The Compound and Friends

Stocks Fueling Consumers, AI Bull Market Tracks the Late 90’s With Nick and Jessica, Mohamed El-Erian Tells Powell to Resign

Everybody's Wrong

In this live episode of The Compound and Friends, co-hosts Josh Brown and Michael Batnick are joined by JC Parets to discuss current market trends and investment strategies. The conversation begins with a lighthearted discussion about Josh being called a stock "pumper" and quickly transitions into a technical analysis ...

Time to Sell Nvidia? Plus A16Z on Stablecoins and a Netflix Earnings Preview

The Compound and Friends podcast features Downtown Josh Brown and Michael Batnick discussing stablecoins with Sam Broner from a16z crypto, covering their definition, usage, and potential impact on the global financial system, including the interest from major financial institutions and the implications for internationa...

Reasons to Remain Overweight

How Does Apple Get Its Mojo Back?

When Will the AI Bubble Pop?

In this episode of The Compound and Friends, Josh Brown hosts Joe Fahmy and Shay Boloor to discuss the current bull market, particularly focusing on AI-driven growth stocks. Joe Fahmy argues that the market is in year two of a four-to-five-year bull market, driven by AI innovations, while Shay Boloor emphasizes identif...

Vanguard’s Joe Davis on AI vs Debt, NVDA $4 Trillion, the US Dollar Plunges, Next Hot IPOs

The Compound and Friends podcast episode features two segments: an interview with Joe Davis, Vanguard's global chief economist, who discusses the potential binary future of the economy depending on whether AI sparks a productivity boom or debt and deficits sink the U.S., and a "What Are Your Thoughts?" segment with Jos...

Statement Risk

In this episode of The Compound and Friends, Cole Wilcox, founder, CEO, and CIO of Longboard Asset Management, joins Josh Brown and Michael Batnick to discuss trend following as an investment strategy. The conversation explores the impact of early market experiences on investment biases, the increasing speed of market ...

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

Why Defensive Stocks Have Disappeared

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

The Next Big Short is the Trade War

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

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

The Compound and Friends podcast episode features Josh Brown, Michael Batnick, Callie Cox, and Ben Carlson discussing the biggest surprises of 2025 in the economy and markets, including the resilience of households, the persistence of the AI theme, and the surprising outperformance of international stocks. They debate ...

Why Initial Jobless Claims Could Blow Up the Stock Market

In this episode of "The Compound and Friends," Josh Brown and Michael Batnick interview Jens Nordvig, founder and CEO of Exante Data, about the complexities of tariffs, global economics, and market trends. The discussion covers the recent court ruling on tariffs, its potential impact on the U.S. economy, and the consum...

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

Real Men Don't Panic Over Bonds

In this episode of "The Compound and Friends," Josh Brown and Michael Batnick are joined by Richard Bernstein to discuss the implications of the new tax bill, deficit concerns, and bond market trends, including the rising 30-year Treasury rate. They analyze the potential impact of fiscal policy on the economy, debate w...

The COUGRs Trade Takes Wall Street, America Downgraded by Moodys, Walmart vs Trump

Warren Buffett vs American Capitalism

The transition of leadership at Berkshire Hathaway to Greg Abel signals the end of a sixty-year era, underscoring the critical role of emotional intelligence and long-term cultural stability in corporate governance. While Warren Buffett’s reliance on wide economic moats remains a benchmark for success, the debate persi...

Bull Trap or the Real Thing? Plus, Dana Mattioli on Amazon, Coinbase Joins the S&P 500, China Tariffs LOL

This episode explores the dynamics of tech giants navigating political landscapes, featuring an interview with Dana Mattioli, Pulitzer Prize-winning Amazon beat reporter, followed by a market analysis segment with Michael Batnick. Mattioli reveals the pragmatic shifts in tech CEOs' political affiliations, driven by exp...