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.
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This episode features Coinbase CFO Alesia Haas and CLO Paul Grewal on crypto's journey from an asset class to an app platform, detailing their fight for regulatory clarity and the company's "Everything Exchange" vision. Later, Josh and Michael, joined by Neil Dutta, analyze the Jackson Hole preview, Jerome Powell's legacy, the Fed's rate dilemma, and recent market phenomena, including Berkshire Hathaway's new buys, AI ETFs, Amazon's grocery disruption, and speculative IPOs like Bullish and OpenDoor's meme stock revival.
On episode 204 of The Compound and Friends, Michael Batnick is joined by Shannon Saccocia and Todd Sohn to discuss: the market narrative, the AI economy, ARK's big run, Circle's round trip, M&A, the labor market, and much more! This episode is sponsored by Grayscale and Apex Fintech Solutions. Find out more about Grayscale by visiting: https://www.grayscale.com/ Find out more about Wavvest’s planning engine powered by advanced AI and built on Apex’s AscendOS at https://www....
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 F/m Investments/ To learn more about F/m Compoundr series and their additional ETF Easy products visit us at https://www.fminvest.com/etfs/f-m-compoundr-series/ Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundn...
On episode 203 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Sam Ro and Luke Kawa to discuss: AI dominating the economy, crypto and PE in 401(k)s, consumer spending, the BLS, and much more! This episode is sponsored by Betterment Advisor Solutions and Vanguard . Grow your RIA, your way by visiting: https://Betterment.com/advisors Learn more about Vanguard at: https://vgi.vg/3GbOsYM . Sign up for The Compound Newsletter and neve...
On this TCAF Tuesday, Josh is joined by Garrett Baldwin to discuss the socioeconomic factors behind why the stock market is making record highs but young people are embracing socialism in their political choices. Then at 42:08, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick with a special appearance by Ritholtz Wealth Chief Market Strategist Callie Cox ! This episode is sponsored by Public. Fund your account in five minutes or ...
On episode 202 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Adam Parker to discuss: earnings season, the Fed holding steady, R&D spending in big tech, Hulk Hogan's wealth, and much more! This episode is sponsored by Global X ETFs. Visit: https://www.globalxetfs.com/ and start exploring new opportunities today. Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: ...
On this TCAF Tuesday, Michael Cembalest, Chairman of Market and Investment Strategy at J.P. Morgan Asset & Wealth Management joins Josh and Michael to mark the 20th anniversary of Eye on the Market , his influential research note that’s become must-read material for investors around the world. We’ll talk about some of the most memorable charts, boldest calls, and enduring themes from his archive—and what they can teach us about the markets today. Then at 01:10:08, hear an all-new episode of ...
On episode 201 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ritholtz Wealth COO Nick Maggiulli and Investopedia's Caleb Silver to discuss: are meme stocks market manipulation, how much bigger can Bitcoin get, where young people are spending their money, The Wealth Ladder, and much more! This episode is sponsored by Public. Fund your account in five minutes or less by visiting: http://public.com/compound Buy Nick's new book! Sign up ...
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research . They take a look at the current earnings and valuation of the S&P 500 to determine whether or not there is still upside for investors buying stocks today. Jessica points out a nearly perfect parallel between the current AI driven rally and the original Dot Com boom from 25 years ago. Then at 39:57, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and...
On episode 200 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by TCAF legend JC Parets to discuss: the most important sector in the market, the biggest contrarian call, the only people losing money right now, Bitcoin dominance crashing, what could derail the market, and much more! This episode is sponsored by Neuberger Berman and Apex Fintech Solutions Learn more about NBSD, including important information about fees, risks and performance at ...
On this TCAF Tuesday, Josh and Michael are joined by Sam Broner of a16z crypto to break down the biggest developments in the world of stablecoins. From PayPal and Circle to the role of U.S. regulators, this conversation covers where the money’s moving and why it matters. Sam explains how stablecoins are quietly reshaping payments, banking, global finance and more. Then at 44:05 hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick ! This e...
On episode 199 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ryan Detrick and Sonu Varghese to discuss: how AI saved the market, mid-year market takeaways, Bitcoin's new highs, economic indicators, and much more! This episode is sponsored by Russell Investments and Apex Fintech Solutions Looking to get your portfolio into shape? Strengthen your core with ETFs from Russell Investments. Learn more at https://russellinvestments.com/ Learn mor...
Michael Batnick hosts a special edition of What Are Your Thoughts with guests Cullen Roche, Eric Balchunas, and Alex Kantrowitz. They discuss macro topics like the dollar's value and the federal deficit, analyze trends in the ETF market including the behavior of retail investors and the rise of novel products, and delve into the challenges facing Apple in the AI space, contemplating potential acquisitions and the broader landscape of competition in Big Tech.
On episode 198 of The Compound and Friends, Michael Batnick is joined by Joe Fahmy and Shay Boloor to discuss: where we are in the market cycle, the outlook for AI stocks, how Apple got left behind, the next Mag 7, the bull case for Tesla, and much more! This episode is sponsored by Betterment Advisor Solutions and Rocket Money. Grow your RIA, your way, with Betterment Advisor Solutions. Learn more at https://www.betterment.com/advisors Cancel your unwanted subscriptions and reach your...
On this TCAF Tuesday, Josh Brown sits down with Joe Davis , Vanguard’s Global Chief Economist and Global Head of the Investment Strategy Group to discuss Vanguard's 50th anniversary, Joe's new book, AI, megatrends, inflation, and more! Then at 48:48, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick including a special appearance by IPO expert Aaron Dillon ! This episode is sponsored by Public and Rocket Money . Fund your account in fi...
On episode 197 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Cole Wilcox , Founder, CEO and CIO of Longboard Asset Management to discuss: all things trend following, using systems to overcome emotion, technical analysis, Nvidia, the new generation of investors, and much more! This episode is sponsored by Public. Find out more at: https://public.com/compound Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscri...
On this TCAF Tuesday, Josh Brown sits down with Ric Edelman , Founder of Edelman Financial Engines to discuss: how far Bitcoin has come, the correct Bitcoin allocation, Tokenization, Stablecoins, and much more! Then at 01:03:40 hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick ! This episode is sponsored by Public. Find out more at: http://public.com/WAYT Sign up for The Compound Newsletter and never miss out! Instagram: https://i...
On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Matt Cerminaro and Todd Sohn for the ultimate CHART ON session! They discuss: the Fed, market sentiment, the future of Apple, 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/subscribe Instagram: inst...
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 GrayScale. Curious about investing in crypto and not sure where to start? Visit: https://www.grayscale.com/ 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...
On episode 196 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Steve Eisman to discuss: behind-the-scenes on The Big Short, what's going on with the trade war, what looks good in financials, the labor market, what's going on at Apple, and much more! This episode is sponsored by VanEck. Learn more about the VanEck Uranium and Nuclear Energy ETF at: https://vaneck.com/NLRJosh Sign up for The Compound Newsletter and never miss out: thecompoundnews.c...
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of DataTrek Research to discuss why February was probably not the top, how expensive US tech stocks are, AI, sports and more! Then, at 49:30, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick ! This episode is sponsored by Betterment Advisor Solutions and Rocket Money . Grow your RIA your way by visiting: http://Betterment.com/advisors Cancel your unwanted subscrip...
On episode 195 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ben Carlson and Callie Cox in front of a live audience to discuss: the biggest market surprises of 2025 so far, government spending, the risk of recession, cash on the sidelines, and much more. Then at 36:48, Morningstar CEO Kunal Kapoor joins Josh and Michael on stage to discuss: how AI is changing finance, the growth of active ETFs, access to private markets, and more! Recorded live on...
On episode 194 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jens Nordvig , Founder and CEO of Exante Data to discuss: the latest on tariffs, the significance of jobless claims, the dollar's reserve currency status, the collapse in foreign tourism, and much more! This episode is sponsored by Public. Discover why NerdWallet gave Public five stars for its ease-of-use and investment selection by visiting: http://public.com/compound Sign up for The Compou...
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick ! They discuss the latest in market moves, BTFD, Circles IPO, and much more! This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: https://Betterment.com/advisors Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn...
On episode 193 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Richard Bernstein to discuss: the Big Beautiful Bill, the bond market, the Fed, the next recession, international stocks, the best uncertainty hedge, and much more! This episode is sponsored by Kraneshares. Read their recent article on the future of AI at: https://KraneShares.com/ai Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagr...
Josh Brown and Michael Batnick discuss Moody's downgrade of US debt, the growing federal deficit, and why the market seems unconcerned. They introduce the "Cougars" trade, focusing on sticky subscription and app-based businesses showing strong performance. The conversation also covers the challenging job market for recent graduates, the increasing impact of AI on hiring, the political clash between Walmart and Donald Trump over tariffs and prices, and updates on the venture capital and IPO markets.
On episode 192 of The Compound and Friends, Downtown Josh Brown is joined by Chris Davis and John Authers to discuss: Warren Buffett's Legacy, the future of Berkshire Hathaway, 3 massive transitions happening in the market, the trade war, and much more! This episode is sponsored by Apex Fintech Solutions. Learn more at: https://apexfintechsolutions.com/augmented-advice Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe Instagram: instagram.com/thec...
On this TCAF Tuesday, Downtown Josh Brown sits down with Dana Mattioli of The WSJ to discuss her new book "The Everything War" and Amazon's plan to stay on top forever. Then at 42:00, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick ! This episode is sponsored by Public. Fund your account in five minutes or less and earn up to $10,000 when you transfer your investments by visiting: https://public.com/WAYT Sign up for The Compound Newsletter and neve...
On episode 191 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Carson Block , Founder and Chief Investment Officer of Muddy Waters Capital to discuss: how activist short-sellers expose fraud, Carson's biggest shorts, the problem with CEO compensation, and much more! This episode is sponsored by Apex Fintech Solutions. Learn more at: https://apexfintechsolutions.com/augmented-advice Sign up for The Compound Newsletter and never miss out: thecompoundnews.com...
On this TCAF Tuesday, Join Michael Batnick (Managing Partner, Ritholtz Wealth Management) and guest co-host Callie Cox (Chief Market Strategist, 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! This episode is sponsored by Grayscale. Learn more at: https://www.grayscale.com/ Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: ...
