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/

60 episodes summarized Open in App

Episodes (500)

AI Darlings Wrecked, Earnings Preview META, MSFT, AAPL, AMZN, Rate Hike Spook, Nvidia’s OpenAI Deal

Jul 28, 2026

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How Ron Baron Became the Greatest Fund Manager of All Time

Jul 24, 2026

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Google Earnings Preview, SpaceX Gives Us a Date, Internals Heat Check, Biotechs Rally

Jul 21, 2026

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You’re About to See the Real AI Winners Stand Up

Jul 17, 2026

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IBM Warns, Apple Sues OpenAI, Big Bank Earnings Blow-Out, EPS Bubble, Welcome to Y’all Street

Jul 14, 2026

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The Number One Question Facing Investors, How the US Became Recession Proof, Why Tech Stocks Might Underperform Going Forward With Datatrek’s Nick Colas and Jessica Rabe

Jul 13, 2026

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The Real Ticking Time Bomb with Michael Cembalest

Jul 10, 2026

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Leveraged ETF Casino, Apple Breaks Out, Sentiment Plunges, Government Stake in OpenAI?

Jul 7, 2026

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Brian Belski Returns!

Jul 3, 2026

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Steroid Era With Spencer Jakab, the F***’s Going on With Strategy?, Margin Debt

Jun 30, 2026

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Invest in the Robot Revolution or Be Crushed by It

Jun 29, 2026

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Too Early to Get Off the Wave with Ryan Detrick and Sonu Varghese

Jun 26, 2026

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Almost Midnight, Micron Preview, Alan Greenspan RIP, Hello Jane Street, the Case for Meta

Jun 23, 2026

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The Most Invincible Career Path in Finance

Jun 22, 2026

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The World You Knew Is Never Coming Back with Morgan Stanley’s Michael Zezas

Jun 19, 2026

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Betting on OpenAI, SpaceX Dust Settles, Josh’s New Trade

Jun 16, 2026

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How PIMCO is Preparing for the Next Capital Loss Cycle with Dan Ivascyn

Jun 15, 2026

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Why the Knockout Punch Never Comes With Brian Levitt

Jun 12, 2026

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Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI

Jun 9, 2026

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Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999

Jun 8, 2026

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Neil Dutta & Skanda on Why the Recession Signals Are All Wrong

Jun 5, 2026

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What You Need to Survive a Bull Market

Jun 2, 2026

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What if It’s Still Early? With Denise Chisholm

May 29, 2026

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SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches

May 26, 2026

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Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck

May 22, 2026

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It’s a Wave Not a Bubble, Nvidia Preview, Google’s I/O Highlights, Investing in Space Stocks

May 20, 2026

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Nasdaq Euphoria is Hitting its Limit with Kai Wu and Ben Carlson

May 15, 2026

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Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash

May 12, 2026

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The System is Broken, You Should Get Rich Anyway with Haley Sacks

May 11, 2026

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The Investor Utopia is Here with Eric Balchunas

May 8, 2026

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AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview

May 5, 2026

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How to Find 100 Bagger Stocks

May 1, 2026

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Sleep at Night Portfolio, Big Tech Earnings Week, Spotify Blows Up, Josh on Joby

Apr 28, 2026

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Why Nvidia is Going to 10 Trillion Dollars with Adam Parker⁠ and ⁠Rob Sechan

Apr 24, 2026

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Tom Lee Sees Upside, Apple’s New CEO

Apr 21, 2026

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Why Bubble Talk is Totally Wrong with Ankur Crawford

Apr 17, 2026

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Best Stock of the Year, Holy Amazon!, JPM and BlackRock Report, Semis Explode

Apr 14, 2026

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Stocks Took the Stairs Down and the Elevator Up

Apr 10, 2026

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Signs the Bottom Is In, Yardeni Sees Resolution, Buying Winners, New QQQ’s

Apr 7, 2026

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Private Credit Is the Fuse, Insurance Companies Are the Bomb with Nick Nemeth

Apr 6, 2026

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Why Gas Prices Can’t Wreck the Market

Apr 3, 2026

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Worst Quarter in 4 Years, Oil vs Stocks, Win Rates From Buying Corrections, the Case for T and VZ

Mar 31, 2026

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Never Sell Your Energy Stocks - Nick Colas and Jessica Rabe of DataTrek

Mar 30, 2026

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Jonathan Boyar's Favorite Cheap Stocks with Catalysts

Mar 27, 2026

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Economic Data Deteriorates, Private Credit Struggles, Retail Traders Give Up

Mar 24, 2026

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Are We in a Bear Market?

Mar 20, 2026

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Nvidia GTC Highlights, Uber Is Too Cheap, Cliffwater and the Private Credit Panic

Mar 17, 2026

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A Sit-Down with Rick Wurster, CEO of Charles Schwab

Mar 13, 2026

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Trump's 10 Commandments for Business

Mar 9, 2026

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True or False - Private Credit Is This Generation’s Subprime

Mar 6, 2026

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