Episodes

The Texas Hedge
April 1, 2022

The Texas Hedge

On episode 40 of The Compound & Friends, Michael Batnick , Adam Parker , and Downtown Josh Brown discuss: smart money buying the dip, the case for small caps, the yield curve inversion, Ned Johnson, private market markdowns, ...
Never Buy New Lows, Never Short New Highs
March 25, 2022

Never Buy New Lows, Never Short New Highs

On episode 39 of The Compound & Friends, Michael Batnick , Nick Colas , and Downtown Josh Brown discuss: what it's like working for Steve Cohen, investor confidence, tighter financial conditions, bank stocks, quantum computin...
Chasing the Bond King
March 22, 2022

Chasing the Bond King

On this special episode of Live from the Compound, Mary Childs joins Josh Brown , Michael Batnick , and Ben Carlson to discuss her new book, The Bond King. Mary Childs is an author and co-host of NPR's Planet Money podcast. O...
Saint Patrick's Day Show
March 18, 2022

Saint Patrick's Day Show

On episode 38 of The Compound & Friends, Michael Batnick , Dan McMurtrie , Leanna Haakons , and Downtown Josh Brown discuss: equity markets, value investing, FOMC decision, private markets, stock picking, Chinese stocks, Nico...
Pulling Out
March 11, 2022

Pulling Out

On episode 37 of The Compound & Friends, Michael Batnick , Allison Schrager , Sam Ro , and Downtown Josh Brown discuss: corporations pulling out of Russia, the SEC's crackdown on Chinese ADRs, inflation, the role of risk in i...
Best Burger in NYC
March 4, 2022

Best Burger in NYC

On episode 36 of The Compound & Friends, Michael Batnick , JC Parets , Dan Nathan , and Downtown Josh Brown discuss: JC's charts, retail investors buying the dip, startup valuations, corporate America pulling out of Russia, t...
Ian Bremmer on What Investors Should Know About Ukraine and Russia
Feb. 28, 2022

Ian Bremmer on What Investors Should Know About Ukraine and Russia

On this special podcast episode, Ian Bremmer , President of Eurasia Group and GZERO Media, joins Josh Brown , Michael Batnick , and Ben Carlson to discuss how Russia's invasion of Ukraine could impact markets and the world ec...
Did the Stock Market Just Bottom?
Feb. 25, 2022

Did the Stock Market Just Bottom?

On episode 35 of The Compound & Friends, Michael Batnick , Linette Lopez , Phil Pearlman , and Downtown Josh Brown discuss: Russia's invasion of Ukraine, the washout, the one year anniversary of meme stock mania, Apple and Go...
Hedging Tail Risk
Feb. 18, 2022

Hedging Tail Risk

On episode 34 of The Compound & Friends, Michael Batnick , Carleton English , Kris Sidial , and Downtown Josh Brown discuss: earnings season, market liquidity, inflation risk declining, regulating short-sellers, and much more...
Turbulence Ahead
Feb. 11, 2022

Turbulence Ahead

On episode 33 of The Compound & Friends, Michael Batnick , Tony Dwyer , and Downtown Josh Brown discuss: Tony's 2022 core thesis, demographic tailwinds, corporate credit, Bitfinex crypto heist, bonus season on Wall Street, Su...
Fake Business with Tim Dillon
Feb. 7, 2022

Fake Business with Tim Dillon

Welcome to a special episode of The Compound & Friends, a podcast featuring your favorite financial and investing commentators. Tim Dillon is one of the hottest comedians in America right now, with a podcast that reaches over...
It Doesn't Matter Until It Matters
Feb. 4, 2022

It Doesn't Matter Until It Matters

On episode 32 of The Compound & Friends, Michael Batnick , Peter Boockvar , and Downtown Josh Brown discuss: the state of the economy, rate hike consensus, venture funding, $30 trillion of US debt, the market's reaction to Fa...
It’s Crypto Winter Again
Jan. 28, 2022

It’s Crypto Winter Again

On this week's episode of The Compound & Friends, Michael Batnick , Packy McCormick , and Downtown Josh Brown discuss: Robinhood earnings, the crash in Bitcoin and Ethereum, Packy's Substack ( Not Boring ) passing the 100k su...
Intangible Value
Jan. 21, 2022

Intangible Value

On this week's episode of The Compound & Friends, Michael Batnick , Kai Wu , and Downtown Josh Brown discuss: interest rates, the platform economy, Web3, intangible assets, the importance of company culture, and much more! Th...
The New Face of Wealth
Jan. 14, 2022

The New Face of Wealth

On this week's episode of The Compound & Friends, Michael Batnick , Dasarte Yarnway , Emlen Mattingly , and Downtown Josh Brown discuss: inflation, how passive funds could be hiding a bear market, the Onyx Advisor Network for...
Can you get Covid in the metaverse?
Jan. 7, 2022

Can you get Covid in the metaverse?

On this week's episode of The Compound & Friends, Michael Batnick , Pierce Crosby , and Downtown Josh Brown discuss: lessons learned in 2021, predictions for 2022, the growth of TradingView, the Elizabeth Holmes verdict, and ...
A Very Compound Christmas
Dec. 23, 2021

A Very Compound Christmas

On this week's episode of The Compound & Friends, Michael Batnick , Doug Boneparth , Jenn Ablan , and Downtown Josh Brown discuss: favorites of 2021, Investopedia Terms of the Year, biggest trends in asset management, the gre...
2021 Surprises
Dec. 17, 2021

2021 Surprises

On this week's episode of The Compound & Friends, Michael Batnick , Tom Lee , and Downtown Josh Brown discuss: the biggest surprises of 2021, the resiliency of the market, 2022 outlook, record buybacks, junk bonds, and much m...
Expected Returns
Dec. 10, 2021

Expected Returns

On this week's episode of The Compound & Friends, Michael Batnick , Ben Carlson , Shannon Saccocia and Downtown Josh Brown discuss: unemployment, earnings, expected returns, international stocks, asset price inflation, tech I...
The Gang Launches a Crypto Index
Dec. 3, 2021

The Gang Launches a Crypto Index

On this week's episode of The Compound & Friends, Michael Batnick , Jeremy Schwartz , and Downtown Josh Brown discuss: the all-new RWM WisdomTree Crypto Index, "All-in" on DeFi, Crypto Sprint, Chinese Stocks, Jack Dorsey step...
Life, Liberty, and the Pursuit of Tokens
Nov. 19, 2021

Life, Liberty, and the Pursuit of Tokens

On this week's episode of The Compound & Friends, Michael Batnick , Jim O'Shaughnessy , Phil Huber , and Downtown Josh Brown discuss: selling a business, tail risks, tech innovations and politics, FinTechs buying media compan...
The Relentless Bid
Nov. 5, 2021

The Relentless Bid

On this week's episode of The Compound & Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Balchunas (Senior ETF Analyst for Bloomberg) to discuss: the relentless bid, commission-free trading, direct indexin...
Meta Squid Game
Oct. 29, 2021

Meta Squid Game

On this week's episode of The Compound & Friends, Michael Batnick , Dan McMurtrie , and Downtown Josh Brown discuss: earnings week, big tech ad revenue, Tesla crossing $1 trillion, Facebook (Meta) entering the metaverse, stab...
Want-trepreneur
Oct. 22, 2021

Want-trepreneur

On this week's episode of The Compound & Friends, Michael Batnick , Howard Lindzon , and Downtown Josh Brown discuss private and public markets, trend following, having an edge, Robinhood, pandemic influenced businesses, envy...