On episode 179 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski live from Naples Florida to discuss: portfolio construction, dividend stocks, the beneficiaries of AI, Brian's market outlook, the case for Canadian stocks, and much more! This episode is sponsored by Public. Fund your account in five minutes or less at https://public.com/compound and get up to $10,000 when you transfer your old portfolio. Sign up for The Compound Newsletter and never m...
Feb 21, 2025•1 hr 7 min
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! This episode is sponsored by Public! Visit: Public.com/WAYT and get up to $10,000 when you transfer your old portfolio. Sign up for The Compound Newsletter and never miss out! https://www.thecompoundnews.com/subscribe Merch: https://idontshop.com/ Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-c...
Feb 18, 2025•54 min
On episode 178 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Robert Frank to discuss: how the richest people invest and spend their money, the wealth effect, how different generations view money, the soaring cost of vacations, the carried interest loophole, and much more! This episode is sponsored by Kelly Intelligence. To Learn more about the COWS and HCOW ETFs, visit: https://kellyintel.com/ Sign up for The Compound Newsletter and never miss out!: https://w...
Feb 14, 2025•1 hr 30 min
On this TCAF Tuesday, Josh Brown and Michael Batnick sit down with David Adelman, CEO of Campus Apartments, co-founder and Vice Chairman of FS Investments, and the founder of Darco Capital to discuss his early start in real estate investing, the growth of his portfolio, his experience in venture capital, and the mindset that has driven his massive success. Then at 49:25 hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! This episode is sponsored by Kelly ETFs....
Feb 11, 2025•1 hr 45 min
On episode 177 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by David Giroux of T. Rowe Price to discuss: David's outlook for stocks, the Barron's Roundtable, the opportunity in fixed income, earnings season, what it's like managing an ETF, and much more! This episode is sponsored by Themes ETFs. To learn more about their ETF offerings, visit: https://themesetfs.com/ Sign up for The Compound Newsletter and never miss out!: https://www.thecompoundnews.com/subscri...
Feb 07, 2025•1 hr 13 min
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research to discuss the Trump Tariffs, disruptive innovation, DeepSeek AI and the healthcare sector, and more. Then at 37:30, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! This episode is sponsored by KraneShares and Rocket Money ! To learn more about KraneShares, visit: https://kraneshares.com/kweb-suite/ Cancel your unwanted subscriptions today by visitin...
Feb 05, 2025•1 hr 32 min
On episode 176 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Ives to discuss: DeepSeek's impact on the market, Nvidia's growth outlook, Elon's bold Tesla prediction, and much more! This episode is sponsored by Public. Fund your account in five minutes or less at www.public.com/compound . Sign up for The Compound Newsletter and never miss out!: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitt...
Jan 31, 2025•1 hr 18 min
On this TCAF Tuesday, Josh Brown is joined by Franklin Bi , General Partner at Pantera Capital to discuss the regulatory changes and predictions for Crypto in 2025 following the executive order of the Trump administration "Strengthening American Leadership in Digital Financial Technology". Then at 49:11 hear an all-new episode of What Are Your Thoughts with Josh Brown, Michael Batnick , and special guest Alex Kantrowitz ! This episode is sponsored by Public. Fund your account in five minutes or ...
Jan 28, 2025•1 hr 51 min
On episode 175 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bob Elliott , Co-Founder, CEO, and CIO of Unlimited Funds to discuss: Netflix earnings, the labor market, tariff winners and losers, the case for TIPs, the right gold allocation, hedge-fund fees, and much more! This episode is sponsored by KraneShares! To learn more about the KraneShares Man Buyout Beta Index ETF, visit: https://kraneshares.com/buyo Sign up for The Compound Newsletter and never miss...
Jan 24, 2025•1 hr 38 min
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Michael Batnick and special guest Steve Strazza , Director of Research at All Star Charts! This episode is sponsored by The Compound Insider. For a chance to win a SIGNED copy of Josh’s new book, subscribe here: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ Investing in...
Jan 21, 2025•45 min
On episode 174 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by TCAF Legend JC Parets ! They discuss luck vs skill in the market, the best performing asset of the 21st century (so far), risk-on indicators, JC's big short, the breakout in bank stocks, Bitcoin's consolidation, and much more! This episode is sponsored by FP Alpha. To learn more about their tax planning solution for advisors, visit: https://go.fpalpha.com/compound Sign up for The Compound Newsletter...
Jan 17, 2025•1 hr 32 min
On this TCAF Tuesday, Josh Brown is joined by Owen Lamont , Senior Vice President and Portfolio Manager at Acadian Asset Management to discuss his piece “The Seven Pillars of Market Bubbles". Then at 40:44, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! This episode is sponsored by F/M Investments and Rocket Money ! To learn more about F/m ETFs, visit: www.fminvest.com Cancel your unwanted subscriptions today by visiting: http://rocketmoney.com/compound S...
Jan 15, 2025•1 hr 45 min
On episode 173 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Julie Hyman and Doug Boneparth to discuss: the rising 10-year, the real estate market, Presidential volatility, the labor market, private equity, quantum computing stocks, and much more! This episode is sponsored by VanEck. To learn more about VanEck's Uranium and Nuclear ETF, visit: http://www.vaneck.com/NLR Investing involves the risk of loss. This podcast is for informational purposes only and sh...
Jan 10, 2025•1 hr 28 min
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick as they talk AI, eye-catching charts, MuskCoin, the alchemists, Jensen Huang Keynote, and more! This episode is sponsored by Public and Rocket Money ! Visit: http://Public.com/WAYT and lock in a 6% or higher yield with a Bond Account. Cancel your unwanted subscriptions today by visiting: http://rocketmoney.com/compound Sign up for The Compound Newsletter and never miss out! https://www.the...
Jan 08, 2025•1 hr 2 min
On episode 172 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Wesbury , Chief Economist at First Trust Advisors to discuss his outlook on 2025, Recessions, Monetary Policy, Bitcoin, being an Eagle Scout and more! This episode is sponsored by iShares by BlackRock! To learn more, visit: ishares.com/bitcoin ! IBIT is the largest spot bitcoin ETP by AUM as of 11/30/24 and most traded spot bitcoin ETP by 20-day avg. trading volumes from 1/11/24-7/24/24. Sourc...
Jan 03, 2025•1 hr 32 min
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! Happy New Year Compound Nation!! Thanks for rocking with us! This episode is sponsored by Public! Fund your account in five minutes or less at Public.com/WAYT and get up to $10,000 when you transfer your old portfolio. Sign up for The Compound Newsletter and never miss out! https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter...
Dec 31, 2024•1 hr 11 min
On episode 171 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Harvey Schwartz, CEO of Carlyle and former president of Goldman Sachs to discuss Harvey's remarkable journey through the financial industry. In this episode, Harvey tells us about his early career as a fitness instructor and cold-caller, lessons learned during the 2008 financial crisis, saving Goldman during the financial crisis, Carlyles current momentum, and the rise of private equity and private ...
Dec 27, 2024•50 min
On episode 170 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Nick Colas , Co-Founder of DataTrek Research to discuss: the market's reaction to the latest Fed cut, if international stocks are worth the risk, the outlook for 2025, the latest in Tesla, the wisdom of Steve Cohen, and much more! This episode is sponsored by Global X and Public. To learn more about Global X’s entire suite of ETFs from covered calls, fixed income, emerging markets, and more, visit: ...
Dec 20, 2024•1 hr 21 min
On this TCAF Tuesday, Josh Brown is joined by Nick Colas , co-founder of DataTrek Research , to discuss today's market vs the dot com bubble, U.S. Stocks compared to the rest of the world, top performing S&P financials, ROE machines, and more! Then, at 42:59, 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 Sign up for The Compound ...
Dec 18, 2024•1 hr 40 min
On episode 169 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rick Rieder , Chief Investment Officer of Global Fixed Income and Head of the Global Allocation Investment Team at BlackRock. Hear all about how Rick got started in the industry, the future of fixed income, the Fed's successes and failures, private markets, and much more! This episode is sponsored by Public! Lock in a 6% or higher yield with a Bond Account at: https://public.com/compound Take the TC...
Dec 13, 2024•1 hr 6 min
On this TCAF Tuesday, Josh Brown is joined by Jeffrey Sonnenfeld to discuss: President Trump's economic policies, his relationship with the business community, the impact of tariffs, deregulation, and much more! Then, at 40:20 hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick with a special appearance by Caleb Silver , Editor in Chief at Investopedia! This episode is sponsored by Public! Visit: https://public.com/wayt and lock in a 6% or higher yield with a Bond Acc...
Dec 11, 2024•1 hr 41 min
On episode 168 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Boockvar , CIO at Bleakley Financial Group, to discuss: the future of Bitcoin, Art Cashin's legacy, contrarian investing, the case for platinum, Chinese stocks, the most beaten down stocks in the market, and much more! This episode is sponsored by Astoria Portfolio Advisors! To learn more about ROE, visit: http://AstoriaAdvisorsETFs.com/ROE/ Take the TCAF audience survey! Sign up for The Compo...
Dec 06, 2024•1 hr 28 min
On this TCAF Tuesday, Josh Brown is joined by Jim Bianco, President and Macro Strategist at Bianco Research to discuss: the bond market, if Bitcoin could actually reach $13 million, the Fed's political dimension, and more! Then, at 39:45 hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick ! This episode is sponsored by YCharts! Visit: https://go.ycharts.com/compound and and get 20% off your initial YCharts Professional subscription when you start your free YCharts tri...
Dec 03, 2024•1 hr 22 min
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research , to discuss: bond spreads, investor confidence, the risks of excessive speculation, the U.S. labor market, valuations, and much more! Then, at 43:26, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick ! This episode is sponsored by Public. Discover how you can lock in a 6% or higher yield with a Bond Account at: http://public.com/wayt WAYT survey: https://www....
Nov 27, 2024•1 hr 40 min
On episode 167 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Cliff Asness , of AQR Capital Management, to discuss: the less efficient market hypothesis, value investing, the quant world, private equity, and much more! This episode is sponsored by Public! Lock in a 6% or higher yield with a Bond Account at: https://public.com/compound Take the TCAF audience survey! Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecomp...
Nov 22, 2024•1 hr 45 min
On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Cembalest to discuss: what Trump's win means for stocks and the economy, how Democrats lost big on inflation, the biggest risks to the market in 2025, and much more! This episode is sponsored by Rocket Money. Visit: http://rocketmoney.com/compound and cancel your unwanted subscriptions today! Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/th...
Nov 19, 2024•1 hr 18 min
On episode 166 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Adam Parker to discuss: the biggest risks to the market, David Einhorn on valuations, the Fed's next move, the dumbest chart ever, and much more! This episode is sponsored by KraneShares! Watch their post-election webinar with Terry Branstad at: http://kraneshares.com/compound Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://tw...
Nov 15, 2024•1 hr 13 min
On this TCAF Tuesday, Robin Wigglesworth of the Financial Times joins Josh Brown to discuss the passing of Mac McQuown, the founding Director of Dimensional Fund Advisors, and the history of market indexing. Then, at 33:18, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick ! Thanks to YCharts for sponsoring this episode! Make sure to catch Josh on the next YCharts webinar by signing up at: https://ycharts.zoom.us/webinar/register/6617303217309/WN_NtP3oRGISTqI39HztpC...
Nov 12, 2024•1 hr 36 min
On episode 165 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Katie Stockton to discuss: the election's impact the market, the explosion in financial stocks, reasons to be cautious, small caps vs the S&P, the benefit of technical analysis, Bitcoin as a reserve currency, and much more! This episode is sponsored by VanEck. Learn more about the VanEck Uranium and Nuclear ETF (NLR) at: http://VanEck.com/NLR Sign up for The Compound Newsletter and never miss ou...
Nov 08, 2024•1 hr 23 min
On this special episode of Live from The Compound, Michael Batnick and Downtown Josh Brown are joined by Ben Carlson and Callie Cox to discuss their post election investing ideas. This episode is sponsored by Rocket Money! Visit: http://rocketmoney.com/compound and cancel your unwanted subscriptions today! Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company...
Nov 06, 2024•1 hr 3 min
