AI Summary
5 min read🎙️ The Voices & The Context
- The Format: Casual yet professional interview-style podcast with host banter, sponsor reads, and deep dives into markets.
- The Key Players:
- Josh Brown (Host): Energetic finance commentator steering the convo with charts and questions.
- Robin Grew (CEO, Man Group): Seasoned leader of a 240-year-old hedge fund giant ($240B+ AUM), witty with historical anecdotes.
- Christina Hooper (Chief Market Strategist, Man Group): Sharp economist unpacking macro views and AI risks.
- The Vibe: Educational and optimistic amid uncertainty—fun chemistry with light humor (elevator jokes, sound effects), intense on AI disruption, but empowering on opportunities.
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What you'll learn
- 1 (00:00) **🎙️ Introduction: Robin Grewal & Christina Hooper**
- 2 (05:26) **Man Group Overview & No House View**
- 3 (09:28) **2026 Outlook: Modest US Recession Base Case**
- 4 (12:38) **Recession Without Bear Market?**
- 5 (17:34) **Global Macro Resilience vs Local Anxiety**
- 6 (21:13) **International Stocks Surge**
- 7 (22:52) **Intl Catalysts: Stimulus in Japan/Europe**
+ Full timestamped outline available in the app
Show Notes
On episode 230 of The Compound and Friends, Michael Batnick is joined by Robyn Grew and Kristina Hooper of Man Group to discuss: the 2026 outlook, AI's impact and recession possibilities, as well as International markets, private credit, and much more!
This episode is sponsored by Public and ClearBridge Investments
- Find out more about Public at: https://public.com/compound
- 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/
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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 Managem
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