridge Investments. Find out more at https://public.com/Compound A healthy economic backdrop should continue to support broadening equi...
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 Topics include: - Why Trump’s behavior is patterned, not chaotic - How his leadership compares to ...
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! This episode is sponsored by Fidelity Investments and Janus Henderson Investors. Visit www.Fidelity.com/TraderPlus to learn more about Fidelity Investments and the all-new Fidelity...
Josh Brown and Michael Batnick dissect the stock market's unexpected strength following recent geopolitical events, including CrowdStrike's robust earnings and the energy sector's rally. They explore the nuanced impact of AI on software companies, the evolving landscape of private credit with BCRED redemptions, and the investment case for DraftKings. The discussion also touches on market internals, the future of data centers, and effective trading strategies for volatile periods.
