On episode 190 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neil Dutta of RenMac to discuss: the risk of recession, what's really behind Trump's tariffs, the Fed's next move, the explosion of AI, and much more! This episode is sponsored by Xtrackers by DWS. Learn more at: https://xtrackers.com/ Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews Li...
May 02, 2025•1 hr 25 min
On this TCAF Tuesday, Downtown Josh Brown sits down with Kenneth Rogoff, an economist, Harvard economics professor, and chess grandmaster, to discuss his new book "Our Dollar, Your Problem" . They also dive into the current trade war, the dollars dominance, Bitcoin, an independent Federal Reserve and much more! Then at 57:16 hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! This episode is sponsored by Betterment Advisor Solutions and Rocket Money! To learn ...
Apr 29, 2025•2 hr 6 min
On episode 189 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rebecca Patterson , Senior Fellow at the Council on Foreign Relations and former Chief Investment Strategist at Bridgewater Associates, to discuss: what's next for the stock market, what the trade war means for small businesses, the Fed's dilemma, foreign capital flows, the rally in gold, and much more! This episode is sponsored by Public. Fund your account in five minutes or less at https://public....
Apr 25, 2025•1 hr 16 min
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick ! This episode is sponsored by Public. Fund your account in five minutes or less at https://public.com/WAYT and get up to $10,000 when you transfer your old portfolio. Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ Ti...
Apr 22, 2025•1 hr 14 min
On episode 188 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies of 3Fourteen Research to discuss: what earnings typically look like after stock market corrections, Trump's next trade war moves, money leaving the USA, recession indicators, and much more! This episode is sponsored by Apex Fintech Solutions. Learn more at: http://apexfintechsolutions.com/augmentedadvice Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscrib...
Apr 18, 2025•1 hr 8 min
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick ! This episode is sponsored by Flat Rock Global. Visit: https://flatrockglobal.com/thoughts to learn more. Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ TikTok: https://www.tiktok.com/@thecompoundnews Investing invol...
Apr 15, 2025•1 hr 13 min
On episode 187 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jenny Van Leeuwen Harrington , Chief Executive Officer of Gilman Hill Asset Management to discuss: Trump vs the bond market, navigating a stock market crash, the Super Bowl of insider trading, Jenny's favorite dividend stocks, and much more! This episode is sponsored by Innovator ETFs. To learn more about Innovator's buffered ETF offerings, visit: innovatoretfs.com Pick up Jenny's book: Dividend Inv...
Apr 11, 2025•1 hr 32 min
In this special episode, Downtown Josh Brown sits down with CrowdStrike CEO George Kurtz to discuss: AI and the changing landscape of cybersecurity, Google's massive cloud security acquisition, future growth opportunities for CrowdStrike, and more! Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thecompoundnews Twitter: twitter.com/thecompoundnews LinkedIn: linkedin.com/company/the-compound-media/ Investing involves the risk of loss....
Apr 10, 2025•32 min
On this TCAF Tuesday, Downtown Josh Brown is joined by Steve Pavlick to discuss the latest on the trade war and the stock market's volatile reaction. Then, at 40:49, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! They discuss the latest market action, how tariffs will impact American companies, recession proof stocks, and much more! This episode is sponsored by Betterment Advisor Solutions and Rocket Money. Grow your RIA your way at: betterment.com/adviso...
Apr 09, 2025•1 hr 41 min
On episode 186 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Steve Quirk , Chief Brokerage Officer at Robinhood to discuss: the stocks getting hit hardest by the tariff selloff, the state of the retail investor, 24 hour trading, and much more! This episode is sponsored by VanEck. Find out more about The VanEck CLO ETF by visiting: http://VanEck.com/CLOIJosh Sign up for The Compound Newsletter and never miss out!: https://www.thecompoundnews.com/subscribe Inst...
Apr 04, 2025•1 hr 15 min
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! They discuss Liberation Day and tariffs, Mag 7 weakness, CoreWeave, AI and much more! This episode is sponsored by Public. Fund your account at https://public.com/WAYT and get up to $10,000 when you transfer your old portfolio. Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: ht...
Apr 01, 2025•1 hr 12 min
On episode 185 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Lonsdale and Jacob Miller of Opto to discuss: entrepreneurship, AI in America, democratizing private markets, Elon and DOGE, and much more! This episode is sponsored by Betterment Advisor Solutions. Visit: http://Betterment.com/advisors to learn more! Sign up for The Compound Newsletter and never miss out!: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnew...
Mar 31, 2025•1 hr 4 min
On episode 184 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by returning guests Andrew Beer and Sam Ro to discuss: who wins in a trade war, the real value of hedge funds, liquid alts, active ETFs, and much more! This episode is sponsored by Betterment Advisor Solutions. To learn more, visit: https://www.betterment.com/advisors Sign up for The Compound Newsletter and never miss out!: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thec...
Mar 28, 2025•1 hr 38 min
On this TCAF Tuesday, Downtown Josh Brown is joined by Barry Ritholtz , Co-founder and Chairman of Ritholtz Wealth Management to discuss his new book release " How Not to Invest ". Then at 39:18, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! They discuss the latest market moves, cybersecurity stocks, the Coreweave IPO, levered ETFs, and much more! This episode is sponsored by Betterment for Advisors and Rocket Money ! To learn more about Betterment for A...
Mar 25, 2025•1 hr 51 min
On episode 183 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Terranova to discuss: momentum stocks, recent market volatility, Joe's ETF, and much more! This episode is sponsored by Public. Fund your account in five minutes or less at www.public.com/compound Sign up for The Compound Newsletter and never miss out!: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn...
Mar 18, 2025•47 min
On episode 182 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rob Arnott to discuss: the market selloff, value stocks, the evolution of the CAPE ratio, international stocks, and much more! This episode is sponsored by VanEck. Find out more about The VanEck CLO ETF (CLOI) at: http://VanEck.com/CLOIJosh Sign up for The Compound Newsletter and never miss out!: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: http...
Mar 14, 2025•1 hr 19 min
On this TCAF Tuesday, Josh Brown is joined by Nick Colas , co-founder of DataTrek Research , to discuss policy uncertainty, current market sentiment, the divergence in global markets, what an elevated Vix means for the market, minimum volatility strategies, and more! Then, at 37:31, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick ! This episode is sponsored by Public. Fund your account in five minutes or less at https://public.com/WAYT and get up to $10,000 when y...
Mar 11, 2025•1 hr 42 min
On episode 181 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: how bull markets end, the trade war, odds of a recession, the case for a Bitcoin reserve, Tesla’s crash, Tom’s “Granny Shots” stock picks, and much more! This episode is sponsored by Cambria. Visit cambriafunds.com/351 to take the next step in innovative, tax-savvy investing today. Sign up for a free trial of Fundstrat at: http://fundstrat.com/tom Sign up for The Compound Newslet...
Mar 07, 2025•1 hr 29 min
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! They discuss the recent market turmoil, Trump's tariffs, Bill Ackman's aspirations, the strategic crypto reserve, and much more! This episode is sponsored by Betterment and Rocket Money ! To learn more about Betterment, visit http://Betterment.com/advisors Cancel your unwanted subscriptions today by visiting: http://rocketmoney.com/compound Sign up for The Compound Newsletter and never m...
Mar 04, 2025•1 hr 6 min
On episode 180 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jim Lebenthal , Chief Equity Strategist and Partner at Cerity Partners to discuss: Nvidia earnings reaction, Apple's investments in America, tariffs and reshoring, Jim's favorite stocks, and much more! This episode is sponsored by Betterment. Grow your RIA your way: https://www.betterment.com/advisors Sign up for The Compound Newsletter and never miss out!: https://www.thecompoundnews.com/subscribe ...
Feb 28, 2025•1 hr 23 min
On this TCAF Tuesday, Josh Brown is joined by Callie Cox to discuss the recent "growth scare" that's been bothering the stock market this month. Then at 35:21, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! Happy Birthday Josh!! This episode is sponsored by Betterment! Visit: http://Betterment.com/advisors to learn more! Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/th...
Feb 26, 2025•1 hr 29 min
On episode 179 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski live from Naples Florida to discuss: portfolio construction, dividend stocks, the beneficiaries of AI, Brian's market outlook, the case for Canadian stocks, and much more! This episode is sponsored by Public. Fund your account in five minutes or less at https://public.com/compound and get up to $10,000 when you transfer your old portfolio. Sign up for The Compound Newsletter and never m...
Feb 21, 2025•1 hr 7 min
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! This episode is sponsored by Public! Visit: Public.com/WAYT and get up to $10,000 when you transfer your old portfolio. Sign up for The Compound Newsletter and never miss out! https://www.thecompoundnews.com/subscribe Merch: https://idontshop.com/ Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-c...
Feb 18, 2025•54 min
On episode 178 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Robert Frank to discuss: how the richest people invest and spend their money, the wealth effect, how different generations view money, the soaring cost of vacations, the carried interest loophole, and much more! This episode is sponsored by Kelly Intelligence. To Learn more about the COWS and HCOW ETFs, visit: https://kellyintel.com/ Sign up for The Compound Newsletter and never miss out!: https://w...
Feb 14, 2025•1 hr 30 min
On this TCAF Tuesday, Josh Brown and Michael Batnick sit down with David Adelman, CEO of Campus Apartments, co-founder and Vice Chairman of FS Investments, and the founder of Darco Capital to discuss his early start in real estate investing, the growth of his portfolio, his experience in venture capital, and the mindset that has driven his massive success. Then at 49:25 hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! This episode is sponsored by Kelly ETFs....
Feb 11, 2025•1 hr 45 min
On episode 177 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by David Giroux of T. Rowe Price to discuss: David's outlook for stocks, the Barron's Roundtable, the opportunity in fixed income, earnings season, what it's like managing an ETF, and much more! This episode is sponsored by Themes ETFs. To learn more about their ETF offerings, visit: https://themesetfs.com/ Sign up for The Compound Newsletter and never miss out!: https://www.thecompoundnews.com/subscri...
Feb 07, 2025•1 hr 13 min
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research to discuss the Trump Tariffs, disruptive innovation, DeepSeek AI and the healthcare sector, and more. Then at 37:30, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! This episode is sponsored by KraneShares and Rocket Money ! To learn more about KraneShares, visit: https://kraneshares.com/kweb-suite/ Cancel your unwanted subscriptions today by visitin...
Feb 05, 2025•1 hr 32 min
On episode 176 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Ives to discuss: DeepSeek's impact on the market, Nvidia's growth outlook, Elon's bold Tesla prediction, and much more! This episode is sponsored by Public. Fund your account in five minutes or less at www.public.com/compound . Sign up for The Compound Newsletter and never miss out!: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitt...
Jan 31, 2025•1 hr 18 min
On this TCAF Tuesday, Josh Brown is joined by Franklin Bi , General Partner at Pantera Capital to discuss the regulatory changes and predictions for Crypto in 2025 following the executive order of the Trump administration "Strengthening American Leadership in Digital Financial Technology". Then at 49:11 hear an all-new episode of What Are Your Thoughts with Josh Brown, Michael Batnick , and special guest Alex Kantrowitz ! This episode is sponsored by Public. Fund your account in five minutes or ...
Jan 28, 2025•1 hr 48 min
On episode 175 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bob Elliott , Co-Founder, CEO, and CIO of Unlimited Funds to discuss: Netflix earnings, the labor market, tariff winners and losers, the case for TIPs, the right gold allocation, hedge-fund fees, and much more! This episode is sponsored by KraneShares! To learn more about the KraneShares Man Buyout Beta Index ETF, visit: https://kraneshares.com/buyo Sign up for The Compound Newsletter and never miss...
Jan 24, 2025•1 hr 38 min
