The Compound and Friends Podcast
1) Software vs Semis, Trump Accounts for Babies, Sell-Side Indicator
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 P...Show More
2) Welcome to 2026
On episode 223 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ben Carlson for the very first of ...Show More
3) New Year’s Resolutions, the $15 Trillion Liquidity Flood With Garrett Baldwin, Reacting vs Predicting
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and special co-host Garrett Baldwin! This episode is sponsored b...Show More
4) These Are Wall Street’s Predictions for 2026
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick! For more from special guest Sam Ro,...Show More
5) Buy or Die
On episode 222 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bill Cohan to discuss: Netflix vs Para...Show More
6) AI Optimism and Macro Skepticism With Dan Ives & Neil Dutta
On this TCAF Tuesday, Michael Batnick is joined by Dan Ives and Neil Dutta to talk about AI, Tesla, the Fed, chances of market turmoil in 2026, and much more! This episode is ...Show More
7) It's Like Free Money
On episode 221 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Weisenthal and Tracy Alloway to discus...Show More
8) Million Dollar Payout, Oracle Earnings Preview, Risk On, the Case for Salesforce
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 Public. F...Show More
Million Dollar Payout, Oracle Earnings Preview, Risk On, the Case for Salesforce
1:07:29 | Dec 10th, 2025
9) Inside the Robinhood Revolution With Vlad Tenev
On episode 220 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Vlad Tenev to discuss: the Robinhood story, th...Show More
10) 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
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research to discuss: putting equity valuations into context, policymakers prioritizing growth over do...Show More