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The Compound and Friends

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

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/

PublishesDailyEpisodes596Founded7 years ago
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Latest Episodes

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Thoughts as they discuss six major stocks that may be se... more

IMAX is about 4% of the world's screens and routinely delivers 20% or more of opening weekend on the films that matter most. Rich Gelfond has been running the company since 1994. On this episode of Live From The Compound, Josh Brown and Michael Batni... more

On episode 254 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Michael Batnick are joined by legendary economist and market strategist Ed Yardeni to... more

On this episode of What Are Your Thoughts, Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ as they break down another massive week for the ma... more

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Recent Guests

Ed Yardeni
Dr. Ed Yardeni, President of Yardeni Research, economist and market strategist
Yardeni Research
Episode: The Man Who Called the Roaring 2020s with Ed Yardeni
Gavin Baker
Investor discussing fundamentals and AI adoption
San Francisco investment community
Episode: Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call
Leopold Aschenbrenner
Young hedge fund manager discussed for margin call episode
San Francisco-based investor
Episode: Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call
Patrick O'Shaughnessy
Media/Investing thinker referenced in discussion
San Francisco investors circle
Episode: Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call
Ron Baron
Founder, CEO, and portfolio manager for Baron Capital
Baron Capital
Episode: How Ron Baron Became the Greatest Fund Manager of All Time
Jonathan Thomas
CEO and President of American Century Investments
American Century Investments
Episode: You’re About to See the Real AI Winners Stand Up
Sean Russo
Investment Analyst at Ritholtz
Ritholtz Wealth Management
Episode: You’re About to See the Real AI Winners Stand Up
Carolyn Gaynor
Hall of Fame wholesaler at American Century
American Century Investments
Episode: You’re About to See the Real AI Winners Stand Up
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

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
  • 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 States5 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 States5 days ago
  • So good!

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

    Apple Podcasts
    5
    Jurassicshark2026
    United States7 days ago
  • Top Notch

    The greatest financial podcast out there!

    Apple Podcasts
    5
    morin matt
    United States8 days 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 States8 days 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 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
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Household Income
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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. 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 7 years ago and published 596 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 Yardeni
2. Gavin Baker
3. Leopold Aschenbrenner
4. Patrick O'Shaughnessy
5. Ron Baron
6. Jonathan Thomas
7. Sean Russo
8. Carolyn Gaynor

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