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The Compound and Friends

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

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/

PublishesDailyEpisodes560Founded7 years ago
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Latest Episodes

On episode 240 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Neeraj Khemlani and Matt Ankrum to discuss: what 100 bag... more

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Thoughts and see what they have to say about: Mag 7 earnings, stretched ... more

On episode 239 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Adam Parker and Rob Sechan to discuss: software stocks, ... more

On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick break down: Apple’s massive leadership change, bold predictions of an S&P 500 surge, the rise of AI in finance, and why small caps and micro caps are suddenly ripping.... more

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Recent Guests

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
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
Jim Lebenthal
Chief market strategist; CNBC Halftime Report contributor
Serity Partners / CNBC
Episode: Are We in a Bear Market?

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
  • Keeps me bullish

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

    Apple Podcasts
    5
    BloodStripes
    Australiaa month 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 States2 months 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 States2 months ago
  • Good

    Thanks

    Apple Podcasts
    5
    Billybill1984
    United States2 months ago
  • Hits Parade

    What a podcast!

    Apple Podcasts
    5
    NickNam e
    United States2 months 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.

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.
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.

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. 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 560 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. Adam Parker
2. Rob Sechan
3. Ankur Crawford
4. Steve Sosnick
5. Rob Anderson
6. Nick Nemeth
7. Alexandra Semenova
8. Jonathan Boyar

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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