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The Compound and Friends
The episodes Chorus has covered, newest first: what was said, by whom, with verified quotes.
The Bulls Are Trapped with Alex Altmann
Alex Altmann of Barclays and Josh Brown and Michael Batnick discuss whether structural equity demand can keep the US stock market supported.
Dirty Dozen Charts, Anthropic’s S-1, Amazon Earnings Preview, Cost of Capital Hits AI
Josh Brown and Michael Batnick reviewed Anthropic's S-1, arguing its operating losses were small against expectations, customer concentration was low, and the headline $80B loss reflected accounting…
How CrowdStrike Could Double ARR by 2030 with George Kurtz
George Kurtz, CEO of CrowdStrike, joins Josh Brown to argue that AI expands rather than shrinks cybersecurity demand, dismissing the February selloff after Anthropic's Claude Code Security launch as…
An Economy So Good No One Can Live In It with Jill Schlesinger
Michael Batnick, Josh Brown and Jill Schlesinger discuss why the US economy looks strong in hard data despite widespread affordability anxiety.
Doubt but No Fear, SpaceX Reports, Netflix Cleans House, AI Bond Vigilantes, Bending Spoons
Josh Brown and Michael Batnick discuss Netflix's slowing growth, with 11.8% revenue growth, a fourth straight quarter of deceleration, and weaker 2026 ad revenue guidance, which both see as a…
How OpenAI Could Cause a US Recession With Steve Eisman
Steve Eisman and hosts Michael Batnick and Josh Brown debate whether AI spending could trigger a US recession, centred on OpenAI, Anthropic and their suppliers.
Josh Rings the Bell, Fifteen Year Changes, Bank Earnings, Internals Are Fine
Josh Brown and Michael Batnick work through a week of bank earnings and broader market conditions.
This Is Where the Rubber Meets the Road, with Jurrien Timmer
Jurrien Timmer, joined by Josh Brown, argues that rising Treasury yields, with the 10-year near 5.3% and real yields near 2.9%, are the main force driving a stealth correction in US equities, since…
Sell-side Indicator (BofA) is almost on Sell, Vix is still asleep, the Bear Case revisited, FICO massacred | WAYT?
Josh Brown and Michael Batnick discuss a market at record highs with complacency, centred on the BofA Sell Side Indicator nearing a sell signal and a VIX stuck near 16.
Is Gen Z Completely Cooked? With Ed Elson
Ed Elson joins Josh Brown and Michael Batnick on The Compound and Friends to ask whether Gen Z is in trouble, and the conversation moves quickly from youth finances into AI.
Bad feeling, weak internals, confidence collapse, Nvidia breaking out | WAYT?
Josh Brown and Matt Cerminaro of The Compound and Friends split on whether the market's narrow, weakening breadth is a warning or a buying opportunity.