The Compound and Friends
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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/
Afleveringen
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An Economy So Good No One Can Live In It with Jill Schlesinger
23 oktober 2026 · 1 uur 26 min
On episode 265 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by CBS News business analyst Jill Schlesinger to discuss: why Americans feel so pessimistic about the economy, the growing divide between the rich and poor, the housing affordability crisis, and how social media is fueling financial anxiety. They also cover the media's obsession with bad news, the AI spending boom, Meta's massive cash burn, whether AI can replace financial advisors, and the risks facing the stock market. Lees meer
This episode is sponsored by Nuveen and Federated Hermes.
Visit https://www.nuveen.com/positioning to learn more and to sign up for a custom portfolio analysis.
Explore their full ETF lineup at https://www.federatedhermes.com/
Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe
Instagram: instagram.com/thecompoundnews
Twitter: twitter.com/thecompoundnews
LinkedIn: linkedin.com/company/the-compound-media/
TikTok: tiktok.com/@thecompoundnews
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound …
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Doubt but No Fear, SpaceX Reports, Netflix Cleans House, AI Bond Vigilantes, Bending Spoons
20 oktober 2026 · 39 min
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick discuss: Netflix cleaning house, whether weak market breadth is actually bad for stocks, the retail investor rally, why doubt is replacing fear in the market, the rise of AI bond vigilantes, what they learned from Steve Eisman about the AI trade, Anthropic's latest investor update, the Degen Dow, Berkshire Hathaway's surprising investment in Bending Spoons, and much more!! Lees meer
This episode is sponsored by DBMF, the world’s largest managed futures ETF. Discover why DBMF’s liquid, uncorrelated, managed futures strategy could be what your Alts allocation is missing at: http://www.dbmf.com/WAYT
Please take our 2026 audience survey HERE.
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-compound-media/
TikTok: https://www.tiktok.com/@thecompoundnews
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entiti…
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How OpenAI Could Cause a US Recession With Steve Eisman
16 oktober 2026 · 50 min
On episode 264 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Steve Eisman to discuss in front of a live audience of University of Miami students: why AI labs are asking to be regulated, the end of tokenmaxxing and the rise of cheap open-weight models, whether any AI company has a moat, CoreWeave's debt and whether AI funding is about to break, why this is not 2008, how OpenAI and Anthropic became systemically important, Nvidia's customer concentration, the chip selloff and the rush to call the next Big Short, the AI price war bear case and Oracle's OpenAI backlog, hot inflation and what the bond market revealed about the AI trade, the Anthropic IPO, the worst housing market since the financial crisis, and what it was really like to be right in 2008. Lees meer
This episode is sponsored by VanEck and Janus Henderson Investors.
To learn more about RAAX, visit https://www.vaneck.com/RAAXCompound.
Visit https://www.janushenderson.com/ for more information.
Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe
Instagram: instagram.com/thecompoundnews
Twitter: twitter.com/thecompoundnews
LinkedIn: linkedin.com/company/the-compound-media/
TikTok: tiktok.com/@thecompoundnews
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of…
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Josh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine
14 oktober 2026 · 1 uur 4 min
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick celebrate 15 years of CNBC's Halftime Report and take a look at just how much the markets have changed since 2011. From the explosive growth of tech stocks and ETFs to the rise in millionaire households and retirement wealth, they break down the numbers behind an incredible 15-year run. Plus, big bank earnings, deteriorating market breadth and whether weak participation is actually a bullish signal, the selloff in consumer stocks, what seasonality tells us about the market's next move, and how to tell the difference between a great value opportunity and a value trap. Lees meer
This episode is sponsored by DBMF, the world’s largest managed futures ETF. Discover why DBMF’s liquid, uncorrelated, managed futures strategy could be what your Alts allocation is missing at: https://www.dbmf.com/WAYT
Please take our 2026 audience survey - HERE.
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-compound-media/
TikTok: https://www.tiktok.com/@thecompoundnews
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion…
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This Is Where the Rubber Meets the Road, with Jurrien Timmer
9 oktober 2026 · 1 uur 15 min
On episode 263 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Jurrien Timmer, Director of Global Macro at Fidelity Investments, to discuss: Why year-end S&P 500 price targets miss the point, the $17 trillion rise in the national debt and the missing buyers of Treasuries, hyperscaler borrowing and reverse crowding out, 5% bond yields and the stealth correction underneath the market, record market concentration, whether AI is an earnings bubble, Kevin Warsh's Fed, why Nvidia and Apple have become the new defensive trade, going on with gold and Bitcoin, why the predicted AI job losses haven't shown up, the 60/20/20 portfolio, and whether today's AI bull market is following the dot-com playbook. Lees meer
This episode is sponsored by DBMF and Vanguard.
To learn more about the world’s largest managed futures ETF visit https://www.dbmf.com/TCF
Learn more about Vanguard bonds at https://vanguard.com/audio.
Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe
Instagram: instagram.com/thecompoundnews
Twitter: twitter.com/thecompoundnews
LinkedIn: linkedin.com/company/the-compound-media/
TikTok: tiktok.com/@thecompoundnews
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions…
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Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT?
6 oktober 2026 · 1 uur 2 min
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: whether the stock market is getting too bullish, why the VIX remains unusually calm, and what weakening market breadth could mean for investors. They also break down Michael Burry’s latest warning, Nvidia’s growing influence on the S&P 500, FICO’s stunning collapse, and the disconnect between mega-cap tech and the rest of the market. Lees meer
This episode is sponsored by Neuberger. Explore NBSD–including all risks and important information‒at https://www.neuberger.com/nbsd
Please take our 2026 audience survey HERE.
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-compound-media/
TikTok: https://www.tiktok.com/@thecompoundnews
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emai…
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Is Gen Z Completely Cooked? With Ed Elson
2 oktober 2026 · 1 uur 24 min
On episode 262 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Ed Elson of Prof G Markets to discuss: the massive AI spending boom and whether we’re in an AI bubble, the race between OpenAI and Anthropic, sky-high private market valuations, AI safety and regulation, whether AI is helping or hurting education, Waymo and the future of autonomous driving, the growing divide between young Americans and previous generations, housing affordability, sports betting and financial nihilism, America’s $40 trillion debt problem, and what it will take to give Gen Z a better shot at building wealth. Lees meer
This episode is sponsored by ROCY and ROCQ from J.P. Morgan Asset Management and Janus Henderson Investors.
Learn more about ROCY and ROCQ at https://www.jpmorgan.com/income
Visit https://www.janushenderson.com/ for more information.
Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe
Instagram: instagram.com/thecompoundnews
Twitter: twitter.com/thecompoundnews
LinkedIn: linkedin.com/company/the-compound-media/
TikTok: tiktok.com/@thecompoundnews
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them ar…
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Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?
30 september 2026 · 1 uur 15 min
On this episode of What Are Your Thoughts, Downtown Josh Brown and Chart Kid Matt discuss Nvidia breaking out and its massive new buyback plan, rising Treasury yields and the bond market’s demand problem, how the AI spending boom is reshaping both stocks and corporate credit, and whether weakening market breadth is finally flashing a warning sign. Lees meer
This episode is sponsored by Betterment Advisor Solutions and Janus Henderson Investors.
Get started at https://www.betterment.com/advisors
Visit https://www.janushenderson.com/ for more information.
Please take our 2026 audience survey HERE.
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-compound-media/
TikTok: https://www.tiktok.com/@thecompoundnews
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by …
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Erik Hirsch, CEO of Hamilton Lane, on the Explosive Growth of Private Markets
28 september 2026 · 45 min
On this episode of Live From the Compound, Michael Batnick is joined by Erik Hirsch, CEO of Hamilton Lane, to discuss the state of private markets, why private equity is more correlated with public markets than investors may think, and what separates the best private market managers from the rest. They get into the rise of private credit, concerns around defaults and investor redemptions, the growing role of individual investors, why manager selection and portfolio construction matter so much, the booming secondaries market and controversy around day-one markups, plus why Hirsch believes private markets will continue to play a bigger role in investor portfolios. Lees meer
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-compound-media/
TikTok: https://www.tiktok.com/@thecompoundnews
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Manageme…
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People Hate These 5 Stocks But They'll Be Wrong with Jonathan Boyar
25 september 2026 · 1 uur 8 min
On episode 261 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Jonathan Boyar of Boyar Asset Management to discuss why stock picking has gotten so difficult, the dangers of buy-and-hold investing, market concentration, AI-driven stock selloffs, and where value investors are finding opportunities today. They get into Uber, Broadridge, Booking Holdings and Airbnb, Pool Corp, Burger King, Comcast, MGM and the casino business, the pressure on sports betting stocks, plus why seemingly great companies can still be terrible investments at the wrong valuation. Lees meer
This episode is sponsored by: Grayscale and Federated Hermes.
To learn more, visit https://www.grayscale.com/
Explore their full ETF lineup at https://federatedhermes.com/
Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe
Instagram: instagram.com/thecompoundnews
Twitter: twitter.com/thecompoundnews
LinkedIn: linkedin.com/company/the-compound-media/
TikTok: tiktok.com/@thecompoundnews
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Medi…
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