Podcast Episodes
Back to SearchNick and Jessica’s 3 Big Lessons From 2025, Sam Altman Orders a Code Red at OpenAI, Adam Parker on Broken Compounders, the Case for Adobe
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research to discuss: putting equity valuations int…
3 months, 4 weeks ago
Why Oil Could Be Next Year’s Gold
On episode 219 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joine…
4 months ago
The Joby bull case with Charles Lemonides, Roaring 2020’s with Ed Yardeni, Alphabet vs Nvidia
On this TCAF Tuesday, Josh sits down with Charles Lemonides, founder of ValueWorks, to discuss the future of flight and how soon we might see flying …
4 months ago
The Case for a Year-End Melt-Up
On episode 218 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joine…
4 months, 1 week ago
Only One Thing Can Stop the AI Crash, Worst Drawdowns, Blue Owl vs Apollo
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick…
4 months, 1 week ago
Quality in the Streets, Momentum in the Sheets
On episode 217 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joine…
4 months, 2 weeks ago
The "Titanic" indicator flashes, Elon's $1 trillion pay package, Draftkings vs Robinhood
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick…
4 months, 2 weeks ago
Eric Jackson and the Search for the Next 100 Bagger
On episode 216 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joine…
4 months, 3 weeks ago
Brian Belski Breaks Loose, Palantir Erupts, Stocks Getting Quietly Killed, Uber and Tost Report
On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Brian Belski, CEO and Chief Investment Officer at Humilis Investment Strategies to…
4 months, 3 weeks ago
What Did the Fed Actually Say?
On episode 215 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by…
5 months ago