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The Compound and Friends

The Compoundthereformedbroker.com
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/

Episodes

Responsibly Reckless

On episode 91 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ian Dunlap and Leanna Haakons to discuss regional banks, the importance of Apple's earnings, how AI is changing the labor market, TEN STRAIGHT RATE HIKES, the Coinbase shareholder lawsuit, and much more! Thanks to Birddogs for sponsoring this episode! Enter promo code "MICHAEL" and get a free Yeti style tumbler with every order: birddogs.com/michael. Check out the latest in financial blogger fashion ...

May 05, 20232 hr 34 min

The Business of DK Metcalf

On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by DK Metcalf and Joe McLean to discuss how professional athletes manage their money, building a brand off the field, that time DK chased down Budda Baker to prevent a touchdown, and more! Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or reg...

May 01, 202341 min

VWAP-er's Delight

On episode 90 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Shannon to discuss Volume-Weighted Average Price (VWAP), trading strategies, technical analysis, tech earnings, and much more! Thanks to Public for sponsoring this episode. Go to https://public.com/compound to learn more about their new Treasury accounts. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This p...

Apr 28, 20232 hr 38 min

Ric Edelman Unplugged

On episode 89 of The Compound and Friends, Michael Batnick, Downtown Josh Brown, and Ben Carlson are joined by Ric Edelman to discuss regulators vs Bitcoin, advice for financial advisors looking to get in the content game, the 2023 banking crisis, the new 60/40, exponential technology, how AI will impact financial advice, longevity, and much more! Thanks to Kraneshares for sponsoring this episode. For more information on KLIP, visit: https://kraneshares.com/klip/# Check out the latest in financi...

Apr 21, 20231 hr 29 min

Somebody's gonna be wrong

On episode 88 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Liz Young to discuss building a career in finance, cooling inflation, the stages of a recession, whether the VIX still matters, commercial real estate, the credit crunch, and much more! Thanks to Roundhill Investments for sponsoring this episode. For more information on BIGB and BIGT, including a prospectus and full list of holdings, visit www.roundhillinvestments.com. Check out the latest in financi...

Apr 14, 20232 hr 37 min

That Wasn't the Bottom

On episode 87 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tony Dwyer to discuss how long an inverted yield curve can last, the unemployment rate and recession, bank lending standards, the Fed, commercial real estate, AI, and much more! Thanks to Birddogs for sponsoring this episode! Enter promo code "COMPOUND" and get a free Yeti style tumbler with every order: https://www.birddogs.com/collections/pants?utm_source=youtube&utm_medium=influencer&utm_campaign=...

Apr 07, 20231 hr 28 min

Bearish but Priced In

On episode 86 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jurrien Timmer to discuss what's going on with banks, what's changed since Jurrien's 2022 TCAF appearance, the Fed and the market, S&P technicals, gold, Bitcoin, and much more! Thanks to Public for sponsoring this episode. Go to https://public.com/ to learn more about their new Treasury accounts. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investi...

Mar 31, 20232 hr 41 min

Jill On Money

On episode 85 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jill Schlesinger to discuss the Fed decision aftermath, unlimited FDIC insurance for banks, the SEC's crypto crackdown, banning TikTok, and much more! Get 25% off Blinkist premium and enjoy 2 memberships for the price of 1! Start your 7-day free trial by clicking here: https://www.blinkist.com/thecompound Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.co...

Mar 24, 20232 hr 31 min

Yes, This Is a Bailout of Credit Suisse

On this special episode of Live from The Compound, Jesse Eisinger (senior editor and reporter at ProPublica) joins Michael Batnick and Josh Brown to discuss UBS acquiring Credit Suisse, ProPublica’s new insider trading expose, and much more! Jesse Eisinger is an American journalist and author. Winner of the Pulitzer Prize for National Reporting in 2011, he currently works as a senior editor and reporter for ProPublica. He is the author of “The Chickenshit Club: Why the Justice Department Fails t...

Mar 21, 202349 min

Bearishly Bullish

On episode 84 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan McMurtrie to discuss Credit Suisse, Silicon Valley Bank, treasury yields, short sellers, credit default swaps, the real reason Signature Bank got taken out, and much more! This episode is sponsored by Kraneshares. Learn more at https://kraneshares.com/. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podca...

Mar 17, 20231 hr 25 min

The Bank Run of 2023

On this special episode of Live from The Compound, Samir Kaji (CEO and co-founder of Allocate) joins Michael Batnick and Josh Brown to discuss the collapse of Silicon Valley Bank and the impact it could have on the banking system and the stock market. Samir Kaji was a Senior Managing Director at First Republic from 2012-2021 where he founded and led a 40 person+ group and worked with over 700 private equity and venture capital firms. Prior to his time at First Republic, Samir spent 13 years at S...

Mar 14, 202342 min

Catch a Falling Knife

On episode 83 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Carleton English and Joe Fahmy to discuss moving averages, rate hikes, consumer spending, what Cathie Wood got right (and wrong), Silicon Valley Bank, Silvergate, and much more! This episode is sponsored by Invesco QQQ. Learn more at invesco.com/qqq. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is f...

Mar 10, 20231 hr 22 min

Dan Nathan Predicts Recession

On episode 82 of The Compound and Friends, Nick Maggiulli and Downtown Josh Brown are joined by Dan Nathan to discuss earnings season, yields, mortgage rates, Buffett and buybacks, shorting private equity, world stock markets in 1899 vs today, how millionaires invest their money, the Silvergate collapse, and much more! Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes o...

Mar 03, 20231 hr 27 min

High Conviction

On episode 81 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jay Woods and Dan Russo to discuss the New York Stock Exchange, technical analysis, the Dow Jones Transportation Average, Bitcoin, recession calls, stock/bond correlation, what drives Elon Musk, and much more! Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should...

Feb 17, 20232 hr 34 min

Belski the Bull

On episode 80 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski to discuss earnings season, recession fears, market sectors, PE expansion out of a bear market, small cap stocks, consumer staples, Bob Iger getting things done, Microsoft vs Google, and much more! This episode is sponsored by Advisorshares. Visit https://advisorshares.com/etfs/dwa-etfs/ to learn more about the Dorsey Wright ETFs. Check out the latest in financial blogger fashion at The ...

Feb 10, 20231 hr 29 min

Sentiment Rally

On episode 79 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jason Hsu to discuss the latest FOMC meeting, the Chinese market, hard vs soft data, the housing market, earnings for Apple, Amazon, and Google, the Adani rout, and much more! This episode is sponsored by Kraneshares. Visit https://chinalastnight.com for a daily recap of China’s equity, fixed income, and currency markets. Check out the latest in financial blogger fashion at The Compound shop: https:/...

Feb 03, 20231 hr 24 min

For Blood and Money

On episode 78 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Nathan Vardi to discuss Nathan's book (For Blood and Money), the biotech landscape, hedge fund returns, the stock market GOAT, venture capital, why the market is rallying, and much more! To learn more about Future Proof, visit: https://futureproof.advisorcircle.com/ Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. T...

Jan 27, 20232 hr 31 min

Fat Privilege

On episode 77 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Doug Boneparth and Phil Huber to discuss alts, bonds over stocks, the probability of a recession, ETF flows, Schwab's double downgrade, why Bill Ackman cares about Sam Bankman-Fried, Einhorn's turnaround, who's going to buy WWE, rising interest rates, and much more! This episode is sponsored by Tropical Bros. Tropical Bros just released their new 2023 gear, 10 new Hawaiian shirts and 10 new polos, vi...

Jan 20, 20232 hr 38 min

We Just Might Pull This Off

On episode 76 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Callie Cox to discuss the latest CPI data, why Michael's feeling a little bullish, calling the Fed's bluff, chances of a soft landing, retail investor sentiment, and much more! This episode is sponsored by Composer. To learn more, visit https://bit.ly/compoundandfriends Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of los...

Jan 13, 20232 hr 38 min

It’s GLD, b*tch!

On episode 75 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by JC Parets and Steve Strazza to look at tons of charts and discuss: why JC is bullish precious metals, Bitcoin's make or break moment, what Warren Buffett's buying, value vs growth, and MUCH more. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or reg...

Jan 06, 20232 hr 45 min

A Very Tom Lee Christmas | What Are Your Thoughts?

Join Downtown Josh Brown, Michael Batnick, and special guest Tom Lee for another round of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! Get the latest in financial blogger fashion: https://idontshop.com/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of ...

Dec 22, 202256 min

The Year of the Rug Pull

On episode 74 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by the On The Tape podcast crew, Dan Nathan, Guy Adami, and Danny Moses to do a month-by-month 2022 market recap and share their predictions for 2023! This episode was recorded in front of a live audience at the Nasdaq MarketSite on 12/16/2022. Today's podcast is sponsored by Public. Check out public.com/compound to learn more. This is a paid endorsement for Open to the Public Investing, Inc., member FI...

Dec 17, 20222 hr 33 min

Live from Houston

On episode 73 of The Compound and Friends, Bryn Talkington joins Michael Batnick and Downtown Josh Brown in front of a live audience at the Dynasty Investors Forum to discuss consumer strength, energy stocks, inflation coming down, BREIT, and much more! Get your ticket to The Compound x On The Tape present: Fan Appreciation Night at the Nasdaq MarketSite! All money raised goes directly to No Kid Hungry, a nonprofit on a mission to end childhood hunger. Today's podcast is sponsored by YCharts. Ch...

Dec 09, 202247 min

The Game Has Changed

On episode 72 of The Compound and Friends, Jeff deGraaf joins Michael Batnick and Downtown Josh Brown to discuss trend following, valuation techniques, the dollar's impact on the S&P, the cooling housing market, stocks vs bonds, the yield curve, and much more! Get your ticket to The Compound x On The Tape present: Fan Appreciation Night at the Nasdaq MarketSite! All money raised goes directly to No Kid Hungry, a nonprofit on a mission to end childhood hunger. Today's podcast is sponsored by Comp...

Dec 02, 20221 hr 25 min

People Hate Inflation, but Unemployment Is Worse

Happy Thanksgiving Compound Nation! You asked for WAYT as a podcast (in addition to the YouTube livestream), so we're giving it a try! Let us know what you think. Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance, including: Bob Iger, Tesla's drawdown, commodities, the Misery Index, the crypto fallout, Icahn's GameStop short, and much more! This episode is sponsored by Public. T...

Nov 23, 202248 min

Worse Than Enron

On episode 71 of The Compound and Friends, Gregor Macdonald joins Michael Batnick and Downtown Josh Brown to discuss the latest on the Sam Bankman-Fried saga, the inverted yield curve, electrification of the power grid, the growth of electric vehicles, peak oil, and much more! Today's podcast is presented by Liftoff® (liftoffinvest.com), an automated investment advisory service that is powered by Betterment. Liftoff® is a wholly owned entity of Ritholtz Wealth Management LLC. Ritholtz Wealth Man...

Nov 18, 20222 hr 34 min

The Day Inflation Broke

On episode 70 of The Compound and Friends, Warren Pies joins Michael Batnick and Downtown Josh Brown to discuss the latest in markets, inflation, the effects of seasonality, what could be next, and much more! This episode is sponsored by Masterworks. Learn more about Masterworks at: https://www.masterworks.com/compound. This podcast is for informational purposes only and should not be relied upon for investment decisions. To learn more about the risks of investing in Masterworks, see https://www...

Nov 11, 20221 hr 23 min

No pivot!

On episode 69 of The Compound and Friends, Carleton English and Scott Krisiloff join Michael Batnick and Downtown Josh Brown to discuss the latest from Powell and the Fed, earnings season, the wisdom of Warren Buffett, junk bonds, 2008 vs today, nuclear fusion, and much more! This episode is sponsored by Masterworks. Learn more about Masterworks at: https://www.masterworks.com/compound. This podcast is for informational purposes only and should not be relied upon for investment decisions. To lea...

Nov 04, 20222 hr 33 min

The One With Matt Levine and Mary Childs

On episode 68 of The Compound and Friends, Matt Levine and Mary Childs join Michael Batnick and Downtown Josh Brown to discuss Matt's epic cover-to-cover Bloomberg piece on crypto, Elon's first moves as Twitter owner, Facebook's collapse, the future of Credit Suisse, the best finance books, and more! Thanks to our friends at Kraneshares for sponsoring this episode. To learn more visit: www.kraneshares.com Check out the latest in financial blogger fashion at The Compound shop: https://www.idontsh...

Oct 28, 20221 hr 17 min

No Capitulation Necessary

On episode 67 of The Compound and Friends, Dan Greenhaus joins Michael Batnick and Downtown Josh Brown to discuss what constitutes a recession, the Fed, ramifications of a strong dollar, Tesla's earnings call, buybacks, the importance of interest rates, and more! BONUS: Barry Ritholtz makes a special appearance! Thanks to our friends at Kraneshares for sponsoring this episode. To learn more visit: www.kraneshares.com Check out the latest in financial blogger fashion at The Compound shop: https:/...

Oct 21, 20221 hr 27 min