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The Compound and Friends

The Compound
S&P 500
Bitcoin
Housing Market
Corporate Activism
Stock Market
Mortgage Rates
Earnings Growth
US Equity Market
Inflation
Interest Rates
Wall Street
Merrill Lynch
Buy and Hold Strategy
Technical Analysis
Bitcoin ETF
Digital Assets
Trivariate Research
Jensen Investment Management
Disney
Labor Market

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 - ritholtzwealth.com/podcast-youtube-disclosures/

PublishesDailyEpisodes554Founded7 years ago
Number of ListenersCategories
BusinessNewsInvestingBusiness News

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Artwork for The Compound and Friends

Latest Episodes

On episode 237 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ is joined by Sam Ro and Steve Sosnick to discuss: winners and losers in the current market, the international trade, earnings season preview, ... more

YouTube

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Thoughts and see what they have to say about: the Q's, Jamie Dimon, how dividend... more

On this episode of Live From The Compound, Josh Brown is joined by Nick Nemeth, writer of Mispriced Assets to discuss the issues with private credit and why they could potentially cause a financial crisis in involving life insurance companies.

This ... more

On episode 236 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Alexandra Semenova and Dan Greenhaus to discuss: oil pri... more

YouTube

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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Steve Sosnick
Chief strategist at Interactive Brokers
Interactive Brokers
Episode: Stocks Took the Stairs Down and the Elevator Up
Rob Anderson
Analyst from Ned Davis Research
Ned Davis Research
Episode: Signs the Bottom Is In, Yardeni Sees Resolution, Buying Winners, New QQQ’s
Nick Nemeth
Author of Mispriced Assets on Substack, focused on risks in private credit and its link to life insurance
Mispriced Assets (Substack)
Episode: Private Credit Is the Fuse, Insurance Companies Are the Bomb with Nick Nemeth
Alexandra Semenova
Reporter for Bloomberg News covering US stocks and investment strategy
Bloomberg News
Episode: Why Gas Prices Can’t Wreck the Market
Jonathan Boyar
Principal at Boyar Value Group; founder of Boyar Ascent Management and Boyar Research
Boyar Value Group
Episode: Jonathan Boyar's Favorite Cheap Stocks with Catalysts
Rick Wurster
CEO of The Charles Schwab Corporation
Charles Schwab
Episode: A Sit-Down with Rick Wurster, CEO of Charles Schwab
Jeffrey Sonnenfeld
Professor at Yale; Founder of the Chief Executive Leadership Institute
Yale School of Management
Episode: Trump's 10 Commandments for Business
Mark Rowan
BeCred executive discussed during the episode
BeCred (private credit asset manager)
Episode: Stocks After an Oil Spike, Internals Gone Wild, Bcred Problems, Nvda Stuck
Matt Tuttle
CEO and CIO of Tuttle Capital Management
Tuttle Capital Management
Episode: Getting Ready for the “European Kill Switch”

Hosts

Josh Brown
Host and financial expert known for engaging discussions on market trends and investment strategies.
Michael Batnick
Co-host and market strategist with a focus on current economic trends and insights.
Downtown Josh Brown
Co-host offering unique perspectives on finance and engaging with expert guests.

Reviews

4.8 out of 5 stars from 4.3k ratings
  • Keeps me bullish

    “The greatest investing podcast in the world”. Awesome show, always a fun and informative listen 💪

    Apple Podcasts
    5
    BloodStripes
    Australia13 days ago
  • Stop with political bias

    I heard this most recent episode and as much as you guys tried to “not affiliate with a political party” it is pretty clear bringing this guy on to talk about his book on “Trumps 10 Commandments”. Seems pretty biased and affiliated to me.

    Apple Podcasts
    1
    Bruhh send already
    United Statesa month ago
  • The only podcast to say that the US should invade Greenland

    UPDATE - almost always talking politics. stop talking about politics stop talking about Trump, your MAGA hat is showing. I sent a client to the firm and they listened to the pod from last week and said - no thanks. 3 star to 1 boo.

    Apple Podcasts
    1
    Milwookie
    United Statesa month ago
  • Good

    Thanks

    Apple Podcasts
    5
    Billybill1984
    United Statesa month ago
  • Hits Parade

    What a podcast!

    Apple Podcasts
    5
    NickNam e
    United Statesa month ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the insightful commentary and the blend of humor, enhancing their understanding of complex topics.
The podcast receives mixed reactions about political discussions that sometimes distract from the main focus on market analysis.
Many listeners highlight the credibility and expertise of the guests, valuing the depth of knowledge shared during episodes.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Trump's 10 Commandments for Business
Q: What is an actionable takeaway for corporate leaders in light of these patterns?
CEOs should focus on private, strategic engagement with small groups of trusted allies, avoid public humiliations, and be prepared to pivot if the leader sees a window for a targeted, favorable arrangement, rather than trying to defeat him in public discourse alone.
Trump's 10 Commandments for Business
Q: You have this thesis that Trump's behavior is not chaotic, it's patterned. Can you summarize one of your commandments that is most misunderstood by critics, by markets?
Trump's actions follow repeatable patterns, such as targeting allies and reshaping coalitions to keep opponents off balance; understanding these commandments helps explain why markets react the way they do and how CEOs can anticipate or respond to his moves without overreacting to singular headlines.
Big Tech Has Til Year-End…or Else.
Q: Why might investors consider non-US equities as an alternative?
Because if non-US stocks begin to outperform or Big Tech struggles to deliver on AI-driven growth, money may rotate to rest of world equities which currently show a different mix of leadership and valuation exposure.
Big Tech Has Til Year-End…or Else.
Q: What is the core risk for Big Tech as they shift toward AI-led capex spending?
The core risk is whether these companies can translate heavy investment into sustainable profitability, with margins expected to compress this year before any potential margin expansion in 2027 if the investments pay off.
Autonomous Driving Is a Trillion Dollar Opportunity With Uber President Andrew Macdonald
Q: What has it been like delivering financial performance in Uber over the last few quarters?
We've managed to sustain significant growth and customer engagement, beating our internal targets and surprising ourselves with new customer acquisitions post-pandemic.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
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Age Range
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Frequently Asked Questions About The Compound and Friends

What is The Compound and Friends about and what kind of topics does it cover?

Focusing on the latest trends in business and investing, this podcast features lively discussions led by experienced hosts and a rotating cast of expert guests. Episodes cover a wide range of topics, including market dynamics, investment strategies, economic forecasts, and the intersection of technology and finance. By blending humor with insightful commentary, the podcast not only engages listeners but also aims to deepen their understanding of financial concepts and market behaviors, making it particularly suitable for those keen on staying informed in a fast-paced economic environment.

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To see how many followers or subscribers The Compound and Friends has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to The Compound and Friends?

These podcasts share a similar audience with The Compound and Friends:

1. Animal Spirits Podcast
2. Ask The Compound
3. RiskReversal Pod
4. Facts vs Feelings with Ryan Detrick & Sonu Varghese
5. Talking Wealth

How many episodes of The Compound and Friends are there?

The Compound and Friends launched 7 years ago and published 554 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Compound and Friends?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

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What guests have appeared on The Compound and Friends?

Recent guests on The Compound and Friends include:

1. Steve Sosnick
2. Rob Anderson
3. Nick Nemeth
4. Alexandra Semenova
5. Jonathan Boyar
6. Rick Wurster
7. Jeffrey Sonnenfeld
8. Mark Rowan

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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