The Compound and Friends
Episodes
Why Gas Prices Can’t Wreck the Market
03 Apr 2026
Contributed by Lukas
On episode 236 of The Compound and Friends, Michael Batnick...
Worst Quarter in 4 Years, Oil vs Stocks, Win Rates From Buying Corrections, the Case for T and VZ
31 Mar 2026
Contributed by Lukas
Join Downtown Josh Brown...
Never Sell Your Energy Stocks - Nick Colas and Jessica Rabe of DataTrek
30 Mar 2026
Contributed by Lukas
On this episode of What Did We Learn, Josh Brown, Nick Colas and Jessica Rabe discuss: Oil, energy stocks, and how rising prices are impacting equitie...
Jonathan Boyar's Favorite Cheap Stocks with Catalysts
27 Mar 2026
Contributed by Lukas
On episode 235 of The Compound and Friends, Michael Batnick...
Economic Data Deteriorates, Private Credit Struggles, Retail Traders Give Up
24 Mar 2026
Contributed by Lukas
Join Downtown Josh Brown and ...
Are We in a Bear Market?
20 Mar 2026
Contributed by Lukas
On episode 234 of The Compound and Friends, Michael Batnick...
Nvidia GTC Highlights, Uber Is Too Cheap, Cliffwater and the Private Credit Panic
17 Mar 2026
Contributed by Lukas
Join Downtown Josh Brown and ...
A Sit-Down with Rick Wurster, CEO of Charles Schwab
13 Mar 2026
Contributed by Lukas
On episode 233 of The Compound and Friends, Michael Batnick...
Trump's 10 Commandments for Business
09 Mar 2026
Contributed by Lukas
On this episode of Live From The Compound, Josh Brown is joined by Yale’s Professor Jeffrey Sonnenfeld, founder of the Chief Executive Leadership In...
True or False - Private Credit Is This Generation’s Subprime
06 Mar 2026
Contributed by Lukas
On episode 232 of The Compound and Friends, Michael Batnick...
Stocks After an Oil Spike, Internals Gone Wild, Bcred Problems, Nvda Stuck
04 Mar 2026
Contributed by Lukas
Join Downtown Josh Brown and ...
Getting Ready for the “European Kill Switch”
02 Mar 2026
Contributed by Lukas
On this episode of Live From The Compound, we break down the shift in global market leadership as international stocks outperform the U.S. While many ...
Data Centers Are the New Fracking
27 Feb 2026
Contributed by Lukas
On episode 231 of The Compound and Friends, Michael Batnick...
Stocks in Pre-Crisis Mode, Multiple Compression, the Citrini Crash, Halo Goes Viral
25 Feb 2026
Contributed by Lukas
Join Downtown Josh Brown and ...
Big Tech Has Til Year-End…or Else.
23 Feb 2026
Contributed by Lukas
On this episode of What Did We Learn, Josh Brown sits down with Nick Colas and Jessica Rabe of DataTrek Research to discuss why Big Tech has just 12 m...
Looks Like a Bull Market, Feels Like a Crash
20 Feb 2026
Contributed by Lukas
On episode 230 of The Compound and Friends, Michael Batnick...
“Unrealized” Capital Gains Tax is Economic Suicide
18 Feb 2026
Contributed by Lukas
Join Downtown Josh Brown and ...
Inside the Baddest Hedge Fund in America with Sam Koppelman and Nathaniel Horwitz
13 Feb 2026
Contributed by Lukas
On episode 229 of The Compound and Friends, Michael Batnick...
HALO Stocks, Spotify Beats, Robinhood Reports
10 Feb 2026
Contributed by Lukas
Join Downtown Josh Brown and ...
Autonomous Driving Is a Trillion Dollar Opportunity With Uber President Andrew Macdonald
09 Feb 2026
Contributed by Lukas
On this episode of Live From The Compound, Downtown Josh Brown is joined by Andrew Macdonald, President and Chief Operating Officer at Uber, after one...
Momentum Stock Slaughterhouse
06 Feb 2026
Contributed by Lukas
On episode 228 of The Compound and Friends, Michael Batnick...
Software Stocks Melt Down, Palantir Beats, Energy up 12%
03 Feb 2026
Contributed by Lukas
Join Downtown Josh Brown and ...
Mark Mulhern (Manu Invests) on Autonomous Taxis and the Buying Opportunity in Uber
02 Feb 2026
Contributed by Lukas
On this episode of Live From The Compound, Josh Brown sits down with Mark Mulhern (aka Manu Invests), creator of the bestselling Substack Fundamentall...
What Tom Lee's Worried About in 2026
30 Jan 2026
Contributed by Lukas
On episode 227 of The Compound and Friends, Michael Batnick...
This Is Your Last Chance to Get Rich, Mag 7 Earnings Week
28 Jan 2026
Contributed by Lukas
Join Downtown Josh Brown and ...
Cullen Roche Drops by to Talk Perfect Portfolios
26 Jan 2026
Contributed by Lukas
On this episode of Live From the Compound, Downtown Josh Brown hosts Cullen Roche, founder of Discipline Funds and author of the new book, Your Perfec...
Jeremy Grantham: Stop Ruining My Perfectly Good Bear Market
23 Jan 2026
Contributed by Lukas
On episode 226 of The Compound and Friends, Michael Batnick...
Financial War With Europe, Gold Is Screaming, Netflix and BofA Earnings, the Case for ServiceTitan
20 Jan 2026
Contributed by Lukas
Join Downtown Josh Brown and ...
These Are the Stocks to Buy In 2026
16 Jan 2026
Contributed by Lukas
On episode 225 of The Compound and Friends, Michael Batnick...
CrowdStrike’s George Kurtz Reveals the Biggest Cybersecurity Threat of 2026
14 Jan 2026
Contributed by Lukas
On this special episode of Live from The Compound, Josh Brown is joined by George Kurtz, President, CEO, and co-founder of CrowdStrike to discuss: the...
JPMorgan Earnings, Trump vs Powell, Goldman’s Revenge, Apple + Google Deal
13 Jan 2026
Contributed by Lukas
Join Downtown Josh Brown and Mich...
It's not 1929, but it might be - Andrew Ross Sorkin
09 Jan 2026
Contributed by Lukas
On episode 224 of The Compound and Friends, Michael Batnick...
Software vs Semis, Trump Accounts for Babies, Sell-Side Indicator
06 Jan 2026
Contributed by Lukas
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown...
Welcome to 2026
02 Jan 2026
Contributed by Lukas
On episode 223 of The Compound and Friends, Michael Batnick...
New Year’s Resolutions, the $15 Trillion Liquidity Flood With Garrett Baldwin, Reacting vs Predicting
30 Dec 2025
Contributed by Lukas
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown...
These Are Wall Street’s Predictions for 2026
24 Dec 2025
Contributed by Lukas
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown...
Buy or Die
19 Dec 2025
Contributed by Lukas
On episode 222 of The Compound and Friends, Michael Batnick...
AI Optimism and Macro Skepticism With Dan Ives & Neil Dutta
17 Dec 2025
Contributed by Lukas
On this TCAF Tuesday, Michael Batnick is joined by Dan Ives and Neil Dutta to talk a...
It's Like Free Money
12 Dec 2025
Contributed by Lukas
On episode 221 of The Compound and Friends, Michael Batnick ...
Million Dollar Payout, Oracle Earnings Preview, Risk On, the Case for Salesforce
10 Dec 2025
Contributed by Lukas
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown...
Inside the Robinhood Revolution With Vlad Tenev
05 Dec 2025
Contributed by Lukas
On episode 220 of The Compound and Friends, Michael Batnick and ...
Nick and Jessica’s 3 Big Lessons From 2025, Sam Altman Orders a Code Red at OpenAI, Adam Parker on Broken Compounders, the Case for Adobe
03 Dec 2025
Contributed by Lukas
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...
Why Oil Could Be Next Year’s Gold
28 Nov 2025
Contributed by Lukas
On episode 219 of The Compound and Friends, Michael Batnick and ...
The Joby bull case with Charles Lemonides, Roaring 2020’s with Ed Yardeni, Alphabet vs Nvidia
26 Nov 2025
Contributed by Lukas
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 c...
The Case for a Year-End Melt-Up
21 Nov 2025
Contributed by Lukas
On episode 218 of The Compound and Friends, Michael Batnick and ...
Only One Thing Can Stop the AI Crash, Worst Drawdowns, Blue Owl vs Apollo
19 Nov 2025
Contributed by Lukas
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown...
Quality in the Streets, Momentum in the Sheets
14 Nov 2025
Contributed by Lukas
On episode 217 of The Compound and Friends, Michael Batnick and ...
The "Titanic" indicator flashes, Elon's $1 trillion pay package, Draftkings vs Robinhood
11 Nov 2025
Contributed by Lukas
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown...
Eric Jackson and the Search for the Next 100 Bagger
07 Nov 2025
Contributed by Lukas
On episode 216 of The Compound and Friends, Michael Batnick and ...
Brian Belski Breaks Loose, Palantir Erupts, Stocks Getting Quietly Killed, Uber and Tost Report
05 Nov 2025
Contributed by Lukas
On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Brian Belski, CEO and Chief Investment Officer at Humilis Investment Strategies to ...
What Did the Fed Actually Say?
31 Oct 2025
Contributed by Lukas
On episode 215 of The Compound and Friends, Michael Batnick and ...
Big Tech Earnings Week With Alex Kantrowitz, Two Small Caps on Josh’s Radar, Robots Take White Collar Jobs at Amazon
28 Oct 2025
Contributed by Lukas
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and ...
Jim Cramer Absolutely UNLOADS On Stage, Make Popcorn Now
27 Oct 2025
Contributed by Lukas
On this special episode of The Compound and Friends, Michael Batnick and...
It’s Only a Bubble If You Panic
24 Oct 2025
Contributed by Lukas
On episode 214 of The Compound and Friends, Michael Batnick and ...
Netflix Reports, Why the Bull Market Has Legs Into Year-End With Nick and Jessica, Warner Bros for Sale, Unemployment Cracks Appear
21 Oct 2025
Contributed by Lukas
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 seaso...
There's Never Just One Cockroach
17 Oct 2025
Contributed by Lukas
On episode 213 of The Compound and Friends, Michael Batnick and ...
Becoming the Amazon of Real Estate With Rocket’s Varun Krishna, Roaring Bank Earnings, Wall Street Fires on All Cylinders
14 Oct 2025
Contributed by Lukas
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 d...
Retail Investors Just Plowed $100 Billion Into Stocks. THIS MONTH.
10 Oct 2025
Contributed by Lukas
On episode 212 of The Compound and Friends, Michael Batnick and ...
Solana tokenizes stocks with Anatoly Yakovenko, eVTOL stocks with Andres Sheppard, Oracle questions, BDC trouble
07 Oct 2025
Contributed by Lukas
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 f...
Fidelity’s Quant Boss Reveals Her Top 3 “Desert Island” Stock Market Indicators
05 Oct 2025
Contributed by Lukas
On this special episode of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Denise Chisholm, Director of Quantitative M...
How Peter Lynch Became The Greatest Fund Manager Of All Time
03 Oct 2025
Contributed by Lukas
On episode 211 of The Compound and Friends, Downtown Josh Brown...
How to Earn Stock Market Returns With Half the Risk
26 Sep 2025
Contributed by Lukas
On episode 210 of The Compound and Friends, Michael Batnick and ...
Is It Too Good? AI Capex Explodes Higher, Pre-Revenue Stock Boom, Will Falling Mortgage Rates Save Us With Telis Demos (WSJ)
23 Sep 2025
Contributed by Lukas
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 podc...
Tom Sosnoff Will Teach You Trading
19 Sep 2025
Contributed by Lukas
On episode 209 of The Compound and Friends, Michael Batnick and ...
Stocks After a Rate Cut With Nick Colas, the End of Quarterly Earnings Reports, Strategy Denied S&P Inclusion
16 Sep 2025
Contributed by Lukas
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,...
$1.5 Trillion Money Manager Jenny Johnson Speaks Out
12 Sep 2025
Contributed by Lukas
On episode 208 of The Compound and Friends, Michael Batnick and ...
The Truth Behind Private Equity’s Megaboom
05 Sep 2025
Contributed by Lukas
On episode 207 of The Compound and Friends, Michael Batnick and ...
Google Pops, Belief in the American Dream Drops, Regional Bank Stocks Rally Ahead of Rate Cuts
02 Sep 2025
Contributed by Lukas
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Mich...
The Bull Market in Electricity
29 Aug 2025
Contributed by Lukas
On episode 206 of The Compound and Friends, Michael Batnick and Downt...
Wilfred Frost Comes By, Margin Debt Tops $1 Trillion, Nvidia Earnings Preview
26 Aug 2025
Contributed by Lukas
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’...
Tom Lee Says It's Still Early
22 Aug 2025
Contributed by Lukas
On episode 205 of The Compound and Friends, Michael Batnick and Downt...
Coinbase Is the Godfather, the Return of Cathie Wood, Neil Dutta on Jackson Hole
19 Aug 2025
Contributed by Lukas
On this TCAF Tuesday, Josh and Michael sit down with Coinbase Chief Financial Officer, Alesia Haas, and Chief Legal Officer, Paul Grewal, to dive into...
Does the Stock Market Know Something We Don’t?
15 Aug 2025
Contributed by Lukas
On episode 204 of The Compound and Friends, Michael Batnick is joined by Shannon Saccocia and To...
Things People Say in a Bull Market
12 Aug 2025
Contributed by Lukas
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Mich...
The Week We All Found Out
08 Aug 2025
Contributed by Lukas
On episode 203 of The Compound and Friends, Michael Batnick and Downtown Josh ...
Socialist Mayors, AI vs Labor With Callie Cox, Falling Knife Stocks
05 Aug 2025
Contributed by Lukas
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 yo...
Why Valuations Don't Matter
01 Aug 2025
Contributed by Lukas
On episode 202 of The Compound and Friends, Michael Batnick and Downtown Josh Brown...
Trump Is Winning His Trade War, Michael Cembalest on 20 Years Running Research at Jpmorgan, Earnings Reactions Galore
29 Jul 2025
Contributed by Lukas
On this TCAF Tuesday, Michael Cembalest, Chairman of Market and Investment Strategy at J.P. Morgan Asset & Wealth Management joins Josh and Michael to...
Meme Stocks or Manipulation?
25 Jul 2025
Contributed by Lukas
On episode 201 of The Compound and Friends, Michael Batnick and Downtown Josh Brown...
Stocks Fueling Consumers, AI Bull Market Tracks the Late 90’s With Nick and Jessica, Mohamed El-Erian Tells Powell to Resign
22 Jul 2025
Contributed by Lukas
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 ...
Everybody's Wrong
18 Jul 2025
Contributed by Lukas
On episode 200 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are jo...
Time to Sell Nvidia? Plus A16Z on Stablecoins and a Netflix Earnings Preview
15 Jul 2025
Contributed by Lukas
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. Fro...
Reasons to Remain Overweight
11 Jul 2025
Contributed by Lukas
On episode 199 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are jo...
How Does Apple Get Its Mojo Back?
08 Jul 2025
Contributed by Lukas
On this TCAF Tuesday, Michael Batnick is here with a special edition of What Are Your Thoughts with special guests Cullen Roch...
When Will the AI Bubble Pop?
04 Jul 2025
Contributed by Lukas
On episode 198 of The Compound and Friends, Michael Batnick is joined by Joe Fahmy and Shay Boloor to discuss: where we ...
Vanguard’s Joe Davis on AI vs Debt, NVDA $4 Trillion, the US Dollar Plunges, Next Hot IPOs
01 Jul 2025
Contributed by Lukas
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 dis...
Statement Risk
27 Jun 2025
Contributed by Lukas
On episode 197 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Cole...
The Next Circle IPO, Ric Edelman on Crypto Allocations, Novo Nordisk vs Hims, Dumbflation
24 Jun 2025
Contributed by Lukas
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 Bi...
Why Defensive Stocks Have Disappeared
20 Jun 2025
Contributed by Lukas
On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown...
Congress Trades During Tariff Announcement, Oil Market Reaction to Israel vs Iran, OpenAI vs MSFT
17 Jun 2025
Contributed by Lukas
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick...
The Next Big Short is the Trade War
13 Jun 2025
Contributed by Lukas
On episode 196 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Steve Eisman to ...
Nick and Jessica on Tech Earnings, Mary Meeker’s AI Tour de Force, ARR Models
10 Jun 2025
Contributed by Lukas
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 e...
Individuals Outsmart the Pros, Live From Chicago With Ben and Callie, Morningstar CEO Kunal Kapoor
06 Jun 2025
Contributed by Lukas
On episode 195 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ben Carlson and ...
Why Initial Jobless Claims Could Blow Up the Stock Market
30 May 2025
Contributed by Lukas
On episode 194 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jens Nordvig, Founder and CE...
Unstoppable Buying, ETF Inflow Records, Apple at War, Circle’s IPO
27 May 2025
Contributed by Lukas
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick! They dis...
Real Men Don't Panic Over Bonds
23 May 2025
Contributed by Lukas
On episode 193 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Richard Bernstein to discuss...
The COUGRs Trade Takes Wall Street, America Downgraded by Moodys, Walmart vs Trump
20 May 2025
Contributed by Lukas
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick! This...
Warren Buffett vs American Capitalism
16 May 2025
Contributed by Lukas
On episode 192 of The Compound and Friends, Downtown Josh Brown is joined by Chris Davis and John Authers to discuss: Warren Buffett's Leg...
Bull Trap or the Real Thing? Plus, Dana Mattioli on Amazon, Coinbase Joins the S&P 500, China Tariffs LOL
13 May 2025
Contributed by Lukas
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 st...
The Soul of a Short-Seller
09 May 2025
Contributed by Lukas
On episode 191 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Carson Block, Founder and Chief Investme...