The Compound and Friends podcast

The Compound and Friends

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. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/

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. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/

 

#513

It's Like Free Money

On episode 221 of The Compound and Friends, [⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠... more

12 Dec 2025

1 HR 15 MINS

1:15:34

12 Dec 2025


#512

Million Dollar Payout, Oracle Earnings Preview, Risk On, the Case for Salesforce

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with [⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Do... more

10 Dec 2025

1 HR 07 MINS

1:07:29

10 Dec 2025


#511

Inside the Robinhood Revolution With Vlad Tenev

On episode 220 of The Compound and Friends, [⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠] ... more

05 Dec 2025

1 HR 10 MINS

1:10:55

05 Dec 2025


#510

Nick and Jessica’s 3 Big Lessons From 2025, Sam Altman Orders a Code Red at OpenAI, Adam Parker on B...

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of ... more

03 Dec 2025

1 HR 46 MINS

1:46:59

03 Dec 2025


#509

Why Oil Could Be Next Year’s Gold

On episode 219 of The Compound and Friends, [⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠] ... more

28 Nov 2025

1 HR 05 MINS

1:05:45

28 Nov 2025


#508

The Joby bull case with Charles Lemonides, Roaring 2020’s with Ed Yardeni, Alphabet vs Nvidia

On this TCAF Tuesday, Josh sits down with [Charles Lemonides] (https://www.valueworksllc.c... more

26 Nov 2025

1 HR 47 MINS

1:47:03

26 Nov 2025


#507

The Case for a Year-End Melt-Up

On episode 218 of The Compound and Friends, [⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠] ... more

21 Nov 2025

1 HR 00 MINS

1:00:22

21 Nov 2025


#506

Only One Thing Can Stop the AI Crash, Worst Drawdowns, Blue Owl vs Apollo

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with [⁠⁠⁠⁠⁠⁠⁠⁠⁠Dow... more

19 Nov 2025

1 HR 09 MINS

1:09:06

19 Nov 2025


#505

Quality in the Streets, Momentum in the Sheets

On episode 217 of The Compound and Friends, [⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠] ... more

14 Nov 2025

1 HR 02 MINS

1:02:11

14 Nov 2025


#504

The "Titanic" indicator flashes, Elon's $1 trillion pay package, Draftkings vs Robinhood

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with [⁠⁠⁠⁠⁠⁠⁠⁠⁠Dow... more

11 Nov 2025

1 HR 10 MINS

1:10:19

11 Nov 2025


#503

Eric Jackson and the Search for the Next 100 Bagger

On episode 216 of The Compound and Friends, [⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠] ... more

07 Nov 2025

1 HR 30 MINS

1:30:45

07 Nov 2025


#502

Brian Belski Breaks Loose, Palantir Erupts, Stocks Getting Quietly Killed, Uber and Tost Report

On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Brian Belski, CEO and C... more

05 Nov 2025

1 HR 44 MINS

1:44:04

05 Nov 2025


#501

What Did the Fed Actually Say?

On episode 215 of The Compound and Friends, [⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠] (h... more

31 Oct 2025

1 HR 04 MINS

1:04:07

31 Oct 2025