The Compound and Friends

Josh Brown

At a Glance

The Compound and Friends is hosted by Josh Brown covering Artificial Intelligence (AI), International Equities, Private Credit, and OpenAI. Notable guests include Robin Gru (CEO, Man Group), Jeremy Grantham (Co-founder and Long-term Investment Strategist, GMO), and Ben Carlson (Director of Institutional Asset Management, Ritholtz Wealth). Episodes span from Jan 2026 to Mar 2026.

6 episodes235 total claims12 topics covered

6 episodes

Are We in a Bear Market? | TCAF 234

Mar 20, 2026

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The market is experiencing a "stealth" correction, with 40% of S&P 500 stocks in a bear market despite the index's modest drawdown, leading to conflicting sentiment among analysts. Private credit i...

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Market SentimentStock Market OutlookS&P 500Market Correction+16 more

Looks Like a Bull Market, Feels Like a Crash | TCAF 230

Feb 20, 2026

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Man Group's base case is a modest U.S. recession, contingent on a potential slowdown in AI capital expenditures, which has been a primary driver of recent GDP growth. The market is experiencing ext...

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MacroeconomicsUS EconomyRecession RiskArtificial Intelligence (AI)+14 more

What Tom Lee's Worried About in 2026 | TCAF 227

Jan 30, 2026

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Tom Lee presents a bullish outlook for the year, anticipating a strong start followed by a significant, 'bear market-like' drawdown that ultimately resolves higher. Major IPOs from OpenAI and a com...

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Market OutlookStock Market ForecastTom LeeFundstrat+16 more

Stop Ruining My Perfectly Good Bear Market | TCAF 226

Jan 23, 2026

These Are the Stocks to Buy In 2026 | TCAF 225

Jan 16, 2026

Welcome to 2026 | TCAF 223

Jan 2, 2026

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The Compound and Friends

At a Glance

6 episodes

Top Topics