

The Compound and Friends
The Compound
Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Tuesday and Friday for expert insight and hot takes on the latest in business and investing.See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
Episodes
Mentioned books

23 snips
Aug 5, 2025 • 1h 55min
Socialist Mayors, AI vs Labor With Callie Cox, Falling Knife Stocks
Joining the discussion are Garrett Baldwin, an economist and financial writer, and Callie Cox, Chief Market Strategist at Ritholtz Wealth Management. They explore the paradox of rising stock markets amid a youth shift toward socialism, analyzing the socioeconomic factors behind this trend. Garrett and Callie dive into the implications of AI on labor dynamics and investments, debate corporate spending trends, and reflect on recent earnings reports from tech giants. A humorous take on market intricacies adds to the engaging dialogue!

62 snips
Aug 1, 2025 • 1h 21min
Why Valuations Don't Matter
This chat features Adam Parker, founder of Trivariate Research and former chief U.S. equity strategist at Morgan Stanley. Adam sheds light on what makes earnings season so intriguing for investors and decodes the Federal Reserve's recent strategies. The conversation also touches on the surprising implications of skyrocketing R&D spending in big tech firms and dives into the financial lessons learned from Hulk Hogan's legal battles. Don't miss the insights on navigating today's unpredictable market dynamics and the evolving landscape of investment strategies!

65 snips
Jul 29, 2025 • 2h 11min
Trump Is Winning His Trade War, Michael Cembalest on 20 Years Running Research at Jpmorgan, Earnings Reactions Galore
Michael Cembalest, Chairman of Market and Investment Strategy at J.P. Morgan Asset & Wealth Management, celebrates 20 years of his influential research note, Eye on the Market. He discusses memorable market trends, earnings reactions, and the lessons learned from past predictions. The conversation dives into the nuances of trade dynamics under Trump's administration, the rising influence of AI in the stock market, and the current volatility of tech giants like Microsoft and Apple. Cembalest also analyzes investor behavior amid geopolitical risks, highlighting the need for strategic decision-making.

71 snips
Jul 25, 2025 • 1h 29min
Meme Stocks or Manipulation?
Nick Maggiulli, COO at Ritholtz Wealth and author of 'The Wealth Ladder,' teams up with Caleb Silver, Investopedia's Editor-in-chief, to tackle pressing financial questions. They dive into the controversial world of meme stocks, debating whether hype constitutes manipulation. The duo also sheds light on Bitcoin's potential, the spending habits of younger generations seeking experiences over possessions, and the shifting landscape of investment strategies amid economic changes. Tune in for insightful takes on today's complex financial dynamics!

61 snips
Jul 22, 2025 • 1h 43min
Stocks Fueling Consumers, AI Bull Market Tracks the Late 90’s With Nick and Jessica, Mohamed El-Erian Tells Powell to Resign
Nick Colas and Jessica Rabe, co-founders of DataTrek Research with expertise in market analysis, discuss the current earnings landscape of the S&P 500, revealing strong performances despite a cautious 'sell the news' mindset. They draw intriguing parallels between today’s AI-driven rally and the late 90s Dot Com boom. The duo also delves into the implications of Fed Chair Powell possibly resigning and the economic resilience of American consumers, highlighting diverse spending behaviors across income brackets.

72 snips
Jul 18, 2025 • 1h 18min
Everybody's Wrong
JC Parets, founder of Trend Labs, joins the hosts to tackle financial markets with a blend of humor and insight. They discuss the most crucial market sector and make bold contrarian calls, diving into why only certain investors are losing money currently. The conversation flows from the crashing Bitcoin dominance to factors that could derail the market. Parets sheds light on sustainable business models, the unpredictable nature of stocks, and the psychology of investors influenced by fluctuating market dynamics.

145 snips
Jul 15, 2025 • 1h 48min
Time to Sell Nvidia? Plus A16Z on Stablecoins and a Netflix Earnings Preview
In this engaging discussion, Sam Broner, a Partner at A16Z Crypto specializing in stablecoin infrastructure, dives deep into the revolutionary potential of stablecoins. He highlights how these digital currencies are transforming payments and banking, especially in inflation-hit economies. Sam also examines the flaws in traditional B2B payment systems and illustrates how stablecoins can streamline transactions. Plus, he discusses the regulatory landscape and the risks associated with stablecoin adoption, offering insights that are crucial for investors and financial institutions alike.

38 snips
Jul 11, 2025 • 1h 11min
Reasons to Remain Overweight
Ryan Detrick, Chief Market Strategist at Carson Group, and Sonu Varghese, Global Macro Strategist, join the discussion with insights on how artificial intelligence has revitalized the market and the nuances of economic indicators. They humorously reflect on networking adventures and delve into the interesting market rotations of the second quarter, emphasizing shifts in investor sentiment. The duo also touches on household balance sheets and the unprecedented rise in S&P 500 earnings, showcasing a dynamic blend of finance, personal anecdotes, and expert analysis.

62 snips
Jul 8, 2025 • 1h 2min
How Does Apple Get Its Mojo Back?
Guests Cullen Roche, a macro expert, Eric Balchunas, an ETF analyst, and Alex Kantrowitz, a big technology expert, dive into pressing financial topics. They discuss the potential rise of alternative currencies and the persistent challenge of the dollar's decline. The trio also highlights the robustness of ETFs, including a unique standout. Alex elaborates on Apple's struggles with AI innovation, drawing comparisons with ChatGPT and suggesting possible strategic shifts for revitalization.

83 snips
Jul 4, 2025 • 1h 20min
When Will the AI Bubble Pop?
Joe Fahmy, a portfolio manager with extensive trading experience, and Shay Boloor, a chief market strategist, delve into the current landscape of AI stocks. They analyze the ongoing bull market fueled by innovations like ChatGPT and discuss companies like Palantir that are set to thrive. The duo shares insights on market shifts and the stagnation of giants like Apple compared to the rapid growth in tech. They also address emerging investment opportunities in sectors such as energy and space, highlighting the transformative potential of advanced technologies.