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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

HALO Stocks, Spotify Beats, Robinhood Reports

Join ???????????????Downtown Josh Brown??????????????? and ???????????????Michael Batnick??????????????? 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 Betterment Advisor Solutions and ClearBridge Investments. Learn more about Betterment by visiting: http://Betterment.com/advisors  International and emerging market stocks outperformed the U.S. in 2025. At ClearBridge, we believe this momentum can continue. Find out 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
2026-02-11
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Autonomous Driving Is a Trillion Dollar Opportunity With Uber President Andrew Macdonald

On this episode of Live From The Compound, Downtown Josh Brown is joined by Andrew Macdonald, President and Chief Operating Officer at Uber, after one of the strongest quarters in the company?s history as a public stock. They break down Uber?s standout earnings, rapid user and trip growth, and what the numbers say about the business today, before diving into the biggest question facing the space: how autonomous vehicles will shape Uber?s future. 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
2026-02-09
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Momentum Stock Slaughterhouse

On episode 228 of The Compound and Friends, ??????????????????Michael Batnick?????????????????? and ??????????????????Downtown Josh Brown?????????????????? are joined by John Mowrey to discuss: the free fall in software stocks, what makes a value stock, how to measure a bear market, the crypto crash, and much more! This episode is sponsored by WisdomTree and ClearBridge Investments.  Learn more about OPPJ and the broader suite of geopolitical opportunity ETFs at https://www.wisdomtree.com/geopolitical-opportunities International and emerging market stocks outperformed the U.S. in 2025. At ClearBridge, we believe this momentum can continue. 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
2026-02-06
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Software Stocks Melt Down, Palantir Beats, Energy up 12%

Join ???????????????Downtown Josh Brown??????????????? and ???????????????Michael Batnick??????????????? for another episode of What Are Your Thoughts and see what they have to say about: Palantir earnings, bombed out stocks, the housing market, and much more! This episode is s 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
2026-02-04
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Mark Mulhern (Manu Invests) on Autonomous Taxis and the Buying Opportunity in Uber

On this episode of Live From The Compound, Josh Brown sits down with Mark Mulhern (aka Manu Invests), creator of the bestselling Substack Fundamentally Sound, to break down the long-term bull case for Uber. They dive into the rise of autonomous taxis, Wall Street?s estimates for the robotaxi market, and what Tesla, Uber, and Waymo are saying about the size of the opportunity. The conversation also explores Uber?s stock performance around major AV announcements and why partnerships not owning the tech may be Uber?s biggest advantage. Plus: Uber?s expanding autonomous network, the Lucid + Nvidia deal, and why Bill Ackman took notice of Manu?s Uber thesis. If you?re interested in autonomous vehicles, Uber stock, and the future of transportation, this episode is for you. Fundamentally Sound Substack: https://manuinvests.substack.com/ 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
2026-02-02
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What Tom Lee's Worried About in 2026

On episode 227 of The Compound and Friends, ??????????????????Michael Batnick?????????????????? and ??????????????????Downtown Josh Brown?????????????????? are joined by Fundstrat's Tom Lee to discuss: market headwinds in 2026, why Tom is still bullish, the precious metals rally, the crypto bear market, Tesla's big bet on robots, and much more! This episode is sponsored by Franklin Templeton.  Learn more at https://franklintempleton.com/muniETFs 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?????????????????? 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 https://franklintempleton.com. Please read it carefully. All investments involve risk, including possible loss of principal. An investor may be subject to the federal Alternative Minimum Tax, and state and local taxes may apply.  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
2026-01-30
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This Is Your Last Chance to Get Rich, Mag 7 Earnings Week

Join ???????????????Downtown Josh Brown??????????????? and ???????????????Michael Batnick??????????????? for another episode of What Are Your Thoughts and see what they have to say about the growing fear coming out of Silicon Valley about mass job losses and the idea that this is the last chance to build generational wealth, market sentiment, MAG 7 earnings to watch, Tesla?s latest numbers and outlook, and what early earnings season data is actually saying. This episode is sponsored by Public. Find out more at https://public.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?????????????? 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 http://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
2026-01-28
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Cullen Roche Drops by to Talk Perfect Portfolios

On this episode of Live From the Compound, Downtown Josh Brown hosts Cullen Roche, founder of Discipline Funds and author of the new book, Your Perfect Portfolio. Cullen walks investors through the most important points about 60/40 strategies, risk parity, investing like Buffett and other popular strategies. Get Cullen's book here: https://www.amazon.com/Your-Perfect-Portfolio-investing-strategies/dp/1804091928 This episode is sponsored by Betterment Advisor Solutions. Learn more at http://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
2026-01-26
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Jeremy Grantham: Stop Ruining My Perfectly Good Bear Market

On episode 226 of The Compound and Friends, ??????????????????Michael Batnick?????????????????? and ??????????????????Downtown Josh Brown?????????????????? are joined by Jeremy Grantham to discuss: stock market bubbles, the ups and downs of managing money, how the wealth divide has grown so wide, the future of clean energy tech, and much more! This episode is sponsored by PIMCO. Learn more about PIMCO?s Advisor Forum at https://www.pimco.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
2026-01-23
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Financial War With Europe, Gold Is Screaming, Netflix and BofA Earnings, the Case for ServiceTitan

Join ??????????????Downtown Josh Brown?????????????? and ??????????????Michael Batnick?????????????? 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 Teucrium and ClearBridge Investments. Find out more at https://teucrium.com/agricultural-commodity-etfs International and emerging market stocks outperformed the U.S. in 2025. At ClearBridge, we believe this momentum can continue. Find out 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
2026-01-21
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These Are the Stocks to Buy In 2026 (with JC Parets)

On episode 225 of The Compound and Friends, ??????????????????Michael Batnick?????????????????? and ??????????????????Downtown Josh Brown?????????????????? are joined by TCAF legend JC Parets to discuss: the stocks to watch in 2026, people JC has learned to fade, the sectors looking to break out, the magazine cover indicator, prediction markets, and much more! This episode is sponsored by Public. Find out more at https://public.com/compound Sign up for The Compound Newsletter and never miss out: ??????????????????thecompoundnews.com/subscribe?????????????????? Follow us on Socials: Instagram: ??????????????????instagram.com/thecompoundnews?????????????????? Twitter: ??????????????????twitter.com/thecompoundnews?????????????????? LinkedIn: ??????????????????linkedin.com/company/the-compound-media/?????????????????? TikTok: ??????????????????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
2026-01-16
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CrowdStrike?s George Kurtz Reveals the Biggest Cybersecurity Threat of 2026

On this special episode of Live from The Compound, Josh Brown is joined by George Kurtz, President, CEO, and co-founder of CrowdStrike to discuss: the state of cybersecurity in 2026, how AI is reshaping the threat landscape, how AI agents, non-human identities, and browser-based workflows expand the attack surface, common root causes of modern breaches and how defenders can reduce risk, CrowdStrike?s announced acquisitions and the move toward continuous identity and zero standing privilege. They will also cover why the browser has become a primary control plane for enterprise security, securing AI workloads, agents, and data with Falcon AI Detection & Response, the shift from AI copilots to autonomous, agentic security operations and why unifying endpoint, identity, cloud, and browser security matters in the AI era. Disclosure: Josh Brown is a long-term investor and shareholder in the CrowdStrike company. This episode is sponsored by Betterment Advisor Solutions. Learn more at http://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
2026-01-14
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JPMorgan Earnings, Trump vs Powell, Goldman?s Revenge, Apple + Google Deal

Join ?????????????Downtown Josh Brown????????????? and ?????????????Michael Batnick????????????? 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 Betterment Advisor Solutions.  Learn more at http://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
2026-01-14
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It's not 1929, but it might be - Andrew Ross Sorkin

On episode 224 of The Compound and Friends, ?????????????????Michael Batnick????????????????? and ?????????????????Downtown Josh Brown????????????????? are joined by Andrew Ross Sorkin to discuss: 1929 vs today, looking back at the SPAC mania, the art of the interview, Andrew's dream guest, and much more! This episode is sponsored by VanEck. Learn more about the VanEck Semiconductor ETF: https://vaneck.com/SMHCompound Grab a copy of Andrew's new book, 1929. 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
2026-01-09
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Software vs Semis, Trump Accounts for Babies, Sell-Side Indicator

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ????????????Downtown Josh Brown???????????? and ????????????Michael Batnick????????????! This episode is sponsored by Public. Find out more at https://public.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???????????? 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 http://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
2026-01-07
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Welcome to 2026

On episode 223 of The Compound and Friends, ?????????????????Michael Batnick????????????????? and ?????????????????Downtown Josh Brown????????????????? are joined by Ben Carlson for the very first of the year TCAF livestream, breaking down what to expect in the year ahead. This episode is sponsored by VanEck. Learn more about the VanEck Semiconductor ETF: https://vaneck.com/SMHCompound 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
2026-01-02
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New Year?s Resolutions, the $15 Trillion Liquidity Flood With Garrett Baldwin, Reacting vs Predicting

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ????????????Downtown Josh Brown???????????? and special co-host ????????????Garrett Baldwin! This episode is sponsored by Public. Find out more at https://public.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???????????? 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 http://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
2025-12-31
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These Are Wall Street?s Predictions for 2026

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ???????????Downtown Josh Brown??????????? and ???????????Michael Batnick???????????! For more from special guest Sam Ro, check out: https://www.tker.co/ This episode is sponsored by Betterment Advisor Solutions and Rocket Money. Grow your RIA, your way by visiting: https://Betterment.com/advisors  Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/compound today. 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
2025-12-24
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Buy or Die

On episode 222 of The Compound and Friends, ????????????????Michael Batnick???????????????? and ????????????????Downtown Josh Brown???????????????? are joined by Bill Cohan to discuss: Netflix vs Paramount in the battle for Warner Bros, record highs for US banks, the next Fed chair, and much more! This episode is sponsored by Public. Find out more at https://public.com/compound 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???????????????? 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
2025-12-19
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AI Optimism and Macro Skepticism With Dan Ives & Neil Dutta

On this TCAF Tuesday, ???????????Michael Batnick??????????? is joined by Dan Ives and Neil Dutta to talk about AI, Tesla, the Fed, chances of market turmoil in 2026, and much more! This episode is brought to you by VanEck. Learn more about the VanEck Semiconductor ETF: http://vaneck.com/SMHCompound 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
2025-12-17
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It's Like Free Money

On episode 221 of The Compound and Friends, ???????????????Michael Batnick??????????????? and ???????????????Downtown Josh Brown??????????????? are joined by Joe Weisenthal and Tracy Alloway to discuss: Dow 50,000, AI and the market, cash on the sidelines, the Fed's latest move, 10 years of Odd Lots, and much more! This episode is sponsored by Neuberger Berman and Apex Fintech Solutions. Learn more about NBSD and get important information at https://www.nb.com/nbsd. NBSD from Neuberger. Learn more at https://apexfintechsolutions.com/augmented-advice 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??????????????? NB Disclosure: Investors should consider the Fund?s investment objectives, risks, fees, and expenses carefully before investing. This and other important information can be found in the Fund?s prospectus, and, if available, summary prospectus, which you can obtain by calling 877.628.2583. Please read the prospectus, and, if available, the summary prospectus, carefully before making an investment. Neuberger Berman BD LLC, is the distributor of the Fund and a FINRA member. 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
2025-12-12
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Million Dollar Payout, Oracle Earnings Preview, Risk On, the Case for Salesforce

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ??????????Downtown Josh Brown?????????? and ??????????Michael Batnick??????????! This episode is sponsored by Public. Find out more at https://public.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?????????? 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
2025-12-10
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Inside the Robinhood Revolution With Vlad Tenev

On episode 220 of The Compound and Friends, ??????????????Michael Batnick?????????????? and ??????????????Downtown Josh Brown?????????????? are joined by Vlad Tenev to discuss: the Robinhood story, the retail trading landscape, GameStop, prediction markets, and much more! Today?s show is brought to you by Goldman Sachs Asset Management. With Goldman Sachs Active ETFs, you gain more than an investment, you gain access to the innovation, expertise and service of Goldman Sachs. Find out more at https://am.gs.com/relentless. 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
2025-12-05
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Nick and Jessica?s 3 Big Lessons From 2025, Sam Altman Orders a Code Red at OpenAI, Adam Parker on Broken Compounders, the Case for Adobe

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research to discuss: putting equity valuations into context, policymakers prioritizing growth over dogma, beyond ?disruption? in corporate strategy, and more! Then at 36:28, hear an all-new episode of What Are Your Thoughts with ?????????Downtown Josh Brown????????? and ?????????Michael Batnick?????????! This episode is sponsored by Eaton Vance and Rocket Money. Get Active with EVSD, The Symbol of Short Duration Income. See how at https://www.eatonvance.com/EVSD Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/compound today.   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
2025-12-03
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Why Oil Could Be Next Year?s Gold

On episode 219 of The Compound and Friends, ??????????????Michael Batnick?????????????? and ??????????????Downtown Josh Brown?????????????? are joined by Peter Boockvar to discuss: why talk of the AI bubble is overblown, inflation expectations, the housing market, Thanksgiving food, and much more! This episode is sponsored by KraneShares. Learn more at https://kraneshares.com/KOID 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
2025-11-28
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The Joby bull case with Charles Lemonides, Roaring 2020?s with Ed Yardeni, Alphabet vs Nvidia

On this TCAF Tuesday, Josh sits down with Charles Lemonides, founder of ValueWorks, to discuss the future of flight and how soon we might see flying cars taking to the skies. Charles makes the case for Joby and dives deep into why he thinks it stands above the rest in the eVTOL space. Then at 35:26 hear an all-new episode of What Are Your Thoughts with special guest Ed Yardeni joining ?????????Downtown Josh Brown????????? and ?????????Michael Batnick?????????! This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: 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
2025-11-26
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The Case for a Year-End Melt-Up

On episode 218 of The Compound and Friends, ??????????????Michael Batnick?????????????? and ??????????????Downtown Josh Brown?????????????? are joined by Warren Pies to discuss: Nvidia earnings, how the market will end the year, solutions to America's housing affordability crisis, and much more! This episode is sponsored by Public and Vanguard. Fund your Public account in five minutes or less by visiting ?https://public.com/compound? Learn more about Vanguard at: ?https://www.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/??? All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. See terms and conditions of Public?s ACATS & IRA Match Program. Matched funds must remain in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability?verify independently before use. *Rate as of 9/26/25. APY is variable and subject to change. Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-11-21
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Only One Thing Can Stop the AI Crash, Worst Drawdowns, Blue Owl vs Apollo

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ?????????Downtown Josh Brown????????? and ?????????Michael Batnick?????????! This episode is sponsored by Public. Fund your account in five minutes or less by visiting http://public.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????????? Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. See terms and conditions of Public?s ACATS & IRA Match Program. Matched funds must remain in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability?verify independently before use. *Rate as of 9/26/25. APY is variable and subject to change. 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
2025-11-19
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Quality in the Streets, Momentum in the Sheets

On episode 217 of The Compound and Friends, ??????????????Michael Batnick?????????????? and ??????????????Downtown Josh Brown?????????????? are joined by Joe Terranova to discuss: the market pullback, AI CapEx, historical trends in the market, rules based investing, and much more! *Filmed in front of a live audience in NYC on 11/13/25* This episode is sponsored by VanEck. Learn more about the VanEck Rare Earth and Strategic Metals ETF here: http://vaneck.com/REMXCompound 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
2025-11-14
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The "Titanic" indicator flashes, Elon's $1 trillion pay package, Draftkings vs Robinhood

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ?????????Downtown Josh Brown????????? and ?????????Michael Batnick?????????! This episode is sponsored by Grayscale and Rocket Money. Find out more about Grayscale by visiting: ??https://www.grayscale.com/ Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/compound today. 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
2025-11-11
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Eric Jackson and the Search for the Next 100 Bagger

On episode 216 of The Compound and Friends, ??????????????Michael Batnick?????????????? and ??????????????Downtown Josh Brown?????????????? are joined by Eric Jackson to discuss: searching for 100 baggers, the case for Opendoor, Eric's legendary Carvana call, OpenAI's wild week, and much more! This episode is sponsored by Victory Capital & Apex Fintech Solutions. Learn more about GFLW and get important information at http://www.victoryshares.com/ Learn more about Apex at https://apexfintechsolutions.com/augmented-advice 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
2025-11-07
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Brian Belski Breaks Loose, Palantir Erupts, Stocks Getting Quietly Killed, Uber and Tost Report

On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Brian Belski, CEO and Chief Investment Officer at Humilis Investment Strategies to discuss: Brian?s new venture, the possibility of an AI bubble, choosing the right stocks at the right time, and more. Then at 38:14 hear an all-new episode of What Are Your Thoughts with ????????Downtown Josh Brown???????? and ????????Michael Batnick????????! This episode is sponsored by KraneShares. Learn more at https://kraneshares.com/KOID Belski on YouTube: https://youtu.be/9L4sxWG1tds WAYT on YouTube: https://youtube.com/live/zT1pkNt8EUE   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
2025-11-05
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What Did the Fed Actually Say?

On episode 215 of The Compound and Friends, ?????????????Michael Batnick????????????? and ?????????????Downtown Josh Brown????????????? are joined by Stephanie Roth, Chief Economist at Wolfe Research, to discuss: the economy, tech earnings, the Fed, the wealth effect, AI and the labor market, and much more! This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: https://Betterment.com/advisors 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
2025-10-31
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Big Tech Earnings Week With Alex Kantrowitz, Two Small Caps on Josh?s Radar, Robots Take White Collar Jobs at Amazon

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ???????Downtown Josh Brown??????? and ???????Michael Batnick???????! This episode is sponsored by Public. Fund your account in five minutes or less by visiting http://public.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??????? Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. See terms and conditions of Public?s ACATS & IRA Match Program. Matched funds must remain in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability?verify independently before use. *Rate as of 9/26/25. APY is variable and subject to change. 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
2025-10-29
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Jim Cramer Absolutely UNLOADS On Stage, Make Popcorn Now

On this special episode of The Compound and Friends, ?????????????Michael Batnick????????????? and ?????????????Downtown Josh Brown????????????? are joined by the one and only Jim Cramer to discuss: how Jim became the voice of the individual investor, iconic CEOs, the next big bull market, and much more! This episode is sponsored by Calamos. To learn more visit: http://www.calamos.com/CAIE Pick up Jim's latest book: How to Make Money in Any Market. 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
2025-10-27
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It?s Only a Bubble If You Panic

On episode 214 of The Compound and Friends, ????????????Michael Batnick???????????? and ????????????Downtown Josh Brown???????????? are joined by Sonali Basak, Chief Investment Strategist at iCapital and Compound host Ben Carlson to discuss: the private credit landscape, stress in BDCs, and much more! This episode is sponsored by Public and Vanguard. Fund your account in five minutes or less by visiting https://public.com/compound Learn more about Vanguard at: https://www.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???????????? Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. See terms and conditions of Public?s ACATS & IRA Match Program. Matched funds must remain in the account for at least 5 years to avoid an early removal fee. Match rate and other terms of the Match Program are subject to change at any time. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability?verify independently before use. *Rate as of 9/26/25. APY is variable and subject to change. 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
2025-10-24
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Netflix Reports, Why the Bull Market Has Legs Into Year-End With Nick and Jessica, Warner Bros for Sale, Unemployment Cracks Appear

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of DataTrek Research to discuss: the key to understanding Q3 reporting season, the seasonality of S&P highs, a financial analysis of Big Tech, and more! Then at 39:40, hear an all-new episode of What Are Your Thoughts with ???????Downtown Josh Brown??????? and ???????Michael Batnick???????! This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: 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
2025-10-22
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There's Never Just One Cockroach

On episode 213 of The Compound and Friends, ????????????Michael Batnick???????????? and ????????????Downtown Josh Brown???????????? are joined by Bill Baruch to discuss: current market trends, the outperformance of gold and silver, how retail investors are winning, non-profitable tech, earnings growth, and much more! Today?s episode is sponsored by State Street Investment Management and SPY, the first US-listed exchange traded fund. Visit https://statestreet.com/spy for more information. Sign up for The Compound Newsletter and never miss out: ????????????thecompoundnews.com/subscribe???????????? Instagram: ????????????instagram.com/thecompoundnews???????????? Twitter: ????????????twitter.com/thecompoundnews???????????? LinkedIn: ????????????linkedin.com/company/the-compound-media/???????????? TikTok: ????????????tiktok.com/@thecompoundnews???????????? Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them 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
2025-10-17
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Becoming the Amazon of Real Estate With Rocket?s Varun Krishna, Roaring Bank Earnings, Wall Street Fires on All Cylinders

On this TCAF Tuesday, Josh Brown is joined by Varun Krishna, CEO of Rocket Companies, a $50 billion giant in the mortgage and real estate market, to discuss the prospect of a refi boom and a new upcycle for the housing market. Then at 28:00, hear an all-new episode of What Are Your Thoughts with ???????Downtown Josh Brown??????? and ???????Michael Batnick???????! This episode is sponsored by F/m Investments and Rocket Money. Learn more about the F/m Compoundr ETFs at https://FmInvest.com Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/compound today.   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
2025-10-15
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Retail Investors Just Plowed $100 Billion Into Stocks. THIS MONTH.

On episode 212 of The Compound and Friends, ????????????Michael Batnick???????????? and ????????????Downtown Josh Brown???????????? are joined by Scott Nations, Author and president of Nations Indexes, Inc., the world's leading independent developer of volatility indexes and option strategy indexes to discuss: market bubbles, retail's big moment, massive volume in quantum names, the return of meme stocks, the first cracks in credit, and much more! This episode is sponsored by Grayscale. Find out more about Grayscale by visiting: ?https://www.grayscale.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
2025-10-10
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Solana tokenizes stocks with Anatoly Yakovenko, eVTOL stocks with Andres Sheppard, Oracle questions, BDC trouble

On this TCAF Tuesday, Josh Brown and Michael Batnick welcome Anatoly Yakovenko, CEO of Solana Labs and Co-founder of Solana to discuss the prospects for a tokenized stock market. Anatoly explains why SOL is the right answer for creating liquidity and tokenizing both privately-held and publicly-traded stocks around the world. Then at 44:28, hear an all-new episode of What Are Your Thoughts with ???????Downtown Josh Brown??????? and ???????Michael Batnick???????! This episode is sponsored by Public. Fund your account in five minutes or less by visiting http://public.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/? Learn more about your ad choices. Visit megaphone.fm/adchoices
2025-10-08
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Fidelity?s Quant Boss Reveals Her Top 3 ?Desert Island? Stock Market Indicators

On this special episode of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Denise Chisholm, Director of Quantitative Market Strategy in the Quantitative Research and Investments (QRI) division at Fidelity to walk the boys through why she remains bullish on the stock market. Denise takes Josh and Michael through the most important indicators she follows as her gauge for where the economy and stock market may be heading. This episode is presented by Fidelity Investments and the all-new Fidelity Trader+, Fidelity?s most powerful trading platform yet. Learn more at: ?https://www.Fidelity.com/TraderPlus More from Denise: https://www.linkedin.com/in/fidelitydenisechisholm/ 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
2025-10-05
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How Peter Lynch Became The Greatest Fund Manager Of All Time

On episode 211 of The Compound and Friends, ??????????????????????Downtown Josh Brown???????????? is joined by Peter Lynch, Vice Chairman of Fidelity Management and Research to discuss: Peter's legendary career, how individual investors can succeed in the market, the biggest investing mistakes, and much more! This episode is presented by Fidelity Investments and the all-new Fidelity Trader+, Fidelity?s most powerful trading platform yet. Learn more at: https://Fidelity.com/TraderPlus 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
2025-10-03
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How to Earn Stock Market Returns With Half the Risk

On episode 210 of The Compound and Friends, ???????????Michael Batnick??????????? and ???????????Downtown Josh Brown??????????? are joined by Steve Romick to discuss: risk management, value investing, surviving the dot-com bubble, the markets moving faster than ever, and much more! This episode is sponsored by Public and Vanguard. Fund your account in five minutes or less by visiting: https://public.com/compound Learn more about Vanguard at: https://www.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??????????? Public Disclosure: All i??nvesting involves?? the risk of loss, including? loss of principal.?? Brokerage services for US-listed,?? registered securities, options and? bonds in a self-directed account are o?ered by Public Investing, Inc., member FINRA &? SIPC. Public Investing o?ers a High-Yield Cash Account where funds from this account? are automatically deposited into partner banks where they earn interest and are eligible? for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are? o?ered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to? engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly? speculative, involves a high degree of risk, and has the potential for loss of the entire? amount of an investment. Cryptocurrency holdings are not protected by the FDIC or? SIPC.?? Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is?? not investment advice. Public makes no guarantees about its accuracy or? reliability?verify independently before use.? *Rate as of 6/24/25. APY is variable and subject to change.? 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
2025-09-26
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Is It Too Good? AI Capex Explodes Higher, Pre-Revenue Stock Boom, Will Falling Mortgage Rates Save Us With Telis Demos (WSJ)

On this TCAF Tuesday, Josh Brown welcomes Telis Demos, writer for Heard on the Street and co-host of The Wall Street Journal?s Take on the Week podcast to discuss: mortgage rates falling, the TikTok deal, record margin debt, JPMorgan credit card spending, the new threat facing active fund managers, Private market investments coming into 401(k)?s, and much more! Then at 43:22 hear an all-new episode of What Are Your Thoughts with ???????Downtown Josh Brown??????? and ???????Michael Batnick???????! This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: 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
2025-09-24
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Tom Sosnoff Will Teach You Trading

On episode 209 of The Compound and Friends, ??????????Michael Batnick?????????? and ??????????Downtown Josh Brown?????????? are joined by Tom Sosnoff? to discuss: what it takes to become a trader, how Tom got into the business, his experience selling thinkorswim to TD-Ameritrade, Chicago vs NYC, and much more! This episode is sponsored by Neuberger Berman and Apex Fintech Solutions Learn more about NBSD and get important information at https://www.nb.com/nbsd. NBSD from Neuberger. Investors should consider the Fund?s investment objectives, risks, fees, and expenses carefully before investing. This and other important information can be found in the Fund?s prospectus, and, if available, summary prospectus, which you can obtain by calling 877.628.2583. Please read the prospectus, and, if available, the summary prospectus, carefully before making an investment. Neuberger Berman BD LLC, is the distributor of the Fund and a FINRA member. Learn more about Apex at https://apexfintechsolutions.com/augmented-advice 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
2025-09-19
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Stocks After a Rate Cut With Nick Colas, the End of Quarterly Earnings Reports, Strategy Denied S&P Inclusion

On this TCAF Tuesday, Josh Brown is joined by Nick Colas of DataTrek Research to discuss: the size of the next rate cut, the history of S&P multiples, Microsoft in 1999 vs today, outperforming sectors of the market, and much more! Then at 44:35, hear an all-new episode of What Are Your Thoughts with ??????Downtown Josh Brown?????? and ??????Michael Batnick??????! This episode is sponsored by Public and Rocket Money. Fund your account in five minutes or less by visiting: https://public.com/WAYT Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/compound today.   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: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. Alpha is an experimental AI tool powered by GPT-4. Its output may be inaccurate and is not investment advice. Public makes no guarantees about its accuracy or reliability?verify independently before use. *Rate as of 6/24/25. APY is variable and subject to change. 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
2025-09-17
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$1.5 Trillion Money Manager Jenny Johnson Speaks Out

On episode 208 of The Compound and Friends, ???????????Michael Batnick??????????? and ???????????Downtown Josh Brown??????????? are at Future Proof Festival with special guest Jenny Johnson, President and Chief Executive Officer of Franklin Templeton to discuss: secrets to a successful career in finance, the rise of alternative investments in the wealth channel, how AI and blockchain technology will reshape the financial services industry, and much more! This episode is sponsored by GPZ by VanEck. For more information and the prospectus visit https://www.vaneck.com/gpzjosh/ 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
2025-09-12
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The Truth Behind Private Equity?s Megaboom

On episode 207 of The Compound and Friends, ??????????Michael Batnick?????????? and ??????????Downtown Josh Brown?????????? are joined by Michael Sidgmore, Partner and Co-Founder of Broadhaven Ventures to discuss: the evolution of private markets, evergreen funds, the T. Rowe Price/Goldman deal, and much more! This episode is sponsored by WisdomTree and Apex Fintech Solutions For Portfolio Consultations by WisdomTree visit https://www.wisdomtree.com/portfolioconsultations? Find out more about Wavvest?s planning engine powered by advanced AI and built on Apex?s AscendOS at https://www.wavvest.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
2025-09-05
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Google Pops, Belief in the American Dream Drops, Regional Bank Stocks Rally Ahead of Rate Cuts

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ?????Downtown Josh Brown????? and ?????Michael Batnick?????! This episode is sponsored by MSCI and Rocket Money. To learn more about MSCI, visit https://info.msci.com/chrt-i4w-pdcst Cancel your unwanted subscriptions and reach your financial goals faster with Rocket Money. Go to https://rocketmoney.com/compound today.    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????? MSCI Disclosure: MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process. To learn more, please visithttp://www.msci.com/ The process for submitting a formal index complaint can be found on the index regulation page of MSCI?s website at: www.msci.com/index-regulation. 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
2025-09-03
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