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The Compound and Friends

The Compound
Nvidia
Tariffs
Stock Market
Artificial Intelligence
Apple
Interest Rates
Private Credit
Investment Strategies
S&P 500
Earnings Season
Bitcoin
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 weeklyEpisodes614Founded8 years ago
Number of ListenersCategories
InvestingBusinessBusiness NewsNews

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Artwork for The Compound and Friends

Latest Episodes

On episode 263 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Michael Batnick are joined by Jurrien Timmer, Director of Global Macro at... more

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

On episode 262 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Michael Batnick are joined by Ed Elson of Prof G Markets to discuss: the ... more

YouTube

On this episode of What Are Your Thoughts, Downtown Josh Brown and Chart Kid Matt discuss Nvidia breaking out and its massive new buyback plan, rising Treasury yields and the bond market’s demand problem, how the AI spending boom is reshaping both st... more

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Recent Guests

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
Dan Ives
Partner and senior managing director at Yorkville Ives & Co.; co-founded Yorkville Securities
Yorkville Ives & Co.
Episode: Tom Lee and Dan Ives Explain Everything
Jens Nordvig
President and board member of Vanda, macro strategist
Vanda Macro Research (formerly Exante Data)
Episode: The Most Interesting Macro Moment of My Lifetime with Jens Nordvig
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

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 States4 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 States11 days 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 Statesa month 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 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.

Erik Hirsch, CEO of Hamilton Lane, on the Explosive Growth of Private Markets
Q: Are people accessing your funds only through intermediaries, or can they access directly?
They can access directly or via intermediaries; Hamilton Lane has tokenized funds to offer lower minimums and broader access, expanding how investors can participate.
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.

Audience Metrics

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

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

How many episodes of The Compound and Friends are there?

The Compound and Friends launched 8 years ago and published 614 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. Ed Elson
2. Chart Kid Matt
3. Erik Hirsch
4. Jonathan Boyar
5. Dan Ives
6. Jens Nordvig
7. Dan Skelly
8. Ed Zitron

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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