The Compound and Friends
Hosted by Josh Brown & Michael Batnick · 19 decoded episodes · newest Oct 6, 2026
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/
Episodes 19
- Aug 25, 2026 · 1h 13mAI spending faces its hardest earnings test yetThe episode weighs whether AI’s extraordinary investment cycle can broaden into durable earnings growth or instead trigger a valuation reset by 2027.
- Aug 24, 2026 · 44 minHigher real rates reshape bonds, stocks and the AI tradeThe debate over long-term Treasury yields now reaches beyond fixed income, influencing equity valuations, AI investment and U.S. geopolitical power.
- Aug 21, 2026 · 1h 25mSantoli argues markets reward adaptation over predictionThe conversation tests whether today’s bull market reflects durable earnings and economic resilience or a concentrated, AI-fueled speculative cycle.
- Aug 18, 2026 · 1h 12mRising yields test markets as AI debt moves off balance sheetsThe episode connects higher Treasury yields, expanding deficits, hidden AI financing, and market breadth to a broader question about whether risk is normalizing or accumulating.
- Aug 14, 2026 · 1h 5mETF issuers flood the market as investors chase new exposuresThe ETF boom is reshaping investment products, fees, and access while leaving issuers to prove which themes can attract lasting assets.
- Aug 11, 2026 · 1h 1mInvestors debate bottoms, AI financing and private-credit riskThe episode connects a practical framework for spotting tradable lows with larger questions about AI infrastructure, market recovery and financial risk.
- Aug 10, 2026 · 45 minIMAX turns scarce screens into a film-industry advantageThe conversation examines whether IMAX’s filmmaker relationships, premium economics, and visible pipeline can sustain growth despite unpredictable movie-by-movie results.