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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

Breaking Down the Threat Landscape

On this special episode of Live from the Compound, CrowdStrike CEO George Kurtz joins Josh Brown and Ben Carlson to discuss the latest in cybersecurity, the evolving threat landscape, and George's experience as a race car driver! For more on CrowdStrike, visit: https://www.crowdstrike.com/ Check out The Compound shop: https://idontshop.com Follow The Compound on Instagram: https://instagram.com/thecompoundnews Follow The Compound on Twitter: https://twitter.com/thecompoundnews Obviously nothing ...

Apr 11, 202230 min

The Bogle Effect

On episode 41 of The Compound & Friends, Michael Batnick, Eric Balchunas and Downtown Josh Brown discuss: direct indexing, Eric's new book on Jack Bogle and Vanguard, active managers and ESG, stock splits, and much more! This episode is sponsored by KraneShares. To learn more about KraneShares' suite of China-focused and climate themed ETFs, visit: kraneshares.com/?adsource=wealthcast Check out the latest in financial blogger fashion at: https://www.idontshop.com Obviously nothing on this channe...

Apr 08, 20221 hr 27 min

The Texas Hedge

On episode 40 of The Compound & Friends, Michael Batnick, Adam Parker, and Downtown Josh Brown discuss: smart money buying the dip, the case for small caps, the yield curve inversion, Ned Johnson, private market markdowns, NYC's comeback, Wall Street careers, and much more! Thanks to FTX for sponsoring this episode! Download the FTX App today and use referral code "compound" to earn free crypto on every trade over $10: https://apps.apple.com/us/app/ftx-crypto-exchange/id1095564685 Check out the ...

Apr 01, 20222 hr 42 min

Never Buy New Lows, Never Short New Highs

On episode 39 of The Compound & Friends, Michael Batnick, Nick Colas, and Downtown Josh Brown discuss: what it's like working for Steve Cohen, investor confidence, tighter financial conditions, bank stocks, quantum computing and crypto, driverless vehicles, and much more! Thanks to FTX for sponsoring this episode! Download the FTX App today and use referral code "compound" to earn free crypto on every trade over $10: https://apps.apple.com/us/app/ftx-crypto-exchange/id1095564685 Check out the la...

Mar 25, 20222 hr 37 min

Chasing the Bond King

On this special episode of Live from the Compound, Mary Childs joins Josh Brown, Michael Batnick, and Ben Carlson to discuss her new book, The Bond King. Mary Childs is an author and co-host of NPR's Planet Money podcast. Order The Bond King: https://amzn.to/37rP3Ux Check out The Compound shop: https://idontshop.com Follow The Compound on Instagram: https://instagram.com/thecompoundnews Follow The Compound on Twitter: https://twitter.com/thecompoundnews Obviously nothing on this channel should b...

Mar 21, 202239 min

Saint Patrick's Day Show

On episode 38 of The Compound & Friends, Michael Batnick, Dan McMurtrie, Leanna Haakons, and Downtown Josh Brown discuss: equity markets, value investing, FOMC decision, private markets, stock picking, Chinese stocks, Nicolas Cage, and much more! Thanks to FTX for sponsoring this episode! Download the FTX App today in minutes and use referral code "compound" to earn free crypto on every trade over $10: https://apps.apple.com/us/app/ftx-crypto-exchange/id1095564685 Check out the latest in financi...

Mar 18, 20221 hr 27 min

Pulling Out

On episode 37 of The Compound & Friends, Michael Batnick, Allison Schrager, Sam Ro, and Downtown Josh Brown discuss: corporations pulling out of Russia, the SEC's crackdown on Chinese ADRs, inflation, the role of risk in innovation, Amazon's stock split, and much more! Thanks to FTX for sponsoring this episode! Download the FTX App today in minutes and use referral code "compound" to earn free crypto on every trade over $10: https://apps.apple.com/us/app/ftx-crypto-exchange/id1095564685 Check ou...

Mar 11, 20221 hr 27 min

Best Burger in NYC

On episode 36 of The Compound & Friends, Michael Batnick, JC Parets, Dan Nathan, and Downtown Josh Brown discuss: JC's charts, retail investors buying the dip, startup valuations, corporate America pulling out of Russia, the best burger in NYC, and much more! Thanks to Composer for sponsoring this episode! Invest like a quant trader with Composer - no-coding, spreadsheets or Terminal required: https://bit.ly/compoundmarch22 Check out the latest in financial blogger fashion at: https://www.idonts...

Mar 04, 20221 hr 24 min

Ian Bremmer on What Investors Should Know About Ukraine and Russia

On this special podcast episode, Ian Bremmer, President of Eurasia Group and GZERO Media, joins Josh Brown, Michael Batnick, and Ben Carlson to discuss how Russia's invasion of Ukraine could impact markets and the world economy. (Recorded live on 2/28/22) Preorder Ian's book, The Power of Crisis: https://www.simonandschuster.com/books/The-Power-of-Crisis/Ian-Bremmer/9781982167509 Check out The Compound shop: https://idontshop.com Follow The Compound on Instagram: https://instagram.com/thecompoun...

Feb 28, 202234 min

Did the Stock Market Just Bottom?

On episode 35 of The Compound & Friends, Michael Batnick, Linette Lopez, Phil Pearlman, and Downtown Josh Brown discuss: Russia's invasion of Ukraine, the washout, the one year anniversary of meme stock mania, Apple and Google vs Web3, Facebook's fall, new trading rules for Fed officials, and much more! This episode is brought to you by our friends at Masterworks. Visit https://masterworks.art/compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x. Check out the latest in fin...

Feb 25, 20221 hr 22 min

Hedging Tail Risk

On episode 34 of The Compound & Friends, Michael Batnick, Carleton English, Kris Sidial, and Downtown Josh Brown discuss: earnings season, market liquidity, inflation risk declining, regulating short-sellers, and much more! This episode is brought to you by Masterworks. Visit https://masterworks.art/compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x. Check out the latest in financial blogger fashion at: https://www.idontshop.com Obviously nothing on this channel should be...

Feb 18, 20222 hr 31 min

Turbulence Ahead

On episode 33 of The Compound & Friends, Michael Batnick, Tony Dwyer, and Downtown Josh Brown discuss: Tony's 2022 core thesis, demographic tailwinds, corporate credit, Bitfinex crypto heist, bonus season on Wall Street, Super Bowl picks, and much more! This episode is brought to you by Masterworks. Visit https://masterworks.art/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 financial advice or a ...

Feb 11, 20221 hr 25 min

Fake Business with Tim Dillon

Welcome to a special episode of The Compound & Friends, a podcast featuring your favorite financial and investing commentators. Tim Dillon is one of the hottest comedians in America right now, with a podcast that reaches over a million listeners each week, and sold out theater and club dates across the country. In this episode, Tim joins Josh Brown and Michael Batnick to discuss his experience working in the mortgage business, the creator economy, his views on crypto, and what's wrong with Long ...

Feb 07, 202247 min

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 financial ...

Feb 04, 20221 hr 24 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 about the ...

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 our d...

Jan 21, 20222 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 persona...

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 securiti...

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 personal...

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 or sell...

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 solicita...

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://go.cadr...

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: mw-art.co/x O...

Nov 19, 20211 hr 24 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 channel should ...

Nov 05, 20212 hr 31 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 financia...

Oct 29, 20212 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 or a so...

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 considered ...

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 secur...

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 Ritholtz...

Oct 01, 20212 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 at sig...

Sep 24, 20212 hr 36 min