The Compound and Friends

Million Dollar Payout, Oracle Earnings Preview, Risk On, the Case for Salesforce

Inside the Robinhood Revolution With Vlad Tenev

In this episode of The Compound and Friends, Downtown Josh Brown and Michael Batnick interview Vlad Tenev, co-founder and CEO of Robinhood Markets, about the company's cultural impact, market opportunities, and future plans. Tenev discusses Robinhood's journey from a fintech startup to a major player in the brokerage w...

Nick 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

The Compound and Friends podcast episode features two segments: The first segment includes a discussion with Nick Colas and Jessica Rabe of DataTrek Research, who share three key investing lessons from 2025 and their implications for 2026, emphasizing the importance of policymakers prioritizing economic growth and unde...

Why Oil Could Be Next Year’s Gold

In this episode of The Compound and Friends, Michael Batnick and Josh Brown host Peter Boockvar to discuss current market trends and Thanksgiving. They analyze the AI sector, differentiating between Google and OpenAI camps, and debate the sustainability of current CapEx levels. The conversation shifts to the recent sma...

The Joby bull case with Charles Lemonides, Roaring 2020’s with Ed Yardeni, Alphabet vs Nvidia

The Compound and Friends podcast features two distinct segments: an interview with Charles Lemonides, a hedge fund manager, discussing his investment in Joby, an eVTOL company, and his insights from the Dubai Air Show, followed by a panel discussion with Josh Brown, Michael Batnick, and Ed Yardeni, who shares his optim...

The Case for a Year-End Melt-Up

In this episode of The Compound and Friends, Josh Brown, Michael Batnick, and Warren Pies analyze Nvidia's recent earnings report, the AI-driven market, and the overall market sentiment. They discuss the structural concerns and sentiment corrections in the AI sector, the impact of Nvidia's performance on market cues, a...

Only One Thing Can Stop the AI Crash, Worst Drawdowns, Blue Owl vs Apollo

Quality in the Streets, Momentum in the Sheets

The "Titanic" indicator flashes, Elon's $1 trillion pay package, Draftkings vs Robinhood

Eric Jackson and the Search for the Next 100 Bagger

In this episode of The Compound and Friends, Josh Brown, Michael Batnick, and Eric Jackson discuss the recent turmoil surrounding OpenAI, including Sam Altman's behavior and the company's financial commitments, and debate whether the AI investment theme is in a bubble. Eric Jackson shares his investment strategy of see...

Brian Belski Breaks Loose, Palantir Erupts, Stocks Getting Quietly Killed, Uber and Tost Report

What Did the Fed Actually Say?

Big Tech Earnings Week With Alex Kantrowitz, Two Small Caps on Josh’s Radar, Robots Take White Collar Jobs at Amazon

Jim Cramer Absolutely UNLOADS On Stage, Make Popcorn Now

It’s Only a Bubble If You Panic

In this episode of The Compound and Friends, Josh Brown, Michael Batnick, and Ben Carlson host Sonali Basak, Chief Investment Strategist for iCapital, to discuss the intricacies of private equity and private credit. The conversation explores the misconceptions surrounding private credit, the importance of due diligence...

Netflix Reports, Why the Bull Market Has Legs Into Year-End With Nick and Jessica, Warner Bros for Sale, Unemployment Cracks Appear

In this episode of The Compound and Friends, recorded live from Las Vegas, Josh Brown and Michael Batnick discuss current market trends and news. The show features a segment with Nick Colas and Jessica Rabe from Datatrack, who offer insights on S&P 500 valuations, earnings, and seasonality, highlighting the potential f...

There's Never Just One Cockroach

In this episode of The Compound and Friends, Josh Brown and Michael Batnick are joined by Bill Baruch to discuss current market trends and investment strategies. The conversation begins with a discussion on private credit concerns and their potential impact on the broader financial sector, followed by an in-depth analy...

Becoming the Amazon of Real Estate With Rocket’s Varun Krishna, Roaring Bank Earnings, Wall Street Fires on All Cylinders

The podcast features two distinct segments: an interview with Varun Krishna, CEO of Rocket Companies, discussing the housing market, Rocket's acquisitions of Redfin and Mr. Cooper, and the company's strategy to create a seamless home purchase experience using AI; and a co-hosted segment with Michael Batnick, focusing o...

Retail Investors Just Plowed $100 Billion Into Stocks. THIS MONTH.

Solana tokenizes stocks with Anatoly Yakovenko, eVTOL stocks with Andres Sheppard, Oracle questions, BDC trouble

The Compound and Friends podcast episode features two distinct segments: an interview with Anatoly Yakovenko, co-creator of Solana, discussing the potential convergence of traditional and blockchain finance, Solana's technology, and the tokenization of assets, followed by a "What Are Your Thoughts?" segment hosted solo...