
The Compound and Friends · 2026-07-03 · 1h 17m
On episode 249 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by returning guest favorite Brian Belski to discuss: broadening market leadership, the tech stock rotation, small and mid-caps (SMID), more volatility on the horizon, the potential for no SaaSpocalypse, and much more! This episode is sponsored by WisdomTree. Learn more about the WisdomTree Quantum Computing Fund at