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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On this TCAF Tuesday, Josh Brown welcomes Telis Demos , writer for Heard on the Street and co-host of The Wall Street Journal’s Take on the Week podcast to discuss: mortgage rates falling, the TikTok deal, record margin debt, JPMorgan credit card spending, the new threat facing active fund managers, Private market investments coming into 401(k)’s, and much more! Then at 43:22 hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick...
On episode 209 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Sosnoff to discuss: what it takes to become a trader, how Tom got into the business, his experience selling thinkorswim to TD-Ameritrade, Chicago vs NYC, and much more! This episode is sponsored by Neuberger Berman and Apex Fintech Solutions L earn more about NBSD and get important information at https://www.nb.com/nbsd . NBSD from Neuberger. Investors sh...
On this TCAF Tuesday, Josh Brown is joined by Nick Colas of DataTrek Research to discuss: the size of the next rate cut, the history of S&P multiples, Microsoft in 1999 vs today, outperforming sectors of the market, and much more! Then at 44:35, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick ! This episode is sponsored by Public and Rocket Money . Fund your account in five minutes or less by visiting: https://public.com/...
On episode 208 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are at Future Proof Festival with special guest Jenny Johnson, President and Chief Executive Officer of Franklin Templeton to discuss: secrets to a successful career in finance, the rise of alternative investments in the wealth channel, how AI and blockchain technology will reshape the financial services industry, and much more! This episode is sponsored by GPZ by VanEc...
On episode 207 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Sidgmore , Partner and Co-Founder of Broadhaven Ventures to discuss: the evolution of private markets, evergreen funds, the T. Rowe Price/Goldman deal, and much more! This episode is sponsored by WisdomTree and Apex Fintech Solutions For Portfolio Consultations by WisdomTree visit https://www.wisdomtree.com/portfolioconsultations Find out more about ...
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 MSCI and Rocket Money . To learn more about MSCI, visit https://info.msci.com/chrt-i4w-pdcst Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/compound today. Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.c...
On episode 206 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jan Van Eck to discuss: Nvidia earnings, AI replacing jobs, future energy demands, why the national debt matters, the case for gold, private equity returns, and much more! This episode is sponsored by Public and Vanguard. Fund your account in five minutes or less by visiting: http://public.com/compound Learn more about Vanguard by visiting: https://www.vanguard.co...
On this TCAF Tuesday, Josh Brown welcomes CNBC host Wilfred Frost for a look at the success of US stocks vs the UK’s market and what made Wilfred’s dad David Frost one of the most important TV journalists of the 20th Century. Then at 37:30, 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: https://public.com/WAYT Sign up for The Compound Newsletter and never miss ou...
On episode 205 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: V-shaped recoveries, the AI driven economy, a stock-picker's market, Jackson Hole, the case for Ethereum, Tom's Granny Shots, 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 https://www.nb.com/en/us/products/etfs/...
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...
