Episodes
On episode 159 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee of Fundstrat to discuss: Tom's Q4 outlook, what usually happens after Fed cuts, geopolitical risks, Chinese stocks, a history of drawdowns, and much more! This episode is sponsored by Global X. Visit https://www.globalxetfs.com/ to explore a lineup of more than 90 ETFs, along with insights to help you navigate a dynamic investing landscape. Access a 30-day free trial of FS Insight,...
Published 09/27/24
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss the Fed cut, recession indicators, the outlook for tech, and more! Then, at 44:54, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! This episode is sponsored by Rocket Money and Public. . Visit: http://public.com/compound and discover how you can lock in a 6+% yield until 2028. . Cancel your unwanted subscriptions today by visiting:...
Published 09/24/24
Published 09/24/24
On episode 158 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Mallouk, President and CEO of Creative Planning. This episode was recorded in front of a live audience at Future Proof on 9/17/24. This episode is sponsored by Kraneshares. China Last Night powered by KraneShares is a daily note produced by the KraneShares research team led by Chief Investment Officer Brendan Ahern. Check it out at: https://chinalastnight.com/ Sign up for The Compound...
Published 09/20/24
On episode 157 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jurrien Timmer to discuss: the Fed's first cut, the labor market, economic indicators, the fall of Carl Icahn, and much more! This episode is sponsored by Public. Discover how you can lock in a 6.8% yield until 2028 with a Bond Account at: https://public.com/compound Sign up for The Compound Newsletter and never miss out! https://www.thecompoundnews.com/subscribe Instagram:...
Published 09/13/24
On this TCAF Tuesday, hear Josh Brown and Michael Batnick discuss taking down risk, tech dilution, Apple reactions, and more on an all-new episode of What Are Your Thoughts! This episode is sponsored by YCharts! Subscribe to the YCharts blog to ensure you’re plugged into the latest insights, research, and market trends. Get 20% off your initial subscription when you start your free YCharts trial and tell them WAYT sent you (new customers only) : https://go.ycharts.com/compound Sign up for...
Published 09/10/24
On episode 156 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jill Schlesinger and Tony Dwyer to discuss: Tony's distinguished career in finance, 31 years of market returns, the Fed, Nvidia, the labor market, how the market might react to Trump vs Harris, and much more! This episode is sponsored by Themes ETFs. To learn more and access important risk disclosures, visit ThemesETFs.com. Sign up for The Compound Newsletter and never miss out!...
Published 09/06/24
On this TCAF Tuesday, Josh Brown is joined by Dan Ives of Wedbush Securities to discuss Nvidia's latest earnings report, what sets Jensen Huang apart, what it would take for anyone to catch the AI leader, and much more! Then, at 31:33, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! This episode is sponsored by Rocket Money! Cancel your unwanted subscriptions today by visiting http://rocketmoney.com/compound Josh's new book: You Weren't Supposed to See...
Published 09/03/24
On episode 155 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Gunjan Banerji of The Wall Street Journal and Paul Hickey of Bespoke Investment Group to discuss: Nvidia earnings, the AI led market boost, the Fed's impending cut, politics and investing, and much more! This episode is sponsored by Public. Discover how you can lock in a 6.9% yield until 2028 with a Bond Account at: https://public.com/compound. Sign up for The Compound Newsletter and never miss...
Published 08/30/24
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They cover the upcoming Nvidia earnings report, the slowdown in leisure and hospitality spending, hedge fund manager Dan Loeb’s recent comments about Apple, an all-new make the case, mystery chart, and more! This episode is sponsored by Public. Make your savings work harder and earn an industry-leading 5.1% APY with a high-yield cash account on Public. Visit https://public.com/WAYT to...
Published 08/27/24
On episode 154 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by New York Times economics reporter Talmon Smith, and The Compound's very own Ben Carlson to discuss: inflation, the Fed, economic policy, the labor market, and much more! This episode is sponsored by Public. Make your savings work harder and earn an industry-leading 5.1% APY with a high-yield cash account on Public. Visit https://www.public.com/ to learn more! Sign up for The Compound Newsletter...
Published 08/23/24
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of Datatrek, to discuss: what happened with the Japan carry trade, what to do with an elevated Vix, bitcoin vs gold, and much more! Then, at 39:14, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! This episode is sponsored by Public. Visit https://public.com/ to learn more about how you can earn 5.1% APY with a high-yield cash account. Sign up for The Compound newsletter and never miss...
Published 08/20/24
On this TCAF Tuesday, join Michael Batnick and Callie Cox for an all-new episode of What Are Your thoughts! They discuss: recession odds, bearish sentiment, household spending, individual stocks outperforming the S&P, and much more! Thanks to Rocket Money for sponsoring this episode! Visit http://rocketmoney.com/compound and cancel your unwanted subscriptions today! Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Check out the latest...
Published 08/13/24
On episode 153 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by fan favorites and TCAF legends JC Parets and Joe Fahmy to discuss: the Nikkei, buying green in a sea of red, the opportunity in industrials, the VIX spike, tips for traders during market corrections, and much more! This episode is sponsored by Global X. Visit https://www.globalxetfs.com/ to explore a lineup of more than 90 ETFs, along with insights to help you navigate a dynamic investing...
Published 08/09/24
On this TCAF Tuesday, Josh Brown is joined by Claudia Sahm, Chief Economist at New Century Advisors and Founder of Sahm Consulting for a deep dive into the Sahm Rule and how it's shaking up the market. Then, at 27:18, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! Thanks to Public and YCharts for sponsoring this episode! Visit https://public.com/ to learn more about how you can earn 5.1% APY with a high-yield cash account. Subscribe to the YCharts Advisor...
Published 08/06/24
On episode 152 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bryn Talkington of Requisite Capital Management and Athanasios Psarofagis of Bloomberg Intelligence to discuss: Fed day, the tech unwind, who is buying levered ETFs, nonfarm payroll, small caps, and much more! This episode is sponsored by Calamos. To learn more about the Calamos Alternative Nasdaq & Bond ETF, visit:...
Published 08/02/24
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss how the market fares in election years, the seasonality of the Vix, and much more! Then, at 34:05, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick with a special appearance by Aaron Dillon to talk IPOs! Thanks to Public for sponsoring this episode. Visit https://public.com/ to learn more about how you can earn 5.1% APY with a high-yield cash...
Published 07/30/24
On episode 151 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Matt Hougan, CIO of Bitwise Asset Management, to discuss: the launch of Ethereum ETFs, Bitcoin vs USD, crypto regulation, tokenized money market funds, and much more! This episode is sponsored by Public. Make your savings work harder and earn an industry-leading 5.1% APY with a high-yield cash account on Public. Visit https://public.com/ to learn more! Sign up for The Compound Newsletter and...
Published 07/26/24
On this TCAF Tuesday, Josh Brown is joined by Sean Allocca, Senior Editor for The Daily Upside to discuss wealth management, the future of AUM fees, cash sweep, and much more! Then, at 32:00 hear all about Tesla, Google, and Spotify earnings on an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! Thanks to Rocket Money for sponsoring this episode! Visit http://rocketmoney.com/compound and cancel your unwanted subscriptions today!  More from Sean:...
Published 07/23/24
On episode 150 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Todd Sohn, ETF and Technical Strategist at Strategas, to discuss: small cap stocks, the odds of tech stocks faltering, semiconductors, cash off the sidelines, thematic ETFs, Trump economics, and much more! This episode is sponsored by STF Management. Learn more about the STF Tactical Growth and Income (TUGN) ETF at: https://stfm.com/etf/tugn/ Sign up for The Compound Newsletter and never miss...
Published 07/19/24
On this TCAF Tuesday, join Josh Brown and Michael Batnick for an all-new episode of What Are Your Thoughts! They discuss bank earnings, AI skeptics, housing stocks, the presidential election, stock market news, and more! Thanks to Public for sponsoring this episode. Visit https://public.com/ to learn more about how you can earn 5.1% APY with a high-yield cash account. The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt Sign up for The...
Published 07/16/24
On episode 149 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neil Dutta, Head Economist at Renaissance Macro Research, to discuss: the Federal Reserve, small caps catching a bid, how worried we should be about recession, the economic implications of the presidential election, and much more! This episode is sponsored by Kraneshares. To learn more about their KFA Mount Lucas Managed Futures Index Strategy (ticker KMLM), visit:...
Published 07/12/24
On this TCAF Tuesday, Josh Brown is joined by George Kurtz, founder, president and CEO of CrowdStrike for a wide-ranging discussion about cyber security, delivering for shareholders, the opportunities around AI, and more. Then, at 38:55 hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! Thanks to YCharts for sponsoring this episode! Visit: https://go.ycharts.com/compound to learn more!  The Compound x Tropical Bros:...
Published 07/09/24
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They discuss the blow up in Nike, BlackRock's new acquisition, Trump vs Biden, US stocks > EU stocks, and much more! Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/compound and cancel your unwanted subscriptions today!  The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt Sign up for The...
Published 07/02/24
On episode 148 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Professor Jeremy Siegel, the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania, and Jeremy Schwartz, CIO of Wisdom Tree, to discuss: Professor Siegel's legendary book Stocks for the Long Run, what the Fed should do next, the best way to beat inflation, the housing market, AI stocks vs the tech bubble, what happened to small caps, and much more! This...
Published 06/28/24