The Compound and Friends

Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Friday for expert insight and hot takes on the latest in business and investing. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/

395 episodes transcribed
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Business

Netflix and Churn

Episode Date: April 22, 2022

On episode 43 of The Compound & Friends, Ben Carlson, Will Hershey, and Downtown Josh Brown discuss: trouble at Netflix, thematic investing, metaverse...

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Business

Delete Your DMs

Episode Date: April 15, 2022

On episode 42 of The Compound & Friends, Michael Batnick, Nick Maggiulli, and Downtown Josh Brown discuss: Elon's Twitter bid, Nick's new book "Just K...

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Business

The Bogle Effect

Episode Date: April 8, 2022

On episode 41 of The Compound & Friends, Michael Batnick, Eric Balchunas and Downtown Josh Brown discuss: direct indexing, Eric's new book on Jack Bog...

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Business

The Texas Hedge

Episode Date: April 1, 2022

On episode 40 of The Compound & Friends, Michael Batnick, Adam Parker, and Downtown Josh Brown discuss: smart money buying the dip, the case for small...

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Business

Chasing the Bond King

Episode Date: March 21, 2022

On this special episode of Live from the Compound, Mary Childs joins Josh Brown, Michael Batnick, and Ben Carlson to discuss her new book, The Bond Ki...

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Business

Saint Patrick's Day Show

Episode Date: March 18, 2022

On episode 38 of The Compound & Friends, Michael Batnick, Dan McMurtrie, Leanna Haakons, and Downtown Josh Brown discuss: equity markets, value invest...

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Business

Pulling Out

Episode Date: March 11, 2022

On episode 37 of The Compound & Friends, Michael Batnick, Allison Schrager, Sam Ro, and Downtown Josh Brown discuss: corporations pulling out of Russi...

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Business

Best Burger in NYC

Episode Date: March 4, 2022

On episode 36 of The Compound & Friends, Michael Batnick, JC Parets, Dan Nathan, and Downtown Josh Brown discuss: JC's charts, retail investors buying...

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Business

Hedging Tail Risk

Episode Date: February 18, 2022

On episode 34 of The Compound & Friends, Michael Batnick, Carleton English, Kris Sidial, and Downtown Josh Brown discuss: earnings season, market liqu...

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Business

Turbulence Ahead

Episode Date: February 11, 2022

On episode 33 of The Compound & Friends, Michael Batnick, Tony Dwyer, and Downtown Josh Brown discuss: Tony's 2022 core thesis, demographic tailwinds,...

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Business

Intangible Value

Episode Date: January 21, 2022

On this week's episode of The Compound & Friends, Michael Batnick, Kai Wu, and Downtown Josh Brown discuss: interest rates, the platform economy, Web3...

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Business

The New Face of Wealth

Episode Date: January 14, 2022

On this week's episode of The Compound & Friends, Michael Batnick, Dasarte Yarnway, Emlen Mattingly, and Downtown Josh Brown discuss: inflation, how p...