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The Compound and Friends

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

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/

PublishesDailyEpisodes574Founded7 years ago
Number of ListenersCategories
InvestingBusinessBusiness NewsNews

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Latest Episodes

On episode 246 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Brian Levitt, Chief Global Market St... more

On this episode of What Are Your Thoughts, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ break down the market's "Blood Red Friday" selloff... more

On this episode of What Did We Learn, Josh Brown, Nick Colas and Jessica Rabe examine one of the most extreme stretches of tech outperformance in recent market history and discuss what it could mean for investors going forward. They break down the gr... more

On episode 245 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Neil Dutta and Skanda Amarnath⁠⁠⁠⁠⁠⁠⁠ to... more

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Recent Guests

Rupert Mitchell
Rupert Mitchell of Blind Squirrel Macro, macro/market researcher and strategist
Blind Squirrel Macro
Episode: SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches
Gavin Baker
Analyst focusing on tech, telecom and chips
Episode: It’s a Wave Not a Bubble, Nvidia Preview, Google’s I/O Highlights, Investing in Space Stocks
Kai Wu
Founder and chief investment officer of Sparkline Capital
Sparkline Capital
Episode: Nasdaq Euphoria is Hitting its Limit with Kai Wu and Ben Carlson
Ben Carlson
Head of Institutional Asset Management at Ritholtz Wealth; author of Risk and Reward
Ritholtz Wealth / Sparkline Capital (collaborative context)
Episode: Nasdaq Euphoria is Hitting its Limit with Kai Wu and Ben Carlson
Jeff deGraf Dutta
Renowned technician, founder of Renaissance Macro (RenMac)
Renaissance Macro
Episode: Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash
Haley Sacks
Financial educator, investor, entrepreneur, author of Future Rich Person
Mrs. Dow Jones; Financial Tea
Episode: The System is Broken, You Should Get Rich Anyway with Haley Sacks
Eric Balchunas
Senior ETF analyst, Bloomberg Intelligence; author of The Bogle Effect
Bloomberg Intelligence
Episode: The Investor Utopia is Here with Eric Balchunas
Neeraj Khemlani
Author of The Coffee Can Investor, former president and co-head of CBS News and Stations
CBS News / The Coffee Can Investor
Episode: How to Find 100 Bagger Stocks
Matt Ankrum
Portfolio manager at Ankrum Capital, author of Coffee Can Investor case studies
Ankrum Capital
Episode: How to Find 100 Bagger Stocks

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 4.4k ratings
  • 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 States18 days ago
  • Nice!

    Love this show. The premise and amazing guests

    Apple Podcasts
    5
    Down on new bonus game
    United Statesa month 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 Zealanda month ago
  • 100 bagger episode

    I thought u guys were actually going to have a small cap investor on who knows how to pick stocks… instead u had some old guy with a software portfolio….. what r u doing? That guy is an idiot

    Apple Podcasts
    3
    K-izzle
    United Statesa month ago
  • Insight

    Great discussions and guests provide market opportunities and insights

    Apple Podcasts
    5
    EddieNclt
    United Statesa month 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.

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.
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.

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?

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 574 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. Rupert Mitchell
2. Gavin Baker
3. Kai Wu
4. Ben Carlson
5. Jeff deGraf Dutta
6. Haley Sacks
7. Eric Balchunas
8. Neeraj Khemlani

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