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The Compound and Friends

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

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/

PublishesDailyEpisodes603Founded7 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: Snowflake ... more

On episode 257 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Michael Batnick are joined Ed Zitron to discuss: the ultra-bear case for AI, Nvid... more

YouTube

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

On this episode of What Did We Learn, Josh Brown and Nick Colas discuss rising long-term Treasury yields, why real yields not inflation are driving the move, and what higher rates could mean for stocks. Plus, they break down S&P 500 valuations, the e... more

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Recent Guests

Michael Santoli
CNBC senior markets commentator and co-anchor of Closing Bell
CNBC
Episode: How to Play the Money Game with Michael Santoli
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
David Solomon
CEO of Goldman Sachs
Goldman Sachs
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
Bruce Flatt
CEO
Brookfield
Episode: Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia
Jensen Wong
Nvidia founder and CEO
Nvidia
Episode: Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia
Rich Gelfond
CEO of IMAX Corporation; director since 1994
IMAX Corporation
Episode: Is IMAX a Screaming Buy? With Rich Gelfond

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 States25 days 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 States25 days ago
  • So good!

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

    Apple Podcasts
    5
    Jurassicshark2026
    United Statesa month ago
  • Top Notch

    The greatest financial podcast out there!

    Apple Podcasts
    5
    morin matt
    United Statesa month 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 Statesa month 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.

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.
Why Demand for Compute Is About to Explode With Alex Kantrowitz
Q: What makes AI progress so rapid right now?
Alex Kantrowitz explains the confluence of compute, data, and model improvements, plus the shift toward enterprise-grade AI products and the emergence of specialized, open, and routed AI options that pressure prices and profits.
How Ron Baron Became the Greatest Fund Manager of All Time
Q: Why do you hold SpaceX and Tesla through thick and thin?
Because the leadership, mission, and long-term growth trajectory align with their principles of integrity and transformative capability, enabling the firms to withstand volatility and still compound wealth over long horizons.
How Ron Baron Became the Greatest Fund Manager of All Time
Q: What is the core investment philosophy that guides Baron Capital?
Baron Capital relies on a mission-driven approach to change lives, rigorous due diligence, and a preference for owning great businesses with durable competitive advantages and capable leadership, evaluated over five to ten years rather than quarter-to-quarter results.
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.

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 7 years ago and published 603 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. Michael Santoli
2. Larry Fink
3. John Gray
4. Vladimir Zlezak
5. David Solomon
6. Jim Zelter
7. Bruce Flatt
8. Jensen Wong

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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