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/

76 episodes summarized Open in App
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Five episodes worth starting with, and whether episode 1 is one of them.

Episodes (500)

How to Pick Stocks Like Morgan Stanley With Dan Skelly

Sep 4, 2026

Summary ready

Tim Cook the GOAT? Snowflake earnings preview, the software comeback, reactions to Ed Zitron

Sep 1, 2026

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The Four Horsemen of the AI Apocalypse with Ed Zitron

Aug 28, 2026

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Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight

Aug 25, 2026

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Why Every Trader on Earth is Watching the 10-Year Treasury Now with Nick Colas

Aug 24, 2026

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How to Play the Money Game with Michael Santoli

Aug 21, 2026

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Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sheet madness

Aug 18, 2026

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It's a bull market and nobody drinks anymore.

Aug 14, 2026

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Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia

Aug 11, 2026

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Is IMAX a Screaming Buy? With Rich Gelfond

Aug 10, 2026

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The Man Who Called the Roaring 2020s with Ed Yardeni

Aug 7, 2026

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Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call

Aug 4, 2026

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Why Demand for Compute Is About to Explode With Alex Kantrowitz

Jul 31, 2026

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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

Summary ready