On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of DataTrek Research to take a look at the big takeaways from earnings season, the recent high correlation between stocks and long-term Treasury bonds, and the Super Micro Computer phenomenon currently influencing the small cap stock index! Then, Josh joins Michael Batnick for a brand new episode of What Are Your Thoughts where they discuss: Nvidia, if stocks cause inflation, earnings season, Wawa, the Fed, and much more! Thanks to Public for sponsoring this episode. Go to https://public.com/ and activate options tradin ..read more

On episode 129 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Cembalest to discuss: antitrust and mag 7 stocks, the federal debt, the ultimate value trap, chip supply chains, the 2024 election, the long-term ramifications of Covid lockdowns, weight loss drugs, and much more! Thanks to Public for sponsoring this episode. Go to Public.com and activate options trading by March 31st to lock in your lifetime rebate. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Options are not suitable for all investo ..read more

On episode 128 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies to discuss: how stocks perform after all-time highs, the latest from the Fed, MMT, election year markets, Mark Zuckerberg: doomsday prepper, and much more! Thanks to iShares for sponsoring this episode. To learn more about the iShares Bitcoin Trust, visit: https://www.ishares.com/us/strategies/ways-to-invest-in-bitcoin Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for information ..read more

On episode 121 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski to discuss: the golden age of stockpicking, what happens if there's no rate cut in 2024, what the bears are missing, the outlook for financials, and much more! Thanks to Dimensional Fund Advisors ETFs for sponsoring this episode. To learn more about the Dimensional difference, visit Dimensional.com. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only an ..read more

On episode 120 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, to discuss: the post-pandemic economy, when economic indicators stop working, how AI saved the market, the magnificent seven, the 2024 stock market outlook, and much more! Thanks to Public for sponsoring this episode. Go to Public.com/compound to lock in 5.4% yield on your cash. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast i ..read more

On episode 116 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Jackson to discuss: the market's strong start to November, using AI and machine learning to find alpha, the magnificent 7, fintech stocks, the court ruling impacting real estate stocks, and much more! This episode is sponsored by US Benchmark Series. Learn more about the US Treasury 3 Month Bill ETF (TBIL) at: https://www.ustreasuryetf.com/ Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is ..read more

On episode 115 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rick Brink (Senior Vice President and Market Strategist at Alliance Bernstein) to discuss: inflation, what constitutes a recession, monetary policy, going long duration, the biggest risks to the market, and much more! This episode is brought to you by Public. Visit Public.com/compound to learn more about how to lock in a historic 5.5% yield on your cash. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. Th ..read more

On episode 114 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: earnings, the liquidity starved bull market, economic indicators, the Fed's next move, housing, and much more! This episode is brought to you by Kraneshares. To learn more about their Global Luxury Index ETF (KLXY), visit: https://kraneshares.com/klxy/?adsource=wealthcast Sign up for a free 30 day trial of FS Insight at: https://bit.ly/thecompound-fsinsight Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing invol ..read more

On episode 112 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alex Kantrowitz to discuss the big tech landscape, AI competition, augmented reality, Michael Lewis and SBF, and much more! Today’s show is brought to you by Birddogs. Visit: https://birddogs.com/compound or enter promo code COMPOUND for a free white-tech dad hat with every purchase! Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regar ..read more

On episode 111 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Perth Tolle and Gunjan Banerji to discuss: Amazon's antitrust issues, a coming secular rotation in equities, Investing in Emerging Markets and China, Meme stocks are back, and much more! Today’s show is brought to you by wealth.com. Visit https://wealth.com/compound for more info! Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves the risk of loss. This podcast is for informational purposes only and should not be o ..read more