Free Daily Podcast Summary
The Compound and Friends: Daily Summaries Delivered
by The Compound
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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- Yesterday1h 7m
The AI Theme Isn’t Dead, Apple and Palantir Report, Alphabet’s Very Bad Day, HALO Is Back
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick react to Apple and Palantir earnings, the latest tech stock selloff, and why analyst optimism may have finally peaked. They discuss the return of the HALO trade, Apple's surprising strength, Meta's mounting AI spending concerns, and OpenAI's fundraising struggles. Plus, why investors are racing to hedge their AI exposure, Aswath Damodaran's $1.2 trillion SpaceX valuation, Josh makes the case for the Roundhill Neocloud ETF (NCLD), and Michael brings a mystery chart. This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+, Fidelity’s most powerful trading platform yet. Learn more at http://www.fidelity.com/TraderPlus 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/ Fidelity Disclosure: Fidelity Investments and The Compound are not affiliated. Views, opinions, products, services, and strategies discussed are not endorsed or promoted by Fidelity Investments. Fidelity Brokerage Services LLC, Member NYSE, SIPC #stockmarket #investing #finance Learn more about your ad choices. Visit megaphone.fm/adchoices
- 6 days ago1h 12m
The Bulls Are Trapped with Alex Altmann
On episode 266 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Alex Altmann to discuss: what tactical trading really means, why hedge funds track each other's positioning, the odds of making money in the S&P 500, whether Wall Street is actually bearish on AI, why retail investors keep buying the dip, record household stock ownership versus housing, 401(k) flows and the relentless bid, whether the stock market is now the economy, pod shops and negatively correlated stocks, ServiceNow's earnings crash, Microsoft's $25 billion bond deal, the AI financing squeeze in data center bonds, CoreWeave and the neoclouds, shrinking buybacks and the IPO wave, Intel and Amazon's after-hours plunge, and the $1 trillion AI revenue gap. This episode is sponsored by Grayscale and Janus Henderson Investors. To learn more, visit https://www.grayscale.com/ 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/ Grayscale Disclosure: Grayscale is the world’s largest crypto-focused asset manager based on AUM as of 12/31/2025. For other companies in this category, AUM is considered as of most recent public disclosure. AUM is subject to change. Investing involves risk, including loss of principal. For more information, visit grayscale.com Learn more about your ad choices. Visit megaphone.fm/adchoices
- 1 weeks ago1h 0m
Dirty Dozen Charts, Anthropic’s S-1, Amazon Earnings Preview, Cost of Capital Hits AI
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick discuss: Anthropic’s massive S-1 filing, what’s happening beneath the surface of the stock market, and why Amazon’s upcoming earnings report could be a major test for the AI trade. They break down Amazon’s accelerating AWS growth, its massive AI spending, and whether the company can finally convince investors that the returns justify the investment. Plus, the rising cost of capital, tightening credit markets, and what it all means for the future of AI infrastructure. Finally, Josh unveils the “Dirty Dozen,” 12 of the strongest stock charts in the market, Michael makes the case for a stock, and Josh brings a mystery chart to the table. This episode is sponsored by Betterment Advisor Solutions and Janus Henderson. Learn more at https://betterment.com/advisors Visit https://www.janushenderson.com/ for more information. 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices
- 1 weeks ago39 min
How CrowdStrike Could Double ARR by 2030 with George Kurtz
On this episode of Live From The Compound, George Kurtz, co-founder and CEO of CrowdStrike, joins Downtown Josh Brown to discuss how artificial intelligence is transforming the cybersecurity industry and why AI could be the biggest growth opportunity yet for security companies. They cover CrowdStrike’s record-breaking earnings, the market's initial fears that AI would disrupt cybersecurity, and why those fears have turned into surging demand. Plus, how hackers are using AI agents to launch increasingly sophisticated cyberattacks, why traditional security measures may no longer be enough, and CrowdStrike’s expanding partnership with NVIDIA to secure AI from software to silicon. Finally, they discuss the rise of autonomous AI security, CrowdStrike’s ambitious $20 billion revenue target, competition from OpenAI and Anthropic, and whether the stock's massive rally has already priced in the AI opportunity. 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices
- 1 weeks ago1h 25m
An Economy So Good No One Can Live In It with Jill Schlesinger
On episode 265 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by CBS News business analyst Jill Schlesinger to discuss: why Americans feel so pessimistic about the economy, the growing divide between the rich and poor, the housing affordability crisis, and how social media is fueling financial anxiety. They also cover the media's obsession with bad news, the AI spending boom, Meta's massive cash burn, whether AI can replace financial advisors, and the risks facing the stock market. This episode is sponsored by Nuveen and Federated Hermes. Visit https://www.nuveen.com/positioning to learn more and to sign up for a custom portfolio analysis. Explore their full ETF lineup at https://www.federatedhermes.com/ 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/ Federated Hermes Disclosure: 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. Learn more about your ad choices. Visit megaphone.fm/adchoices
- 2 weeks ago39 min
Doubt but No Fear, SpaceX Reports, Netflix Cleans House, AI Bond Vigilantes, Bending Spoons
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick discuss: Netflix cleaning house, whether weak market breadth is actually bad for stocks, the retail investor rally, why doubt is replacing fear in the market, the rise of AI bond vigilantes, what they learned from Steve Eisman about the AI trade, Anthropic's latest investor update, the Degen Dow, Berkshire Hathaway's surprising investment in Bending Spoons, 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: 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/ DBMF Disclosure: 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 September 30, 2026 with $5.42 billion AUM. #investing #stockmarket #ai #finance #wayt Learn more about your ad choices. Visit megaphone.fm/adchoices
- 2 weeks ago49 min
How OpenAI Could Cause a US Recession With Steve Eisman
On episode 264 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Steve Eisman to discuss in front of a live audience of University of Miami students: why AI labs are asking to be regulated, the end of tokenmaxxing and the rise of cheap open-weight models, whether any AI company has a moat, CoreWeave's debt and whether AI funding is about to break, why this is not 2008, how OpenAI and Anthropic became systemically important, Nvidia's customer concentration, the chip selloff and the rush to call the next Big Short, the AI price war bear case and Oracle's OpenAI backlog, hot inflation and what the bond market revealed about the AI trade, the Anthropic IPO, the worst housing market since the financial crisis, and what it was really like to be right in 2008. This episode is sponsored by VanEck and Janus Henderson Investors. To learn more about RAAX, visit https://www.vaneck.com/RAAXCompound. 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/ VanEck Disclosure: Investing involves substantial risk and high volatility, including possible loss of principal. Call 1-800-826-2333 or visit vaneck.com to read and consider the prospectus, containing the investment objective, risks, and fees of the fund, carefully before investing. #stockmarket #investing #finance Learn more about your ad choices. Visit megaphone.fm/adchoices
- 3 weeks ago1h 3m
Josh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine
On this episode of What Are Your Thoughts, Downtown Josh Brown and Michael Batnick celebrate 15 years of CNBC's Halftime Report and take a look at just how much the markets have changed since 2011. From the explosive growth of tech stocks and ETFs to the rise in millionaire households and retirement wealth, they break down the numbers behind an incredible 15-year run. Plus, big bank earnings, deteriorating market breadth and whether weak participation is actually a bullish signal, the selloff in consumer stocks, what seasonality tells us about the market's next move, and how to tell the difference between a great value opportunity and a value trap. 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: https://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/ iMGP/DBi Disclosure:: 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 September 30, 2026 with $5.42 billion AUM. #stockmarket #investing #finance Learn more about your ad choices. Visit megaphone.fm/adchoices
Get The Compound and Friends summaries in your inbox
Free AI-powered daily recaps. Key takeaways, quotes, and mentions — in a 5-minute read.
Get Free Summaries →Free forever for up to 3 podcasts. No credit card required.
You Might Also Like
Listeners also like.
All-In with Chamath, Jason, Sacks & Friedberg
Four tech investors discuss technology, markets, politics, and poker with candid, in-depth analysis.
Odd Lots
Two Bloomberg journalists examine intriguing topics in finance, markets, and economics with expert guests.
Prof G Markets
Daily market news and analysis on earnings, geopolitics, Big Tech, and AI with clear, no-jargon insights.
The Best One Yet
A daily 20-minute podcast breaking down the three key business stories with sharp, accessible takes.
The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network
Analyzes the investment strategies of billionaire investors and explores lessons from legendary financiers on wealth, wisdom, and life.
This Week in AI
Four AI experts analyze the latest news and trends in artificial intelligence each week.
Bloomberg Intelligence
Analysis of Wall Street investments and company research from Bloomberg Intelligence experts.
Morning Brew Daily
A daily breakdown of business, economic, and general news with a witty and informative approach to start your day.
The AI XR Podcast.
Insightful interviews with tech founders and executives on AI, virtual reality, augmented reality, and the future of spatial computing.
Bloomberg Tech
Daily news and analysis on global tech companies, innovation, and the future of business.
Bloomberg Intelligence
Analysis of Wall Street investments and company research by Bloomberg Intelligence experts.
TBPN
Daily tech talk show featuring interviews with prominent tech leaders and condensed highlights of key discussions.
Customized Recaps
AI-powered recaps with compact key takeaways, quotes, and insights.
Straight to Your Inbox
Get key takeaways from The Compound and Friends in a 5-minute read.
Save Hours Every Week
Stay current on your favorite podcasts without falling behind.
Frequently Asked Questions
What is Podzilla's The Compound and Friends daily summary?
It's a free AI-powered email that summarizes new episodes of The Compound and Friends as soon as they're published. You get the key takeaways, notable quotes, and links & mentions — all in a quick read.
How does the The Compound and Friends podcast summary work?
When a new episode drops, our AI transcribes and analyzes it, then generates a personalized summary tailored to your interests and profession. It's delivered to your inbox every morning.
Is this an official The Compound and Friends product?
No. Podzilla is an independent service that summarizes publicly available podcast content. We're not affiliated with or endorsed by The Compound.
Can I get summaries of other podcasts too?
Absolutely! The free plan covers up to 3 podcasts, any in the catalog. Basic raises that to 15, Pro to 40 and Max to 100. Browse our full catalog at /podcasts.
How often does The Compound and Friends release new episodes?
The Compound and Friends publishes every few days. Our AI generates a summary within hours of each new episode.
What topics does The Compound and Friends cover?
The Compound and Friends covers topics including News, Business, Investing. Our AI identifies the specific themes in each episode and highlights what matters most to you.
Start getting The Compound and Friends summaries tomorrow morning.
Free forever for up to 3 podcasts. No credit card required.
Free forever for up to 3 podcasts. No credit card required.