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The Compound and Friends

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/

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Episodes

The Man Who Called the Roaring 2020s with Ed Yardeni

On episode 254 of The Compound and Friends, ???????????????????????????????????????????????????????????????Downtown Josh Brown?????????????????????????????????? and Michael Batnick are joined by legendary economist and market strategist Ed Yardeni to discuss: the case for the Roaring 2020s, why Ed sees no recession through the end of the decade, his S&P 500 target of 10,000, whether AI is fueling an earnings bubble, rising profit margins and productivity, why this market is different from 1999, the broadening bull market, hyperscaler spending and credit risk, bond vigilantes, the Fed, and what the bears keep getting wrong. This episode is sponsored by Nuveen. To learn more, visit https://www.nuveen.com/alternatives 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 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 Management or any of its employees. For additional advertisement disclaimers see here ??????????????????????????????????https://ritholtzwealth.com/advertising-disclaimers??????????????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ??????????????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/?????????????????? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-08-07
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Midsummer?s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold?s Margin Call

On this episode of What Are Your Thoughts, Join ????????????????????????????Downtown Josh Brown???????????????????????????? and ????????????????????????????Michael Batnick???????????????????????????? as they break down another massive week for the markets, including SpaceX's first public earnings report, Palantir's blockbuster quarter, and what strong Q2 earnings say about corporate America. They also discuss the recent semiconductor selloff, the rise and fall of hedge fund manager Leopold Aschenbrenner, Robinhood, the risks of leveraged investing, and Michael's bull case for Floor & Decor. Topics include: - SpaceX's first earnings report - Palantir's explosive earnings - Q2 corporate profits - The semiconductor selloff - Leopold Aschenbrenner's hedge fund collapse - Robinhood - Leveraged investing - Michael's bull case for Floor & Decor - Josh's mystery chart This episode sponsored by Janus Henderson Investors. Visit https://www.janushenderson.com/ for more information. 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 Management or any of its employees. For additional advertisement disclaimers see here ???????????????????????????https://ritholtzwealth.com/advertising-disclaimers???????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ???????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/??? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-08-05
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Why Demand for Compute Is About to Explode With Alex Kantrowitz

On episode 253 of The Compound and Friends, ??????????????????????????????????????????????????????????????Downtown Josh Brown????????????????????????????????? and Michael Batnick are joined by Big Technology founder, Alex Kantrowitz, to discuss: OpenAI and Anthropic?s explosive growth, the threat to traditional software companies, soaring cloud demand, agentic AI, and the diverging strategies of Microsoft, Meta, Amazon, Apple, Google, and other tech giants. Plus, where AI profits may ultimately accrue, and whether today?s massive spending boom can deliver lasting returns. This episode is sponsored by ProShares. Learn more at proshares.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 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 Management or any of its employees. For additional advertisement disclaimers see here ?????????????????????????????????https://ritholtzwealth.com/advertising-disclaimers?????????????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ?????????????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/????????????????? ProShares' disclosure Investing involves risk, including the possible loss of principal. There is no guarantee any ProShares ETF will achieve its objective. ProShares leveraged and inverse ETFs have a daily investment objective. For any holding period other than a day, your return may be higher or lower than the Daily Target. These differences may be significant. Carefully consider the investment objectives, risks, charges and expenses of ProShares before investing. This and other information can be found in their summary and full prospectuses on ProShares.com. Read them carefully before investing. Distributor SEI Investments Distribution Co. Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-07-31
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AI Darlings Wrecked, Earnings Preview META, MSFT, AAPL, AMZN, Rate Hike Spook, Nvidia?s OpenAI Deal

On this episode of What Are Your Thoughts, ???????????????????????????Downtown Josh Brown???????????????????????????? and ????????????????????????????Michael Batnick???????????????????????????? preview earnings from Microsoft, Meta, Amazon, and Apple, breaking down the biggest questions facing the market: Is Azure growth enough to justify Microsoft's AI spending? Can Meta's AI investments keep powering ad growth? Will AWS reaccelerate? And what does Apple's capital-light AI strategy mean as Tim Cook prepares for his final earnings call as CEO? Plus: - Why the market keeps shrugging off bad news - The surprising relationship between stock momentum and earnings beats - The brutal selloff in semiconductors and Corning - Sam Altman's latest AI warnings and the Hugging Face controversy - The Fed, market resilience, and what to expect from SpaceX's first earnings call next week. This episode is sponsored by DBM???F. To learn more about the alternative solution for the model revolution check out: https://www.DBMF.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/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 Management or any of its employees. For additional advertisement disclaimers see here ???????????????????????????https://ritholtzwealth.com/advertising-disclaimers???????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ???????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/??? DBMF Disclosure The Fund?s investment objectives, risks, charges, and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, it may be obtained by visiting www.imgp.com. The iMGP DBi Managed Futures Strategy ETF is distributed by ALPS Distributors, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-07-29
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How Ron Baron Became the Greatest Fund Manager of All Time

On episode 252 of The Compound and Friends, ?????????????????????????????????????????????????????????????Downtown Josh Brown???????????????????????????????? and Michael Batnick are joined by Ron Baron and Michael Baron of Baron Capital to discuss: long-term investing, Elon Musk, Tesla, SpaceX, artificial intelligence, and the power of owning exceptional businesses for decades. Ron explains how Baron Capital grew from $10 million in assets to approximately $70 billion, why the firm invested repeatedly in SpaceX, and why he believes it could eventually become the world?s most valuable company. Ron and Michael also discuss what they saw in Tesla before most of Wall Street, how they evaluate visionary founders, and what allows them to hold through extreme volatility. This episode is sponsored by Nuveen. Start your alternative investments journey with Nuveen by visiting http://nuveen.com/alternatives 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 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 Management or any of its employees. For additional advertisement disclaimers see here ????????????????????????????????https://ritholtzwealth.com/advertising-disclaimers????????????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ????????????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/???????????????? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-07-24
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Google Earnings Preview, SpaceX Gives Us a Date, Internals Heat Check, Biotechs Rally

Join ????????????????????????????Downtown Josh Brown???????????????????????????? and ????????????????????????????Michael Batnick???????????????????????????? for another episode of What Are Your Thoughts and see what they have to say about: Google's earnings, SpaceX's first earnings report and massive lockup expiration, the selloff in AI infrastructure stocks, whether market breadth is flashing a warning sign, why investors still love stocks, and if the K-shaped economy narrative has become overstated. This episode is sponsored by Calamos. To learn more about CAIE, visit ?https://www.calamos.com/funds/etf/calamos-autocallable-income-caie? Sign up for ???????????????????????????The Compound Newsletter??????????????????????????? and never miss out! Follow us on social media: 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 Management or any of its employees. For additional advertisement disclaimers see here ???????????????????????????https://ritholtzwealth.com/advertising-disclaimers???????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ???????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/??? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-07-22
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You?re About to See the Real AI Winners Stand Up

On episode 251 of The Compound and Friends, ????????????????????????????????????????????????????????????Downtown Josh Brown??????????????????????????????? and Sean Russo are joined by Jonathan Thomas, CEO of American Century Investments, to discuss: the remarkable rise of Avantis Investors, why active ETFs are gaining ground, what it takes to build investment products that can outperform without taking excessive risk, whether AI is creating an earnings bubble, why the market is broadening beyond the Magnificent Seven, and where the biggest long-term opportunities in AI may emerge. Plus, Jonathan shares the story behind American Century?s ownership structure, which has directed billions of dollars toward cancer and genetic-disease research at the Stowers Institute for Medical Research?and takes us inside one of the most exclusive celebrity weddings imaginable. This episode is sponsored by Public and Vanguard. Visit https://public.com/compound to learn more. To learn more about Vanguard bonds, visit 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 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 Management or any of its employees. For additional advertisement disclaimers see here ???????????????????????????????https://ritholtzwealth.com/advertising-disclaimers???????????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ???????????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/??????????????? Public Disclosure: Paid for by Public Investing. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Complete disclosures available at https://public.com/disclosures Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-07-17
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IBM Warns, Apple Sues OpenAI, Big Bank Earnings Blow-Out, EPS Bubble, Welcome to Y?all Street

On this episode of What Are Your Thoughts, ????????????????????????????Downtown Josh Brown???????????????????????????? and ????????????????????????????Michael Batnick???????????????????????????? discuss: why Apple vs. OpenAI could reshape Big Tech, IBM's surprising warning and what it says about the AI trade, whether we're living through an "anti-bubble," and the debut of a new high-yield ETF. They also break down the biggest takeaways from bank earnings, including JPMorgan's blockbuster quarter, Jamie Dimon's succession plans, and what AI is actually doing inside the banking industry. Plus, they discuss the launch of the Texas Stock Exchange, why competition is finally coming for QQQ, Josh makes the case for ServiceTitan, Michael brings another mystery chart, and much more. This episode is sponsored by Janus Henderson, Investing in a Brighter Future Together. Visit ?https://www.janushenderson.com/? for more information. 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 Management or any of its employees. For additional advertisement disclaimers see here ???????????????????????????https://ritholtzwealth.com/advertising-disclaimers???????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ???????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/??? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-07-15
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The Number One Question Facing Investors, How the US Became Recession Proof, Why Tech Stocks Might Underperform Going Forward With Datatrek?s Nick Colas and Jessica Rabe

On this episode of What Did We Learn, ?Josh Brown?, ?Nick Colas and Jessica Rabe? discuss whether Tech's leadership is finally cooling off, what history says about rare market extremes, the case for a rotation within mega-cap tech, why semis may have gotten ahead of themselves, and what the Nasdaq's fourth year of a bull market could mean for investors. This episode is sponsored by Federated Hermes. Explore their full ETF lineup at ?https://federatedhermes.com/us   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 Management or any of its employees. For additional advertisement disclaimers see here ???????????https://ritholtzwealth.com/advertising-disclaimers???????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ???????????https://ritholtzwealth.com/podcast-youtube-disclosures/?? Federated Hermes Disclosure: ETFs are subject to risk and may lose value. Federated Securities Corp., Distributor. Before investing, carefully consider the fund's investment objectives, risks, charges, and expenses. Read this and more information in the prospectus or summary prospectus available at FederatedHermes.com/us.  Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-07-13
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The Real Ticking Time Bomb with Michael Cembalest

On episode 250 of The Compound and Friends, ??????????????????????????????Michael Batnick?????????????????????????????? and ??????????????????????????????Downtown Josh Brown?????????????????????????????? are joined by Michael Cembalest to discuss: the strength of the U.S. dollar, China?s challenge to American economic dominance, foreign demand for Treasuries, the federal debt reckoning, the rapidly changing AI investment landscape, Nvidia?s growing competition, semiconductor cyclicality, and more! This episode is sponsored by Federated Hermes. Explore their full ETF lineup at https://federatedhermes.com/us 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 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 Management or any of its employees. For additional advertisement disclaimers see here ??????????????????????????????https://ritholtzwealth.com/advertising-disclaimers??????????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ??????????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/?????????????? Federated Hermes Disclosure: ETFs are subject to risk and may lose value. Federated Securities Corp., Distributor. Before investing, carefully consider the fund's investment objectives, risks, charges, and expenses. Read this and more information in the prospectus or summary prospectus available at FederatedHermes.com/us. Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-07-10
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Leveraged ETF Casino, Apple Breaks Out, Sentiment Plunges, Government Stake in OpenAI?

On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick discuss Apple's breakout to new highs and the bull case for a $400 price target, whether cracks are beginning to show in the AI trade after Samsung's earnings reaction, why consumer sentiment remains deeply pessimistic even as stocks keep climbing, the emerging markets ETF quirk that's rewarding some investors over others, whether we're witnessing one of the strongest earnings-driven bull markets in history, and why the HALO trade could continue to outperform in the second half of the year. Plus, Michael makes the case for MAGS, Josh brings another mystery chart, and much more. This episode is sponsored by Public. Learn more at: ?https://public.com/WAYT? Sign up for ???????????????????????????The Compound Newsletter??????????????????????????? and never miss out! Follow us on social media: 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 Management or any of its employees. For additional advertisement disclaimers see here ???????????????????????????https://ritholtzwealth.com/advertising-disclaimers???????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ???????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/???? Public Disclosure: Paid for by Public Investing. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Complete disclosures available at ?https://public.com/disclosures Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-07-08
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Brian Belski Returns!

On episode 249 of The Compound and Friends, ??????????????????????????????Michael Batnick?????????????????????????????? and ??????????????????????????????Downtown Josh Brown?????????????????????????????? are joined by returning guest favorite Brian Belski??????????? to discuss: broadening market leadership, the tech stock rotation, small and mid-caps (SMID), more volatility on the horizon, the potential for no SaaSpocalypse, and much more! This episode is sponsored by WisdomTree. Learn more about the WisdomTree Quantum Computing Fund at https://www.wisdomtree.com/us/strategies/quantum-computing 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 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 Management or any of its employees. For additional advertisement disclaimers see here ??????????????????????????????https://ritholtzwealth.com/advertising-disclaimers??????????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ??????????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/?????????????? WisdomTree Disclosure: Before investing, carefully consider a fund?s investment objectives, risks, charges and expenses along with other information contained in the prospectus available at WisdomTree.com/investments. Read it carefully. Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-07-03
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Steroid Era With Spencer Jakab, the F***?s Going on With Strategy?, Margin Debt

On this episode of What Are Your Thoughts, ?????????????????????????Downtown Josh Brown???????????????????????????? and ????????????????????????????Michael Batnick???????????????????????????? are back to discuss: why Wall Street's earnings forecasts may be entering a "steroid era," the broadening bull market rally beyond mega-cap tech, whether Strategy's massive Bitcoin bet has become a systemic risk, growing signs of excessive speculation across leveraged markets, and why some software stocks could emerge as AI winners and not just casualties. Plus, Josh makes the case for Toast, Michael brings another mystery chart, and special appearance by Spencer Jakab of the WSJ! This episode is sponsored by DBM???F. To learn more about the Alts solution for the model revolution check out: ?www.DBMF.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/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 Management or any of its employees. For additional advertisement disclaimers see here ???????????????????????????https://ritholtzwealth.com/advertising-disclaimers???????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ???????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/???? DBMF Disclosure: The Fund?s investment objectives, risks, charges, and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, it may be obtained by visiting ?www.imgp.com?.  The iMGP DBi Managed Futures Strategy ETF is distributed by ALPS Distributors, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-07-01
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Invest in the Robot Revolution or Be Crushed by It

On this episode of Live From The Compound, Downtown Josh Brown is joined by Andrew Kang, CEO and co-founder of RoboStrategy (Nasdaq: BOT), to discuss why humanoid robots may be the biggest investment opportunity of the next decade. They cover the rapid rise of physical AI, Andrew's early bet on Figure AI, the economics driving mass adoption, what widespread automation could mean for workers, and why he structured RoboStrategy as a publicly traded investment vehicle to give everyday investors exposure to the robotics revolution. This episode is sponsored by Betterment Advisor Solutions. Learn more at ?https://www.betterment.com/advisors? 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 Management or any of its employees. For additional advertisement disclaimers see here ???????????????????https://ritholtzwealth.com/advertising-disclaimers???????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ???????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/???? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-06-29
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Too Early to Get Off the Wave with Ryan Detrick and Sonu Varghese

On episode 248 of The Compound and Friends, ??????????????????????????????Michael Batnick?????????????????????????????? and ??????????????????????????????Downtown Josh Brown?????????????????????????????? are joined by Ryan Detrick and Sonu Varghese??????????? to discuss: Alan Greenspan?s legacy, Fed transparency, AI bubble fears, Micron?s massive run, market rotation, small caps, inflation, gold, Bitcoin, and whether the bull market still has room to run. This episode is sponsored by Nuveen and ClearBridge Investments. Learn more about Nuveen?s comprehensive private markets platform at https://www.nuveen.com/en-us/insights/alternatives. Rising geopolitical tensions, continued market uncertainty, stocks backed by can offer more predictable cash flows as volatility increases. Visit https://www.clearbridge.com/ to learn more. 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 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 Management or any of its employees. For additional advertisement disclaimers see here ??????????????????????????????https://ritholtzwealth.com/advertising-disclaimers??????????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ??????????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/?????????????? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-06-26
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Almost Midnight, Micron Preview, Alan Greenspan RIP, Hello Jane Street, the Case for Meta

Join ????????????????????????????Downtown Josh Brown???????????????????????????? and ????????????????????????????Michael Batnick???????????????????????????? for another episode of What Are Your Thoughts and see what they have to say about: Micron earnings, the sudden selloff in South Korea's red-hot stock market, whether we're entering the late stages of the bull market, prediction markets coming to Wall Street, Jane Street's AI ambitions, the Magnificent Seven breakdown, Alan Greenspan's legacy, and the growing bull case for Meta. This episode is sponsored by Neuberger and ClearBridge Investments. Explore NBSD?including all risks and important information?at ??https://www.neuberger.com/nbsd?? Rising geopolitical tensions, continued market uncertainty, stocks backed by can offer more predictable cash flows as volatility increases. Visit ??https://www.clearbridge.com/ ??to learn more. 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 Management or any of its employees. For additional advertisement disclaimers see here ???????????????????????????https://ritholtzwealth.com/advertising-disclaimers???????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ???????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/??? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-06-24
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The Most Invincible Career Path in Finance

On this episode of Live From The Compound, Josh Brown sits down with Ric Edelman, founder of Edelman Financial Engines to discuss the future of higher education, why financial planning may be one of the most AI-resistant professions, and the growing advisor shortage facing the industry. With 300,000 financial advisors in the U.S. and 38% expected to retire within the next decade, he explains why he's investing in the next generation through Rowan University's new School of Financial Planning. Plus, Ric shares his latest thoughts on crypto, institutional adoption, regulation, and why he's staying bullish despite a challenging 2026 for digital assets. This episode is sponsored by Betterment Advisor Solutions. Learn more at ?https://betterment.com/advisors.? 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 Management or any of its employees. For additional advertisement disclaimers see here ???????????????????https://ritholtzwealth.com/advertising-disclaimers???????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ???????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/????? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-06-22
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The World You Knew Is Never Coming Back with Morgan Stanley?s Michael Zezas

On episode 247 of The Compound and Friends, ?????????????????????????????Michael Batnick????????????????????????????? and ?????????????????????????????Downtown Josh Brown????????????????????????????? are joined by Michael Zezas, Deputy Global Head of Research at Morgan Stanley, to discuss: AI capex, data centers, productivity gains, prediction markets, the 2026 midterms, the Fed, enterprise software, and why policy calls are so difficult to translate directly into investment outcomes. This episode is sponsored by Public and Vanguard. To learn more about Public, visit https://public.com/Compound. To learn more about Vanguard bonds, visit 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 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 Management or any of its employees. For additional advertisement disclaimers see here ?????????????????????????????https://ritholtzwealth.com/advertising-disclaimers?????????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ?????????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/????????????? DISCLOSURES: For important disclosures, stock price charts and equity rating histories regarding companies that are the subject of this public appearance, please see the Morgan Stanley Research Disclosure Website at www.morganstanley.com/researchdisclosures, or contact your investment representative or Morgan Stanley Research at 1585 Broadway, (Attention: Research Management), New York, NY, 10036 USA. For valuation methodology and risks associated with any price targets referenced in this research report, please contact the Client Support Team as follows: US/Canada +1 800 303-2495; Hong Kong +852 2848-5999; Latin America +1 718 754-5444 (U.S.); London +44 (0)20-7425-8169; Singapore +65 6834-6860; Sydney +61 (0)2-9770-1505; Tokyo +81 (0)3-6836-9000. Alternatively, you may contact your investment representative or Morgan Stanley Research at 1585 Broadway, (Attention: Research Management), New York, NY 10036 USA. Public Disclosure: Paid for by Public Investing. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Complete disclosures available at https://public.com/disclosures Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-06-19
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Betting on OpenAI, SpaceX Dust Settles, Josh?s New Trade

On this episode of What Are Your Thoughts, ??????????????????????????????Downtown Josh Brown?????????????????????????????? and ??????????????????????????????Michael Batnick?????????????????????????????? are back to break down one of the biggest investing stories of the year: SpaceX joining the ranks of the world's most valuable companies. What does its rise say about American capitalism, private markets, and the role investors play in funding innovation? They also dive into the best ways to invest in the AI boom, including the growing debate over OpenAI exposure and where the biggest opportunities may still lie. Plus, can AI-powered productivity gains coexist with rising layoffs and what does that mean for the economy? Josh and Michael discuss whether traditional software is facing an existential threat, Nvidia?s massive bond sale, the escalating AI infrastructure spending race, and why Josh thinks Robinhood deserves a closer look. This episode is sponsored by Public and ClearBridge Investments. To learn more about Public, visit ?https://public.com/WAYT? Rising geopolitical tensions, continued market uncertainty, stocks backed by can offer more predictable cash flows as volatility increases. Visit ?https://www.clearbridge.com/ ?to learn more. 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 Management or any of its employees. For additional advertisement disclaimers see here ???????????????????????????https://ritholtzwealth.com/advertising-disclaimers???????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ???????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/???? Public Disclosure: Paid for by Public Investing. Brokerage services by Open to the Public Investing Inc, member FINRA & SIPC. Advisory services by Public Advisors LLC, SEC-registered adviser. Complete disclosures available at ?https://public.com/disclosures? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-06-17
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How PIMCO is Preparing for the Next Capital Loss Cycle with Dan Ivascyn

On this special episode of The Compound and Friends, ??????????????????????????????Michael Batnick?????????????????????????????? and ??????????????????????????????Downtown Josh Brown?????????????????????????????? sit down with Dan Ivascyn, Group Chief Investment Officer at PIMCO, for a wide-ranging conversation on markets, bonds, AI, and the forces reshaping the global economy. They discuss PIMCO?s latest secular outlook, ?Rupture and Resilience,? and explains why geopolitical uncertainty, tariffs, deglobalization, AI infrastructure spending, and rising debt levels are creating both risks and opportunities for investors. This episode is sponsored by VanEck. Learn more about RAAX at https://www.vaneck.com/RAAXCompound/overview/ 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 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 Management or any of its employees. For additional advertisement disclaimers see here ??????????????????????????????https://ritholtzwealth.com/advertising-disclaimers??????????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ??????????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/????????????? Van Eck Disclosure: Investing involves substantial risk and high volatility, including possible loss of principal. Call 1-800-826-2333 or visit http://vaneck.com/ to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before investing.  Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-06-15
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Why the Knockout Punch Never Comes With Brian Levitt

On episode 246 of The Compound and Friends, ?????????????????????????????Michael Batnick????????????????????????????? and ?????????????????????????????Downtown Josh Brown????????????????????????????? are joined by Brian Levitt, Chief Global Market Strategist at Invesco????????? to discuss: whether the AI trade has become too crowded, why earnings growth still supports the market, and what investors should actually watch for signs of trouble. They also discuss small caps, rate expectations, consumer strength, the SpaceX IPO, and whether comparisons to the dot-com bubble are useful or overdone. This episode is sponsored by Fidelity Investments and ClearBridge Investments. Visit www.Fidelity.com/TraderPlus to learn more about Fidelity Investments and the all-new Fidelity Trader+, Fidelity?s most powerful trading platform yet. Rising geopolitical tensions, continued market uncertainty, stocks backed by can offer more predictable cash flows as volatility increases. Visit https://www.clearbridge.com/ to learn more. 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 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 Management or any of its employees. For additional advertisement disclaimers see here ?????????????????????????????https://ritholtzwealth.com/advertising-disclaimers?????????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ?????????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/????????????? Fidelity Disclosure: Fidelity Investments and The Compound are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC. Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-06-12
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Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI

On this episode of What Are Your Thoughts, ?????????????????????????????Downtown Josh Brown????????????????????????????? and ?????????????????????????????Michael Batnick????????????????????????????? break down the market's "Blood Red Friday" selloff, Apple's AI relaunch, and OpenAI's blockbuster IPO filing. They discuss the rapidly shifting AI narrative, whether Apple's new Siri and AI-powered devices can drive hardware sales, and why OpenAI's path to a trillion-dollar valuation isn't as straightforward as it seems. Plus, a healthy correction or something more, the latest on SpaceX, data vs. stocks, Michael's case for hotels over restaurants, a mystery chart from Josh, and much more! This episode is sponsored by Betterment Advisor Solutions. Learn more at ?https://betterment.com/advisors? 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 Management or any of its employees. For additional advertisement disclaimers see here ???????????????????????????https://ritholtzwealth.com/advertising-disclaimers???????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ???????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/??? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-06-10
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Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It?s 1997 or 1999

On this episode of What Did We Learn, Josh Brown, Nick Colas and Jessica Rabe examine one of the most extreme stretches of tech outperformance in recent market history and discuss what it could mean for investors going forward. They break down the growing gap between Semiconductors and Software, the role of rising interest rates, and whether leadership is becoming too concentrated. They also take a closer look at SpaceX and why its highly anticipated IPO could be one of the most important market events in years. The crew also revisits the lessons of the dot-com boom, exploring what really happened in 1999, how investors knew the market had gone too far, and what today's environment can teach us about spotting excess before the tide turns. This episode is sponsored by WisdomTree. To learn more about learn more about OPPJ and the broader suite of geopolitical opportunity ETFs WisdomTree offers, visit: https://www.wisdomtree.com/us/strategies/geopolitical-opportunities   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 Management or any of its employees. For additional advertisement disclaimers see here ??????????https://ritholtzwealth.com/advertising-disclaimers??????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ??????????https://ritholtzwealth.com/podcast-youtube-disclosures/?? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-06-08
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Neil Dutta & Skanda on Why the Recession Signals Are All Wrong

On episode 245 of The Compound and Friends, ????????????????????????????Michael Batnick???????????????????????????? and ????????????????????????????Downtown Josh Brown???????????????????????????? are joined by Neil Dutta and Skanda Amarnath??????? to discuss: the AI investment boom, the state of the labor market, inflation risks, consumer spending, Fed policy, market breadth, whether this cycle is as unusual as it feels, and much more! This episode is sponsored by Nuveen and ClearBridge Investments.  Learn more about Nuveen?s comprehensive private markets platform at https://www.nuveen.com/en-us/insights/alternatives. Rising geopolitical tensions, continued market uncertainty, stocks backed by can offer more predictable cash flows as volatility increases. To learn more, go to https://www.clearbridge.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 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 Management or any of its employees. For additional advertisement disclaimers see here ????????????????????????????https://ritholtzwealth.com/advertising-disclaimers????????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ????????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/????????????? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-06-05
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What You Need to Survive a Bull Market

Join Michael Batnick (Managing Partner, Ritholtz Wealth) Sean Russo (Investment Analyst, Ritholtz Wealth) and Matt Cerminaro (Exhibit A co-founder, AKA Chart Kid Matt) for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! This episode is sponsored by Neuberger. Explore NBSD?including all risks and important information?at ?https://www.neuberger.com/nbsd? 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 Management or any of its employees. For additional advertisement disclaimers see here ???????????????????????????https://ritholtzwealth.com/advertising-disclaimers???????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ???????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/??? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-06-03
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What if It?s Still Early? With Denise Chisholm

On episode 244 of The Compound and Friends, ???????????????????????????Michael Batnick??????????????????????????? and ???????????????????????????Downtown Josh Brown??????????????????????????? are joined by Denise Chisholm to discuss: whether AI capex is a bubble, why stocks keep climbing despite persistent skepticism, and how earnings growth is broadening beyond the Mag 7. They discuss semiconductors, margins, inflation, Fed policy, mega-IPOs, and more! This episode is sponsored by Franklin Templeton. Learn more at  https://www.franklintempleton.com/munis. 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 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 Management or any of its employees. For additional advertisement disclaimers see here ???????????????????????????https://ritholtzwealth.com/advertising-disclaimers???????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ???????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/???????????? Franklin Templeton Disclosure: Before investing, carefully consider a fund's investment objectives, risks, charges and expenses. You can find this and other information in each prospectus, or summary prospectus, if available, at franklintempleton.com. Please read it carefully. All investments involve risk, including possible loss of principal.  Franklin Distributors, LLC. Member FINRA/SIPC. Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-05-29
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SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

Join ????????????????????????????Downtown Josh Brown???????????????????????????? and ????????????????????????????Michael Batnick???????????????????????????? for another episode of What Are Your Thoughts and see what they have to say about: SpaceX IPO, Halo ETFs, consumer problems, a mystery chart, and more! Plus, a special appearance by Rupert Mitchell! This episode is sponsored by: DBMF and ClearBridge Investments. Find out why managed futures should be a foundational part of any alternatives allocation at ?www.DBMF.com/WAYT.? Rising geopolitical tensions, continued market uncertainty, stocks backed by can offer more predictable cash flows as volatility increases. Learn more at ?https://www.clearbridge.com/? 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 Management or any of its employees. For additional advertisement disclaimers see here ???????????????????????????https://ritholtzwealth.com/advertising-disclaimers???????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ???????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/???? DBMF Disclosure: The Fund?s investment objectives, risks, charges, and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, it may be obtained by visiting www.imgp.com. The iMGP DBi Managed Futures Strategy ETF is distributed by ALPS Distributors, Inc. Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-05-27
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Memory Is a Bubble, Nvidia?s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

On episode 243 of The Compound and Friends, ??????????????????????????Michael Batnick?????????????????????????? and ??????????????????????????Downtown Josh Brown?????????????????????????? are joined by Jan Van Eck??? to discuss: the AI infrastructure boom, Nvidia and the semiconductor trade, whether mega-cap dominance is structural or cyclical, the risks hiding in U.S. deficits and long-term rates, equal weight vs cap weight, the SpaceX IPO, and much more! This episode is sponsored by Tema ETFs. Learn more about their ETF lineup at  https://temaetfs.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 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 Management or any of its employees. For additional advertisement disclaimers see here ??????????????????????????https://ritholtzwealth.com/advertising-disclaimers??????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ??????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/??????????? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-05-22
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It?s a Wave Not a Bubble, Nvidia Preview, Google?s I/O Highlights, Investing in Space Stocks

Join ????????????????????????????Downtown Josh Brown???????????????????????????? and ????????????????????????????Michael Batnick???????????????????????????? for another episode of What Are Your Thoughts and see what they have to say about: investing in space, Nvidia, Trump trades, the AI hedge, mystery charts and more. This episode is sponsored by Public and Janus Henderson Investors. Visit ?https://public.com/WAYT? to learn more. Find out more about Janus Henderson Investors at ?https://www.janushenderson.com/securitizedmarkets/? 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 Management or any of its employees. For additional advertisement disclaimers see here ???????????????????????????https://ritholtzwealth.com/advertising-disclaimers???????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ???????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/???? Janus Henderson Disclosure: Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Janus Henderson® and any other trademarks used herein are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-05-20
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Nasdaq Euphoria is Hitting its Limit with Kai Wu and Ben Carlson

On episode 242 of The Compound and Friends, ?????????????????????????Michael Batnick????????????????????????? and ?????????????????????????Downtown Josh Brown????????????????????????? are joined by Ben Carlson and Kai Wu? to discuss: Nvidia, Anthropic, software disruption, intangible assets, faster market cycles, and Ben?s new book Risk and Reward and much more! This episode is sponsored by: Betterment Advisor Solutions and ClearBridge To learn more, visit https://www.betterment.com/advisors Rising geopolitical tensions, continued market uncertainty, stocks backed by can offer more predictable cash flows as volatility increases. To learn more, go to https://www.clearbridge.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 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 Management or any of its employees. For additional advertisement disclaimers see here ?????????????????????????https://ritholtzwealth.com/advertising-disclaimers?????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ?????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/?????????? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-05-15
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Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

Join ??????????????????????????Downtown Josh Brown?????????????????????????? and ??????????????????????????Michael Batnick?????????????????????????? for another episode of What Are Your Thoughts and see what they have to say about: housing stocks, AI, 12 rules for bubble riding, $100 billion stocks and more! Plus, a very special Jeff deGraaf appearance! This episode is sponsored by Betterment Advisor Solutions and Janus Henderson Investors. Learn more at https://www.betterment.com/advisors Find out more at https://www.janushenderson.com/ 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 Management or any of its employees. For additional advertisement disclaimers see here ?????????????????????????https://ritholtzwealth.com/advertising-disclaimers?????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ?????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/?? Janus Henderson Disclosure: Past performance is no guarantee of future results.  Investing involves risk, including the possible loss of principal and fluctuation of value. Janus Henderson® and any other trademarks used herein are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-05-13
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The System is Broken, You Should Get Rich Anyway with Haley Sacks

On this episode of Live From The Compound, Downtown Josh Brown is joined by Haley Sacks, aka Mrs. Dow Jones, to discuss the financial anxiety facing Millennials and Gen Z, the rise of ?zero jargon? finance, and the lessons behind her new book, Future Rich Person: The New Rules for Building Wealth. They cover investing culture, money misconceptions, building wealth in today?s economy, and the first financial steps young people should be taking right now. This episode is sponsored by Janus Henderson Investors. Learn more at https://www.janushenderson.com/securitizedmarkets 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 Management or any of its employees. For additional advertisement disclaimers see here ???????????????????https://ritholtzwealth.com/advertising-disclaimers???????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ???????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/????? Janus Henderson Disclosure: Past performance is no guarantee of future results.  Investing involves risk, including the possible loss of principal and fluctuation of value. Janus Henderson® and any other trademarks used herein are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-05-11
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The Investor Utopia is Here with Eric Balchunas

On episode 241 of The Compound and Friends, ????????????????????????Michael Batnick???????????????????????? and ????????????????????????Downtown Josh Brown???????????????????????? are joined by returning guest Eric Balchunas to discuss: Eric's Bitcoin book research, the latest in the ETF landscape, the "hot sauce" investors are turning to, the SpaceX IPO, and much more! This episode is sponsored by Invesco and Janus Henderson Investors. Visit https://www.invesco.com/ to learn more. To learn more, visit https://www.janushenderson.com/securitizedmarkets 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 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 Management or any of its employees. For additional advertisement disclaimers see here ????????????????????????https://ritholtzwealth.com/advertising-disclaimers????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/????????? Janus Henderson Investors Disclosure: Past performance is no guarantee of future results. Investing involves risk, including the possible loss of principal and fluctuation of value. Janus Henderson® and any other trademarks used herein are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-05-08
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AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

Join ?????????????????????????Downtown Josh Brown????????????????????????? and ?????????????????????????Michael Batnick????????????????????????? for another episode of What Are Your Thoughts and see what they have to say about: AI, earnings season, Berkshire after Buffett, global profits, Uber earnings preview and more. This episode is sponsored by Fidelity Investments and ClearBridge Investments. Learn more at http://www.fidelity.com/TraderPlus Rising geopolitical tensions, continued market uncertainty, stocks backed by can offer more predictable cash flows as volatility increases. Learn more at https://www.clearbridge.com/ 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 Management or any of its employees. For additional advertisement disclaimers see here ????????????????????????https://ritholtzwealth.com/advertising-disclaimers????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/? Fidelity Disclosure: Fidelity Investments and The Compound are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-05-06
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How to Find 100 Bagger Stocks

On episode 240 of The Compound and Friends, ????????????????????????Michael Batnick???????????????????????? and ????????????????????????Downtown Josh Brown???????????????????????? are joined by Neeraj Khemlani and Matt Ankrum to discuss: what 100 bagger stocks look like, the search for high quality companies, the impact of compounding and exponential growth over decades, and much more! This episode is sponsored by Victory Capital and Janus Henderson Investors To learn more about Victory Capital, visit  www.victoryshares.com Find out more about Janus Henderson Investors at https://www.janushenderson.com/securitizedmarkets/ 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 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 Management or any of its employees. For additional advertisement disclaimers see here ????????????????????????https://ritholtzwealth.com/advertising-disclaimers????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/????????? Victory Capital Disclosure: VictoryShares ETFs distributed by Victory Capital Services, Inc. For more information or a link to the prospectus, visit www.vcm.com Janus Henderson Disclosure: Past performance is no guarantee of future results.  Investing involves risk, including the possible loss of principal and fluctuation of value.  Janus Henderson® and any other trademarks used herein are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-05-01
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Sleep at Night Portfolio, Big Tech Earnings Week, Spotify Blows Up, Josh on Joby

Join ????????????????????????Downtown Josh Brown???????????????????????? and ????????????????????????Michael Batnick???????????????????????? for another episode of What Are Your Thoughts and see what they have to say about: Mag 7 earnings, stretched semis, Spotify crashing, a historic earnings boom and more! This episode is sponsored by WisdomTree and Janus Henderson Investors. To learn more about WisdomTree, visit https://www.wisdomtree.com/geopolitical-opportunities Find out more about Janus Henderson Investors at https://www.janushenderson.com/securitizedmarkets/ 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 Management or any of its employees. For additional advertisement disclaimers see here ???????????????????????https://ritholtzwealth.com/advertising-disclaimers???????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ???????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/ Janus Henderson Disclosure: ?????Past performance is no guarantee of future results.  Investing involves risk, including the possible loss of principal and fluctuation of value.  Janus Henderson® and any other trademarks used herein are trademarks of Janus Henderson Group plc or one of its subsidiaries. © Janus Henderson Group plc. Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-04-29
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Why Nvidia is Going to 10 Trillion Dollars with Adam Parker? and ?Rob Sechan

On episode 239 of The Compound and Friends, ????????????????????????Michael Batnick???????????????????????? and ????????????????????????Downtown Josh Brown???????????????????????? are joined by Adam Parker and Rob Sechan to discuss: software stocks, AI and corporate profitability, searching for value in the current market, and much more! This episode is sponsored by Public and ClearBridge Investments. Learn more at https://public.com/compound Rising geopolitical tensions, continued market uncertainty, stocks backed by can offer more predictable cash flows as volatility increases. To learn more, go to https://www.clearbridge.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 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 Management or any of its employees. For additional advertisement disclaimers see here ????????????????????????https://ritholtzwealth.com/advertising-disclaimers????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/????????? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-04-24
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Tom Lee Sees Upside, Apple?s New CEO

On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick break down: Apple?s massive leadership change, bold predictions of an S&P 500 surge, the rise of AI in finance, and why small caps and micro caps are suddenly ripping. This episode is s sponsored by Public and Janus Henderson Investors. Find out more at https://public.com/WAYT Learn more at: ??www.janushenderson.com/ 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 Management or any of its employees. For additional advertisement disclaimers see here ???????????????????????https://ritholtzwealth.com/advertising-disclaimers???????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ???????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/????? Public Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-04-21
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Why Bubble Talk is Totally Wrong with Ankur Crawford

On episode 238 of The Compound and Friends, ????????????????????????Michael Batnick???????????????????????? and ????????????????????????Downtown Josh Brown???????????????????????? are joined by Dr. Ankur Crawford to discuss: the strongest names in AI, the future of the Mag 7, the semiconductor market, the case for Amazon, and much more! This episode is sponsored by Invesco and Janus Henderson Investors. To learn more, visit https://www.invesco.com/us/en/solutions/invesco-etfs/income-advantage.html?audienceRole=FinancialProfessional  Learn more at ?https://www.janushenderson.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 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 Management or any of its employees. For additional advertisement disclaimers see here ????????????????????????https://ritholtzwealth.com/advertising-disclaimers????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/????????? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-04-17
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Best Stock of the Year, Holy Amazon!, JPM and BlackRock Report, Semis Explode

Join ???????????????????????Downtown Josh Brown??????????????????????? and ???????????????????????Michael Batnick??????????????????????? for another episode of What Are Your Thoughts and see what they have to say about: financials, stock market bottoms, Amazon, technical analysis, SBC's and more. This episode is s sponsored by Betterment Advisor Solutions and ClearBridge Investments. Learn more at http://Betterment.com/advisors Companies with physical assets, predictable cash flows and durable moats are well-positioned in a volatile, high?valuation market. Learn more at https://www.clearbridge.com/  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 Management or any of its employees. For additional advertisement disclaimers see here ??????????????????????https://ritholtzwealth.com/advertising-disclaimers??????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ??????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/????? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-04-15
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Stocks Took the Stairs Down and the Elevator Up

On episode 237 of The Compound and Friends, ????????????????????????Michael Batnick???????????????????????? is joined by Sam Ro and Steve Sosnick to discuss: winners and losers in the current market, the international trade, earnings season preview, rate cut expectations, Disney layoffs, and much more! This episode is sponsored by VanEck and Janus Henderson Investors. To learn more, visit https://www.vaneck.com/RAAXCompound/overview/  Learn more at https://www.janushenderson.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???????????????????????? VanEck Disclosure: Investing involves substantial risk and high volatility, including possible loss of principal. Call 1-800-826-2333 or visit http://vaneck.com/ to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before investing. 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 Management or any of its employees. For additional advertisement disclaimers see here ????????????????????????https://ritholtzwealth.com/advertising-disclaimers????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/????????? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-04-10
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Signs the Bottom Is In, Yardeni Sees Resolution, Buying Winners, New QQQ?s

Join ??????????????????????Downtown Josh Brown?????????????????????? and ??????????????????????Michael Batnick?????????????????????? for another episode of What Are Your Thoughts and see what they have to say about: the Q's, Jamie Dimon, how dividends really work, the openAI IPO, and much more. This episode is s sponsored by Franklin Templeton and Janus Henderson Investors. Learn more at: franklintempleton.com/activeETFs Learn more at: ?www.janushenderson.com/? 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????????????????????? Frankln Templeton Disclosure: Before investing, carefully consider a fund's investment objectives, risks, charges and expenses. You can find this and other information in each prospectus, or summary prospectus, if available, at https://www.franklintempleton.com/. Please read it carefully. All investments involve risk, including possible loss of principal. © 2026 Franklin Distributors, LLC. Member FINRA/SIPC. 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 Management or any of its employees. For additional advertisement disclaimers see here ?????????????????????https://ritholtzwealth.com/advertising-disclaimers?????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ?????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/????? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-04-07
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Private Credit Is the Fuse, Insurance Companies Are the Bomb with Nick Nemeth

On this episode of Live From The Compound, Josh Brown is joined by Nick Nemeth, writer of Mispriced Assets to discuss the issues with private credit and why they could potentially cause a financial crisis in involving life insurance companies. This episode is sponsored by WisdomTree. To learn more, visit https://www.wisdomtree.com/geopolitical-opportunities 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 Management or any of its employees. For additional advertisement disclaimers see here ???????????????????https://ritholtzwealth.com/advertising-disclaimers???????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ???????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/???? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-04-06
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Why Gas Prices Can?t Wreck the Market

On episode 236 of The Compound and Friends, ????????????????????????Michael Batnick???????????????????????? and ????????????????????????Downtown Josh Brown???????????????????????? are joined by Alexandra Semenova and Dan Greenhaus to discuss: oil prices and the market's reaction, the SpaceX IPO, V-shaped recoveries, the opportunity in private credit, the worst stock ever, and much more! This episode is sponsored by Aberdeen Investments and ClearBridge Investments. Learn more at https://www.aberdeeninvestments.com/active-etfs Find out more at https://www.clearbridge.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 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 Management or any of its employees. For additional advertisement disclaimers see here ????????????????????????https://ritholtzwealth.com/advertising-disclaimers????????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ????????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/????????? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-04-03
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Worst Quarter in 4 Years, Oil vs Stocks, Win Rates From Buying Corrections, the Case for T and VZ

Join ?????????????????????Downtown Josh Brown????????????????????? and ?????????????????????Michael Batnick????????????????????? for another episode of What Are Your Thoughts and see what they have to say about: the worst quarter in four years, the opposite of private credit, win rates after corrections, mystery charts, and more! This episode is s sponsored by Public and Janus Henderson Investors. Find out more at https://public.com/WAYT Learn more at https://www.janushenderson.com/ 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???????????????????? Public Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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 Management or any of its employees. For additional advertisement disclaimers see here ????????????????????https://ritholtzwealth.com/advertising-disclaimers????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/????? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-04-01
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Never Sell Your Energy Stocks - Nick Colas and Jessica Rabe of DataTrek

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 equities and the broader market outlook. How close the S&P 500 and Nasdaq are to historically oversold levels, what a 2 standard deviation drawdown means, and why those setups have led to strong forward returns in the past. Why a -10% year for the S&P 500 is so rare, the three major catalysts behind big drawdowns, and how today?s environment is showing elements of all of them. Plus, what could shift the narrative, the risks of a deeper decline, and what the VIX is signaling about volatility and future returns. This episode is sponsored by Teucrium. Find out more at https://teucrium.com/agricultural-commodity-etfs 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 Management or any of its employees. For additional advertisement disclaimers see here ??????????https://ritholtzwealth.com/advertising-disclaimers??????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ??????????https://ritholtzwealth.com/podcast-youtube-disclosures/?? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-03-30
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Jonathan Boyar's Favorite Cheap Stocks with Catalysts

On episode 235 of The Compound and Friends, ???????????????????????Michael Batnick??????????????????????? and ???????????????????????Downtown Josh Brown??????????????????????? are joined by Jonathan Boyar to discuss: finding value in a volatile market, Mag 7 valuations, the only publicly traded basketball team, how Uber could win big on autonomous, and much more! This episode is sponsored by WisdomTree and Janus Henderson Investors.  Learn more about OPPJ and the broader suite of geopolitical opportunity ETFs at https://www.wisdomtree.com/geopolitical-opportunities  Learn more about Janus Henderson Investors at https://www.janushenderson.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 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 Management or any of its employees. For additional advertisement disclaimers see here ???????????????????????https://ritholtzwealth.com/advertising-disclaimers???????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ???????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/???????? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-03-27
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Economic Data Deteriorates, Private Credit Struggles, Retail Traders Give Up

Join ????????????????????Downtown Josh Brown???????????????????? and ????????????????????Michael Batnick???????????????????? for another episode of What Are Your Thoughts and see what they have to say about: the economy, HALO in private credit, college grad unemployment, a stock Michael is watching, and much more! This episode is s sponsored by Betterment Advisor Solutions and ClearBridge Investments. Learn more at https://betterment.com/advisors Companies with physical assets, predictable cash flows and durable moats are well-positioned in a volatile, high?valuation market. Learn more at https://www.clearbridge.com/ 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 Management or any of its employees. For additional advertisement disclaimers see here ???????????????????https://ritholtzwealth.com/advertising-disclaimers???????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ???????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/????? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-03-25
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Are We in a Bear Market?

On episode 234 of The Compound and Friends, ??????????????????????Michael Batnick?????????????????????? and ??????????????????????Downtown Josh Brown?????????????????????? are joined by Jim Lebenthal to discuss: stock market volatility, who's winning the AI race, risks and opportunities in private credit, Jim's favorite stocks, and much more! This episode is sponsored by Betterment Advisor Solutions and Janus Henderson Investors. Learn more at: https://betterment.com/advisors Learn more at https://www.janushenderson.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 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 Management or any of its employees. For additional advertisement disclaimers see here ??????????????????????https://ritholtzwealth.com/advertising-disclaimers??????????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ??????????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/??????? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-03-20
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Nvidia GTC Highlights, Uber Is Too Cheap, Cliffwater and the Private Credit Panic

Join ????????????????????Downtown Josh Brown???????????????????? and ????????????????????Michael Batnick???????????????????? for another episode of What Are Your Thoughts and see what they have to say about: Nvidia GTC, the end of quarterly earnings reports, private credit panic, college grad unemployment heating up, Uber stock and much more! This episode is s sponsored by Public and Janus Henderson Investors. Find out more at https://public.com/WAYT Learn more at https://www.janushenderson.com/ 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??????????????????? Public Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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 Management or any of its employees. For additional advertisement disclaimers see here ???????????????????https://ritholtzwealth.com/advertising-disclaimers???????????????????. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: ???????????????????https://ritholtzwealth.com/podcast-youtube-disclosures/????? Learn more about your ad choices. Visit megaphone.fm/adchoices
2026-03-18
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