TC The Compound and Friends

Podcast

The Compound and Friends

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/

Website ↗ Last published 30 October 2026 621 posts collected by Sputnik

Said on The Compound and Friends

“It reminds me, my daughter had a unit in elementary school on Greek mythology. Why does the sun rise in the east and set in the west? Oh, it's because Apollo on his chariot is being pulled across the sky. Why is there an earthquake? The gods are mad. This is what humans do. Even if it's absurd, they have to explain it.” — Josh Brown, The Compound and Friends
Josh Brown · 30 Oct 2026 Listen →
“People always ask me, what gets retail to sell? I'm like, lose your job. Or when your neighbor loses their job.” — Alex Altmann, The Compound and Friends
Alex Altmann · 30 Oct 2026 Listen →
“It's about the fact that AI financing does have limitations. It may not apply today to hyperscalers who still are cash volcanoes, but it is certainly applying to levered plays on forward compute.” — Alex Altmann, The Compound and Friends
Alex Altmann · 30 Oct 2026 Listen →
“Next year, 2027, consensus S&P earnings, 75% of that is expected to come from semiconductors and hyperscalers.” — Alex Altmann, The Compound and Friends
Alex Altmann · 30 Oct 2026 Listen →
“The capex number can't go any higher, 1.2 trillion for next year, 1.4 for the year after. Maybe it moves by 100 billion here and there, but we're kind of at terminal point now. I just don't see where the revenue is going to come from. S&P top line, $17 trillion. It's about $5.5 trillion of profits. And we're going to say, all of a sudden, we're going to magic a trillion dollars.” — Alex Altmann, The Compound and Friends
Alex Altmann · 30 Oct 2026 Listen →
“Instead of the nation-state being the apex predator, it's the agent-state. And we've totally collapsed the pyramid because what we saw and what we reported on is that the same unsophisticated threat actor is executing the same high-level attack as a nation state because they're using agents.” — George Kurtz, The Compound and Friends
George Kurtz · 26 Oct 2026 Listen →
“The latest adversary is on your payroll. It's the agent that you just fired up with privileges… It literally will steal a credential off your computer even if you didn't give it access because it wants to complete its goal.” — George Kurtz, The Compound and Friends
George Kurtz · 26 Oct 2026 Listen →
“This is, to me, going to be the story of 2027: efficiencies in AI per dollar spent. We spent so much of the last three years in a model race. Whose is better? It's about to tip over. Whose is good enough and cheaper?” — Josh Brown, The Compound and Friends
Josh Brown · 23 Oct 2026 Listen →
“It's not really going to replace the thing that the people are actually paying us for. It's so simple. It's attention. Is somebody paying attention to me? … I see all these B2C AI startups that are, oh, we're going to do this agentically. Nobody will pay you for that. That will be zero dollars and Vanguard will do it and Schwab will do it. And there will be no margin and no audience.” — Josh Brown, The Compound and Friends
Josh Brown · 23 Oct 2026 Listen →
“If just, for example, OpenAI went bankrupt tomorrow. And I'm not making that prediction, but let's just say that it did. I think the U.S. economy would go into a recession. … It's not the same thing as a great financial crisis. The banks are fine.” — Steve Eisman, The Compound and Friends
Steve Eisman · 16 Oct 2026 Listen →
“The basic problem with the entire AI enterprise is that there are no moats. None. Absolutely none. One model is good one day and then people switch to the next. It's not like Google. Everybody was on Google forever.” — Steve Eisman, The Compound and Friends
Steve Eisman · 16 Oct 2026 Listen →
“The market is pure narrative. It is pure narrative. And there is only one narrative that matters right now, and that's AI. So you tell me what happens to the AI narrative, and I'll tell you what happens to the stock market. Period.” — Steve Eisman, The Compound and Friends
Steve Eisman · 16 Oct 2026 Listen →

Hosts

The Compound and Friends is hosted by Josh Brown , Michael Batnick , Ben Carlson , Barry Ritholtz , Tadas Viskanta , Downtown Josh Brown and Matt Evans .

Recent Episodes

  1. 30 Oct 2026

    The Bulls Are Trapped with Alex Altmann

    With Alex Altmann

  2. 27 Oct 2026

    Dirty Dozen Charts, Anthropic’s S-1, Amazon Earnings Preview, Cost of Capital Hits AI

  3. 26 Oct 2026

    How CrowdStrike Could Double ARR by 2030 with George Kurtz

    With George Kurtz

  4. 23 Oct 2026

    An Economy So Good No One Can Live In It with Jill Schlesinger⁠

    With Jill Schlesinger

  5. 20 Oct 2026

    Doubt but No Fear, SpaceX Reports, Netflix Cleans House, AI Bond Vigilantes, Bending Spoons

  6. 16 Oct 2026

    How OpenAI Could Cause a US Recession With Steve Eisman

    With Steve Eisman

  7. 13 Oct 2026

    Josh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine

  8. 9 Oct 2026

    This Is Where the Rubber Meets the Road, with Jurrien Timmer

    With Jurrien Timmer

  9. 6 Oct 2026

    Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT?

  10. 2 Oct 2026

    Is Gen Z Completely Cooked? With Ed Elson

    With Ed Elson

  11. 29 Sep 2026

    Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?

  12. 28 Sep 2026

    Erik Hirsch, CEO of Hamilton Lane, on the Explosive Growth of Private Markets

    With Erik Hirsch

Guests

Nick Colas (27 episodes), Jessica Rabe (19 episodes), JC Parets (11 episodes), Tom Lee (10 episodes), Callie Cox (10 episodes), Sam Ro, CFA (10 episodes), Alex Kantrowitz (9 episodes), George Kurtz (7 episodes), Brian Belski (7 episodes), Joe Terranova (7 episodes), Peter Boockvar (6 episodes), Dan Ives (6 episodes), and 311 more.