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
18 snips
Mar 8, 2024 • 1h 27min
Will It End Badly?
Topics discussed include top ETFs for market conditions, future of Nvidia, money market funds, VIX impact on returns, small caps, market highs, restaurant experiences, shifting interest rates, market sectors, ETF trading trends, martial arts influence on ETF industry, thematic investing, lobbying impact on global markets, and pop culture references.
13 snips
Mar 5, 2024 • 1h 42min
No Worries with Jared Dillian, Josh pitches IMAX, private credit worries
Topics include simplifying financial life with Jared Dillian's book, IPOs, private credit, market bubbles, HBO's password crackdown, gold in portfolios, cybersecurity investments, crypto trends, private company valuations, unethical behavior in private credit, streaming service challenges, market analysis, IMAX movie experience revolution
Mar 1, 2024 • 1h 37min
Warren Buffett’s Margin of Safety
Topics discussed include Warren Buffett's communication style, corporate governance, ESG considerations, capital allocation strategies, philanthropic donations, the future of Buffett's annual meeting, and the evolution of leadership and shareholder activism.
4 snips
Feb 28, 2024 • 1h 46min
Eli Manning comes by to talk investing, should you buy the Reddit IPO, Warren Buffett's new letter
Former New York Giants quarterback Eli Manning talks investing with BVG, Warren Buffett's annual letter is discussed, Reddit IPO, Berkshire's performance, tech stock insights, ARM Holdings' debut, entertainment industry struggles, and a mystery chart analysis.
5 snips
Feb 23, 2024 • 1h 32min
The One With Ryan Detrick
The podcast discusses bullish signals, small caps, the odds of a third bear market in 5 years, Nvidia, election year data, tech integration in traditional sectors, market analysis, small caps performance, market trends, market sentiments, live stream events, favorite TV shows, and diverse topics.
11 snips
Feb 20, 2024 • 1h 20min
Nick Colas and Jessica Rabe on what we've learned this month, Nvidia earnings, the Wawa story
The podcast discusses insights from earnings season, correlations between stocks and bonds, Super Micro Computer phenomenon, Nvidia earnings, market pullbacks, inflation, Wawa story, and more
24 snips
Feb 16, 2024 • 1h 22min
The Magnificent 7 Is a Bubble
Financial expert Richard Bernstein joins Michael Batnick and Downtown Josh Brown to discuss the magnificent 7 compared to past bubbles, bitcoin as a sentiment indicator, the Fed's predicament, the case for international stocks, and more!
5 snips
Feb 14, 2024 • 1h 2min
They don't usually ring a bell at the top, but...
The hosts discuss topics such as bankruptcy disappearance, buybacks, earnings season update, bond market reaction to CPI report, silliness in growth companies, and Nasdaq stocks. They explore irony, introduce Crain Sharers' Defined Outcome ETFs, and discuss trade-offs in investments, market reaction to inflation data, seeking trillions for chips and AI, US bankruptcy filings, YouTube's revenue sharing, cashback rewards, stock performance, and gratitude to the team.
13 snips
Feb 9, 2024 • 1h 45min
Michael Cembalest Returns
Topics discussed in this podcast include antitrust and mag 7 stocks, federal debt, chip supply chains, the 2024 election, Covid lockdown ramifications, weight loss drugs, and more.
13 snips
Feb 7, 2024 • 2h 3min
SNAP melts down, Disney earnings, Big Tech breakdown with Dan Ives and Alex Kantrowitz
Tech analyst Dan Ives and journalist Alex Kantrowitz discuss the meltdown of SNAP, Disney earnings, and breakdowns of big tech companies like Tesla, Alphabet, Microsoft, Meta, Apple, and Amazon.
