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/
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Episodes

Canary in the Coal Mine

On episode 56 of The Compound and Friends, Shannon Saccocia joins Michael Batnick and Downtown Josh Brown to discuss the Nasdaq bounce, inflation vs spending, good news for the economy, Shannon's ideas for the second half, and much more! This episode is sponsored by The Peak Group. To learn more about investing in single family rentals visit https://bit.ly/3OCu6GQ . Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Obviously nothing on this channel...

Jul 22, 20221 hr 39 min

The Metaverse w/ Matthew Ball

On this special episode of Live from the Compound, Matthew Ball joins Josh Brown and Ben Carlson to discuss his new book, The Metaverse: And How it Will Revolutionize Everything. Matthew Ball is the Managing Partner of EpyllionCo and a Venture Partner at Makers Fund. The Metaverse: And How it Will Revolutionize Everything: https://www.amazon.com/Metaverse-How-Will-Revolutionize-Everything/dp/1324092033/ref=sr_1_1?crid=QN58X3UF7FRH&keywords=matthew+ball&qid=1658184190&sprefix=matthew+...

Jul 18, 202242 min

Responsibility Theater

On episode 55 of The Compound and Friends, Alex Kantrowitz joins Michael Batnick and Downtown Josh Brown to discuss earnings season, big tech, the outlook for crypto, Elon vs Twitter, and much more! This episode is sponsored by The Peak Group. To learn more about investing in single family rentals visit https://bit.ly/3OCu6GQ . Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized f...

Jul 15, 20221 hr 41 min

Reverse Ponzi Scheme

On episode 54 of The Compound and Friends, Brendan Ahern (KraneShares) and Kai Wu (Sparkline Capital) join Michael Batnick and Downtown Josh Brown to discuss Chinese stocks, China's tech crackdown, innovation and tech stocks, the Voyager bankruptcy, crypto regulation, ETF trends, and much more! This episode is sponsored by The Peak Group. To learn more about investing in single family rentals visit www.thepeak.group/phrfacts . Check out the latest in financial blogger fashion at The Compound sho...

Jul 08, 20221 hr 44 min

The Higher the Vix, the Higher the Clicks

On episode 53 of The Compound and Friends, Felix Salmon joins Michael Batnick and Downtown Josh Brown to discuss financial media, the state of FinTwit, Elon Musk, leverage in crypto, the art market, billionaires buying sports teams, and much more! This episode is sponsored by The Peak Group. To learn more about investing in single family rentals visit www.thepeak.group/phrfacts . Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Obviously nothing o...

Jul 01, 20221 hr 41 min

The Great Reset

On episode 52 of The Compound and Friends, Howard Lindzon and Packy McCormick join Michael Batnick and Downtown Josh Brown to discuss fintech and the future of web3, venture capital, and much more! This episode is sponsored by Direxion. Visit https://www.direxion.com/product/breakfast-commodities-strategy-etf to learn more about Direxion's new Breakfast Commodities Strategy ETF. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or se...

Jun 24, 20221 hr 40 min

It Can't Really Get Worse

On episode 51 of The Compound and Friends, Eric Jackson joins Michael Batnick and Downtown Josh Brown to discuss growth investing, Cathie Wood, accelerating layoffs, the state of crypto, the Fed's decision, Eric's favorite stock ideas, activist investors, and much more! This episode is sponsored by Direxion. Visit https://www.direxion.com/product/breakfast-commodities-strategy-etf to learn more about Direxion's new Breakfast Commodities Strategy ETF. Obviously nothing on this channel should be c...

Jun 17, 20221 hr 47 min

The Energy Bull Market Just Started

On episode 50 of The Compound and Friends, Simon Lack joins Michael Batnick and Downtown Josh Brown to discuss the energy recovery, Tiger Global, hedging inflation, the vanishing IPO market, the ESG reckoning, and much more! This episode is sponsored by Direxion. Visit https://www.direxion.com/product/breakfast-commodities-strategy-etf to learn more about Direxion's new Breakfast Commodities Strategy ETF. Obviously nothing on this channel should be considered as personalized financial advice or ...

Jun 10, 20221 hr 42 min

Zombieland

On episode 49 of The Compound and Friends, Jason Hsu , Michael Batnick and Downtown Josh Brown discuss inflation, unemployment, interest rates, corporate zombies, the Chinese economy, housing, and much more! This episode is sponsored by Direxion. Visit https://www.direxion.com/product/breakfast-commodities-strategy-etf to learn more about Direxion's new Breakfast Commodities Strategy ETF. Use promo code ONEYEAR for 25% off the latest in financial blogger fashion at: https://www.idontshop.com . S...

Jun 03, 20221 hr 41 min

Why Is It Getting Dumber?

On episode 48 of The Compound and Friends, Carleton English , Rishi Khanna , Michael Batnick and Downtown Josh Brown discuss the economic outlook, the state of retail trading, the favorite stocks of hedge funds, new home sales, 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 financial blogger fashion at: https://www.idontshop.com Obviousl...

May 27, 20221 hr 44 min

Live from The Compound with Michael Rapino

On this special episode of Live from The Compound, Live Nation CEO Michael Rapino joins Downtown Josh Brown and Michael Batnick! Follow Michael Rapino: https://twitter.com/Michael_Rapino 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 be considered as personalized financial advice or a solicitation to buy or sell a...

May 24, 202249 min

This Is What the Bottom Sounds Like

On episode 47 of The Compound and Friends, Dan McMurtrie joins Michael Batnick and Downtown Josh Brown to discuss dotcom 2.0, the next crypto crash, executive compensation, earnings estimates, 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 financial blogger fashion at: https://www.idontshop.com Obviously nothing on this channel should be...

May 20, 20221 hr 46 min

We Haven’t Seen the Third Act Yet

On episode 46 of The Compound and Friends, Jan van Eck joins Michael Batnick and Downtown Josh Brown to discuss the bear market, inverse ETFs, the bond market, venture capital, Bitcoin vs gold, Terra's collapse, oil and gas outperformance, 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 financial blogger fashion at: https://www.idontshop....

May 13, 20221 hr 31 min

Someone Is Blowing Up

On episode 45 of The Compound and Friends, Matt Phillips joins Michael Batnick and Downtown Josh Brown to discuss: the market decline, forced liquidation, the FOMC decision, quarterly earnings, Bitcoin in 401(k) plans, Ozark, 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 financial blogger fashion at: https://www.idontshop.com Obviously ...

May 06, 20221 hr 30 min

Once Upon a Time in Boston

On episode 44 of The Compound and Friends, Jurrien Timmer joins Michael Batnick and Downtown Josh Brown to discuss: the bond market meltdown, tech earnings, investor pessimism, Bitcoin in 401(k) plans, 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 channel sh...

Apr 29, 20221 hr 36 min

Netflix and Churn

On episode 43 of The Compound & Friends, Ben Carlson , Will Hershey , and Downtown Josh Brown discuss: trouble at Netflix, thematic investing, metaverse ETFs, the future of Twitter, 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 channel should be consider...

Apr 22, 20221 hr 40 min

Delete Your DMs

On episode 42 of The Compound & Friends, Michael Batnick , Nick Maggiulli , and Downtown Josh Brown discuss: Elon's Twitter bid, Nick's new book "Just Keep Buying," lump sum vs dollar-cost averaging, inflation, 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 Grab a copy of Nick's book: https://www.amazon.com/dp/0857199250/ref=cm_sw_r_tw_dp_32DZJGHZ56VYTCAH5A3X...

Apr 15, 20221 hr 38 min

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 c...

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 ou...

Apr 01, 20221 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 ...

Mar 25, 20221 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...

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 ...

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 C...

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...

Mar 04, 20221 hr 25 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/thecomp...

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 lates...

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 s...

Feb 18, 20221 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 advic...

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 L...

Feb 07, 202247 min
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