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On episode 262 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Ed Elson of Prof G Markets to discuss: the massive AI spending boom and whether we’re in an AI bubble, the race between OpenAI and Anthropic, sky-high private market valuations, AI safety and regulation, whether AI is helping or hurting education, Waymo and the future of autonomous driving, the growing divide between young Americans and previous generations, housing affordability, sports betting and financial nihilism, America’s $40 trillion debt problem, and what it will take to give Gen Z a better shot at building wealth.
This episode is sponsored by ROCY and ROCQ from J.P. Morgan Asset Management and Janus Henderson Investors.
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/
JP Morgan Disclosure:
Investing involves risk, including possible loss of principal.
Investors should review a mutual fund or ETF’s investment objectives, risks, charges, and expenses before investing. This and other information is in the prospectus—read it carefully. To obtain an ETF prospectus, call 1-844-4JPM-ETF
JPMorgan Distribution Services, Inc.; member FINRA.
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On this episode of What Are Your Thoughts, Downtown Josh Brown and Chart Kid Matt discuss Nvidia breaking out and its massive new buyback plan, rising Treasury yields and the bond market’s demand problem, how the AI spending boom is reshaping both stocks and corporate credit, and whether weakening market breadth is finally flashing a warning sign.
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/
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On this episode of Live From the Compound, Michael Batnick is joined by Erik Hirsch, CEO of Hamilton Lane, to discuss the state of private markets, why private equity is more correlated with public markets than investors may think, and what separates the best private market managers from the rest. They get into the rise of private credit, concerns around defaults and investor redemptions, the growing role of individual investors, why manager selection and portfolio construction matter so much, the booming secondaries market and controversy around day-one markups, plus why Hirsch believes private markets will continue to play a bigger role in investor portfolios.
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
Learn more about your ad choices. Visit megaphone.fm/adchoices
On episode 261 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Jonathan Boyar of Boyar Asset Management to discuss why stock picking has gotten so difficult, the dangers of buy-and-hold investing, market concentration, AI-driven stock selloffs, and where value investors are finding opportunities today. They get into Uber, Broadridge, Booking Holdings and Airbnb, Pool Corp, Burger King, Comcast, MGM and the casino business, the pressure on sports betting stocks, plus why seemingly great companies can still be terrible investments at the wrong valuation.
This episode is sponsored by: Grayscale and Federated Hermes.
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/
Grayscale Disclosure:
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Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: Meta’s massive rally following the launch of Muse and what it could mean for the AI trade and chip stocks. They also break down weak market breadth near all-time highs, debate Netflix’s brutal drawdown and the bull and bear cases for the stock, look at why buy-and-hold is so difficult for individual stocks, make the case for locking in 5% Treasury yields, Warren Buffett’s legacy, ARKK, Snowflake, and much more.
This episode is sponsored by DBMF, the world’s largest managed futures ETF. Discover why DBMF’s liquid, uncorrelated, managed futures strategy could be what your Alts allocation is missing at www.dbmf.com/WAYT
Please take our 2026 audience survey HERE.
Sign up for The Compound Newsletter and never miss out!
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/
DBMF Disclosure:
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On episode 260 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Dan Ives and Tom Lee live from Future Proof to discuss: whether the stock market can keep climbing through higher rates and persistent macro risks, the massive AI capex and data center boom, Anthropic’s call to slow down frontier AI development, the growing AI race between the U.S. and China, why software stocks could be beneficiaries rather than victims of AI, Nvidia and the semiconductor selloff, the coming robotics and physical AI boom, blockchain’s role in the future of finance, and what’s next for Apple, Palantir, Anthropic, and the broader bull market.
This episode is sponsored by DBMF and Janus Henderson:
To learn more about the world’s largest managed futures ETF visit https://www.dbmf.com/TCF
Investing in a Brighter Future Together. Visit https://www.janushenderson.com/ for more information.
Sign up for The Compound Newsletter and never miss out: thecompoundnews.com/subscribe
Instagram: instagram.com/thecompoundnews
Twitter: twitter.com/thecompoundnews
LinkedIn: linkedin.com/company/the-compound-media/
TikTok: tiktok.com/@thecompoundnews
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/
Learn more about your ad choices. Visit megaphone.fm/adchoices
On episode 259 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Jens Nordvig to discuss: rising Treasury yields and the risk of something breaking in the bond market, Scott Bessent’s intervention in the yen and Treasury markets, the massive AI capex and hyperscaler debt boom, whether AI is actually inflationary, oil prices and the Fed, the surprisingly resilient consumer and labor market, America’s growing debt problem, and why Korea could be one of the most interesting macro trades heading into 2027.
This episode is sponsored by Franklin Templeton and Vanguard.
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Instagram: instagram.com/thecompoundnews
Twitter: twitter.com/thecompoundnews
LinkedIn: linkedin.com/company/the-compound-media/
TikTok: tiktok.com/@thecompoundnews
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/
Franklin Disclosure: Before investing, carefully consider a fund's investment objectives, risks, charges and expenses. You can find this and other information in each prospectus, or summary prospectus, if available, at franklintempleton.com. Please read it carefully.
All investments involve risk, including possible loss of principal.
© 2026 Franklin Distributors, LLC. Member FINRA/SIPC
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Join Michael Batnick, Chart Kid Matt and Sean Russo for another episode of What Are Your Thoughts and see what they have to say about: the great market re-rating, why falling P/E ratios and record-high price-to-sales multiples can coexist, and whether booming corporate earnings signal a new era for U.S. stocks. We also look at why “invest in what you know” can be terrible advice, where the fraud is hiding in today’s markets, Apple’s latest head-scratcher, unlocking SpaceX for investors, Polymarket, Mark Walter, and more. Plus, Michael brings the mystery chart.
This episode is sponsored by DBMF, the world’s largest managed futures ETF. Discover why DBMF’s liquid, uncorrelated, managed futures strategy could be what your Alts allocation is missing at: http://www.dbmf.com/WAYT
Please take our 2026 audience survey HERE.
Sign up for The Compound Newsletter and never miss out!
Instagram: https://instagram.com/thecompoundnews
Twitter: https://twitter.com/thecompoundnews
LinkedIn: https://www.linkedin.com/company/the-compound-media/
TikTok: https://www.tiktok.com/@thecompoundnews
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/
The iMGP DBi Managed Futures Strategy ETF’s investment objectives, risks, charges, and expenses must be considered carefully before investing. The statutory and summary prospectuses contain this and other important information about the investment company, it may be obtained by visiting http://www.imgp.com/. The Fund is distributed by ALPS Distributors, Inc. DBMF is the world’s largest managed futures ETF as of July 31, 2026 with $4.16 billion AUM.
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On episode 258 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Dan Skelly, Portfolio Manager at Morgan Stanley Wealth Management, to discuss the resilient U.S. economy, record earnings growth, the AI spending boom, Nvidia and Broadcom, whether today’s data center buildout looks anything like the dot-com bubble, the rotation out of semiconductors, the return of healthcare and financials, risks facing small-cap stocks, why the Mag 7 could lead again in 2027, AI’s impact on corporate productivity and profit margins, the strength of the American consumer, stock-picking in an increasingly efficient market, and much more!
This episode is sponsored by Vanguard and Federated Hermes.
Take The Compound's 2026 audience survey and help shape the future of the channel: https://www.surveymonkey.com/r/LHC8QHD
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Instagram: instagram.com/thecompoundnews
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/
Vanguard Disclosure:
All investing is subject to risk. Vanguard Marketing Corporation, Distributor.
ETFs are subject to risk and may lose value. Federated Securities Corp., Distributor. Before investing, carefully consider the fund's investment objectives, risks, charges, and expenses. Read this and more information in the prospectus or summary prospectus available at FederatedHermes.com.
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Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: Snowflake ahead of earnings and what the report could tell us about AI demand and the future of software. They also look back at Tim Cook’s incredible run at Apple, debate whether software stocks are really dead, discuss the sudden momentum crash hitting Wall Street, Clear Secure, and much more.
This episode is sponsored by Betterment Advisor Solutions. Learn more at Betterment.com/advisors
Please take our 2026 audience survey HERE.
Sign up for The Compound Newsletter and never miss out!
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LinkedIn: https://www.linkedin.com/company/the-compound-media/
TikTok: https://www.tiktok.com/@thecompoundnews
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/
Learn more about your ad choices. Visit megaphone.fm/adchoices
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