The Compound and Friends
Podrobnosti kanálu
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/
Nedávné epizody
603 epizod
Tim Cook the GOAT? Snowflake earnings preview, the software comeback, reactions to Ed Zitron
Join Downtown Josh Brown and Michael Batnick...
The Four Horsemen of the AI Apocalypse with Ed Zitron
On episode 257 of The Compound and Friends, Downtown Josh Brown...
Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight
Join Downtown Josh Brown and Michael Batnick...
Why Every Trader on Earth is Watching the 10-Year Treasury Now with Nick Colas
On this episode of What Did We Learn, Josh Brown and Nick Colas discuss rising long-term Treasury yields, why real yields not inflation are driving th...
How to Play the Money Game with Michael Santoli
On episode 256 of The Compound and Friends, Downtown Josh Brown...
Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sheet madness
On this episode of What Are Your Thoughts, Downtown Josh Brown and ...
It's a bull market and nobody drinks anymore.
On episode 255 of The Compound and Friends, Downtown Josh Brown...
Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia
Join Downtown Josh Brown and Michael Batnick...
Is IMAX a Screaming Buy? With Rich Gelfond
IMAX is about 4% of the world's screens and routinely delivers 20% or more of opening weekend on the films that matter most. Rich Gelfond has been run...
The Man Who Called the Roaring 2020s with Ed Yardeni
On episode 254 of The Compound and Friends, Downtown Josh Brown...
Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call
On this episode of What Are Your Thoughts, Join Downtown Josh Brown and ...
Why Demand for Compute Is About to Explode With Alex Kantrowitz
On episode 253 of The Compound and Friends, Downtown Josh Brown...
AI Darlings Wrecked, Earnings Preview META, MSFT, AAPL, AMZN, Rate Hike Spook, Nvidia’s OpenAI Deal
On this episode of What Are Your Thoughts, Downtown Josh Brown and ...
How Ron Baron Became the Greatest Fund Manager of All Time
On episode 252 of The Compound and Friends, Downtown Josh Brown...
Google Earnings Preview, SpaceX Gives Us a Date, Internals Heat Check, Biotechs Rally
Join Downtown Josh Brown and Michael Batnick...
You’re About to See the Real AI Winners Stand Up
On episode 251 of The Compound and Friends, Downtown Josh Brown...
IBM Warns, Apple Sues OpenAI, Big Bank Earnings Blow-Out, EPS Bubble, Welcome to Y’all Street
On this episode of What Are Your Thoughts, Downtown Josh Brown and ...
The Number One Question Facing Investors, How the US Became Recession Proof, Why Tech Stocks Might Underperform Going Forward With Datatrek’s Nick Colas and Jessica Rabe
On this episode of What Did We Learn, Josh Brown, Nick Colas and Jessica Rabe discuss whether Tech's leadership is finally cooling off, what histo...
The Real Ticking Time Bomb with Michael Cembalest
On episode 250 of The Compound and Friends, Michael Batnick and ...
Leveraged ETF Casino, Apple Breaks Out, Sentiment Plunges, Government Stake in OpenAI?
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick discuss Apple's breakout to new highs and the bull case for a $400...
Brian Belski Returns!
On episode 249 of The Compound and Friends, Michael Batnick and ...
Steroid Era With Spencer Jakab, the F***’s Going on With Strategy?, Margin Debt
On this episode of What Are Your Thoughts, Downtown Josh Brown and Mi...
Invest in the Robot Revolution or Be Crushed by It
On this episode of Live From The Compound, Downtown Josh Brown is joined by Andrew Kang, CEO and co-founder of RoboStrategy (Nasdaq: BOT), to discuss...
Too Early to Get Off the Wave with Ryan Detrick and Sonu Varghese
On episode 248 of The Compound and Friends, Michael Batnick and ...
Almost Midnight, Micron Preview, Alan Greenspan RIP, Hello Jane Street, the Case for Meta
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The Most Invincible Career Path in Finance
On this episode of Live From The Compound, Josh Brown sits down with Ric Edelman, founder of Edelman Financial Engines to discuss the future of higher...
The World You Knew Is Never Coming Back with Morgan Stanley’s Michael Zezas
On episode 247 of The Compound and Friends, Michael Batnick and ...
Betting on OpenAI, SpaceX Dust Settles, Josh’s New Trade
On this episode of What Are Your Thoughts, Downtown Josh Brown and ...
How Pimco is Preparing for the Next Capital Loss Cycle with Dan Ivascyn
On this special episode of The Compound and Friends, Michael Batnick and ...
Why the Knockout Punch Never Comes With Brian Levitt
On episode 246 of The Compound and Friends, Michael Batnick and ...
Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI
On this episode of What Are Your Thoughts, Downtown Josh Brown and ...
Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999
On this episode of What Did We Learn, Josh Brown, Nick Colas and Jessica Rabe examine one of the most extreme stretches of tech outperformance in rece...
Neil Dutta & Skanda on Why the Recession Signals Are All Wrong
On episode 245 of The Compound and Friends, Michael Batnick and Do...
What You Need to Survive a Bull Market
Join Michael Batnick (Managing Partner, Ritholtz Wealth) Sean Russo (Investment Analyst, Ritholtz Wealth) and Matt Cerminaro (Exhibit A co-founder, AK...
What if It’s Still Early? With Denise Chisholm
On episode 244 of The Compound and Friends, Michael Batnick and Downt...
SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
Join Downtown Josh Brown and Michael Batnick...
Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck
On episode 243 of The Compound and Friends, Michael Batnick and Downtown...
It’s a Wave Not a Bubble, Nvidia Preview, Google’s I/O Highlights, Investing in Space Stocks
Join Downtown Josh Brown and Michael Batnick...
Nasdaq Euphoria is Hitting its Limit with Kai Wu and Ben Carlson
On episode 242 of The Compound and Friends, Michael Batnick and Downtown Jo...
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash
Join Downtown Josh Brown and Michael Batnick f...