About this episode
On episode 231 of The Compound and Friends, ????????????????????Michael Batnick???????????????????? and ????????????????????Downtown Josh Brown???????????????????? are joined by Daniel Clifton and Chris Verrone of Strategas Research to discuss: AI's backlash, the Stock Rerating, Midterms, Anthropic vs The DoD and more!!
This episode is sponsored by Grayscale and Janus Henderson Investors.
Visit Grayscale.com/Compound to get started.
Learn more at https://www.janushenderson.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????????????????????
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
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 n
