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The Compound and Friends

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

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/

PublishesDailyEpisodes621Founded8 years ago
Number of ListenersCategories
InvestingBusinessBusiness NewsNews

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Latest Episodes

On episode 266 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Michael Batnick are joined by Alex Altmann to discuss: what tactical tr... more

YouTube

On this episode of What Are Your Thoughts, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss: Anthropic’s massive S-1 filing, what’s happeni... more

On this episode of Live From The Compound, George Kurtz, co-founder and CEO of CrowdStrike, joins Downtown Josh Brown to discuss how artificial intelligence is transforming the cybersecurity industry and why AI could be the biggest growth opportunity... more

On episode 265 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Michael Batnick are joined by CBS News business analyst Jill Schlesinge... more

YouTube

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Recent Guests

Alex Altmann
Managing Director and Global Head of Equities Tactical Strategies at Barclays; former macro portfolio manager at Millennium
Barclays
Episode: The Bulls Are Trapped with Alex Altmann
George Kurtz
Co-founder and CEO of CrowdStrike
CrowdStrike
Episode: How CrowdStrike Could Double ARR by 2030 with George Kurtz
Jill Schlesinger
Emmy and Gracie Award-winning CBS News business analyst, author and podcast host.
CBS News
Episode: An Economy So Good No One Can Live In It with Jill Schlesinger⁠
Steve Eisman
Investor, portfolio manager and host of The Real Eisman Playbook
Neuberger Berman
Episode: How OpenAI Could Cause a US Recession With Steve Eisman
Jurrien Timmer
Director of Global Macro at Fidelity Investments
Fidelity Investments
Episode: This Is Where the Rubber Meets the Road, with Jurrien Timmer
Ed Elson
Business writer, analyst, and co-host of Prof G Markets
Prof G Markets / Forbes contributor
Episode: Is Gen Z Completely Cooked? With Ed Elson
Chart Kid Matt
Presenter focused on charts and Exhibit A for Advisers
Exhibit A for Advisers
Episode: Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?
Erik Hirsch
CEO of Hamilton Lane
Hamilton Lane
Episode: Erik Hirsch, CEO of Hamilton Lane, on the Explosive Growth of Private Markets
Jonathan Boyar
Principal, Boyar Value Group
Boyar Value Group (Boyar Asset Management and Boyar's Intrinsic Value Research)
Episode: People Hate These 5 Stocks But They'll Be Wrong with Jonathan Boyar

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 4.6k ratings
  • English

    “…invited Michael and I to go backstage…“.? Michael and ME. Speak English.

    Apple Podcasts
    3
    Billybill1984
    United States24 days ago
  • Josh and Michael

    Anytime someone tells u guys young men r struggling, u completely disregard them because u guys r rich…. Simple as that

    Apple Podcasts
    2
    K-izzle
    United Statesa month ago
  • Best Financial Show

    Great show, great hosts.

    I really enjoyed the Zitron show, not because I am a perma-bull or bear or enjoy Zitron, but because of how Michael and Josh pushed back on the whole tech apocalypse.

    With these types of pundits and their months and even years long talk about the end of the world…that one day it may actually come true and I bet these clowns will say they told us so. This is click bait.

    He had a much more forgiving host on Prof G with Ed, where there is broad agreement that the end o... more

    Apple Podcasts
    5
    hhg JB gujvcc
    United States2 months ago
  • Excellent

    I sincerely enjoy your show. I admire your knowledge, your guests and you are also funny. Thank you.

    Apple Podcasts
    5
    Il gabbiano.
    United States2 months ago
  • Language (cussing) ruins otherwise great content

    Love the topics you cover, but the constant cussing from one of the hosts makes it hard to recommend or keep listening to. Had to bail on an episode a few minutes in recently. Please consider dialing it back

    Apple Podcasts
    1
    Tomas b
    United States3 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.

An Economy So Good No One Can Live In It with Jill Schlesinger⁠
Q: Given all the uncertainty, do you lean into it? Do you avoid it because it's definitely bought?
Schlesinger says AI can help financial planning firms manage workflows and serve more clients, but the personal relationship and attention clients value are difficult to automate. Brown agrees that AI can expand advisors' capacity without replacing the human support clients seek.
An Economy So Good No One Can Live In It with Jill Schlesinger⁠
Q: But give us your overview on the consumer right now.
Schlesinger says consumer conditions are mixed: affordability problems and anxiety are real, but many people still have jobs and some households, particularly older homeowners with accumulated wealth, are doing well. She emphasizes the need to report both sides rather than portray the economy as uniformly good or bad.
How CrowdStrike Could Double ARR by 2030 with George Kurtz
Q: What has to go right for that to actually happen? And what are the things that could potentially slow it that you're concerned with or that you're focused on mitigating those potential issues?
Kurtz says the targets are achievable based on CrowdStrike's existing customer base and market opportunity, including the need to protect AI across endpoints, cloud workloads and identity systems. He says execution, continued innovation and maintaining focus are essential.
How CrowdStrike Could Double ARR by 2030 with George Kurtz
Q: When that was happening, what did you think and what were the conversations with customers like?
Kurtz says customers and investors feared AI would uncover too many vulnerabilities for companies to manage, but AI did not create a fundamentally new way to break in. He argues that organizations will need security to use AI safely.
The Bulls Are Trapped with Alex Altmann
Q: What is your outlook between now and the end of the year?
Altmann says Barclays' tactical indicators have been cautious since late May. He sees crowded equity positioning, high real rates and concerns about AI financing and the revenue needed to justify investment as reasons for caution, while saying a lower clearing price for risk could create healthier conditions for another advance.

Audience Metrics

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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?

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 621 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. Alex Altmann
2. George Kurtz
3. Jill Schlesinger
4. Steve Eisman
5. Jurrien Timmer
6. Ed Elson
7. Chart Kid Matt
8. Erik Hirsch

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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