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The Compound and Friends

The Compound
NVIDIA
Stock Market
Tariffs
Interest Rates
Apple
Federal Reserve
Inflation
Investment Strategies
S&P 500
Artificial Intelligence
Private Credit
Bitcoin
Private Equity
Earnings Season
Consumer Spending
China
Labor Market
Investing
Tesla
Market Volatility

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/

PublishesDailyEpisodes567Founded7 years ago
Number of ListenersCategories
BusinessBusiness NewsNewsInvesting

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Latest Episodes

On episode 243 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Jan Van Eck⁠⁠⁠ to discuss: the AI infrastructure... more

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Thoughts and see what they have to say about: investing ... more

On episode 242 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Ben Carlson and Kai Wu⁠ to discuss: Nvidia, Anthropi... more

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Thoughts and see what they have to say about: housing stocks, AI... more

Key Facts

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Recent Guests

Kai Wu
Founder and chief investment officer of Sparkline Capital
Sparkline Capital
Episode: Nasdaq Euphoria is Hitting its Limit with Kai Wu and Ben Carlson
Ben Carlson
Head of Institutional Asset Management at Ritholtz Wealth; author of Risk and Reward
Ritholtz Wealth / Sparkline Capital (collaborative context)
Episode: Nasdaq Euphoria is Hitting its Limit with Kai Wu and Ben Carlson
Jeff deGraf Dutta
Renowned technician, founder of Renaissance Macro (RenMac)
Renaissance Macro
Episode: Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash
Haley Sacks
Financial educator, investor, entrepreneur, author of Future Rich Person
Mrs. Dow Jones; Financial Tea
Episode: The System is Broken, You Should Get Rich Anyway with Haley Sacks
Neeraj Khemlani
Author of The Coffee Can Investor, former president and co-head of CBS News and Stations
CBS News / The Coffee Can Investor
Episode: How to Find 100 Bagger Stocks
Matt Ankrum
Portfolio manager at Ankrum Capital, author of Coffee Can Investor case studies
Ankrum Capital
Episode: How to Find 100 Bagger Stocks
Adam Parker
CEO and founder of Trivariate Research; former hedge fund founder/portfolio manager
Trivariate Research
Episode: Why Nvidia is Going to 10 Trillion Dollars with Adam Parker⁠ and ⁠Rob Sechan
Rob Sechan
CEO, managing partner and co-founder of New Edge Wealth; former Morgan Stanley/Lehman UBS veteran
New Edge Wealth
Episode: Why Nvidia is Going to 10 Trillion Dollars with Adam Parker⁠ and ⁠Rob Sechan
Ankur Crawford
Executive Vice President and Portfolio Manager at Alger
Alger
Episode: Why Bubble Talk is Totally Wrong with Ankur Crawford

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 4.4k ratings
  • So much to offer

    These guys have taught me so much on markets, investing, and life. I may not be their target demographic, being a female, it feels really blokey, but they are totally my vibe. Love !

    Apple Podcasts
    5
    C Macca
    New Zealand22 days ago
  • 100 bagger episode

    I thought u guys were actually going to have a small cap investor on who knows how to pick stocks… instead u had some old guy with a software portfolio….. what r u doing? That guy is an idiot

    Apple Podcasts
    3
    K-izzle
    United States22 days ago
  • Insight

    Great discussions and guests provide market opportunities and insights

    Apple Podcasts
    5
    EddieNclt
    United States25 days ago
  • Don’t let the guests speak

    The hosts love the sound of their own voices and keep interrupting their guests as they talk through different ideas. Completely de railing what otherwise would be an interesting conversation

    Apple Podcasts
    2
    User98734
    United Kingdoma month ago
  • Josh keeps getting more insufferable

    Josh’s political commentary is insufferable.

    Apple Podcasts
    2
    a nickname thatiss24
    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.

The Investor Utopia is Here with Eric Balchunas
Q: What is the state of ETF fees and what does that mean for investors?
The panel agrees that fees have declined dramatically, creating an environment where low-cost beta commonly dominates flows, but there remains room for active and niche products to attract assets when they deliver clear value or unique exposure.
Why Bubble Talk is Totally Wrong with Ankur Crawford
Q: How do you talk about your approach to investing and your role as a portfolio manager?
Alger is a growth manager focusing on change and inflection points, looking for high top-line growth and lifecycle change, with a strong emphasis on capable management teams executing strategy.
Why Bubble Talk is Totally Wrong with Ankur Crawford
Q: Okay, question one, what is the fastest land mammal?
A cheetah.
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.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

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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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. Talking Wealth
5. Facts vs Feelings with Ryan Detrick & Sonu Varghese

How many episodes of The Compound and Friends are there?

The Compound and Friends launched 7 years ago and published 567 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. Kai Wu
2. Ben Carlson
3. Jeff deGraf Dutta
4. Haley Sacks
5. Neeraj Khemlani
6. Matt Ankrum
7. Adam Parker
8. Rob Sechan

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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