The Compound and Friends - podcast cover

The Compound and Friends

The Compoundthereformedbroker.com
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. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
Last refreshed:
Download Metacast podcast app
Podcasts are better in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

It Doesn't Matter Until It Matters

On episode 32 of The Compound & Friends, Michael Batnick , Peter Boockvar , and Downtown Josh Brown discuss: the state of the economy, rate hike consensus, venture funding, $30 trillion of US debt, the market's reaction to Facebook and Spotify earnings, and much more! This episode is brought to you by Masterworks. Visit https://masterworks.io/compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x . Obviously nothing on this channel should be considered as personalized fin...

Feb 04, 20221 hr 25 min

It’s Crypto Winter Again

On this week's episode of The Compound & Friends, Michael Batnick , Packy McCormick , and Downtown Josh Brown discuss: Robinhood earnings, the crash in Bitcoin and Ethereum, Packy's Substack ( Not Boring ) passing the 100k subscriber mark, early stage investing, Coinbase teaming up with Mastercard, if Apple will still be a top 10 company (market cap) in 10 years, Ackman buying Netflix, and much more! Thanks to Fundrise for sponsoring this episode. Visit fundrise.com/compound to learn more ab...

Jan 28, 20221 hr 29 min

Intangible Value

On this week's episode of The Compound & Friends, Michael Batnick , Kai Wu , and Downtown Josh Brown discuss: interest rates, the platform economy, Web3, intangible assets, the importance of company culture, and much more! Thanks to Fundrise for sponsoring this episode. Visit fundrise.com/compound to learn more about the future of real estate investing! Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See...

Jan 21, 20221 hr 33 min

The New Face of Wealth

On this week's episode of The Compound & Friends, Michael Batnick , Dasarte Yarnway , Emlen Mattingly , and Downtown Josh Brown discuss: inflation, how passive funds could be hiding a bear market, the Onyx Advisor Network for underrepresented financial advisors, the death of mutual funds, and much more! Thanks to Fundrise for sponsoring this episode. Visit fundrise.com/compound to learn more about the future of real estate investing! Obviously nothing on this channel should be considered as ...

Jan 14, 20221 hr 14 min

Can you get Covid in the metaverse?

On this week's episode of The Compound & Friends, Michael Batnick , Pierce Crosby , and Downtown Josh Brown discuss: lessons learned in 2021, predictions for 2022, the growth of TradingView, the Elizabeth Holmes verdict, and much more! Thanks to Fundrise for sponsoring this episode. Visit fundrise.com/compound to learn more about the future of real estate investing! Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any se...

Jan 07, 20221 hr 29 min

A Very Compound Christmas

On this week's episode of The Compound & Friends, Michael Batnick , Doug Boneparth , Jenn Ablan , and Downtown Josh Brown discuss: favorites of 2021, Investopedia Terms of the Year, biggest trends in asset management, the great resignation, Omicron, holiday traditions, and much more! Thanks to our sponsor Cadre! Invest in a portfolio of professionally-curated commercial real estate in minutes, check out: http://go.cadre.com/compound Obviously nothing on this channel should be considered as p...

Dec 23, 20211 hr 20 min

2021 Surprises

On this week's episode of The Compound & Friends, Michael Batnick , Tom Lee , and Downtown Josh Brown discuss: the biggest surprises of 2021, the resiliency of the market, 2022 outlook, record buybacks, junk bonds, and much more! Thanks to our sponsor Cadre! Invest in a portfolio of professionally-curated commercial real estate in minutes, check out: http://go.cadre.com/compound Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy o...

Dec 17, 20211 hr 8 min

Expected Returns

On this week's episode of The Compound & Friends, Michael Batnick , Ben Carlson , Shannon Saccocia and Downtown Josh Brown discuss: unemployment, earnings, expected returns, international stocks, asset price inflation, tech IPOs, fintech, and more! Thanks to our sponsor Cadre! Invest in a portfolio of professionally-curated commercial real estate in minutes, check out: http://go.cadre.com/compound Obviously nothing on this channel should be considered as personalized financial advice or a so...

Dec 10, 20211 hr 15 min

The Gang Launches a Crypto Index

On this week's episode of The Compound & Friends, Michael Batnick , Jeremy Schwartz , and Downtown Josh Brown discuss: the all-new RWM WisdomTree Crypto Index, "All-in" on DeFi, Crypto Sprint, Chinese Stocks, Jack Dorsey stepping down from Twitter, the Powell Pivot, and more! For more on the RWM WisdomTree Crypto Index, visit: https://ritholtzwealth.com/digital . Thanks to our sponsor Cadre! Invest in a portfolio of professionally-curated commercial real estate in minutes, check out: http://...

Dec 03, 20211 hr 16 min

Life, Liberty, and the Pursuit of Tokens

On this week's episode of The Compound & Friends, Michael Batnick , Jim O'Shaughnessy , Phil Huber , and Downtown Josh Brown discuss: selling a business, tail risks, tech innovations and politics, FinTechs buying media companies, financial influencers, investing in collectibles, Phil's new book The Allocator's Edge, and more! Invest in fine art with Masterworks. The Compound & Friends subscribers can skip the waitlist with this link: masterworks.io/compound . See important information: m...

Nov 19, 20211 hr 25 min

The Relentless Bid

On this week's episode of The Compound & Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Balchunas (Senior ETF Analyst for Bloomberg) to discuss: the relentless bid, commission-free trading, direct indexing, the Bitcoin ETF, tapering, and much more! Invest in fine art with Masterworks. The Compound & Friends subscribers can skip the waitlist with this link: https://mw-art.co/compoundandbalchunas . See important information: mw-art.co/x Obviously nothing on this channe...

Nov 05, 20211 hr 32 min

Meta Squid Game

On this week's episode of The Compound & Friends, Michael Batnick , Dan McMurtrie , and Downtown Josh Brown discuss: earnings week, big tech ad revenue, Tesla crossing $1 trillion, Facebook (Meta) entering the metaverse, stable coins, hedge funds, the billionaire tax, investing in robotics, and more! This episode is brought to you by Direxion. Visit https://www.direxion.com/leveraged-etf-education for more information! Obviously nothing on this channel should be considered as personalized fi...

Oct 29, 20211 hr 31 min

Want-trepreneur

On this week's episode of The Compound & Friends, Michael Batnick , Howard Lindzon , and Downtown Josh Brown discuss private and public markets, trend following, having an edge, Robinhood, pandemic influenced businesses, envy and insecurity, the next wave of investors, and much more! This episode is brought to you by Direxion. Visit https://www.direxion.com/leveraged-etf-education for more information! Obviously, nothing on this channel should be considered as personalized financial advice o...

Oct 22, 20211 hr 28 min

The 60/40 Portfolio is Dead. Again.

On this week's episode of The Compound & Friends, Michael Batnick , Blair duQuesnay , Eddy Elfenbein , and Downtown Josh Brown discuss how Blackrock got so big, the death of the 60/40 portfolio, Project Thunder, red flags that no one cares about, the 5.9% increase in Social Security benefits, college football, and much more! This episode is brought to you by Direxion. Visit https://www.direxion.com/leveraged-etf-education for more information! Obviously nothing on this channel should be cons...

Oct 15, 20211 hr 25 min

The Dopest Charts On Earth

On this week's episode of The Compound & Friends, Michael Batnick, J.C. Parets, Tyrone Ross, and Downtown Josh Brown discuss Cryptocurrencies, entrepreneurship, the SEC, a series of dope stock charts, 24-hour trading, and more! This episode is brought to you by Onramp. A cryptoasset integration platform solution for financial advisors. Visit https://onrampinvest.com/ Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any s...

Oct 08, 20211 hr 23 min

Bogle in the Streets, Batnick in the Sheets

On this week's episode of The Compound & Friends, Michael Batnick , Dan Egan , and Downtown Josh Brown discuss: economic growth after Delta, excessive bubble talk, the Betterment platform, when investors freak out, Beijing's behavioral finance, fractional shares and direct indexing, target date funds, what offices are good for, live-streaming Ray-bans, and more! This episode is brought to you by Liftoff. Invest for your future at liftoffinvest.com and grow your wealth by teaming up with a Ri...

Oct 01, 20211 hr 31 min

Investopedia Brown

On this week's episode of The Compound & Friends, Michael Batnick , Caleb Silver , Jenny Harrington , and Downtown Josh Brown discuss: the return of volatility, the Fed and tapering, dividend stocks, Investopedia data, how Build Back Better could impact investors, junk bonds and the search for yield, young men opting out of college, Google’s $2.1 billion purchase, and more! This episode is brought to you by Rocket Dollar. Use referral code COMPOUND at rocketdollar.com/compound to get $50 off...

Sep 24, 20211 hr 36 min

The Stock Market is Drunk

On this week's episode of The Compound & Friends, Michael Batnick , Dan Nathan , Haley Sacks , and Downtown Josh Brown discuss: the ever-rising market, nonsensical valuations, the pandemic's long-term impact on kids, Robinhood or Uber, social media WTF, Mailchimp, recommendations, and more! This episode is brought to you by Rocket Dollar. Use referral code COMPOUND at rocketdollar.com/compound to get $50 off at sign up! Obviously nothing on this channel should be considered as personalized f...

Sep 17, 20211 hr 39 min

ETFs Break $9 Trillion

On this week's episode of The Compound & Friends, Michael Batnick , Leanna Haakons , Tom Lydon , and Downtown Josh Brown discuss: global ETF assets hit $9 trillion, SPAC crackdown, IPO boom, Gensler's vision, El Salvador adopting Bitcoin, the post-pandemic office, sports cards, and more! This episode is brought to you by Rocket Dollar. Use referral code COMPOUND at rocketdollar.com/compound to get $50 off at sign up! Obviously nothing on this channel should be considered as personalized fina...

Sep 10, 20211 hr 38 min

Signs of a Top

On this week's episode of The Compound & Friends, Michael Batnick , Amelia Garland , Delano Saporu , and Downtown Josh Brown discuss: signs of a top, covid, deals in the RIA space, digital engagement practices, China's video game crackdown, Donda takes, White Lotus recap, and more! This episode is brought to you by Polymarket. For a limited time, sign up with referral code “Compound” to get your first trade reimbursed up to $100. Visit https://polymarket.co/CompoundShow to learn more. Obviou...

Sep 03, 20211 hr 21 min

The Difference Between Traders and Ballplayers

On this week's episode of The Compound & Friends, Michael Batnick , Cardiff Garcia , and Downtown Josh Brown discuss: economic indicators, Fed Chair Powell, inflation, Ethereum, podcasting, Steve Cohen vs the Mets, and more! This episode is brought to you by Polymarket. For a limited time, sign up with referral code “Compound” to get your first trade reimbursed up to $100. Visit https://polymarket.co/CompoundShow to learn more. Obviously nothing on this channel should be considered as person...

Aug 20, 20211 hr 40 min

Venture Capital Babies

On this week's episode of The Compound & Friends, Michael Batnick , Sam Ro , Allison Schrager , and Downtown Josh Brown discuss: the stock market's PE ratio, the labor market, universal basic wealth, Chinese stocks, the social side of work, infrastructure, financial literacy, and more! This episode is brought to you by Polymarket. For a limited time, sign up with referral code “Compound” to get your first trade reimbursed up to $100. Visit https://polymarket.co/CompoundShow to learn more. Ob...

Aug 13, 20211 hr 26 min

Lil Fibonacci

On this week's episode of The Compound & Friends, Michael Batnick , JC Parets , and Downtown Josh Brown discuss: JC's chart throwdown, is Robinhood now a “meme stock,” technical analysis, healthcare stocks, Howard Marks' memo, Knicks and Heat, and more! This episode is brought to you by Polymarket. For a limited time, sign up with referral code “Compound” to get your first trade reimbursed up to $100. Visit https://polymarket.co/CompoundShow to learn more. Obviously nothing on this channel s...

Aug 06, 20211 hr 25 min

Josh Is the Third Wheel

On this week's episode of The Compound & Friends, Michael Batnick , Ben Carlson , and Downtown Josh Brown discuss: the Robinhood IPO, FAANMG earnings roundup, liquid alternatives and ETFs, JPMorgan unlocks crypto for advisors, the problem with European companies, actively managed mortgages, and more! This episode is brought to you by Masterworks. Visit https://www.masterworks.io/compound to skip the 10,000 person waitlist. Obviously nothing on this channel should be considered as personalize...

Jul 30, 20211 hr 25 min

The Butterfly Effect

On this week's episode of The Compound & Friends, Michael Batnick , Packy McCormick , and Downtown Josh Brown discuss: launching a VC fund, pre-IPO shares, investing in Chinese tech companies, out of control work calendars, making every day payday, the dark side of the internet, Axie Infinity, NFTs, and more! This episode is brought to you by Masterworks. Visit https://www.masterworks.io/compound to skip the 10,000 person waitlist. Obviously nothing on this channel should be considered as pe...

Jul 23, 20211 hr 23 min

Dangerous Mansion Shortage Threatens America

On this week's episode of The Compound & Friends, Michael Batnick , Leanna Haakons , Doug Boneparth , and Downtown Josh Brown discuss: Carson Group’s billion dollar valuation, name brand hedge funds, bank disruption, the collapse of debt spending, direct indexing, TikTok's crypto ban, the Delta variant, and more! This episode is brought to you by Masterworks. Visit https://www.masterworks.io/compound to skip the 10,000 person waitlist. Obviously nothing on this channel should be considered a...

Jul 16, 20211 hr 32 min

Ultra High Net Worth

On this week's episode of The Compound & Friends, Michael Batnick , Jason Snipe , and Downtown Josh Brown discuss: retail investors, dissatisfied advisors, CapGemini's ultra high net worth survey, underrated stocks, payment for order flow, the Knicks, stadium naming rights, and more! This episode is brought to you by Masterworks. Visit https://www.masterworks.io/compound to skip the 10,000 person waitlist. Obviously nothing on this channel should be considered as personalized financial advic...

Jul 09, 20211 hr 21 min

Sip the Kool-Aid

On this week's episode of The Compound & Friends, Michael Batnick, Dan McMurtrie, and Downtown Josh Brown discuss: Trillion Dollar Companies Market Expectations Value and Interest Rates Liquidity on the Decline Buffett and Munger The Wedding Boom Follow Michael: theirrelevantinvestor.com Follow Dan: twitter.com/SuperMugatu Follow Josh: thereformedbroker.com This episode is brought to you by Masterworks. Visit masterworks.io/compound to skip the 10,000 person waitlist. Obviously nothing on th...

Jul 02, 20211 hr 38 min

Economic Freakshow

On this week's episode of The Compound & Friends, Michael Batnick, Amelia Garland, Jeremy Schwartz, and Downtown Josh Brown discuss: Powell on inflation Do bonds still serve a purpose? A Bitcoin ETF In defense of lifestyle creep California's rent forgiveness Insane return expectations And much more! Follow Michael: theirrelevantinvestor.com Follow Amelia: twitter.com/Garlandgoeswest Follow Jeremy: twitter.com/JeremyDSchwartz Follow Josh: thereformedbroker.com Obviously nothing on this channe...

Jun 25, 20211 hr 22 min

Get Back to Work

On this week's episode of The Compound & Friends, Michael Batnick, Doug Boneparth, and Downtown Josh Brown discuss: the Fed decision, universal basic income, Wall Street's return to the office, student loans, the health benefits of coffee, horror movies, and more! Follow Michael's blog at theirrelevantinvestor.com Follow Doug at bonefidewealth.com Follow Josh's blog at thereformedbroker.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitat...

Jun 18, 20211 hr 17 min
For the best experience, listen in Metacast app for iOS or Android