# The Compound and Friends

Page: https://stenobird.com/podcast/the-compound-and-friends-743660
Text version: https://stenobird.com/podcast/the-compound-and-friends-743660.md
RSS feed: https://feeds.megaphone.fm/TCP4771071679
Official site: https://thereformedbroker.com/podcast/
Author: Josh Brown
Episodes: 591

## Resource

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/

## Machine-readable

JSON: https://stenobird.com/v1/public/podcasts/the-compound-and-friends-743660
Markdown: https://stenobird.com/podcast/the-compound-and-friends-743660.md

## Episodes
- [AI Darlings Wrecked, Earnings Preview META, MSFT, AAPL, AMZN, Rate Hike Spook, Nvidia’s OpenAI Deal](https://stenobird.com/podcast/the-compound-and-friends-743660/ai-darlings-wrecked-earnings-preview-meta-msft-aapl-amzn-rate-hike-spook-nvidia-s-openai-deal) — 2026-07-28T22:28:00+00:00
- [How Ron Baron Became the Greatest Fund Manager of All Time](https://stenobird.com/podcast/the-compound-and-friends-743660/how-ron-baron-became-the-greatest-fund-manager-of-all-time) — 2026-07-24T09:01:00+00:00
- [Google Earnings Preview, SpaceX Gives Us a Date, Internals Heat Check, Biotechs Rally](https://stenobird.com/podcast/the-compound-and-friends-743660/google-earnings-preview-spacex-gives-us-a-date-internals-heat-check-biotechs-rally) — 2026-07-21T22:57:00+00:00
- [You’re About to See the Real AI Winners Stand Up](https://stenobird.com/podcast/the-compound-and-friends-743660/you-re-about-to-see-the-real-ai-winners-stand-up) — 2026-07-17T09:01:00+00:00
- [IBM Warns, Apple Sues OpenAI, Big Bank Earnings Blow-Out, EPS Bubble, Welcome to Y’all Street](https://stenobird.com/podcast/the-compound-and-friends-743660/ibm-warns-apple-sues-openai-big-bank-earnings-blow-out-eps-bubble-welcome-to-y-all-street) — 2026-07-14T22:48:00+00:00
- [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://stenobird.com/podcast/the-compound-and-friends-743660/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) — 2026-07-13T21:00:00+00:00
- [The Real Ticking Time Bomb with Michael Cembalest](https://stenobird.com/podcast/the-compound-and-friends-743660/the-real-ticking-time-bomb-with-michael-cembalest) — 2026-07-10T09:01:00+00:00
- [Leveraged ETF Casino, Apple Breaks Out, Sentiment Plunges, Government Stake in OpenAI?](https://stenobird.com/podcast/the-compound-and-friends-743660/leveraged-etf-casino-apple-breaks-out-sentiment-plunges-government-stake-in-openai) — 2026-07-07T23:08:00+00:00
- [Brian Belski Returns!](https://stenobird.com/podcast/the-compound-and-friends-743660/brian-belski-returns) — 2026-07-03T09:00:00+00:00
- [Steroid Era With Spencer Jakab, the F***’s Going on With Strategy?, Margin Debt](https://stenobird.com/podcast/the-compound-and-friends-743660/steroid-era-with-spencer-jakab-the-f-s-going-on-with-strategy-margin-debt) — 2026-06-30T23:25:00+00:00
- [Invest in the Robot Revolution or Be Crushed by It](https://stenobird.com/podcast/the-compound-and-friends-743660/invest-in-the-robot-revolution-or-be-crushed-by-it) — 2026-06-29T21:00:00+00:00
- [Too Early to Get Off the Wave with Ryan Detrick and Sonu Varghese](https://stenobird.com/podcast/the-compound-and-friends-743660/too-early-to-get-off-the-wave-with-ryan-detrick-and-sonu-varghese) — 2026-06-26T09:01:00+00:00
- [Almost Midnight, Micron Preview, Alan Greenspan RIP, Hello Jane Street, the Case for Meta](https://stenobird.com/podcast/the-compound-and-friends-743660/almost-midnight-micron-preview-alan-greenspan-rip-hello-jane-street-the-case-for-meta) — 2026-06-23T23:21:00+00:00
- [The Most Invincible Career Path in Finance](https://stenobird.com/podcast/the-compound-and-friends-743660/the-most-invincible-career-path-in-finance) — 2026-06-22T21:00:00+00:00
- [The World You Knew Is Never Coming Back with Morgan Stanley’s Michael Zezas](https://stenobird.com/podcast/the-compound-and-friends-743660/the-world-you-knew-is-never-coming-back-with-morgan-stanley-s-michael-zezas) — 2026-06-19T09:01:00+00:00
- [Betting on OpenAI, SpaceX Dust Settles, Josh’s New Trade](https://stenobird.com/podcast/the-compound-and-friends-743660/betting-on-openai-spacex-dust-settles-josh-s-new-trade) — 2026-06-16T22:58:00+00:00
- [How PIMCO is Preparing for the Next Capital Loss Cycle with Dan Ivascyn](https://stenobird.com/podcast/the-compound-and-friends-743660/how-pimco-is-preparing-for-the-next-capital-loss-cycle-with-dan-ivascyn) — 2026-06-15T21:15:00+00:00
- [Why the Knockout Punch Never Comes With Brian Levitt](https://stenobird.com/podcast/the-compound-and-friends-743660/why-the-knockout-punch-never-comes-with-brian-levitt) — 2026-06-12T09:01:00+00:00
- [Why AI Momentum Stocks Got Killed, OpenAI's Confidential IPO Filing, Apple Launches Siri AI](https://stenobird.com/podcast/the-compound-and-friends-743660/why-ai-momentum-stocks-got-killed-openai-s-confidential-ipo-filing-apple-launches-siri-ai) — 2026-06-09T22:47:00+00:00
- [Nick Colas and Jessica Rabe on the 6 Standard Deviation Tech Event, How SpaceX Will Tell Us if It’s 1997 or 1999](https://stenobird.com/podcast/the-compound-and-friends-743660/nick-colas-and-jessica-rabe-on-the-6-standard-deviation-tech-event-how-spacex-will-tell-us-if-it-s-1997-or-1999) — 2026-06-08T21:00:00+00:00
- [Neil Dutta & Skanda on Why the Recession Signals Are All Wrong](https://stenobird.com/podcast/the-compound-and-friends-743660/neil-dutta-skanda-on-why-the-recession-signals-are-all-wrong) — 2026-06-05T09:01:00+00:00
- [What You Need to Survive a Bull Market](https://stenobird.com/podcast/the-compound-and-friends-743660/what-you-need-to-survive-a-bull-market) — 2026-06-02T22:49:00+00:00
- [What if It’s Still Early? With Denise Chisholm](https://stenobird.com/podcast/the-compound-and-friends-743660/what-if-it-s-still-early-with-denise-chisholm) — 2026-05-29T09:01:00+00:00
- [SpaceX IPO With Rupert Mitchell, Consumer Discretionary Is Not an Econ Signal, Halo ETF Launches](https://stenobird.com/podcast/the-compound-and-friends-743660/spacex-ipo-with-rupert-mitchell-consumer-discretionary-is-not-an-econ-signal-halo-etf-launches) — 2026-05-26T22:56:00+00:00
- [Memory Is a Bubble, Nvidia’s Blow-Out Quarter, SpaceX Is Coming With Jan Van Eck](https://stenobird.com/podcast/the-compound-and-friends-743660/memory-is-a-bubble-nvidia-s-blow-out-quarter-spacex-is-coming-with-jan-van-eck) — 2026-05-22T09:01:00+00:00
- [It’s a Wave Not a Bubble, Nvidia Preview, Google’s I/O Highlights, Investing in Space Stocks](https://stenobird.com/podcast/the-compound-and-friends-743660/it-s-a-wave-not-a-bubble-nvidia-preview-google-s-i-o-highlights-investing-in-space-stocks) — 2026-05-20T00:08:00+00:00
- [Nasdaq Euphoria is Hitting its Limit with Kai Wu and Ben Carlson](https://stenobird.com/podcast/the-compound-and-friends-743660/nasdaq-euphoria-is-hitting-its-limit-with-kai-wu-and-ben-carlson) — 2026-05-15T09:01:00+00:00
- [Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash](https://stenobird.com/podcast/the-compound-and-friends-743660/twelve-rules-for-riding-a-bubble-with-jeff-degraaf-micron-and-sandisk-finally-pull-back-housing-stocks-crash) — 2026-05-12T22:56:00+00:00
- [The System is Broken, You Should Get Rich Anyway with Haley Sacks](https://stenobird.com/podcast/the-compound-and-friends-743660/the-system-is-broken-you-should-get-rich-anyway-with-haley-sacks) — 2026-05-11T21:00:00+00:00
- [The Investor Utopia is Here with Eric Balchunas](https://stenobird.com/podcast/the-compound-and-friends-743660/the-investor-utopia-is-here-with-eric-balchunas) — 2026-05-08T09:01:00+00:00
- [AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview](https://stenobird.com/podcast/the-compound-and-friends-743660/ai-takes-over-the-economy-earnings-season-scorecard-a-bid-for-ebay-berkshire-post-buffett-uber-preview) — 2026-05-05T23:07:00+00:00
- [How to Find 100 Bagger Stocks](https://stenobird.com/podcast/the-compound-and-friends-743660/how-to-find-100-bagger-stocks) — 2026-05-01T09:01:00+00:00
- [Sleep at Night Portfolio, Big Tech Earnings Week, Spotify Blows Up, Josh on Joby](https://stenobird.com/podcast/the-compound-and-friends-743660/sleep-at-night-portfolio-big-tech-earnings-week-spotify-blows-up-josh-on-joby) — 2026-04-28T22:44:00+00:00
- [Why Nvidia is Going to 10 Trillion Dollars with Adam Parker⁠ and ⁠Rob Sechan](https://stenobird.com/podcast/the-compound-and-friends-743660/why-nvidia-is-going-to-10-trillion-dollars-with-adam-parker-and-rob-sechan) — 2026-04-24T09:01:00+00:00
- [Tom Lee Sees Upside, Apple’s New CEO](https://stenobird.com/podcast/the-compound-and-friends-743660/tom-lee-sees-upside-apple-s-new-ceo) — 2026-04-21T21:05:00+00:00
- [Why Bubble Talk is Totally Wrong with Ankur Crawford](https://stenobird.com/podcast/the-compound-and-friends-743660/why-bubble-talk-is-totally-wrong-with-ankur-crawford) — 2026-04-17T09:01:00+00:00
- [Best Stock of the Year, Holy Amazon!, JPM and BlackRock Report, Semis Explode](https://stenobird.com/podcast/the-compound-and-friends-743660/best-stock-of-the-year-holy-amazon-jpm-and-blackrock-report-semis-explode) — 2026-04-14T23:11:00+00:00
- [Stocks Took the Stairs Down and the Elevator Up](https://stenobird.com/podcast/the-compound-and-friends-743660/stocks-took-the-stairs-down-and-the-elevator-up) — 2026-04-10T09:01:00+00:00
- [Signs the Bottom Is In, Yardeni Sees Resolution, Buying Winners, New QQQ’s](https://stenobird.com/podcast/the-compound-and-friends-743660/signs-the-bottom-is-in-yardeni-sees-resolution-buying-winners-new-qqq-s) — 2026-04-07T21:30:00+00:00
- [Private Credit Is the Fuse, Insurance Companies Are the Bomb with Nick Nemeth](https://stenobird.com/podcast/the-compound-and-friends-743660/private-credit-is-the-fuse-insurance-companies-are-the-bomb-with-nick-nemeth) — 2026-04-06T21:00:00+00:00
- [Why Gas Prices Can’t Wreck the Market](https://stenobird.com/podcast/the-compound-and-friends-743660/why-gas-prices-can-t-wreck-the-market) — 2026-04-03T09:01:00+00:00
- [Worst Quarter in 4 Years, Oil vs Stocks, Win Rates From Buying Corrections, the Case for T and VZ](https://stenobird.com/podcast/the-compound-and-friends-743660/worst-quarter-in-4-years-oil-vs-stocks-win-rates-from-buying-corrections-the-case-for-t-and-vz) — 2026-03-31T23:22:00+00:00
- [Never Sell Your Energy Stocks - Nick Colas and Jessica Rabe of DataTrek](https://stenobird.com/podcast/the-compound-and-friends-743660/never-sell-your-energy-stocks-nick-colas-and-jessica-rabe-of-datatrek) — 2026-03-30T20:46:00+00:00
- [Jonathan Boyar's Favorite Cheap Stocks with Catalysts](https://stenobird.com/podcast/the-compound-and-friends-743660/jonathan-boyar-s-favorite-cheap-stocks-with-catalysts) — 2026-03-27T09:01:00+00:00
- [Economic Data Deteriorates, Private Credit Struggles, Retail Traders Give Up](https://stenobird.com/podcast/the-compound-and-friends-743660/economic-data-deteriorates-private-credit-struggles-retail-traders-give-up) — 2026-03-24T23:03:00+00:00
- [Are We in a Bear Market?](https://stenobird.com/podcast/the-compound-and-friends-743660/are-we-in-a-bear-market) — 2026-03-20T09:01:00+00:00
- [Nvidia GTC Highlights, Uber Is Too Cheap, Cliffwater and the Private Credit Panic](https://stenobird.com/podcast/the-compound-and-friends-743660/nvidia-gtc-highlights-uber-is-too-cheap-cliffwater-and-the-private-credit-panic) — 2026-03-17T23:18:00+00:00
- [A Sit-Down with Rick Wurster, CEO of Charles Schwab](https://stenobird.com/podcast/the-compound-and-friends-743660/a-sit-down-with-rick-wurster-ceo-of-charles-schwab) — 2026-03-13T09:01:00+00:00
- [Trump's 10 Commandments for Business](https://stenobird.com/podcast/the-compound-and-friends-743660/trump-s-10-commandments-for-business) — 2026-03-09T21:00:00+00:00
- [True or False - Private Credit Is This Generation’s Subprime](https://stenobird.com/podcast/the-compound-and-friends-743660/true-or-false-private-credit-is-this-generation-s-subprime) — 2026-03-06T10:00:00+00:00
- [Stocks After an Oil Spike, Internals Gone Wild, Bcred Problems, Nvda Stuck](https://stenobird.com/podcast/the-compound-and-friends-743660/stocks-after-an-oil-spike-internals-gone-wild-bcred-problems-nvda-stuck) — 2026-03-04T00:13:00+00:00
- [Getting Ready for the “European Kill Switch”](https://stenobird.com/podcast/the-compound-and-friends-743660/getting-ready-for-the-european-kill-switch) — 2026-03-02T21:39:00+00:00

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