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Statement Risk



On episode 197 of The Compound and Friends, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ and ⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠ are joined by Cole Wilcox, Founder, CEO and CIO of Longboard Asset Management to discuss: all thin…


Published on 2 months, 1 week ago

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The Next Circle IPO, Ric Edelman on Crypto Allocations, Novo Nordisk vs Hims, Dumbflation



On this TCAF Tuesday, Josh Brown sits down with Ric Edelman, Founder of Edelman Financial Engines to discuss: how far Bitcoin has come, the correct Bitcoin allocation, Tokenization, Stablecoins, and …


Published on 2 months, 1 week ago

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Why Defensive Stocks Have Disappeared



On this special episode of The Compound and Friends, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠ are joined by Matt Cerminaro and Todd Sohn for the ultimate CHART ON session! They dis…


Published on 2 months, 2 weeks ago

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Congress Trades During Tariff Announcement, Oil Market Reaction to Israel vs Iran, OpenAI vs MSFT



On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠Downtown Josh Brown⁠⁠⁠ and ⁠⁠⁠Michael Batnick⁠⁠⁠!


This episode is sponsored by GrayScale. Curious about investing in …


Published on 2 months, 2 weeks ago

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The Next Big Short is the Trade War



On episode 196 of The Compound and Friends, ⁠⁠⁠Michael Batnick⁠⁠⁠ and ⁠⁠⁠Downtown Josh Brown⁠⁠⁠ are joined by Steve Eisman to discuss: behind-the-scenes on The Big Short, what's going on with the tra…


Published on 2 months, 3 weeks ago

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Nick and Jessica on Tech Earnings, Mary Meeker’s AI Tour de Force, ARR Models



On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of DataTrek Research to discuss why February was probably not the top, how expensive US tech stocks are, AI, sports and more!…


Published on 2 months, 3 weeks ago

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Individuals Outsmart the Pros, Live From Chicago With Ben and Callie, Morningstar CEO Kunal Kapoor



On episode 195 of The Compound and Friends, ⁠⁠⁠Michael Batnick⁠⁠⁠ and ⁠⁠⁠Downtown Josh Brown⁠⁠⁠ are joined by Ben Carlson and Callie Cox in front of a live audience to discuss: the biggest market sur…


Published on 2 months, 4 weeks ago

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Why Initial Jobless Claims Could Blow Up the Stock Market



On episode 194 of The Compound and Friends, ⁠⁠Michael Batnick⁠⁠ and ⁠⁠Downtown Josh Brown⁠⁠ are joined by Jens Nordvig, Founder and CEO of Exante Data to discuss: the latest on tariffs, the significa…


Published on 3 months ago

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Unstoppable Buying, ETF Inflow Records, Apple at War, Circle’s IPO



On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ⁠⁠Downtown Josh Brown⁠⁠ and ⁠⁠Michael Batnick⁠⁠! They discuss the latest in market moves, BTFD, Circles IPO, and much more…


Published on 3 months, 1 week ago

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Real Men Don't Panic Over Bonds



On episode 193 of The Compound and Friends, ⁠⁠Michael Batnick⁠⁠ and ⁠⁠Downtown Josh Brown⁠⁠ are joined by Richard Bernstein to discuss: the Big Beautiful Bill, the bond market, the Fed, the next rec…


Published on 3 months, 1 week ago





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