
duncan@ritholtzwealth.com
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Episodes: 593
Frequency: Multiple_weekly
Rating: 4.7/5.0
Estimated listeners: 10k-100k
Gender skew: Male
Location: USA
YouTube: 230.0k subscribers
duncan@ritholtzwealth.com
For verified host and producer emails, sign up to view.
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.
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.
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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