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 is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research to discuss: putting equity valuations into context, policymakers prioritizing growth over dogma, beyond “disruption” in corporate strategy, and more! Then at 36:28, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick ! This episode is sponsored by Eaton Vance and Rocket Money . Get Active with EVSD, The Symbol o...
On episode 219 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Boockvar to discuss: why talk of the AI bubble is overblown, inflation expectations, the housing market, Thanksgiving food, and much more! This episode is sponsored by KraneShares. Learn more at https://kraneshares.com/KOID Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe In...
On this TCAF Tuesday, Josh sits down with Charles Lemonides , founder of ValueWorks, to discuss the future of flight and how soon we might see flying cars taking to the skies. Charles makes the case for Joby and dives deep into why he thinks it stands above the rest in the eVTOL space. Then at 35:26 hear an all-new episode of What Are Your Thoughts with special guest Ed Yardeni joining Downtown Josh Brown and Michael Batnick ! This episode is sponsored by Bett...
Michael Batnick, Downtown Josh Brown, and Warren Pies dissect NVIDIA's outstanding earnings, addressing both enthusiasm and skepticism about its valuation and future execution, particularly regarding GPU lifespan. They also delve into the increasingly narrow market leadership and the challenges faced by most investors. The discussion expands to the K-shaped economy, highlighting the housing affordability crisis and the political pressures influencing the Fed's easing bias, ultimately forecasting a year-end market rally.
Josh Brown and Michael Batnick delve into the recent AI market correction, examining the debate around an 'AI crash' and investor concerns about over-investment and Gen.AI's unit economics, especially ahead of Nvidia's earnings. They also analyze the private credit landscape, contrasting Apollo's candid approach with Blue Owl's challenges, including its BDC performance and controversial merger plans. The hosts further discuss retail dip buying, the risks of leveraged ETFs, and the healthy reintroduction of market risk, sharing their latest stock picks amid volatility.
Michael Batnick and Josh Brown welcome Joe Terranova to delve into current market dynamics, including the recent pullback and skepticism surrounding AI CapEx stories like Palantir and Oracle. They explore the shift in hedge fund positioning from momentum to quality, the impact of changing market structures leading to more violent corrections and snapbacks, and the underlying tailwinds of global central bank easing and strong earnings. Terranova also explains his rules-based ETF strategy, emphasizing how it mitigates emotional biases and acts as a "shock absorber" during market turmoil, drawing on historical data and factor diversification.
Josh Brown and Michael Batnick dive into current market trends, analyzing the "Titanic signal" and the impact of top-heavy indices on market internals. They explore the ethical debate between investment platforms like Public and Schwab versus those incorporating sports betting, like Robinhood and DraftKings. The hosts also offer a fresh perspective on the K-shaped economy and dissect Elon Musk's ambitious pay package, concluding with a "buy the dip" segment for struggling stocks.
On episode 216 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Jackson to discuss: searching for 100 baggers, the case for Opendoor, Eric's legendary Carvana call, OpenAI's wild week, and much more! This episode is sponsored by Victory Capital & Apex Fintech Solutions. Learn more about GFLW and get important information at http://www.victoryshares.com/ Learn more about Apex at https://apexfintechs...
On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Brian Belski, CEO and Chief Investment Officer at Humilis Investment Strategies to discuss: Brian’s new venture, the possibility of an AI bubble, choosing the right stocks at the right time, and more. Then at 38:14 hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick ! This episode is sponsored by KraneShares. Learn more at https://kraneshares.com/KOID Bels...
On episode 215 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Stephanie Roth, Chief Economist at Wolfe Research, to discuss: the economy, tech earnings, the Fed, the wealth effect, AI and the labor market, 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: ...
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 by visiting http://public.com/WAYT 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/compa...
In a special live episode, Jim Cramer joins Michael Batnick and Josh Brown to reflect on his impactful career, from hedge fund manager to a leading voice for individual investors. He discusses personal struggles, the evolution of market commentary, and draws parallels between the dot-com bubble and today's tech landscape, particularly with the rise of AI and OpenAI. The conversation also delves into current market dynamics, individual stock picks, and the importance of thorough research for investors seeking opportunities amidst market noise.
On episode 214 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Sonali Basak , Chief Investment Strategist at iCapital and Compound host Ben Carlson to discuss: the private credit landscape, stress in BDCs, and much more! This episode is sponsored by Public and Vanguard. Fund your account in five minutes or less by visiting https://public.com/compound Learn more about Vanguard at: https://www.vanguard.com/audio Sig...
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of DataTrek Research to discuss: the key to understanding Q3 reporting season, the seasonality of S&P highs, a financial analysis of Big Tech, and more! Then at 39:40, 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. Grow your RIA, your way by visiting: https://Betterment.com/advisors S...
On episode 213 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bill Baruch to discuss: current market trends, the outperformance of gold and silver, how retail investors are winning, non-profitable tech, earnings growth, and much more! Today’s episode is sponsored by State Street Investment Management and SPY, the first US-listed exchange traded fund. Visit https://statestreet.com/spy for more information. Sign up...
On this TCAF Tuesday, Josh Brown is joined by Varun Krishna, CEO of Rocket Companies, a $50 billion giant in the mortgage and real estate market, to discuss the prospect of a refi boom and a new upcycle for the housing market. Then at 28:00, 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 and Rocket Money . Learn more about the F/m Compoundr ETFs at https://FmInvest.com Cance...
On episode 212 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Scott Nations, Author and president of Nations Indexes, Inc., the world's leading independent developer of volatility indexes and option strategy indexes to discuss: market bubbles, retail's big moment, massive volume in quantum names, the return of meme stocks, the first cracks in credit, and much more! This episode is sponsored by Grayscale. Find out...
On this TCAF Tuesday, Josh Brown and Michael Batnick welcome Anatoly Yakovenko, CEO of Solana Labs and Co-founder of Solana to discuss the prospects for a tokenized stock market. Anatoly explains why SOL is the right answer for creating liquidity and tokenizing both privately-held and publicly-traded stocks around the world. Then at 44:28, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick ! This episode is sponsored by Publ...
On this special episode, Fidelity's Denise Chisholm discusses why she remains bullish on the stock market, breaking down the historical patterns and data she follows. She delves into the nuances of CEO sentiment, the impact of tariffs and Fed policy, and distinguishes outlier bear markets from typical cycles. Denise concludes by revealing her "desert island" indicators: median earnings growth, credit spreads, and valuation spreads.
On episode 211 of The Compound and Friends, Downtown Josh Brown is joined by Peter Lynch, Vice Chairman of Fidelity Management and Research to discuss: Peter's legendary career, how individual investors can succeed in the market, the biggest investing mistakes, and much more! This episode is presented by Fidelity Investments and the all-new Fidelity Trader+, Fidelity’s most powerful trading platform yet. Learn more at: https://Fidelity.com/TraderPlus Sign up fo...
On episode 210 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Steve Romick to discuss: risk management, value investing, surviving the dot-com bubble, the markets moving faster than ever, and much more! This episode is sponsored by Public and Vanguard . Fund your account in five minutes or less by visiting: https://public.com/compound Learn more about Vanguard at: https://www.vanguard.com/audio Sign up for The Compou...
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/...
