Podcast Episodes
Back to SearchWhy Valuations Don't Matter
On episode 202 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Adam Parker to discuss: earnings season, the Fed holding steady, R&D spen…
Published on 1 month ago
Trump Is Winning His Trade War, Michael Cembalest on 20 Years Running Research at Jpmorgan, Earnings Reactions Galore
On this TCAF Tuesday, Michael Cembalest, Chairman of Market and Investment Strategy at J.P. Morgan Asset & Wealth Management joins Josh and Michael to mark the 20th anniversary of Eye on the Market, …
Published on 1 month ago
Meme Stocks or Manipulation?
On episode 201 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ritholtz Wealth COO Nick Maggiulli and Investopedia's Caleb Silver to discus…
Published on 1 month, 1 week ago
Stocks Fueling Consumers, AI Bull Market Tracks the Late 90’s With Nick and Jessica, Mohamed El-Erian Tells Powell to Resign
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research. They take a look at the current earnings and valuation of the S&P 500 to determine whether…
Published on 1 month, 1 week ago
Everybody's Wrong
On episode 200 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by TCAF legend JC Parets to discuss: the most important sector in the market, the bi…
Published on 1 month, 2 weeks ago
Time to Sell Nvidia? Plus A16Z on Stablecoins and a Netflix Earnings Preview
On this TCAF Tuesday, Josh and Michael are joined by Sam Broner of a16z crypto to break down the biggest developments in the world of stablecoins. From PayPal and Circle to the role of U.S. regulator…
Published on 1 month, 2 weeks ago
Reasons to Remain Overweight
On episode 199 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ryan Detrick and Sonu Varghese to discuss: how AI saved the market, mid-year mark…
Published on 1 month, 3 weeks ago
How Does Apple Get Its Mojo Back?
On this TCAF Tuesday, Michael Batnick is here with a special edition of What Are Your Thoughts with special guests Cullen Roche, Eric Balchunas and Alex Kantrowitz. They discuss: who can repl…
Published on 1 month, 3 weeks ago
When Will the AI Bubble Pop?
On episode 198 of The Compound and Friends, Michael Batnick is joined by Joe Fahmy and Shay Boloor to discuss: where we are in the market cycle, the outlook for AI stocks, how Apple got lef…
Published on 2 months ago
Vanguard’s Joe Davis on AI vs Debt, NVDA $4 Trillion, the US Dollar Plunges, Next Hot IPOs
On this TCAF Tuesday, Josh Brown sits down with Joe Davis, Vanguard’s Global Chief Economist and Global Head of the Investment Strategy Group to discuss Vanguard's 50th anniversary, Joe's new book, A…
Published on 2 months ago