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The Compound and Friends

The Compound
Nvidia
Tariffs
Stock Market
Artificial Intelligence
Apple
Interest Rates
Private Credit
Bitcoin
Investment Strategies
Earnings Season
S&P 500
Inflation
Private Equity
Openai
Federal Reserve
Tesla
Retail Investors
Consumer Spending
Netflix
Microsoft

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/

PublishesTwice weeklyEpisodes607Founded8 years ago
Number of ListenersCategories
InvestingBusinessBusiness NewsNews

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Latest Episodes

On episode 260 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Michael Batnick are joined by Dan Ives and Tom Lee live from Future Proof t... more

YouTube

On episode 259 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Michael Batnick are joined by Jens Nordvig to discuss: rising Treasury yields... more

YouTube

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, Chart Kid Matt and Sean Russo for another episode of What Are Your Thoughts and see what they have to say about: the great market re-rating, wh... more

On episode 258 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Michael Batnick are joined by Dan Skelly, Portfolio Manager at Morgan Stanley W... more

YouTube

Key Facts

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Recent Guests

Dan Skelly
Portfolio manager of the Equity Maps at Morgan Stanley Wealth Management, oversees Equity Model Portfolio team and thematic research products
Morgan Stanley Wealth Management
Episode: How to Pick Stocks Like Morgan Stanley With Dan Skelly
Ed Zitron
Founder and CEO of EZPR, AI skeptic focusing on unit economics
EZPR
Episode: The Four Horsemen of the AI Apocalypse with Ed Zitron
Michael Santoli
CNBC senior markets commentator and co-anchor of Closing Bell
CNBC
Episode: How to Play the Money Game with Michael Santoli
Jensen Wong
Nvidia founder and CEO
Nvidia
Episode: Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia
David Solomon
CEO of Goldman Sachs
Goldman Sachs
Episode: Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia
Larry Fink
CEO of BlackRock
BlackRock
Episode: Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia
John Gray
President of Blackstone
Blackstone
Episode: Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia
Vladimir Zlezak
Global Head of Digital Infrastructure
KKR
Episode: Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia
Jim Zelter
President
Apollo
Episode: Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia

Hosts

Josh Brown
Host of The Compound and Friends
Michael Batnick
Co-host of The Compound and Friends

Reviews

4.8 out of 5 stars from 4.5k ratings
  • Josh brown’s worst pod in the market

    Josh Brown has pushed some of the worst stock calls in the market—Uber, Shake Shack, Netflix (“recession-proof”), and the list goes on. These guys are trying way too hard to act like they’re part of the Wall Street gang.

    Apple Podcasts
    1
    Pgtrula
    United Statesa month ago
  • Yardeni episode rocks

    Love Love Love the Yardeni Episode . I am investor since 2020 and make no mistake the novice investors who lean on Yardeni Josh Micheal amd other compound folks are being educated and empowered by your insights and teaching . I can’t get enough of this podcast . It builds my investment perspectives and literally is making me money as I manage my own portfolio but rely on guidance by you which has tripled in the past 5 years .

    Apple Podcasts
    5
    RieVa123
    United Statesa month ago
  • So good!

    Not only the best investment podcast, maybe the best podcast period. A must listen!

    Apple Podcasts
    5
    Jurassicshark2026
    United States2 months ago
  • Top Notch

    The greatest financial podcast out there!

    Apple Podcasts
    5
    morin matt
    United States2 months ago
  • You guys are delightful

    God bless America – you guys are such idiots, and I absolutely love it. That is definitely entertainment.

    Apple Podcasts
    3
    Billybill1984
    United States2 months ago

Listeners Say

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

Feedback ranges from praise for data-driven perspectives to criticism of perceived overpromising or off-script moments.
Listeners value the sharp market analysis and candid banter, but some perceive political bias or strong host personas as polarizing.
Guest diversity and high-caliber insights are frequently praised, especially on macro and AI topics.

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 Most Interesting Macro Moment of My Lifetime with Jens Nordvig
Q: How do you see AI interacting with proprietary data and client needs in the wealth management space?
AI can produce rapid, high-signal insights, but clients still want a trusted human layer that can interpret, validate, and contextualize those insights for individual portfolios and risk tolerances.
The Most Interesting Macro Moment of My Lifetime with Jens Nordvig
Q: So what happened since Exante Data merged with Vanda, and what does the new platform aim to do beyond selling data feeds?
The new entity aims to provide breadth across asset classes and depth in macro assets, leveraging AI to generate insights while preserving rigorous vetting and a strong human element to tailor guidance for clients.
How to Pick Stocks Like Morgan Stanley With Dan Skelly
Q: How should investors think about stock selection in a 50-stock portfolio in this environment?
Focus on a bottom-up approach to identify big ideas within a diversified framework, balance sector calls with stock selection, and use precise risk management like stop-loss discipline to protect secular winners while allowing room for high-conviction ideas to drive returns.
How to Pick Stocks Like Morgan Stanley With Dan Skelly
Q: What is your view on the durability of earnings growth given AI and other tailwinds?
The guest argues that earnings growth is likely to be durable due to AI productivity on top of the existing workforce, pricing power, and reshoring, with margins expanding as companies leverage AI without proportional headcount increases.
Why Demand for Compute Is About to Explode With Alex Kantrowitz
Q: Where is the value being captured in AI today?
The panel discusses a multi-front value capture: cloud compute, software applications, and increasingly, consumer and enterprise AI products; margins are pressured as more players enter.

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?

The show pairs two lead hosts with a rotating lineup of guests to dissect markets, investing, and technology with data-driven analysis wrapped in candid banter. Episodes frequently center on macro themes, AI, big tech, ETF and asset-management dynamics, and high-profile financing news, often blending charts, humor, and practical investing takeaways for advisors and individual listeners alike. Noteworthy are the strong guest rosters from asset management, fintech, and tech, plus recurring discussions about market structure, AI compute economics, and the evolving role of large incumbents in capital markets. The format tends to mix bold theses, real-time market color, and entertaining storytelling, which can be highly engaging for listeners wh... more

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

How many episodes of The Compound and Friends are there?

The Compound and Friends launched 8 years ago and published 607 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Compound and Friends?

Recent guests on The Compound and Friends include:

1. Dan Skelly
2. Ed Zitron
3. Michael Santoli
4. Jensen Wong
5. David Solomon
6. Larry Fink
7. John Gray
8. Vladimir Zlezak

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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