The Compound and Friends

Joshua Brown, Michael Batnick

duncan@ritholtzwealth.com

For verified host and producer emails, sign up to view.

Booking Overview

This is a twice-weekly investing and markets interview/commentary show featuring its two regular hosts alongside occasional external market strategists, financial journalists, and other investment experts. Credible pitches include senior portfolio managers, economists, chief investment strategists, financial writers, and public-market executives with distinctive views on equities, asset allocation, or market structure; booking difficulty is high.

Metrics

Episodes: 586

Frequency: Multiple_weekly

Rating: 4.7/5.0

Estimated listeners: 10k-100k

Gender skew: Male

Location: USA

YouTube: 230.0k subscribers

Contact Information

duncan@ritholtzwealth.com

For verified host and producer emails, sign up to view.

Host

Joshua Brown - Chief Executive Officer of Ritholtz Wealth Management, financial commentator, and author known for public analysis of investing and markets.

Michael Batnick - Director of Research at Ritholtz Wealth Management and a financial commentator focused on markets, investing, and portfolio analysis.

Booking Intelligence

Booking Requirements

high
Typical Credentials:  
Senior investment professionals, market strategists, economists, financial journalists, and executives with substantial expertise in public markets or investing.
Required Achievements:  
Leadership roles at major investment firms or financial institutions, Recognized expertise in market strategy or portfolio management, Published financial journalism or influential investment analysis, Distinctive, defensible views on current market structure or asset allocation

Recent Guest Discussions

Brian Belski - Market Leadership Broadening Beyond Technology, Technology-stock Rotation, Small- And Mid-cap Stocks, Volatility, And Software Stocks In The Artificial Intelligence Cycle.

Spencer Jakab - Earnings Forecasts, Broadening Market Rallies, Leveraged Markets, Margin Debt, Bitcoin-related Systemic Risk, And Software Stocks As Potential Artificial Intelligence Beneficiaries.

Recent Topics

Investing, Financial Markets, Stocks, Asset Allocation, Wealth Management

Episodes

Here's the recent few episodes on
The Compound and Friends
:

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

July 13, 2026

On this episode of What Did We Learn, ⁠Josh Brown⁠, ⁠Nick Colas and Jessica Rabe⁠ discuss whether Tech's leadership is finally cooling off, what history says about rare market extremes, the case for a rotation within mega-cap tech, why semis may have gotten ahead of themselves, and what the Nasdaq's fourth year of a bull market could mean for investors. This episode is sponsored by Federated Hermes. Explore their full ETF lineup at ⁠https://federatedhermes.com/us   Sign up for ⁠⁠⁠⁠...

The Real Ticking Time Bomb with Michael Cembalest

July 10, 2026

On episode 250 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Michael Cembalest to discuss: the strength of the U.S. dollar, China’s challenge to American economic dominance, foreign demand for Treasuries, the federal debt reckoning, the rapidly changing AI investment landscape, Nvidia’s growing competition, semiconductor cyclicality, and ...

Leveraged ETF Casino, Apple Breaks Out, Sentiment Plunges, Government Stake in OpenAI?

July 07, 2026

On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick discuss Apple's breakout to new highs and the bull case for a $400 price target, whether cracks are beginning to show in the AI trade after Samsung's earnings reaction, why consumer sentiment remains deeply pessimistic even as stocks keep climbing, the emerging markets ETF quirk that's rewarding some investors over others, whether we're witnessing one of the strongest earnings-driven bull markets in history, an...

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