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.idon...
Dec 08, 2023•1 hr 19 min•Transcript available on Metacast 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 fas...
Dec 06, 2023•2 hr 37 min•Transcript available on Metacast 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 at...
Dec 01, 2023•1 hr 15 min•Transcript available on Metacast 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•Transcript available on Metacast 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•Transcript available on Metacast 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 Compoun...
Nov 22, 2023•1 hr 11 min•Transcript available on Metacast 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•Transcript available on Metacast 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: htt...
Nov 15, 2023•2 hr 48 min•Transcript available on Metacast On episode 117 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Callie Cox and Malcolm Ethridge to discuss: market sentiment, Robinhood earnings, Warren Buffett and his cash, interest rates, the yield curve, recession calls, weight loss drugs, and much more! This episode is sponsored Simplify. Learn more about their diversification-focused strategies at: https://www.simplify.us/ Check out the latest in financial blogger fashion at The Compound shop: https://www....
Nov 10, 2023•1 hr 25 min•Transcript available on Metacast On this special episode of TCAF Tuesday, Michael Batnick, Barry Ritholtz, and Downtown Josh Brown are joined by Campbell Harvey to discuss: the state of the economy, the yield curve indicator, the next recession, and much more! This episode is sponsored by LifeX. Learn more at: lifexfunds.com. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com LifeX distributions, which are paid monthly and total $1 per share per year, either fixed or inflation-prot...
Nov 08, 2023•1 hr 5 min•Transcript available on Metacast On episode 116 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Jackson to discuss: the market's strong start to November, using AI and machine learning to find alpha, the magnificent 7, fintech stocks, the court ruling impacting real estate stocks, and much more! This episode is sponsored by US Benchmark Series. Learn more about the US Treasury 3 Month Bill ETF (TBIL) at: https://www.ustreasuryetf.com/ Check out the latest in financial blogger fashion at T...
Nov 03, 2023•2 hr 32 min•Transcript available on Metacast On this episode of TCAF Tuesday, Downtown Josh Brown is joined by Dan Dolev to discuss Paypal, SoFi, Affirm, and the latest in Fintech! Then Josh teams up with Michael Batnick for an all-new episode of What Are Your Thoughts. See what they have to say about a 4th quarter rally, the American economy, interest rates, dumb money, Apple's M3 chips, and much more! Thanks to Public for sponsoring this episode! Go to https://public.com/compound to lock in a historic 5.5% yield on your cash. Watch this ...
Oct 31, 2023•2 hr 35 min•Transcript available on Metacast On episode 115 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rick Brink (Senior Vice President and Market Strategist at Alliance Bernstein) to discuss: inflation, what constitutes a recession, monetary policy, going long duration, the biggest risks to the market, and much more! This episode is brought to you by Public. Visit Public.com/compound to learn more about how to lock in a historic 5.5% yield on your cash. Check out the latest in financial blogger fas...
Oct 27, 2023•2 hr 38 min•Transcript available on Metacast On this episode of TCAF Tuesday, Downtown Josh Brown kicks things off with his thoughts on Killers of the Flower Moon, how Netflix won the streaming wars, and parenthood. Then Josh teams up with Michael Batnick for an all-new episode of What Are Your Thoughts. See what they have to say about the biggest topics in investing and finance! On this episode they discuss: Microsoft and Google earnings, small caps, gold, M&A vs IPOs, tax loss harvesting, and much more! Thanks to US Benchmark Series for ...
Oct 24, 2023•1 hr 26 min•Transcript available on Metacast On episode 114 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: earnings, the liquidity starved bull market, economic indicators, the Fed's next move, housing, and much more! This episode is brought to you by Kraneshares. To learn more about their Global Luxury Index ETF (KLXY), visit: https://kraneshares.com/klxy/?adsource=wealthcast Sign up for a free 30 day trial of FS Insight at: https://bit.ly/thecompound-fsinsight Check out the latest i...
Oct 20, 2023•1 hr 10 min•Transcript available on Metacast Join Downtown Josh Brown and Michael Batnick for an all-new 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: earnings, the luxury slowdown, recession odds, long-term bonds, Bitcoin ETFs, and much more! Thanks to YCharts for sponsoring this episode! Click the link below to receive your own copy of the “Top 10 Visuals for Clients & Prospects” slide deck, and remember, you can get 20% off your initial su...
Oct 17, 2023•1 hr 4 min•Transcript available on Metacast On episode 113 of The Compound and Friends, Michael Batnick is joined by Jan van Eck and Andrew Beer to discuss: the bond market, the national debt, private-credit, alts, managed futures, the Sam Bankman-Fried trial, and much more! This episode is brought to you by iShares. To learn more about the iShares Semiconductor ETF (SOXX), visit: https://www.ishares.com/us/products/239705/ishares-semiconductor-etf Check out the latest in financial blogger fashion at The Compound shop: https://www.idontsh...
Oct 13, 2023•1 hr 22 min•Transcript available on Metacast Join Downtown Josh Brown and Michael Batnick for an all-new episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! Then, stay tuned for Josh's conversation with Jacob Sonenshine of Barron's. Thanks to Public for sponsoring this episode! Go to https://public.com/compound to lock in a historic 5.5% yield on your cash. Watch this episode on YouTube: https://youtube.com/live/N8uFmdPydFo Sign up for The Compound newsletter and never miss out...
Oct 10, 2023•1 hr 18 min•Transcript available on Metacast On episode 112 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alex Kantrowitz to discuss the big tech landscape, AI competition, augmented reality, Michael Lewis and SBF, and much more! Today’s show is brought to you by Birddogs. Visit: https://birddogs.com/compound or enter promo code COMPOUND for a free white-tech dad hat with every purchase! Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves ...
Oct 06, 2023•2 hr 32 min•Transcript available on Metacast Join Downtown Josh Brown and Michael Batnick for an all-new episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this show they discuss: rising rates, the utilities crash, what Twitter/X is worth, consumer spending, and much more! Thanks to Birddogs for sponsoring this episode! Visit https://www.birddogs.com/THOUGHTS for a free white-tech dad hat with every purchase! Watch this episode on YouTube: https://youtube.com/live/BOQqmuuuO...
Oct 03, 2023•1 hr 9 min•Transcript available on Metacast On episode 111 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Perth Tolle and Gunjan Banerji to discuss: Amazon's antitrust issues, a coming secular rotation in equities, Investing in Emerging Markets and China, Meme stocks are back, and much more! Today’s show is brought to you by wealth.com. Visit https://wealth.com/compound for more info! Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the...
Sep 29, 2023•1 hr 23 min•Transcript available on Metacast On this TCAF Tuesday, Leif Abraham and Jannick Malling join Downtown Josh Brown (CEO, Ritholtz Wealth Management) to discuss the story of Public.com, and "The Dumb Money" events and meme stock craze of January 2021. Then join Downtown Josh Brown 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! Thanks to Rocket Money for sponsoring this episode! Go to ht...
Sep 26, 2023•2 hr 38 min•Transcript available on Metacast On episode 110 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jeremy Grantham to discuss: being the "Bubble Historian", Inflation, Modern Valuations, the Four most Dangerous Words, Real Estate, Impact Investing, and much more! Including a few extra words of wisdom. Thanks to Public for sponsoring this episode! Go to https://www.public.com/compound to lock in a historic 5.5% yield on your cash. Check out the latest in financial blogger fashion at The Compound s...
Sep 22, 2023•2 hr 51 min•Transcript available on Metacast On this TCAF Tuesday, Zeke Faux joins Downtown Josh Brown to discuss his new book Number Go Up: Inside Crypto's Wild Rise and Staggering Fall. Then, join Josh and Michael for an all-new 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: when the recession will arrive, earnings season takeaways, oil prices, the Schwab/TD transition, the ARM IPO, and much more! Thanks to YCharts for sponsoring this episod...
Sep 19, 2023•2 hr 38 min•Transcript available on Metacast On episode 109 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rob Arnott in front of a live audience at Future Proof. They discuss: lessons from the tech bubble, smart beta, big tech valuations, Tesla and Nvidia, how AI might impact markets and the economy, and much more! Thanks to KraneShares for sponsoring this episode. KraneShares and Rockefeller Asset Management are launching the Ocean Engagement ETF. This ETF invests in public companies with significant p...
Sep 15, 2023•50 min•Transcript available on Metacast On episode 108 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Nick Colas to discuss: Q2 earnings, Moore's law, interest rates, the future of the automotive market, Steve Cohen, and much more! Thanks to GraniteShares for sponsoring this episode. Visit Graniteshares.com to learn more about their single stock ETFs. 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...
Sep 08, 2023•1 hr 29 min•Transcript available on Metacast On this TCAF Tuesday, Aaron Dillon joins Downtown Josh Brown to discuss what's going on in the IPO market. Then, join Josh and Michael for an all-new 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: seasonal corrections, SEC vs private capital, the ERC bubble, recession mentions, and much more! Thanks to Rocket Money for sponsoring this episode! Go to https://www.rocketmoney.com/compound for more info...
Sep 05, 2023•2 hr 39 min•Transcript available on Metacast On this TCAF Tuesday, join Michael Batnick and Downtown Josh Brown for an all-new episode of What Are Your Thoughts and see what they have to say about: Grayscale's legal victory, Goldman selling its advisory business, earnings revisions, value stocks, Nvidia, the Instacart IPO, and much more!! Thanks to Tropical Bros for sponsoring this episode! Use code COMPOUND20 at checkout for 20% off on everything they have, Polo's, Hawaiians, Swimsuits & quarter zips: https://tropicalbros.com/collections/...
Aug 29, 2023•1 hr 5 min•Transcript available on Metacast On episode 107 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Guy Spier to discuss: lunch with Warren Buffett, value investing, managing a hedge fund, Berkshire after Buffett, the bull case for Ferrari, and much more! Thanks to Public for sponsoring this episode. Visit https://public.com/compound for more information on how to earn 5+% interest with a treasury account on public. Check out the latest in financial blogger fashion at The Compound shop: https://ww...
Aug 25, 2023•2 hr 40 min•Transcript available on Metacast On this TCAF Tuesday, join Michael Batnick and Downtown Josh Brown for an all-new episode of What Are Your Thoughts and see what they have to say about: tech stocks, Elon Musk's shadow rule, Jackson Hole preview, interest rates, ARM, and much more! But first, hear what Josh has to say about the recent news out of Schwab and Goldman! Thanks to Rocket Money for sponsoring this episode! Go to https://www.rocketmoney.com/compound for more info. Watch this episode on YouTube: https://youtube.com/live...
Aug 22, 2023•1 hr 21 min•Transcript available on Metacast 
