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The Compound and Friends

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

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/

PublishesDailyEpisodes589Founded7 years ago
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Latest Episodes

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

On episode 251 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Sean Russo are joined by Jonathan Thomas, CEO of American Century Investments, to discuss: ... more

On this episode of What Are Your Thoughts, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss: why Apple vs. OpenAI could reshape Big Tech, I... more

On this episode of What Did We Learn, ⁠Josh Brown⁠, ⁠Nick Colas and Jessica Rabe⁠ discuss whether Tech's leadership is finally cooling off, what history says about rare market extremes, the case for a rotation within mega-cap tech, why semis may have... more

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Recent Guests

Spencer Jakab
Guest, The Wall Street Journal; morning newsletter author
The Wall Street Journal
Episode: Steroid Era With Spencer Jakab, the F***’s Going on With Strategy?, Margin Debt
Andrew Kang
CEO and co-founder of RoboStrategy
RoboStrategy
Episode: Invest in the Robot Revolution or Be Crushed by It
Ryan Detrick
Chief Market Strategist at Carson Group
Carson Group
Episode: Too Early to Get Off the Wave with Ryan Detrick and Sonu Varghese
Sonu Varghese
Chief Macro Strategist at Carson Group
Carson Group
Episode: Too Early to Get Off the Wave with Ryan Detrick and Sonu Varghese
Ric Edelman
Founder of Edelman Financial Engines, crypto advocate and author
Edelman Financial Engines
Episode: The Most Invincible Career Path in Finance
Michael Zezas
Deputy Global Head of Research, Morgan Stanley
Morgan Stanley
Episode: The World You Knew Is Never Coming Back with Morgan Stanley’s Michael Zezas
Dan Ivascyn
Group Chief Investment Officer and Managing Director, Pimco
Pimco
Episode: How PIMCO is Preparing for the Next Capital Loss Cycle with Dan Ivascyn
Brian Levitt
Chief Global Market Strategist and Head of Strategy and Insights at Invesco
Invesco
Episode: Why the Knockout Punch Never Comes With Brian Levitt
Skanda Amarnath
Co-founder and executive director of Employ America
Employ America
Episode: Neil Dutta & Skanda on Why the Recession Signals Are All Wrong

Hosts

Josh Brown
Host of The Compound and Friends; co-hosting with a focus on market history, charts, and practical investing discussion.
Michael Batnick
Co-host focused on investment philosophy, market commentary, and data-driven discussion; brings long-horizon investing perspective.

Reviews

4.8 out of 5 stars from 4.5k ratings
  • Excellent

    Simply great episode.

    Apple Podcasts
    5
    Il gabbiano.
    United States23 days ago
  • Josh

    Pretending he’s not gonna sell NFLX and NKE at a loss is peak cope

    Apple Podcasts
    4
    K-izzle
    United Statesa month ago
  • SpaceX ipo episode

    Having a British guy come on and say the market is gonna crash because of an Elon hype train entering the market is hilariously stupid. Congrats guys

    Apple Podcasts
    4
    K-izzle
    United States2 months ago
  • Nice!

    Love this show. The premise and amazing guests

    Apple Podcasts
    5
    Down on new bonus game
    United States2 months ago
  • 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 Zealand3 months ago

Listeners Say

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

Guests and varied topics keep content fresh and informative.
Interruption-heavy banter and frequent politics mentions are common critique.
Listeners praise timely market color and practical investing insights.

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 the Knockout Punch Never Comes With Brian Levitt
Q: What is the origin of the firm prior to its current incarnation?
The discussion notes that Invesco grew from Oppenheimer Funds, which was acquired by Invesco in 2019; prior history includes the evolution through organizations like AIM and Van Campen, and a distinction from Oppenheimer & Company on Wall Street.
Why the Knockout Punch Never Comes With Brian Levitt
Q: What is the Invesco superpower, in a nutshell?
Invesco offers a significant array of products across ETFs, private markets, active fundamental equity, and a large fixed income business, serving a broad client base and enabling a comprehensive set of investment options.
What You Need to Survive a Bull Market
Q: Chart, what inning are we in?
The hosts discuss different market phases, noting that AI-driven growth and concentration of winners may prolong the bull run, but caution that past patterns do not guarantee future outcomes.
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.

Audience Metrics

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

Listeners per Episode
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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?

A market-focused show led by two veteran reporters-turned-hosts that blends data-driven analysis with colorful banter. Episodes typically center on macro trends, AI-driven spending, tech and semiconductor cycles, ETFs, and earnings timelines, often featuring guests who are investors, analysts, or industry researchers. The format blends chart-based insight with pragmatic investing perspectives, offering listeners timely takeaways on positioning, risk management, and capital allocation across both equity and fixed income-like landscapes. A notable trait is the willingness to challenge conventional narratives while leaning into long-horizon ideas, such as 100-bagger stories, AI adoption, and the evolving role of intangible assets. This combina... 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 7 years ago and published 589 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. Spencer Jakab
2. Andrew Kang
3. Ryan Detrick
4. Sonu Varghese
5. Ric Edelman
6. Michael Zezas
7. Dan Ivascyn
8. Brian Levitt

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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