On episode 131 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ryan Detrick , Chief Market Strategist at Carson Group, to discuss: bullish signals, small caps, odds of a third bear market in 5 years, Nvidia, election year data, and much more! Thanks to Public for sponsoring this episode. Go to https://public.com/ and activate options trading by March 31st to lock in your lifetime rebate. See disclosure below for more details. Check out the latest in financial b...
Feb 23, 2024•1 hr 32 min
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of DataTrek Research to take a look at the big takeaways from earnings season, the recent high correlation between stocks and long-term Treasury bonds, and the Super Micro Computer phenomenon currently influencing the small cap stock index! Then, Josh joins Michael Batnick for a brand new episode of What Are Your Thoughts where they discuss: Nvidia, if stocks cause inflation, earnings season, Wawa, the Fed, and much more! ...
Feb 20, 2024•1 hr 20 min
On episode 130 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Richard Bernstein to discuss: the magnificent 7 compared to past bubbles, bitcoin as a sentiment indicator, the Fed's predicament, the case for international stocks, and much more! Thanks to Carta for sponsoring this episode. See how Carta can simplify your equity plan management today by going to carta.com/compound . Check out the latest in financial blogger fashion at The Compound shop: https://ww...
Feb 16, 2024•1 hr 22 min
On this TCAF Tuesday, Join 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: CPI, an update on earnings, Nvidia, Amazon stock, mystery charts, and more! (Keep listening at the end for a special bonus outtake.) Thanks to KraneShares for sponsoring this episode. KraneShares just launched two defined outcome ETFs off KWEB. Learn more by Visiting: https://kranesha...
Feb 14, 2024•1 hr 2 min
On episode 129 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Cembalest to discuss: antitrust and mag 7 stocks, the federal debt, the ultimate value trap, chip supply chains, the 2024 election, the long-term ramifications of Covid lockdowns, weight loss drugs, and much more! Thanks to Public for sponsoring this episode. Go to Public.com and activate options trading by March 31st to lock in your lifetime rebate. Check out the latest in financial blogger...
Feb 09, 2024•1 hr 45 min
On this episode of TCAF Tuesday, we're bringing you a new show called Great Quarter Guys ! On this episode, Josh Brown , Michael Batnick , Alex Kantrowitz , and Dan Ives discuss: Tesla, Alphabet, Microsoft, Meta, Apple, and Amazon. Then, on an all-new episode of What Are Your Thoughts, Josh and Michael discuss: Mike Wilson, Snap, new Dow stocks, layoffs, the consumer, and much more! Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions by going to: https://rocket...
Feb 07, 2024•2 hr 3 min
Join Downtown Josh Brown and Professor Jeffrey Sonnenfeld for a live discussion about the coming shareholder fight for the soul of Disney. Will Nelson Peltz and the activist hedge funds have their way or will CEO Bob Iger hold them at bay? Who should and should not be on the board of directors of Disney this year? What will the outcome of the proxy vote mean for stockholders? Hear from one of the leading authorities on shareholder activism and corporate board, Yale Professor Jeff Sonnenfeld. Che...
Feb 06, 2024•58 min
On episode 128 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies to discuss: how stocks perform after all-time highs, the latest from the Fed, MMT, election year markets, Mark Zuckerberg: doomsday prepper, and much more! Thanks to iShares for sponsoring this episode. To learn more about the iShares Bitcoin Trust, visit: https://www.ishares.com/us/strategies/ways-to-invest-in-bitcoin Check out the latest in financial blogger fashion at The Compound sho...
Feb 02, 2024•1 hr 31 min
On this episode of TCAF Tuesday, Josh Brown is joined by Dan Toomey of Morning Brew to discuss how he makes finance funny, and why Gen Z is the way they are. Then, on an all-new episode of What Are Your Thoughts, Josh joins Michael Batnick to discuss: earnings, Tesla, semiconductor stocks, return to the office, and much more! Thanks to YCharts for sponsoring this episode! Visit: https://go.ycharts.com/compound and get 20% off your initial YCharts Professional subscription when you start your fre...
Jan 31, 2024•1 hr 34 min
On episode 127 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neil Dutta to discuss: the resiliency of the US economy, the Fed's next move, the housing market, politics and the market, when sell side research is most useful, and much more! Thanks to Kraneshares for sponsoring this episode. Learn more about the Kraneshares firm outlook for 2024 at: https://kraneshares.com/ Check out the latest in financial blogger fashion at The Compound shop: https://www.idont...
Jan 26, 2024•1 hr 14 min
Join 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: Apple's Vision Pro, all-time highs, Netflix and WWE, Snap stock, and much more! Thanks to Future Proof for sponsoring this episode. Register for the festival at: https://futureproof.advisorcircle.com/ Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investin...
Jan 23, 2024•1 hr 6 min
On episode 126 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Adam Parker to discuss: economic conditions, the 2024 market outlook, earnings growth, why buybacks don't help value, growth stock ideas, and much more! Thanks to Jensen Investment Management for sponsoring this episode. Learn more at: https://www.jenseninvestment.com/ Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of los...
Jan 19, 2024•1 hr 34 min
On this episode of TCAF Tuesday, Josh Brown and Michael Batnick are joined by Bitwise CIO, Matt Hougan , to get a behind the scenes view of the Bitcoin ETF approval process. Then, on an all-new episode of What Are Your Thoughts, the guys discuss: the Barron's Roundtable, financials reporting, stocks for 2024, AMD, Virtual Reality, and much more! Thanks to Public for sponsoring this episode. Go to https://public.com/compound to lock in a 5.1% yield on your cash. Check out the latest in financial ...
Jan 17, 2024•1 hr 36 min
On episode 125 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Ives to discuss: the next big thing in technology, Tesla's 2024 outlook, Google gaining ground in AI, semiconductors, top cybersecurity stocks, the best CEOs, and much more! Thanks to Dimensional ETFs for sponsoring this episode. To learn more about the Dimensional difference, visit: https://www.dimensional.com/ Check out the latest in financial blogger fashion at The Compound shop: https://www....
Jan 12, 2024•1 hr 21 min
On this episode of TCAF Tuesday, Josh Brown is joined by Eddy Elfenbein to discuss his active ETF that has outperformed both Warren Buffett and Cathie Wood over the past 5 years. Then, Josh joins Michael Batnick for an all-new episode of What Are Your Thoughts! Topics include: Bitcoin ETFs, what YouTube could be valued at, sentiment, CPI and bank earnings, and much more! Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions by going to: https://rocketmoney.com/co...
Jan 10, 2024•1 hr 35 min
On episode 124 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by JC Parets and Joe Fahmy to discuss: a preview of what's to come in 2024, charts that break it all down, how to find winners, a Bitcoin ETF, and much more! Grow your cash at an industry-leading 5.1% APY with a high-yield cash account at Public. Go to: https://public.com/thecompound Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the...
Jan 05, 2024•1 hr 43 min
On this episode of TCAF Tuesday, Josh Brown discusses career advice, and what went right in 2023. Then stick around to 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, and of course, 2024 predictions! Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions by going...
Jan 03, 2024•1 hr 23 min
On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by CrowdStrike CEO George Kurtz ! They discuss the cybersecurity landscape, how AI is being used by both good and bad actors, how CrowdStrike's stock has performed vs the rest of the market, 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 only and sho...
Dec 29, 2023•38 min
On episode 123 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Nathan to discuss: what to expect in 2024, 0DTE options, Tesla fundamentals, GDP growth, the rate hike cycle, the best and worst days for the market in 2023, and much more! Thanks to Public for sponsoring this episode. To see your transfer offer with no obligation, go to public.com/switch . Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investin...
Dec 22, 2023•1 hr 18 min
On this episode of TCAF Tuesday, Josh Brown is joined by Sam Ro to discuss the 2024 market forecasts. Then, Josh joins Michael Batnick for an all-new episode of What Are Your Thoughts! Topics include: all-time highs, the gold rally, M&A's comeback, the best sector, and much more! Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions by going to: https://rocketmoney.com/compound Check out the latest in financial blogger fashion at The Compound shop: https://ww...
Dec 20, 2023•1 hr 31 min
On episode 122 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bob Elliott to discuss: the eruption in the market, what to watch for in 2024, the outlook for regional banks, the stupidest piece of research, hedge fund strategy ETFs, and much more! Thanks to Kraneshares for sponsoring this episode. Learn more about the KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) at: https://kfafunds.com/kmlm/# Check out the latest in financial blogger fashion at Th...
Dec 15, 2023•1 hr 16 min
On this episode of TCAF Tuesday, Josh Brown is joined by Logan Mohtashami to discuss the housing market. Then, Josh joins Michael Batnick for an all-new episode of What Are Your Thoughts! Topics include: tech spending, 2024 recession odds, shorting Tesla, financials breaking out, and much more! Thanks to YCharts for sponsoring this episode! Secure a copy of "The Top 23 Charts of 2023" deck and remember, get 20% off your initial YCharts Professional subscription when you start your free YCharts t...
Dec 13, 2023•1 hr 39 min
On episode 121 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski to discuss: the golden age of stockpicking, what happens if there's no rate cut in 2024, what the bears are missing, the outlook for financials, and much more! Thanks to Dimensional Fund Advisors ETFs for sponsoring this episode. To learn more about the Dimensional difference, visit Dimensional.com . Check out the latest in financial blogger fashion at The Compound shop: https://www.ido...
Dec 08, 2023•1 hr 19 min
On this episode of TCAF Tuesday, Josh Brown and Michael Batnick are joined by Caleb Silver to discuss Investopedia's top investing terms of 2023 ! Then, you're in for an all-new episode of What Are Your Thoughts! Topics include: Bitcoin, debt interest, a stock pick for year-end, the last BLS of the year, Spotify layoffs, and much more! Thanks to Public for sponsoring this episode. Go to https://public.com/compound to lock in a 5.4% yield on your cash. Check out the latest in financial blogger fa...
Dec 06, 2023•1 hr 37 min
On episode 120 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by David Kelly , Chief Global Strategist at J.P. Morgan Asset Management, to discuss: the post-pandemic economy, when economic indicators stop working, how AI saved the market, the magnificent seven, the 2024 stock market outlook, and much more! Thanks to Public for sponsoring this episode. Go to Public.com/compound to lock in 5.4% yield on your cash. Check out the latest in financial blogger fashion a...
Dec 01, 2023•1 hr 15 min
On this episode of TCAF Tuesday, Josh Brown is joined by advisor Gary Pulford to discuss Warren Buffett's philanthropy and how he plans to make an impact long after he's gone. Then, Josh joins Michael Batnick for an all-new episode of What Are Your Thoughts. This episode's topics include: Charlie Munger, market euphoria, record corporate profits, holiday sales, how Amazon jumped FedEx and UPS in the delivery game, and much more! Thanks to US Benchmark Series for sponsoring this episode! Learn mo...
Nov 29, 2023•1 hr 13 min
On episode 119 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Morgan Housel to discuss: Morgan's new book "Same as Ever: A Guide to What Never Changes," what the OpenAI board got wrong, writing that stands the test of time, and much more! Pick up Morgan's book here: https://sites.prh.com/morganhousel 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 informa...
Nov 24, 2023•47 min
On this episode of TCAF Tuesday, Josh Brown talks SpaceX, Starlink, and OpenAI with Aaron Dillon . Then, Josh and Michael Batnick are joined by tech expert Alex Kantrowitz on an all-new episode of What Are Your Thoughts where they discuss Sam Altman, Nvidia earnings, Michael Burry, Jim Chanos, and much more! Thanks to Public for sponsoring this episode. To learn more about Public treasury accounts, visit: https://public.com/compound Check out the latest in financial blogger fashion at The Compou...
Nov 22, 2023•1 hr 11 min
On episode 118 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Kevin Simpson to discuss: covered call strategies, the Fed, Warren Buffett's latest moves, and much more! This episode is sponsored by Kraneshares. To learn more about the KraneShares Global Luxury Index ETF, visit: https://kraneshares.com/klxy/?adsource=wealthcast Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. T...
Nov 17, 2023•1 hr 10 min
On this episode of TCAF Tuesday, Michael Batnick and Downtown Josh Brown are joined by Rob Copeland to discuss his new book " The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend ." Thanks to YCharts for sponsoring this episode. Sign up for the YCharts year end webinar with Michael and Ben here: https://ycharts.zoom.us/webinar/register/1316977225613/WN_ZwvEURfASPK06-zAxVKEWA#/registration Check out the latest in financial blogger fashion at The Compound shop: h...
Nov 15, 2023•1 hr 48 min
