The Compound and Friends

Josh Brown, Michael Batnick

duncan@ritholtzwealth.com

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

Booking Overview

An interview-led investing and business show featuring market analysis from its hosts alongside occasional external guests, typically prominent fund managers, investors, and business leaders. Agencies could credibly pitch portfolio managers, institutional investors, founders, executives, and financial or economic experts with substantial track records and distinctive views, but booking is difficult because the show features highly accomplished industry figures.

Metrics

Episodes: 593

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

Josh Brown - CEO of Ritholtz Wealth Management, financial advisor, investor, and author known for market commentary and investment analysis.

Michael Batnick - Managing partner and director of research at Ritholtz Wealth Management, specializing in investment research, markets, and behavioral finance.

Booking Intelligence

Booking Requirements

high
Typical Credentials:  
Senior fund managers, portfolio managers, institutional investors, asset-management executives, business founders, and executives with substantial investment or operating experience.
Required Achievements:  
Built or led a major investment firm or operating company, Managed substantial assets or achieved a notable long-term investment record, Recognized expertise in public markets, business strategy, or innovative companies, Ability to offer a differentiated perspective on markets and high-profile businesses

Recent Guest Discussions

Michael Baron - Long-term Investing, Tesla, Spacex, Artificial Intelligence, Visionary Founders, And Evaluating Exceptional Businesses.

Ron Baron - Long-term Investing, Exceptional Businesses, Tesla, Spacex, Artificial Intelligence, Visionary Founders, And Managing Volatility.

Recent Topics

Investing, Asset Management, Stocks, Wealth Management, Finance

Episodes

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

Midsummer’s Melt-Up, Robinhood, SpaceX and Palantir Report, Chips Rip, Leopold’s Margin Call

August 04, 2026

On this episode of What Are Your Thoughts, Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ as they break down another massive week for the markets, including SpaceX's first public earnings report, Palantir's blockbuster quarter, and what strong Q2 earnings say about corporate America. They also discuss the recent semiconductor selloff, the rise and fall of hedge fund manager Leopold As...

Why Demand for Compute Is About to Explode With Alex Kantrowitz

July 31, 2026

On episode 253 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Michael Batnick are joined by Big Technology founder, Alex Kantrowitz, to discuss: OpenAI and Anthropic’s explosive growth, the threat to traditional software companies, soaring cloud demand, agentic AI, and the diverging strategies of Microsoft, Meta, Amazon, Apple, Google, and other tech giants. Plus, where AI profits may ultimate...

AI Darlings Wrecked, Earnings Preview META, MSFT, AAPL, AMZN, Rate Hike Spook, Nvidia’s OpenAI Deal

July 28, 2026

On this episode of What Are Your Thoughts, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ preview earnings from Microsoft, Meta, Amazon, and Apple, breaking down the biggest questions facing the market: Is Azure growth enough to justify Microsoft's AI spending? Can Meta's AI investments keep powering ad growth? Will AWS reaccelerate? And what does Apple's capital-light AI strategy mean as T...

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