Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every 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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Every day, Jason Calacanis and Molly Wood cover startups, technology, markets, media, crypto, and the all the hottest topics in business and tech. They also interview the world’s greatest founders, operators, investors and innovators.
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Every day, Jason Calacanis and Molly Wood cover startups, technology, markets, media, crypto, and the all the hottest topics in business and tech. They also interview the world’s greatest founders, operators, investors and innovators.
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On episode 149 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neil Dutta, Head Economist at Renaissance Macro Research, to discuss: the Federal Reserve, small caps catching a bid, how worried we should be about recession, the economic implications of the presidential election, and much more! This episode is spons…
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The Most Bullish Thing, CrowdStrike CEO George Kurtz, the Case for Financial Stocks
1:31:36
1:31:36
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1:31:36
On this TCAF Tuesday, Josh Brown is joined by George Kurtz, founder, president and CEO of CrowdStrike for a wide-ranging discussion about cyber security, delivering for shareholders, the opportunities around AI, and more. Then, at 38:55 hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! Thanks to YCharts for sponsoring…
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Wall Street Reacts to Trump vs Biden, Nike Blows Up, Summer Storms Are Coming
53:36
53:36
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53:36
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They discuss the blow up in Nike, BlackRock's new acquisition, Trump vs Biden, US stocks > EU stocks, and much more! Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/compound and cancel your unwanted subscrip…
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On episode 148 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Professor Jeremy Siegel, the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania, and Jeremy Schwartz, CIO of Wisdom Tree, to discuss: Professor Siegel's legendary book Stocks for the Long Run, what the Fed sh…
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Hottest Stocks of the Year, Nvidia Tops Out, Predicting Recessions With Nick and Jessica
1:28:29
1:28:29
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1:28:29
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss the biggest misconceptions in the market, Nvidia and tech overcrowding, energy and oil stocks, the Sahm Rule Recession Indicator, and more! Then, at 37:22, hear an all-new episode of What Are Your Thoughts with Josh and Michael Ba…
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On episode 147 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, to discuss: small cap stocks, Nvidia's valuation, waning short interest, potential upside surprises, mortgage rates, and much more! This episode is brought to you by Goldman Sachs Asset…
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Netflix and Disney With Alex Sherman, Crypto Takes Washington, Can the S&P 500 Hit 6,000 This Year?
1:40:37
1:40:37
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1:40:37
On this TCAF Tuesday, Josh Brown is joined by Alex Sherman, Media Reporter for CNBC, to discuss: how Bob Iger is trying to right the Disney ship, the streaming landscape, NBA rights, and more. Then, at 43:57 hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! Thanks to Public for sponsoring this episode! Visit https://p…
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On episode 146 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alicia Levine, Head of Investment Strategy & Equities at BNY Wealth, to discuss: the FOMC meeting, inflation, rising valuations, the biggest risk to the market, GameStop, and much more! This episode is sponsored by Public. Make your savings work harder…
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Apple’s AI Explosion, Kyla Scanlon on the Economy, Roaring Kitty Strikes Out
1:32:03
1:32:03
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1:32:03
On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Kyla Scanlon, Founder of Bread to discuss her new book In This Economy? – an illustrated guide to how money and markets really work. Then, at 36:40 hear an all-new episode of What Are Your Thoughts with Josh and Michael! Thanks to Rocket Money for sponsoring this episode! Visit: htt…
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Reasons to keep Nvidia, Amazon and Apple
1:33:33
1:33:33
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1:33:33
On episode 145 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Jackson and Alex Kantrowitz to discuss: the return of Roaring Kitty, Apple and the WWDC, what an AI powered phone might look like, the best bear argument for Nvidia, the Tesla drawdown, if Elon Musk's days as CEO are numbered, and much more! This …
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Earning Stock Rewards With Bill Capuzzi, Indian Stocks Hit New Highs, Jamie Dimon vs Private Credit
1:38:02
1:38:02
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1:38:02
On this TCAF Tuesday, Josh Brown is joined by Bill Capuzzi, CEO of Apex Fintech Solutions to discuss the future of fintech and how shopping can earn you free shares of stock. Then, at 38:55, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! Thanks to YCharts for sponsoring this episode! Visit https://go.ycharts.com/co…
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On episode 144 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Stephanie Link, CIO and Head of Investment Solutions at Hightower Advisors, to discuss: what it's like to work with Jim Cramer, signs of a top in Nvidia, other ways to invest in AI, the Fed, the housing market, and much more! This episode is sponsored …
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Biggest Risk Right Now, Nvidia Is a Circus, T+1 Settlement Is Here
49:44
49:44
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49:44
On this TCAF Tuesday, Josh Brown and Michael Batnick are back with an all-new episode of What Are Your Thoughts! They discuss the biggest risk to the stock market, T-Bills, earnings season, Synapse chapter 11, Amazon vs Nvidia, and more! Thanks to Public for sponsoring this episode! Visit https://public.com/ to learn more! Sign up for The Compound …
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Joe Moglia on the State of the Brokerage Industry
1:20:49
1:20:49
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1:20:49
On episode 143 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Moglia, former CEO and Chairman of the Board at TD Ameritrade, as well as the former Head Football Coach and current Chairman of Athletics at Coastal Carolina University. They discuss: how Joe went from coaching to Wall Street, the brokerage indust…
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Technicals Say Everything Rally Is Now Underway, Bill Smead Says Large Cap Tech Is a Ticket to Purgatory, Buffett Gets Cautious
1:32:53
1:32:53
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1:32:53
On this TCAF Tuesday, Josh Brown is joined by Bill Smead, founder and chief investment officer at Smead Capital to discuss Bill's market outlook, why he thinks Warren Buffett is bearish, what history tells us about the AI boom, and much more! Then, at 38:34, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! Thanks to …
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Doug Ellin, Creator of Entourage, Sits Down With Michael and Josh Live From Los Angeles
34:55
34:55
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34:55
On this special episode of TCAF recorded in front of a live audience in LA, Josh Brown and Michael Batnick are joined by Doug Ellin, screenwriter and director, known best for creating the HBO television series Entourage. They discuss how Doug got started in the business and what Entourage fans have to look forward to down the road. Sign up for The …
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On episode 142 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Packy McCormick, founder of Not Boring, to discuss: the AI space, tech spending, the venture capital landscape, defense tech, what's next for Sam Bankman-Fried, and much more! This episode is sponsored by Public. Visit https://public.com/ to learn more…
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Return of the Meme Stocks, Big AI Announcements, Solving a Market Mystery With Nick Colas and Jessica Rabe
1:39:13
1:39:13
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1:39:13
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss the market making new highs, "sell in May and go away", the longest-running unsolved mystery on Wall Street, earnings, venture capital, and more! Then, at 37:49, hear an all-new episode of What Are Your Thoughts with Josh and Mich…
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On this episode of Great Quarter Guys, Josh Brown and Michael Batnick, are joined by Julia Alexander, Head of Parrot IQ at Parrot Analytics to discuss earnings reports from Netflix, Warner Bros. Discovery, Disney, Paramount, and more! Thanks to Public for sponsoring this episode! Visit https://public.com/ to learn more! Sign up for The Compound new…
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On episode 141 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski of BMO to discuss: S&P price targets, financial indicators, the housing market, BREIT, unemployment, the possibility of a hall of fame bull market, and much more! This episode is sponsored by WisdomTree. Visit wisdomtree.com/dgrw to learn …
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Berkshire After Buffett, Disney Disappoints, Matt Belloni Live From LA
1:39:05
1:39:05
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On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Matt Belloni, Founder of Puck.News and host of The Town to discuss the entertainment and streaming industry, Paramount, YouTube vs Amazon Prime, Disney, advertising, who will survive, and more! Then, at 47:44, hear an all-new episode of What Are Your Thoughts with Josh and Michael! …
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On episode 140 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jeff deGraaf of RenMac to discuss: technical analysis, the momentum factor, the outlook for Apple, RenMac's Market Cycle Clock, the Fed, Starbucks earnings, and much more! This episode is sponsored by Global X. Visit https://www.globalxetfs.com/ to exp…
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"Did the stock market top in March?" asked and answered by Nick Colas and Jessica Rabe (DataTrek Research)
32:59
32:59
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32:59
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss the energy market, inflation, and how to prepare for the next recession. This episode is brought to you by Rocket Money. Cancel your unwanted subscriptions by going to: https://www.rocketmoney.com/compound Buy your ticket for TCAF…
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1
The Market's Going Down Like Free Beer
1:32:22
1:32:22
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1:32:22
On episode 139 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Art Hogan and The Compound's own, Ben Carlson! They discuss geopolitics and the market, the outlook for energy stocks, the no landing scenario, the housing market, and much more! This episode is sponsored by Public. Visit https://public.com/ to learn m…
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1
Scott Galloway on Building Wealth, Is Apple in Trouble, Geopolitical Risks
1:43:58
1:43:58
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1:43:58
On this TCAF Tuesday, Join Josh Brown and Michael Batnick for a conversation with Professor Scott Galloway, author of the new book The Algebra of Wealth. Then, at 41:11, hear an all-new episode of What Are Your Thoughts with Josh and Michael! Thanks to Public for sponsoring this episode! Visit https://public.com/ to learn more! Buy your ticket for …
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