Episodes
April 3, 2026
Why Gas Prices Can’t Wreck the Market
On episode 236 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alexandra Semenova and Dan Gree...
March 31, 2026
Worst Quarter in 4 Years, Oil vs Stocks, Win Rates From Buying Corrections, the Case for T and VZ
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: the worst qua...
March 30, 2026
Never Sell Your Energy Stocks - Nick Colas and Jessica Rabe of DataTrek
On this episode of What Did We Learn, Josh Brown, Nick Colas and Jessica Rabe discuss: Oil, energy stocks, and how rising prices are impacting equities and the broader market outlook. How close the S&P 500 and Nasdaq are to h...
March 27, 2026
Jonathan Boyar's Favorite Cheap Stocks with Catalysts
On episode 235 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jonathan Boyar to discuss: finding ...
March 24, 2026
Economic Data Deteriorates, Private Credit Struggles, Retail Traders Give Up
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: the economy, HALO...
March 20, 2026
Are We in a Bear Market?
On episode 234 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jim Lebenthal to discuss: stock market ...
March 17, 2026
Nvidia GTC Highlights, Uber Is Too Cheap, Cliffwater and the Private Credit Panic
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: Nvidia GTC, the e...
March 13, 2026
A Sit-Down with Rick Wurster, CEO of Charles Schwab
On episode 233 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Charles Schwab CEO Rick Wurster to discuss:...
March 9, 2026
Trump's 10 Commandments for Business
On this episode of Live From The Compound, Josh Brown is joined by Yale’s Professor Jeffrey Sonnenfeld, founder of the Chief Executive Leadership Institute. They unpack Jeff’s new book, Trump’s Ten Commandments: Strategic Les...
March 6, 2026
True or False - Private Credit Is This Generation’s Subprime
On episode 232 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Garrett Baldwin, author of Me and the Money Pri...
March 3, 2026
Stocks After an Oil Spike, Internals Gone Wild, Bcred Problems, Nvda Stuck
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: stock market selloffs...
March 2, 2026
Getting Ready for the “European Kill Switch”
On this episode of Live From The Compound, we break down the shift in global market leadership as international stocks outperform the U.S. While many investors credit valuations and a weaker dollar, Matthew Tuttle argues some...
Feb. 27, 2026
Data Centers Are the New Fracking
On episode 231 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Daniel Clifton and Chris Verrone of Strategas R...
Feb. 24, 2026
Stocks in Pre-Crisis Mode, Multiple Compression, the Citrini Crash, Halo Goes Viral
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: HALO stocks, PE compressi...
Feb. 23, 2026
Big Tech Has Til Year-End…or Else.
On this episode of What Did We Learn, Josh Brown sits down with Nick Colas and Jessica Rabe of DataTrek Research to discuss why Big Tech has just 12 months to prove AI is worth the cost. Nick breaks down how Amazon, Alphabet,...
Feb. 20, 2026
Looks Like a Bull Market, Feels Like a Crash
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 im...
Feb. 17, 2026
“Unrealized” Capital Gains Tax is Economic Suicide
Join Downtown Josh Brown and Ben Carlson for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and fi...
Feb. 13, 2026
Inside the Baddest Hedge Fund in America with Sam Koppelman and Nathaniel Horwitz
On episode 229 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Nathaniel Horwitz and Sam Koppelman of Hunterbrook ...
Feb. 10, 2026
HALO Stocks, Spotify Beats, Robinhood Reports
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and fi...
Feb. 9, 2026
Autonomous Driving Is a Trillion Dollar Opportunity With Uber President Andrew Macdonald
On this episode of Live From The Compound, Downtown Josh Brown is joined by Andrew Macdonald, President and Chief Operating Officer at Uber , after one of the strongest quarters in the company’s history as a public stock. The...
Feb. 6, 2026
Momentum Stock Slaughterhouse
On episode 228 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by John Mowrey to discuss: the free fall in software stock...
Feb. 3, 2026
Software Stocks Melt Down, Palantir Beats, Energy up 12%
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: Palantir earnings, bombed out stocks,...
Feb. 2, 2026
Mark Mulhern (Manu Invests) on Autonomous Taxis and the Buying Opportunity in Uber
On this episode of Live From The Compound, Josh Brown sits down with Mark Mulhern (aka Manu Invests), creator of the bestselling Substack Fundamentally Sound , to break down the long-term bull case for Uber. They dive into th...
Jan. 30, 2026
What Tom Lee's Worried About in 2026
On episode 227 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Fundstrat's Tom Lee to discuss: market headwinds in 202...