On episode 102 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Sam Ro and Jack Raines to discuss: AI and the market, the meme economy, Nvidia's rollercoaster year, the earnings recession, financial charlatans, Berkshire's massive bet on Apple, and much more! Thanks to Kraneshares for sponsoring this episode. Be sure to check out Kraneshares COO, Jonathan Shelon, on a recent episode of Animals Spirits: Talk Your Book . For more information on KLIP, visit: https:...
Jul 21, 2023•1 hr 44 min
On this TCAF Tuesday, Barry Ritholtz joins Downtown Josh Brown to discuss his recent piece on 12 things everyone got wrong about inflation. Then, at the 29:00 mark, join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this episode they discuss: earnings season, a goldilocks period for equities, signals from the stock market, the new Hamptons, and much more! Thanks to YCharts ...
Jul 19, 2023•1 hr 18 min
On episode 101 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Cembalest to discuss the economy, AI stocks, the worst experiment in capital markets, the biggest risks to the market, the 2024 election, and much more! Michael Cembalest is the Chairman of Market and Investment Strategy for J.P. Morgan Asset Management. This episode is sponsored by Horizon kinetics Medical ETF, which primarily invests in pharmaceuticals and biologics. To learn more, visit: ...
Jul 14, 2023•1 hr 31 min
Join Downtown Josh Brown (CEO, Ritholtz Wealth Management) and Michael Batnick (Managing Partner, Ritholtz Wealth Management) for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this episode they discuss: inflation, consumer sentiment, IPOs, big tech dominance, and much more! Thanks to Public for sponsoring this episode! Visit https://public.com/compound for more information on how to earn 5+% interest with a treasury ...
Jul 11, 2023•49 min
On episode 100 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Darren Rovell to discuss layoffs at ESPN, sports betting, the memorabilia market, Threads vs Twitter, and much more! This episode is sponsored by Public. Visit https://public.com/compound for more information on how to earn 5+% interest with a treasury account on public. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of l...
Jul 07, 2023•1 hr 42 min
On this special July 4th episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Scott Neil (Founder, Horse Soldier Bourbon) and Shirl Penney (CEO of Dynasty Financial Partners) to discuss the special forces sent to Afghanistan in the aftermath of 9/11 (now known as the horse soldiers), entrepreneurship, the importance of hiring the right people, and much more! This episode is presented by Jack Carr's new high-adrenaline thriller, Only the Dead . Pick up your c...
Jul 03, 2023•46 min
On episode 99 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ian Cassel to discuss microcap stocks, the state of the economy, how to analyze a company's management team, how investing is like golf, Silicon Valley on drugs, and much more! This episode is presented by Jack Carr's new high-adrenaline thriller, Only the Dead . Pick up your copy at: https://www.simonandschuster.com/books/Only-the-Dead/Jack-Carr/Terminal-List/9781982181697?utm_source=the_compound&am...
Jun 30, 2023•1 hr 26 min
Join Downtown Josh Brown (CEO, Ritholtz Wealth Management) and Michael Batnick (Managing Partner, Ritholtz Wealth Management) for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this episode they discuss: equity flows, Compound sentiment, options euphoria, the travel boom, the luxury market, the worst stock out there, and much more! Thanks to Future Proof for sponsoring this episode! Submit your Fintech Demo Drop appli...
Jun 27, 2023•53 min
On episode 98 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Mark Newton to discuss market sentiment, buying the dip, the DeMARK Indicator, fundamental vs technical analysis, industrials, commodities, and much more! Thanks to birddogs for sponsoring this episode! Go to birddogs.com/compound to get a free Yeti style tumbler with your order. Special offer for The Compound listeners, receive exclusive access to all FS Insight research from Mark Newton, Tom Lee, a...
Jun 23, 2023•1 hr 22 min
On episode 97 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ted Seides and Shana Sissel to discuss the FOMC meeting, how investors are using alternatives these days, the venture capital market, what's going on at Goldman Sachs, the Vision Fund's $32 billion loss, quiet luxury, and much more! Thanks to Kraneshares for sponsoring this episode. Be sure to check out Kraneshares on Animals Spirits: Talk Your Book next week. For more information on KLIP, visit: htt...
Jun 16, 2023•1 hr 26 min
On episode 96 of The Compound and Friends, Jill Schlesinger joins Michael Batnick and Downtown Josh Brown to discuss whether or not the bear market is over, the chances of Jamie Dimon running for president, Apple’s WWDC product unveil, the accredited investor rule, Artificial Intelligence, the state of the economy, and much more! Thanks to Wisdom Tree for sponsoring this episode. For important information including objectives, risks, and performance visit http://wisdomtree.com/dgrw . Check out t...
Jun 09, 2023•1 hr 33 min
On this special episode of Live from The Compound, Scott Patterson, Financial Journalist and Wall Street Journal Reporter, joins Michael Batnick and Josh Brown to discuss Scott's new book, Chaos Kings: How Wall Street Traders Make Billions in the New Age of Crisis . Scott is a financial journalist, bestselling author, and Reporter for The Wall Street Journal. He has written two books about advanced computerized trading: Dark Pools and The Quants. Check out the latest in financial blogger fashion...
Jun 06, 2023•39 min
On TCAF 95 Cathie Wood joins Michael Batnick and Downtown Josh Brown to discuss investing in innovation, AI fact vs fiction, how big Tesla can get, why Ark bought Nvidia in 2014, Zoom vs Google Meet vs Microsoft Teams, and much more! Thanks to Flourish for sponsoring this episode. Advisors who are interested should check out flourish.com . Rates are subject to change and terms and conditions apply. Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe ...
Jun 02, 2023•1 hr 17 min
On episode 94 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dror Poleg to discuss Nvidia's ascent, the AI explosion, the future of work, 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 podcast is for informational purposes only...
May 26, 2023•1 hr 36 min
On episode 93 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Chris Davis and Morgan Housel to discuss the big wave of AI coming, the most important chart in the stock market, SVB insiders facing scrutiny, the worst startup investment ever, 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 financial blogger fashion at The Compound shop: https://www.idonts...
May 19, 2023•1 hr 42 min
On episode 92 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dion Rabouin to discuss inflation, the Fed, the labor market, Robinhood earnings, the advent of 24/7 trading, and much more! Thanks to Global X ETFs for sponsoring this episode. To learn more about their thematic strategies, visit: https://go.globalxetfs.com/l/750543/2023-05-02/8y4fqj Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves ...
May 12, 2023•1 hr 22 min
On this special episode of Live from The Compound, Ben Smith, journalist and co-founder of Semafor, joins Michael Batnick and Josh Brown to discuss Ben's new book, Traffic, his new media entity Semafor, and much more! Ben Smith is the Co-Founder and Editor-in-Chief of Semafor - a global news company. Ben is a former media columnist for the NYT and former Editor-in-Chief of Buzzfeed News. Ben just released his book Traffic which focuses on digital media in the 21st century. Ben's book: https://ww...
May 09, 2023•37 min
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, 2023•1 hr 34 min
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, 2023•41 min
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, 2023•1 hr 38 min
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 finan...
Apr 21, 2023•1 hr 29 min
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 financ...
Apr 14, 2023•1 hr 38 min
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_c...
Apr 07, 2023•1 hr 28 min
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 Inv...
Mar 31, 2023•1 hr 42 min
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, 2023•1 hr 31 min
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, 2023•49 min
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 podc...
Mar 17, 2023•1 hr 25 min
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, 2023•42 min
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 ...
Mar 10, 2023•1 hr 23 min
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, 2023•1 hr 27 min
