# The Compound and Friends A podcast by 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/ Feed: https://feeds.megaphone.fm/TCP4771071679 ## Latest episodes - [Dirty Dozen Charts, Anthropic’s S-1, Amazon Earnings Preview, Cost of Capital Hits AI](https://invisiblenetwork.ai/podcast/1456467014/feea3cb8cff0) (2026-10-27, 61 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP9274601152.mp3 - [How CrowdStrike Could Double ARR by 2030 with George Kurtz](https://invisiblenetwork.ai/podcast/1456467014/4d4f384ad1c2) (2026-10-26, 40 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP9057762143.mp3 - [An Economy So Good No One Can Live In It with Jill Schlesinger](https://invisiblenetwork.ai/podcast/1456467014/95ad310a4142) (2026-10-23, 86 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP4110285196.mp3 - [Doubt but No Fear, SpaceX Reports, Netflix Cleans House, AI Bond Vigilantes, Bending Spoons](https://invisiblenetwork.ai/podcast/1456467014/9480e2172df6) (2026-10-20, 40 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP5611762193.mp3 - [How OpenAI Could Cause a US Recession With Steve Eisman](https://invisiblenetwork.ai/podcast/1456467014/7ec154779052) (2026-10-16, 50 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP7774335636.mp3 - [Josh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine](https://invisiblenetwork.ai/podcast/1456467014/bc928227ba2d) (2026-10-13, 64 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP6138706816.mp3 - [This Is Where the Rubber Meets the Road, with Jurrien Timmer](https://invisiblenetwork.ai/podcast/1456467014/84f3d1c10dc5) (2026-10-09, 76 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP6906880837.mp3 - [Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT?](https://invisiblenetwork.ai/podcast/1456467014/c1099a57a6a9) (2026-10-06, 63 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP5951361210.mp3 - [Is Gen Z Completely Cooked? With Ed Elson](https://invisiblenetwork.ai/podcast/1456467014/2fc699aaf283) (2026-10-02, 85 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP7434423385.mp3 - [Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?](https://invisiblenetwork.ai/podcast/1456467014/178b15fb81de) (2026-09-29, 75 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP6898195960.mp3 - [Erik Hirsch, CEO of Hamilton Lane, on the Explosive Growth of Private Markets](https://invisiblenetwork.ai/podcast/1456467014/d1b2431b1792) (2026-09-28, 46 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP8157423036.mp3 - [People Hate These 5 Stocks But They'll Be Wrong with Jonathan Boyar](https://invisiblenetwork.ai/podcast/1456467014/04d267c7ea4a) (2026-09-25, 68 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP2866727018.mp3 - [Meta’s Muse launch, Josh is wrong on Netflix, internals weaken, 10-year bonds at 5%, Buffett steps away](https://invisiblenetwork.ai/podcast/1456467014/622e2106a872) (2026-09-22, 67 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP4286692776.mp3 - [Tom Lee and Dan Ives Explain Everything](https://invisiblenetwork.ai/podcast/1456467014/4676e41f348c) (2026-09-18, 55 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP7529740957.mp3 - [The Most Interesting Macro Moment of My Lifetime with Jens Nordvig](https://invisiblenetwork.ai/podcast/1456467014/7b2bb905340c) (2026-09-11, 68 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP4514518043.mp3 - [Stocks Aren't as Expensive as You Think | WAYT?](https://invisiblenetwork.ai/podcast/1456467014/f5b0aff940ab) (2026-09-08, 47 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP1360308744.mp3 - [How to Pick Stocks Like Morgan Stanley With Dan Skelly](https://invisiblenetwork.ai/podcast/1456467014/1d8f0eebb69c) (2026-09-04, 90 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP3142069510.mp3 - [Tim Cook the GOAT? Snowflake earnings preview, the software comeback, reactions to Ed Zitron](https://invisiblenetwork.ai/podcast/1456467014/ad8af0d5ea29) (2026-09-01, 70 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP4949011491.mp3 - [The Four Horsemen of the AI Apocalypse with Ed Zitron](https://invisiblenetwork.ai/podcast/1456467014/5601d7a2265a) (2026-08-28, 87 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP7611305535.mp3 - [Bubble bursts in 2027, Nvidia earnings preview, Materials sector set-up, AirBnB takes flight](https://invisiblenetwork.ai/podcast/1456467014/59ea8d1e6352) (2026-08-25, 73 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP4041665727.mp3 - [Why Every Trader on Earth is Watching the 10-Year Treasury Now with Nick Colas](https://invisiblenetwork.ai/podcast/1456467014/4b33a3333a7e) (2026-08-24, 44 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP6687548098.mp3 - [How to Play the Money Game with Michael Santoli](https://invisiblenetwork.ai/podcast/1456467014/1f542456533a) (2026-08-21, 85 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP1907336504.mp3 - [Treasury yields break out, how to invest with Bill Ackman, Workday rumors, off-balance sheet madness](https://invisiblenetwork.ai/podcast/1456467014/9bf73ba0d5bb) (2026-08-18, 72 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP9948928497.mp3 - [It's a bull market and nobody drinks anymore.](https://invisiblenetwork.ai/podcast/1456467014/1c03cb8ca6a9) (2026-08-14, 65 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP7129520575.mp3 - [Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia](https://invisiblenetwork.ai/podcast/1456467014/3bf86f45ba15) (2026-08-11, 62 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP2703054287.mp3 - [Is IMAX a Screaming Buy? With Rich Gelfond](https://invisiblenetwork.ai/podcast/1456467014/52467ca3f1ea) (2026-08-10, 45 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP5223396481.mp3 - [The Man Who Called the Roaring 2020s with Ed Yardeni](https://invisiblenetwork.ai/podcast/1456467014/8d287b50a085) (2026-08-07, 76 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP2398494746.mp3 - [Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call](https://invisiblenetwork.ai/podcast/1456467014/3652da51031e) (2026-08-04, 67 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP9933231201.mp3 - [Why Demand for Compute Is About to Explode With Alex Kantrowitz](https://invisiblenetwork.ai/podcast/1456467014/b141feae8a3f) (2026-07-31, 87 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP4172736707.mp3 - [AI Darlings Wrecked, Earnings Preview META, MSFT, AAPL, AMZN, Rate Hike Spook, Nvidia’s OpenAI Deal](https://invisiblenetwork.ai/podcast/1456467014/b9ae8efc0929) (2026-07-28, 49 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP2214322969.mp3 - [How Ron Baron Became the Greatest Fund Manager of All Time](https://invisiblenetwork.ai/podcast/1456467014/166499f28ed3) (2026-07-24, 75 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP5531306897.mp3 - [Google Earnings Preview, SpaceX Gives Us a Date, Internals Heat Check, Biotechs Rally](https://invisiblenetwork.ai/podcast/1456467014/59817e8f1a75) (2026-07-21, 62 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP5499075550.mp3 - [You’re About to See the Real AI Winners Stand Up](https://invisiblenetwork.ai/podcast/1456467014/4fecc155849e) (2026-07-17, 89 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP3781969901.mp3 - [IBM Warns, Apple Sues OpenAI, Big Bank Earnings Blow-Out, EPS Bubble, Welcome to Y’all Street](https://invisiblenetwork.ai/podcast/1456467014/5c6b3b4f5587) (2026-07-14, 60 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP8413325567.mp3 - [The Number One Question Facing Investors, How the US Became Recession Proof, Why Tech Stocks Might Underperform Going Forward With Datatrek’s Nick Colas and Jessica Rabe](https://invisiblenetwork.ai/podcast/1456467014/aabe946548ea) (2026-07-13, 39 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP5907709094.mp3 - [The Real Ticking Time Bomb with Michael Cembalest](https://invisiblenetwork.ai/podcast/1456467014/0663b24b3e19) (2026-07-10, 78 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP6768102911.mp3 - [Leveraged ETF Casino, Apple Breaks Out, Sentiment Plunges, Government Stake in OpenAI?](https://invisiblenetwork.ai/podcast/1456467014/336c3ea8ba92) (2026-07-07, 63 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP9739847027.mp3 - [Brian Belski Returns!](https://invisiblenetwork.ai/podcast/1456467014/fb2d81906f20) (2026-07-03, 77 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP8975673379.mp3 - [Steroid Era With Spencer Jakab, the F***’s Going on With Strategy?, Margin Debt](https://invisiblenetwork.ai/podcast/1456467014/bcaef0aa165f) (2026-06-30, 66 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP6214564970.mp3 - [Invest in the Robot Revolution or Be Crushed by It](https://invisiblenetwork.ai/podcast/1456467014/d8f10128b1f1) (2026-06-29, 43 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP6811526606.mp3 - [Too Early to Get Off the Wave with Ryan Detrick and Sonu Varghese](https://invisiblenetwork.ai/podcast/1456467014/0bf92c30388b) (2026-06-26, 67 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP6082535687.mp3 - [Almost Midnight, Micron Preview, Alan Greenspan RIP, Hello Jane Street, the Case for Meta](https://invisiblenetwork.ai/podcast/1456467014/47e2d9a5810e) (2026-06-23, 75 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP2398545260.mp3 - [The Most Invincible Career Path in Finance](https://invisiblenetwork.ai/podcast/1456467014/399f50a40670) (2026-06-22, 41 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP1464216134.mp3 - [The World You Knew Is Never Coming Back with Morgan Stanley’s Michael Zezas](https://invisiblenetwork.ai/podcast/1456467014/116e1e910c17) (2026-06-19, 65 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP2066013102.mp3 - [Betting on OpenAI, SpaceX Dust Settles, Josh’s New Trade](https://invisiblenetwork.ai/podcast/1456467014/1b63cfc37756) (2026-06-16, 69 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP4280855152.mp3 - [How PIMCO is Preparing for the Next Capital Loss Cycle with Dan Ivascyn](https://invisiblenetwork.ai/podcast/1456467014/f4bb7115c73b) (2026-06-15, 70 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP8134004194.mp3 - [Why the Knockout Punch Never Comes With Brian Levitt](https://invisiblenetwork.ai/podcast/1456467014/a92ee1d8ebaf) (2026-06-12, 71 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP8366216409.mp3 - [Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI](https://invisiblenetwork.ai/podcast/1456467014/d5507e01da8b) (2026-06-09, 58 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP9497444473.mp3 - [Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999](https://invisiblenetwork.ai/podcast/1456467014/5e66c3d6a96d) (2026-06-08, 35 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP6332434959.mp3 - [Neil Dutta & Skanda on Why the Recession Signals Are All Wrong](https://invisiblenetwork.ai/podcast/1456467014/da43eb27e41a) (2026-06-05, 71 min): audio https://pdst.fm/e/pscrb.fm/rss/p/traffic.megaphone.fm/TCP1345063373.mp3 Shows are listed from Apple Podcasts' charts and directory, and Podcast Index where it is used. Every show and episode belongs to its publisher and plays from the publisher's own feed; this site hosts none of them.