The Compound and Friends
By The Compound
Listen to a podcast, please open Podcast Republic app. Available on Google Play Store.
Category: Investing
Open in Apple Podcasts
Open RSS feed
Open Website
Rate for this podcast
Subscribers: 309
Reviews: 0
Description
Hosted on Acast. See acast.com/privacy for more information.
| Episode | Date |
|---|---|
|
Jill On Money
1:30:52
On episode 85 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jill Schlesinger to discuss the Fed decision aftermath, unlimited FDIC insurance for banks, the SEC's crypto crackdown, banning TikTok, and much more! Get 25% off Blinkist premium and enjoy 2 memberships for the price of 1! Start your 7-day free trial by clicking here: https://www.blinkist.com/thecompound Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.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. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Mar 24, 2023 |
|
Yes, This Is a Bailout of Credit Suisse
48:54
On this special episode of Live from The Compound, Jesse Eisinger (senior editor and reporter at ProPublica) joins Michael Batnick and Josh Brown to discuss UBS acquiring Credit Suisse, ProPublica’s new insider trading expose, and much more! Jesse Eisinger is an American journalist and author. Winner of the Pulitzer Prize for National Reporting in 2011, he currently works as a senior editor and reporter for ProPublica. He is the author of “The Chickenshit Club: Why the Justice Department Fails to Prosecute Executives.” Jesse's book: https://www.simonandschuster.com/books/The-Chickenshit-Club/Jesse-Eisinger/9781501121371 Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.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. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Mar 21, 2023 |
|
Bearishly Bullish
1:24:36
On episode 84 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan McMurtrie to discuss Credit Suisse, Silicon Valley Bank, treasury yields, short sellers, credit default swaps, the real reason Signature Bank got taken out, and much more! This episode is sponsored by Kraneshares. Learn more at https://kraneshares.com/. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.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. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Mar 17, 2023 |
|
The Bank Run of 2023
41:39
On this special episode of Live from The Compound, Samir Kaji (CEO and co-founder of Allocate) joins Michael Batnick and Josh Brown to discuss the collapse of Silicon Valley Bank and the impact it could have on the banking system and the stock market. Samir Kaji was a Senior Managing Director at First Republic from 2012-2021 where he founded and led a 40 person+ group and worked with over 700 private equity and venture capital firms. Prior to his time at First Republic, Samir spent 13 years at Silicon Valley Bank. As part of the senior leadership team within SVB's venture fund services group, he worked with venture capital and private equity firms covering firms such as Sequoia Capital, Francisco Partners, Lightspeed Partners, IVP,, Venrock, and Founders Fund. Samir also hosts the popular Venture Unlocked Podcast, where he interviews venture capital fund managers and limited partners. Samir is also a graduate of the prestigous Kauffman Fellows venture capital program. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.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. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Mar 14, 2023 |
|
Catch a Falling Knife
1:22:21
On episode 83 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Carleton English and Joe Fahmy to discuss moving averages, rate hikes, consumer spending, what Cathie Wood got right (and wrong), Silicon Valley Bank, Silvergate, and much more! This episode is sponsored by Invesco QQQ. Learn more at invesco.com/qqq. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.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. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Mar 10, 2023 |
|
Dan Nathan Predicts Recession
1:26:46
On episode 82 of The Compound and Friends, Nick Maggiulli and Downtown Josh Brown are joined by Dan Nathan to discuss earnings season, yields, mortgage rates, Buffett and buybacks, shorting private equity, world stock markets in 1899 vs today, how millionaires invest their money, the Silvergate collapse, and much more! Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.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. Nick Maggiulli 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. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Mar 03, 2023 |
|
High Conviction
1:34:24
On episode 81 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jay Woods and Dan Russo to discuss the New York Stock Exchange, technical analysis, the Dow Jones Transportation Average, Bitcoin, recession calls, stock/bond correlation, what drives Elon Musk, and much more! Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.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. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Feb 17, 2023 |
|
Belski the Bull
1:29:02
On episode 80 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski to discuss earnings season, recession fears, market sectors, PE expansion out of a bear market, small cap stocks, consumer staples, Bob Iger getting things done, Microsoft vs Google, and much more! This episode is sponsored by Advisorshares. Visit https://advisorshares.com/etfs/dwa-etfs/ to learn more about the Dorsey Wright ETFs. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.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. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Feb 10, 2023 |
|
Sentiment Rally
1:23:31
On episode 79 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jason Hsu to discuss the latest FOMC meeting, the Chinese market, hard vs soft data, the housing market, earnings for Apple, Amazon, and Google, the Adani rout, and much more! This episode is sponsored by Kraneshares. Visit https://chinalastnight.com for a daily recap of China’s equity, fixed income, and currency markets. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.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. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Feb 03, 2023 |
|
For Blood and Money
1:31:18
On episode 78 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Nathan Vardi to discuss Nathan's book (For Blood and Money), the biotech landscape, hedge fund returns, the stock market GOAT, venture capital, why the market is rallying, and much more! To learn more about Future Proof, visit: https://futureproof.advisorcircle.com/ Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.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. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Jan 27, 2023 |
|
Fat Privilege
1:38:19
On episode 77 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Doug Boneparth and Phil Huber to discuss alts, bonds over stocks, the probability of a recession, ETF flows, Schwab's double downgrade, why Bill Ackman cares about Sam Bankman-Fried, Einhorn's turnaround, who's going to buy WWE, rising interest rates, and much more! This episode is sponsored by Tropical Bros. Tropical Bros just released their new 2023 gear, 10 new Hawaiian shirts and 10 new polos, visit: https://tropicalbros.com/ and use code "Spirits20" for 20% off your order! Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.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. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Jan 20, 2023 |
|
We Just Might Pull This Off
1:37:34
On episode 76 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Callie Cox to discuss the latest CPI data, why Michael's feeling a little bullish, calling the Fed's bluff, chances of a soft landing, retail investor sentiment, and much more! This episode is sponsored by Composer. To learn more, visit https://bit.ly/compoundandfriends Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.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. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Jan 13, 2023 |
|
It’s GLD, b*tch!
1:44:50
On episode 75 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by JC Parets and Steve Strazza to look at tons of charts and discuss: why JC is bullish precious metals, Bitcoin's make or break moment, what Warren Buffett's buying, value vs growth, and MUCH more. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.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. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Jan 06, 2023 |
|
A Very Tom Lee Christmas | What Are Your Thoughts?
55:35
Join Downtown Josh Brown, Michael Batnick, and special guest Tom Lee for another round of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! Get the latest in financial blogger fashion: https://idontshop.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. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees.Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Dec 22, 2022 |
|
The Year of the Rug Pull
1:33:11
On episode 74 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by the On The Tape podcast crew, Dan Nathan, Guy Adami, and Danny Moses to do a month-by-month 2022 market recap and share their predictions for 2023! This episode was recorded in front of a live audience at the Nasdaq MarketSite on 12/16/2022. Today's podcast is sponsored by Public. Check out public.com/compound to learn more. This is a paid endorsement for Open to the Public Investing, Inc., member FINRA & SIPC. This does not constitute investment advice. Investing involves the risk of loss, including loss of principal. See additional disclosures the description (or comments). For more information go to public.com/compound Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.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. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Dec 17, 2022 |
|
Live from Houston
47:02
On episode 73 of The Compound and Friends, Bryn Talkington joins Michael Batnick and Downtown Josh Brown in front of a live audience at the Dynasty Investors Forum to discuss consumer strength, energy stocks, inflation coming down, BREIT, and much more! Get your ticket to The Compound x On The Tape present: Fan Appreciation Night at the Nasdaq MarketSite! All money raised goes directly to No Kid Hungry, a nonprofit on a mission to end childhood hunger. Today's podcast is sponsored by YCharts. Check out Josh Brown’s End of the Year Chartapalooza at: https://go.ycharts.com/downtown. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.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. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Dec 09, 2022 |
|
The Game Has Changed
1:24:50
On episode 72 of The Compound and Friends, Jeff deGraaf joins Michael Batnick and Downtown Josh Brown to discuss trend following, valuation techniques, the dollar's impact on the S&P, the cooling housing market, stocks vs bonds, the yield curve, and much more! Get your ticket to The Compound x On The Tape present: Fan Appreciation Night at the Nasdaq MarketSite! All money raised goes directly to No Kid Hungry, a nonprofit on a mission to end childhood hunger. Today's podcast is sponsored by Composer. Visit https://www.composer.trade/opus to learn more, and see important disclosures at https://www.composer.trade/brochure. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.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. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Dec 02, 2022 |
|
People Hate Inflation, but Unemployment Is Worse
47:46
Happy Thanksgiving Compound Nation! You asked for WAYT as a podcast (in addition to the YouTube livestream), so we're giving it a try! Let us know what you think. Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance, including: Bob Iger, Tesla's drawdown, commodities, the Misery Index, the crypto fallout, Icahn's GameStop short, and much more! This episode is sponsored by Public. To learn more, visit: https://public.com/compound and see disclosures at: https://public.com/disclosures Get the latest in financial blogger fashion: https://idontshop.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. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees.Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Nov 23, 2022 |
|
Worse Than Enron
1:34:06
On episode 71 of The Compound and Friends, Gregor Macdonald joins Michael Batnick and Downtown Josh Brown to discuss the latest on the Sam Bankman-Fried saga, the inverted yield curve, electrification of the power grid, the growth of electric vehicles, peak oil, and much more! Today's podcast is presented by Liftoff® (liftoffinvest.com), an automated investment advisory service that is powered by Betterment. Liftoff® is a wholly owned entity of Ritholtz Wealth Management LLC. Ritholtz Wealth Management is a Registered Investment Advisor who receives fees from clients who invest in their Liftoff proprietary portfolios, which are not necessarily discussed in the commentary. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.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. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Nov 18, 2022 |
|
The Day Inflation Broke
1:22:47
On episode 70 of The Compound and Friends, Warren Pies joins Michael Batnick and Downtown Josh Brown to discuss the latest in markets, inflation, the effects of seasonality, what could be next, and much more! This episode is sponsored by Masterworks. Learn more about Masterworks at: https://www.masterworks.com/compound. This podcast is for informational purposes only and should not be relied upon for investment decisions. To learn more about the risks of investing in Masterworks, see https://www.masterworks.com/about/disclaimer. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.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. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Nov 11, 2022 |
|
No pivot!
1:33:28
On episode 69 of The Compound and Friends, Carleton English and Scott Krisiloff join Michael Batnick and Downtown Josh Brown to discuss the latest from Powell and the Fed, earnings season, the wisdom of Warren Buffett, junk bonds, 2008 vs today, nuclear fusion, and much more! This episode is sponsored by Masterworks. Learn more about Masterworks at: https://www.masterworks.com/compound. This podcast is for informational purposes only and should not be relied upon for investment decisions. To learn more about the risks of investing in Masterworks, see https://www.masterworks.com/about/disclaimer. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.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. Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Nov 04, 2022 |
|
The One With Matt Levine and Mary Childs
1:17:25
On episode 68 of The Compound and Friends, Matt Levine and Mary Childs join Michael Batnick and Downtown Josh Brown to discuss Matt's epic cover-to-cover Bloomberg piece on crypto, Elon's first moves as Twitter owner, Facebook's collapse, the future of Credit Suisse, the best finance books, and more! Thanks to our friends at Kraneshares for sponsoring this episode. To learn more visit: www.kraneshares.com Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. |
Oct 28, 2022 |
|
No Capitulation Necessary
1:27:29
On episode 67 of The Compound and Friends, Dan Greenhaus joins Michael Batnick and Downtown Josh Brown to discuss what constitutes a recession, the Fed, ramifications of a strong dollar, Tesla's earnings call, buybacks, the importance of interest rates, and more! BONUS: Barry Ritholtz makes a special appearance! Thanks to our friends at Kraneshares for sponsoring this episode. To learn more visit: www.kraneshares.com Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. |
Oct 21, 2022 |
|
Bad News is Good News
1:36:10
On episode 66 of The Compound and Friends, Bob Pisani and Kyla Scanlon join Michael Batnick and Downtown Josh Brown to discuss stories from the stock exchange, investors of the future, the Fed's toolbox, stocks for the long run, the most important developments in trading over the past 30 years, and much more! Thanks to our friends at Kraneshares for sponsoring this episode. To learn more, visit: https://kraneshares.com/webinars/party-congress-policy-q4-outlook-q3-market-review/# Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. |
Oct 14, 2022 |
|
A Major Margin Call
40:44
On this special episode of Live from The Compound, Marc Rubinstein joins Josh Brown and Michael Batnick to discuss margin calls in the UK, Credit Suisse's "Lehman moment," the growth of shadow banking, and more! Read Marc's Substack: https://www.netinterest.co/ Check out The Compound shop: https://idontshop.com Follow The Compound on Instagram: https://instagram.com/thecompoundnews Follow The Compound on Twitter: https://twitter.com/thecompoundnews Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Oct 10, 2022 |
|
This Is a Hitchcock Horror
1:32:18
On episode 65 of The Compound and Friends, Nick Colas joins Michael Batnick and Downtown Josh Brown to discuss market volatility, thinking like an algo, the dollar, Tesla, sustaining vs disruptive innovation, the next big thing, and much more! Thanks to our friends at Kraneshares for sponsoring this episode. To learn more about KraneShares' suite of China-focused and climate themed ETFs, visit: kraneshares.com/?adsource=wealthcast Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. |
Oct 07, 2022 |
|
The Fastest Drop in Home Prices Since 2009
41:04
On this special episode of Live from The Compound Zillow's chief economist, Skylar Olsen, joins Josh Brown and Michael Batnick! Dr. Skylar Olsen is the Chief Economist at Zillow. Previous to her current position, Skylar founded a consultancy supporting public-facing economic data programs, was head of economics at a digital mortgage start-up, and spent 8 years supporting the Zillow economic research department. Listen to The Compound's podcasts: The Compound and Friends: https://podcasts.apple.com/us/podcast/the-compound-and-friends/id1456467014 Animal Spirits: https://podcasts.apple.com/us/podcast/animal-spirits-podcast/id1310192007 Portfolio Rescue: https://link.chtbl.com/totherescue Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com Check out our automated investing platform, Liftoff: http://liftoffinvest.com The Compound Newsletter: https://email.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews Facebook: https://www.facebook.com/ritholtzwealth Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Oct 03, 2022 |
|
Wait 'Til The VIX Spikes
1:20:51
On episode 64 of The Compound and Friends, Katie Stockton joins Michael Batnick and Downtown Josh Brown to discuss bear markets, separating the signal from the noise, the VIX, technicals vs fundamentals, and much more! Thanks to our friends at Groundfloor for sponsoring this episode. Groundfloor is an award-winning wealth-tech platform offering high-yield, short-term, real estate debt investments directly to the general public. Learn more at: https://groundfloor.us/ Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. |
Sep 30, 2022 |
|
Live from MarketWatch
57:48
On episode 63 of The Compound and Friends, Joy Wiltermuth, Michael Batnick and Downtown Josh Brown discuss Future Proof, the housing landscape, Jay Powell and the Fed, the yield curve, recession fears, and much more! This episode was recorded in front of a live audience at MarketWatch's Best New Ideas in Money Festival on 9/22/22. Thanks to our friends at Groundfloor for sponsoring this episode. Groundfloor is an award-winning wealth-tech platform offering high-yield, short-term, real estate debt investments directly to the general public. Learn more at: https://groundfloor.us/ Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. |
Sep 23, 2022 |
|
A Conversation with Michael Lombardi
41:08
On this special episode of Live from The Compound, Michael Lombardi joins Josh Brown and Michael Batnick to discuss all things football! Michael Lombardi is a former General Manager and three-time Super Bowl-winning NFL executive, after thirty years working for the New England Patriots, San Francisco 49ers, the Oakland Raiders, and the Cleveland Browns. Listen to The GM Shuffle with Michael Lombardi and Femi Abebefe: https://podcasts.apple.com/us/podcast/the-gm-shuffle-with-michael-lombardi-and-femi-abebefe/id1458884463 Check out The Compound shop: https://idontshop.com Follow The Compound on Instagram: https://instagram.com/thecompoundnews Follow The Compound on Twitter: https://twitter.com/thecompoundnews Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Sep 19, 2022 |
|
Live at Future Proof
45:56
On episode 62 of The Compound and Friends, Shirl Penney joins Michael Batnick and Downtown Josh Brown to discuss market volatility, adjusting to a higher risk-free rate, investment banking, the state of wealth management, hiring top advisors, and much more! This episode was recorded in front of a live audience at Future Proof on 9/13/22. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. |
Sep 16, 2022 |
|
The Battle to Remain Bullish
1:21:57
On episode 61 of The Compound and Friends, Brian Belski joins Michael Batnick and Downtown Josh Brown to discuss the earnings outlook, multiple compression, the labor market, odds of a recession, the next rate hike, permabears, and much more! This episode is presented by https://liftoffinvest.com. Liftoff® is an automated investment advisory service powered by Betterment, and is a wholly owned entity of Ritholtz Wealth Management LLC. Ritholtz Wealth Management is a Registered Investment Advisor who receives fees from clients who invest in their Liftoff proprietary portfolios, which are not necessarily discussed in the commentary. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. |
Sep 09, 2022 |
|
Store of Value
1:41:55
On episode 60 of The Compound and Friends, JC Parets joins Michael Batnick and Downtown Josh Brown to discuss JC's latest treasure trove of charts, Bitcoin as a store of value, what Buffett has been buying, and much more! Bonus: Michael reacts to breaking NBA news! This episode is presented by https://liftoffinvest.com. Liftoff® is an automated investment advisory service powered by Betterment, and is a wholly owned entity of Ritholtz Wealth Management LLC. Ritholtz Wealth Management is a Registered Investment Advisor who receives fees from clients who invest in their Liftoff proprietary portfolios, which are not necessarily discussed in the commentary. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. |
Sep 02, 2022 |
|
Would You Give Money to Adam Neumann?
1:19:54
On episode 59 of The Compound and Friends, Devon Drew joins Michael Batnick and Downtown Josh Brown to discuss Jackson Hole, Adam Neumann's new venture, crypto regulation, the best performing stocks since March 2020, using AI in asset management, and much more! This episode is brought to you by our friends at Masterworks. Visit https://masterworks.art/compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. |
Aug 26, 2022 |
|
Why Are You Even in the Market?
1:50:29
On episode 58 of The Compound and Friends, Joe Terranova joins Michael Batnick and Downtown Josh Brown to discuss why you should leave politics out of your portfolio, the latest meme stock rug pull, the right market P/E, Joe's ETF, and much more! This episode is brought to you by our friends at Masterworks. Visit https://masterworks.art/compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. |
Aug 19, 2022 |
|
The Science of Hitting
1:36:59
On episode 57 of The Compound and Friends, Alex Morris joins Michael Batnick and Downtown Josh Brown to discuss earnings, the jobs recovery, Netflix and the streaming wars, the bull case for Meta, the worst investing advice ever, and much more! This episode is brought to you by our friends at Masterworks. Visit https://masterworks.com/compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x. Sign up for our newsletter and enter to win a free subscription of Alex's Substack here: https://www.thecompoundnews.com/compound-substack-giveaway/ Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. |
Aug 12, 2022 |
|
Canary in the Coal Mine
1:38:29
On episode 56 of The Compound and Friends, Shannon Saccocia joins Michael Batnick and Downtown Josh Brown to discuss the Nasdaq bounce, inflation vs spending, good news for the economy, Shannon's ideas for the second half, and much more! This episode is sponsored by The Peak Group. To learn more about investing in single family rentals visit https://bit.ly/3OCu6GQ. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. |
Jul 22, 2022 |
|
The Metaverse w/ Matthew Ball
42:03
On this special episode of Live from the Compound, Matthew Ball joins Josh Brown and Ben Carlson to discuss his new book, The Metaverse: And How it Will Revolutionize Everything. Matthew Ball is the Managing Partner of EpyllionCo and a Venture Partner at Makers Fund. The Metaverse: And How it Will Revolutionize Everything: https://www.amazon.com/Metaverse-How-Will-Revolutionize-Everything/dp/1324092033/ref=sr_1_1?crid=QN58X3UF7FRH&keywords=matthew+ball&qid=1658184190&sprefix=matthew+ball%2Caps%2C60&sr=8-1 Check out The Compound shop: https://idontshop.com Follow The Compound on Instagram: https://instagram.com/thecompoundnews Follow The Compound on Twitter: https://twitter.com/thecompoundnews Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Jul 18, 2022 |
|
Responsibility Theater
1:40:39
On episode 55 of The Compound and Friends, Alex Kantrowitz joins Michael Batnick and Downtown Josh Brown to discuss earnings season, big tech, the outlook for crypto, Elon vs Twitter, and much more! This episode is sponsored by The Peak Group. To learn more about investing in single family rentals visit https://bit.ly/3OCu6GQ. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. |
Jul 15, 2022 |
|
Reverse Ponzi Scheme
1:43:25
On episode 54 of The Compound and Friends, Brendan Ahern (KraneShares) and Kai Wu (Sparkline Capital) join Michael Batnick and Downtown Josh Brown to discuss Chinese stocks, China's tech crackdown, innovation and tech stocks, the Voyager bankruptcy, crypto regulation, ETF trends, and much more! This episode is sponsored by The Peak Group. To learn more about investing in single family rentals visit www.thepeak.group/phrfacts. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. |
Jul 08, 2022 |
|
The Higher the Vix, the Higher the Clicks
1:40:33
On episode 53 of The Compound and Friends, Felix Salmon joins Michael Batnick and Downtown Josh Brown to discuss financial media, the state of FinTwit, Elon Musk, leverage in crypto, the art market, billionaires buying sports teams, and much more! This episode is sponsored by The Peak Group. To learn more about investing in single family rentals visit www.thepeak.group/phrfacts. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. |
Jul 01, 2022 |
|
The Great Reset
1:40:01
On episode 52 of The Compound and Friends, Howard Lindzon and Packy McCormick join Michael Batnick and Downtown Josh Brown to discuss fintech and the future of web3, venture capital, and much more! This episode is sponsored by Direxion. Visit https://www.direxion.com/product/breakfast-commodities-strategy-etf to learn more about Direxion's new Breakfast Commodities Strategy ETF. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. |
Jun 24, 2022 |
|
It Can't Really Get Worse
1:47:14
On episode 51 of The Compound and Friends, Eric Jackson joins Michael Batnick and Downtown Josh Brown to discuss growth investing, Cathie Wood, accelerating layoffs, the state of crypto, the Fed's decision, Eric's favorite stock ideas, activist investors, and much more! This episode is sponsored by Direxion. Visit https://www.direxion.com/product/breakfast-commodities-strategy-etf to learn more about Direxion's new Breakfast Commodities Strategy ETF. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. |
Jun 17, 2022 |
|
The Energy Bull Market Just Started
1:41:52
On episode 50 of The Compound and Friends, Simon Lack joins Michael Batnick and Downtown Josh Brown to discuss the energy recovery, Tiger Global, hedging inflation, the vanishing IPO market, the ESG reckoning, and much more! This episode is sponsored by Direxion. Visit https://www.direxion.com/product/breakfast-commodities-strategy-etf to learn more about Direxion's new Breakfast Commodities Strategy ETF. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. |
Jun 10, 2022 |
|
Zombieland
1:40:40
On episode 49 of The Compound and Friends, Jason Hsu, Michael Batnick and Downtown Josh Brown discuss inflation, unemployment, interest rates, corporate zombies, the Chinese economy, housing, and much more! This episode is sponsored by Direxion. Visit https://www.direxion.com/product/breakfast-commodities-strategy-etf to learn more about Direxion's new Breakfast Commodities Strategy ETF. Use promo code ONEYEAR for 25% off the latest in financial blogger fashion at: https://www.idontshop.com. Sale ends 6/5/22. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Jun 03, 2022 |
|
Why Is It Getting Dumber?
1:43:39
On episode 48 of The Compound and Friends, Carleton English, Rishi Khanna, Michael Batnick and Downtown Josh Brown discuss the economic outlook, the state of retail trading, the favorite stocks of hedge funds, new home sales, and much more! This episode is brought to you by our friends at Masterworks. Visit https://masterworks.art/compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x. Check out the latest in financial blogger fashion at: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
May 27, 2022 |
|
Live from The Compound with Michael Rapino
48:33
On this special episode of Live from The Compound, Live Nation CEO Michael Rapino joins Downtown Josh Brown and Michael Batnick! Follow Michael Rapino: https://twitter.com/Michael_Rapino Check out The Compound shop: https://idontshop.com Follow The Compound on Instagram: https://instagram.com/thecompoundnews Follow The Compound on Twitter: https://twitter.com/thecompoundnews Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
May 24, 2022 |
|
This Is What the Bottom Sounds Like
1:45:41
On episode 47 of The Compound and Friends, Dan McMurtrie joins Michael Batnick and Downtown Josh Brown to discuss dotcom 2.0, the next crypto crash, executive compensation, earnings estimates, and much more! This episode is brought to you by our friends at Masterworks. Visit https://masterworks.art/compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x. Check out the latest in financial blogger fashion at: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
May 20, 2022 |
|
We Haven’t Seen the Third Act Yet
1:31:07
On episode 46 of The Compound and Friends, Jan van Eck joins Michael Batnick and Downtown Josh Brown to discuss the bear market, inverse ETFs, the bond market, venture capital, Bitcoin vs gold, Terra's collapse, oil and gas outperformance, and much more! This episode is brought to you by our friends at Masterworks. Visit https://masterworks.art/compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x. Check out the latest in financial blogger fashion at: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
May 13, 2022 |
|
Someone Is Blowing Up
1:29:35
On episode 45 of The Compound and Friends, Matt Phillips joins Michael Batnick and Downtown Josh Brown to discuss: the market decline, forced liquidation, the FOMC decision, quarterly earnings, Bitcoin in 401(k) plans, Ozark, and much more! This episode is brought to you by our friends at Masterworks. Visit https://masterworks.art/compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x. Check out the latest in financial blogger fashion at: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
May 06, 2022 |
|
Once Upon a Time in Boston
1:35:59
On episode 44 of The Compound and Friends, Jurrien Timmer joins Michael Batnick and Downtown Josh Brown to discuss: the bond market meltdown, tech earnings, investor pessimism, Bitcoin in 401(k) plans, and much more! This episode is sponsored by KraneShares. To learn more about KraneShares' suite of China-focused and climate themed ETFs, visit: kraneshares.com/?adsource=wealthcast Check out the latest in financial blogger fashion at: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Apr 29, 2022 |
|
Netflix and Churn
1:40:02
On episode 43 of The Compound & Friends, Ben Carlson, Will Hershey, and Downtown Josh Brown discuss: trouble at Netflix, thematic investing, metaverse ETFs, the future of Twitter, and much more! This episode is sponsored by KraneShares. To learn more about KraneShares' suite of China-focused and climate themed ETFs, visit: kraneshares.com/?adsource=wealthcast Check out the latest in financial blogger fashion at: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Apr 22, 2022 |
|
Delete Your DMs
1:37:19
On episode 42 of The Compound & Friends, Michael Batnick, Nick Maggiulli, and Downtown Josh Brown discuss: Elon's Twitter bid, Nick's new book "Just Keep Buying," lump sum vs dollar-cost averaging, inflation, and much more! This episode is sponsored by KraneShares. To learn more about KraneShares' suite of China-focused and climate themed ETFs, visit: kraneshares.com/?adsource=wealthcast Grab a copy of Nick's book: https://www.amazon.com/dp/0857199250/ref=cm_sw_r_tw_dp_32DZJGHZ56VYTCAH5A3X Check out the latest in financial blogger fashion at: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Apr 15, 2022 |
|
Breaking Down the Threat Landscape
29:31
On this special episode of Live from the Compound, CrowdStrike CEO George Kurtz joins Josh Brown and Ben Carlson to discuss the latest in cybersecurity, the evolving threat landscape, and George's experience as a race car driver! For more on CrowdStrike, visit: https://www.crowdstrike.com/ Check out The Compound shop: https://idontshop.com Follow The Compound on Instagram: https://instagram.com/thecompoundnews Follow The Compound on Twitter: https://twitter.com/thecompoundnews Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Apr 11, 2022 |
|
The Bogle Effect
1:27:11
On episode 41 of The Compound & Friends, Michael Batnick, Eric Balchunas and Downtown Josh Brown discuss: direct indexing, Eric's new book on Jack Bogle and Vanguard, active managers and ESG, stock splits, and much more! This episode is sponsored by KraneShares. To learn more about KraneShares' suite of China-focused and climate themed ETFs, visit: kraneshares.com/?adsource=wealthcast Check out the latest in financial blogger fashion at: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Apr 08, 2022 |
|
The Texas Hedge
1:41:58
On episode 40 of The Compound & Friends, Michael Batnick, Adam Parker, and Downtown Josh Brown discuss: smart money buying the dip, the case for small caps, the yield curve inversion, Ned Johnson, private market markdowns, NYC's comeback, Wall Street careers, and much more! Thanks to FTX for sponsoring this episode! Download the FTX App today and use referral code "compound" to earn free crypto on every trade over $10: https://apps.apple.com/us/app/ftx-crypto-exchange/id1095564685 Check out the latest in financial blogger fashion at: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Apr 01, 2022 |
|
Never Buy New Lows, Never Short New Highs
1:36:57
On episode 39 of The Compound & Friends, Michael Batnick, Nick Colas, and Downtown Josh Brown discuss: what it's like working for Steve Cohen, investor confidence, tighter financial conditions, bank stocks, quantum computing and crypto, driverless vehicles, and much more! Thanks to FTX for sponsoring this episode! Download the FTX App today and use referral code "compound" to earn free crypto on every trade over $10: https://apps.apple.com/us/app/ftx-crypto-exchange/id1095564685 Check out the latest in financial blogger fashion at: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Mar 25, 2022 |
|
Chasing the Bond King
39:07
On this special episode of Live from the Compound, Mary Childs joins Josh Brown, Michael Batnick, and Ben Carlson to discuss her new book, The Bond King. Mary Childs is an author and co-host of NPR's Planet Money podcast. Order The Bond King: https://amzn.to/37rP3Ux Check out The Compound shop: https://idontshop.com Follow The Compound on Instagram: https://instagram.com/thecompoundnews Follow The Compound on Twitter: https://twitter.com/thecompoundnews Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Mar 21, 2022 |
|
Saint Patrick's Day Show
1:26:36
On episode 38 of The Compound & Friends, Michael Batnick, Dan McMurtrie, Leanna Haakons, and Downtown Josh Brown discuss: equity markets, value investing, FOMC decision, private markets, stock picking, Chinese stocks, Nicolas Cage, and much more! Thanks to FTX for sponsoring this episode! Download the FTX App today in minutes and use referral code "compound" to earn free crypto on every trade over $10: https://apps.apple.com/us/app/ftx-crypto-exchange/id1095564685 Check out the latest in financial blogger fashion at: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Mar 18, 2022 |
|
Pulling Out
1:26:31
On episode 37 of The Compound & Friends, Michael Batnick, Allison Schrager, Sam Ro, and Downtown Josh Brown discuss: corporations pulling out of Russia, the SEC's crackdown on Chinese ADRs, inflation, the role of risk in innovation, Amazon's stock split, and much more! Thanks to FTX for sponsoring this episode! Download the FTX App today in minutes and use referral code "compound" to earn free crypto on every trade over $10: https://apps.apple.com/us/app/ftx-crypto-exchange/id1095564685 Check out the latest in financial blogger fashion at: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Mar 11, 2022 |
|
Best Burger in NYC
1:24:23
On episode 36 of The Compound & Friends, Michael Batnick, JC Parets, Dan Nathan, and Downtown Josh Brown discuss: JC's charts, retail investors buying the dip, startup valuations, corporate America pulling out of Russia, the best burger in NYC, and much more! Thanks to Composer for sponsoring this episode! Invest like a quant trader with Composer - no-coding, spreadsheets or Terminal required: https://bit.ly/compoundmarch22 Check out the latest in financial blogger fashion at: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Mar 04, 2022 |
|
Ian Bremmer on What Investors Should Know About Ukraine and Russia
33:46
On this special podcast episode, Ian Bremmer, President of Eurasia Group and GZERO Media, joins Josh Brown, Michael Batnick, and Ben Carlson to discuss how Russia's invasion of Ukraine could impact markets and the world economy. (Recorded live on 2/28/22) Preorder Ian's book, The Power of Crisis: https://www.simonandschuster.com/books/The-Power-of-Crisis/Ian-Bremmer/9781982167509 Check out The Compound shop: https://idontshop.com Follow The Compound on Instagram: https://instagram.com/thecompoundnews Follow The Compound on Twitter: https://twitter.com/thecompoundnews Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Feb 28, 2022 |
|
Did the Stock Market Just Bottom?
1:22:06
On episode 35 of The Compound & Friends, Michael Batnick, Linette Lopez, Phil Pearlman, and Downtown Josh Brown discuss: Russia's invasion of Ukraine, the washout, the one year anniversary of meme stock mania, Apple and Google vs Web3, Facebook's fall, new trading rules for Fed officials, and much more! This episode is brought to you by our friends at Masterworks. Visit https://masterworks.art/compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x. Check out the latest in financial blogger fashion at: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Feb 25, 2022 |
|
Hedging Tail Risk
1:30:40
On episode 34 of The Compound & Friends, Michael Batnick, Carleton English, Kris Sidial, and Downtown Josh Brown discuss: earnings season, market liquidity, inflation risk declining, regulating short-sellers, and much more! This episode is brought to you by Masterworks. Visit https://masterworks.art/compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x. Check out the latest in financial blogger fashion at: https://www.idontshop.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Feb 18, 2022 |
|
Turbulence Ahead
1:25:13
On episode 33 of The Compound & Friends, Michael Batnick, Tony Dwyer, and Downtown Josh Brown discuss: Tony's 2022 core thesis, demographic tailwinds, corporate credit, Bitfinex crypto heist, bonus season on Wall Street, Super Bowl picks, and much more! This episode is brought to you by Masterworks. Visit https://masterworks.art/compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Feb 11, 2022 |
|
Fake Business with Tim Dillon
46:48
Welcome to a special episode of The Compound & Friends, a podcast featuring your favorite financial and investing commentators. Tim Dillon is one of the hottest comedians in America right now, with a podcast that reaches over a million listeners each week, and sold out theater and club dates across the country. In this episode, Tim joins Josh Brown and Michael Batnick to discuss his experience working in the mortgage business, the creator economy, his views on crypto, and what's wrong with Long Island. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Feb 07, 2022 |
|
It Doesn't Matter Until It Matters
1:24:29
On episode 32 of The Compound & Friends, Michael Batnick, Peter Boockvar, and Downtown Josh Brown discuss: the state of the economy, rate hike consensus, venture funding, $30 trillion of US debt, the market's reaction to Facebook and Spotify earnings, and much more! This episode is brought to you by Masterworks. Visit https://masterworks.io/compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Feb 04, 2022 |
|
It’s Crypto Winter Again
1:29:03
On this week's episode of The Compound & Friends, Michael Batnick, Packy McCormick, and Downtown Josh Brown discuss: Robinhood earnings, the crash in Bitcoin and Ethereum, Packy's Substack (Not Boring) passing the 100k subscriber mark, early stage investing, Coinbase teaming up with Mastercard, if Apple will still be a top 10 company (market cap) in 10 years, Ackman buying Netflix, and much more! Thanks to Fundrise for sponsoring this episode. Visit fundrise.com/compound to learn more about the future of real estate investing! Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Jan 28, 2022 |
|
Intangible Value
1:32:51
On this week's episode of The Compound & Friends, Michael Batnick, Kai Wu, and Downtown Josh Brown discuss: interest rates, the platform economy, Web3, intangible assets, the importance of company culture, and much more! Thanks to Fundrise for sponsoring this episode. Visit fundrise.com/compound to learn more about the future of real estate investing! Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Jan 21, 2022 |
|
The New Face of Wealth
1:14:00
On this week's episode of The Compound & Friends, Michael Batnick, Dasarte Yarnway, Emlen Mattingly, and Downtown Josh Brown discuss: inflation, how passive funds could be hiding a bear market, the Onyx Advisor Network for underrepresented financial advisors, the death of mutual funds, and much more! Thanks to Fundrise for sponsoring this episode. Visit fundrise.com/compound to learn more about the future of real estate investing! Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Jan 14, 2022 |
|
Can you get Covid in the metaverse?
1:28:50
On this week's episode of The Compound & Friends, Michael Batnick, Pierce Crosby, and Downtown Josh Brown discuss: lessons learned in 2021, predictions for 2022, the growth of TradingView, the Elizabeth Holmes verdict, and much more! Thanks to Fundrise for sponsoring this episode. Visit fundrise.com/compound to learn more about the future of real estate investing! Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Jan 07, 2022 |
|
A Very Compound Christmas
1:19:58
On this week's episode of The Compound & Friends, Michael Batnick, Doug Boneparth, Jenn Ablan, and Downtown Josh Brown discuss: favorites of 2021, Investopedia Terms of the Year, biggest trends in asset management, the great resignation, Omicron, holiday traditions, and much more! Thanks to our sponsor Cadre! Invest in a portfolio of professionally-curated commercial real estate in minutes, check out: http://go.cadre.com/compound Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Dec 23, 2021 |
|
2021 Surprises
1:07:49
On this week's episode of The Compound & Friends, Michael Batnick, Tom Lee, and Downtown Josh Brown discuss: the biggest surprises of 2021, the resiliency of the market, 2022 outlook, record buybacks, junk bonds, and much more! Thanks to our sponsor Cadre! Invest in a portfolio of professionally-curated commercial real estate in minutes, check out: http://go.cadre.com/compound Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Dec 17, 2021 |
|
Expected Returns
1:15:05
On this week's episode of The Compound & Friends, Michael Batnick, Ben Carlson, Shannon Saccocia and Downtown Josh Brown discuss: unemployment, earnings, expected returns, international stocks, asset price inflation, tech IPOs, fintech, and more! Thanks to our sponsor Cadre! Invest in a portfolio of professionally-curated commercial real estate in minutes, check out: http://go.cadre.com/compound Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Dec 10, 2021 |
|
The Gang Launches a Crypto Index
1:15:52
On this week's episode of The Compound & Friends, Michael Batnick, Jeremy Schwartz, and Downtown Josh Brown discuss: the all-new RWM WisdomTree Crypto Index, "All-in" on DeFi, Crypto Sprint, Chinese Stocks, Jack Dorsey stepping down from Twitter, the Powell Pivot, and more! For more on the RWM WisdomTree Crypto Index, visit: https://ritholtzwealth.com/digital. Thanks to our sponsor Cadre! Invest in a portfolio of professionally-curated commercial real estate in minutes, check out: http://go.cadre.com/compound Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Dec 03, 2021 |
|
Life, Liberty, and the Pursuit of Tokens
1:24:17
On this week's episode of The Compound & Friends, Michael Batnick, Jim O'Shaughnessy, Phil Huber, and Downtown Josh Brown discuss: selling a business, tail risks, tech innovations and politics, FinTechs buying media companies, financial influencers, investing in collectibles, Phil's new book The Allocator's Edge, and more! Invest in fine art with Masterworks. The Compound & Friends subscribers can skip the waitlist with this link: masterworks.io/compound. See important information: mw-art.co/x Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Nov 19, 2021 |
|
The Relentless Bid
1:31:28
On this week's episode of The Compound & Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Balchunas (Senior ETF Analyst for Bloomberg) to discuss: the relentless bid, commission-free trading, direct indexing, the Bitcoin ETF, tapering, and much more! Invest in fine art with Masterworks. The Compound & Friends subscribers can skip the waitlist with this link: https://mw-art.co/compoundandbalchunas. See important information: mw-art.co/x Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Nov 05, 2021 |
|
Meta Squid Game
1:31:11
On this week's episode of The Compound & Friends, Michael Batnick, Dan McMurtrie, and Downtown Josh Brown discuss: earnings week, big tech ad revenue, Tesla crossing $1 trillion, Facebook (Meta) entering the metaverse, stable coins, hedge funds, the billionaire tax, investing in robotics, and more! This episode is brought to you by Direxion. Visit https://www.direxion.com/leveraged-etf-education for more information! Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Oct 29, 2021 |
|
Want-trepreneur
1:28:11
On this week's episode of The Compound & Friends, Michael Batnick, Howard Lindzon, and Downtown Josh Brown discuss private and public markets, trend following, having an edge, Robinhood, pandemic influenced businesses, envy and insecurity, the next wave of investors, and much more! This episode is brought to you by Direxion. Visit https://www.direxion.com/leveraged-etf-education for more information! Obviously, nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures Hosted on Acast. See acast.com/privacy for more information. |
Oct 22, 2021 |
|
The 60/40 Portfolio is Dead. Again.
1:25:03
On this week's episode of The Compound & Friends, Michael Batnick, Blair duQuesnay, Eddy Elfenbein, and Downtown Josh Brown discuss how Blackrock got so big, the death of the 60/40 portfolio, Project Thunder, red flags that no one cares about, the 5.9% increase in Social Security benefits, college football, and much more! This episode is brought to you by Direxion. Visit https://www.direxion.com/leveraged-etf-education for more information! Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures Hosted on Acast. See acast.com/privacy for more information. |
Oct 15, 2021 |
|
The Dopest Charts On Earth
1:23:03
On this week's episode of The Compound & Friends, Michael Batnick, J.C. Parets, Tyrone Ross, and Downtown Josh Brown discuss Cryptocurrencies, entrepreneurship, the SEC, a series of dope stock charts, 24-hour trading, and more! This episode is brought to you by Onramp. A cryptoasset integration platform solution for financial advisors. Visit https://onrampinvest.com/ Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures Hosted on Acast. See acast.com/privacy for more information. |
Oct 08, 2021 |
|
Bogle in the Streets, Batnick in the Sheets
1:31:03
On this week's episode of The Compound & Friends, Michael Batnick, Dan Egan, and Downtown Josh Brown discuss: economic growth after Delta, excessive bubble talk, the Betterment platform, when investors freak out, Beijing's behavioral finance, fractional shares and direct indexing, target date funds, what offices are good for, live-streaming Ray-bans, and more! This episode is brought to you by Liftoff. Invest for your future at liftoffinvest.com and grow your wealth by teaming up with a Ritholtz expert. Liftoff® is an automated investment advisory service that is powered by Betterment. Liftoff® is a wholly owned entity of Ritholtz Wealth Management LLC. Ritholtz Wealth Management is a Registered Investment Advisor who receives fees from clients who invest in their Liftoff proprietary portfolios, which are not necessarily discussed in the commentary. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures Hosted on Acast. See acast.com/privacy for more information. |
Oct 01, 2021 |
|
Investopedia Brown
1:36:01
On this week's episode of The Compound & Friends, Michael Batnick, Caleb Silver, Jenny Harrington, and Downtown Josh Brown discuss: the return of volatility, the Fed and tapering, dividend stocks, Investopedia data, how Build Back Better could impact investors, junk bonds and the search for yield, young men opting out of college, Google’s $2.1 billion purchase, and more! This episode is brought to you by Rocket Dollar. Use referral code COMPOUND at rocketdollar.com/compound to get $50 off at sign up! Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Sep 24, 2021 |
|
The Stock Market is Drunk
1:38:26
On this week's episode of The Compound & Friends, Michael Batnick, Dan Nathan, Haley Sacks, and Downtown Josh Brown discuss: the ever-rising market, nonsensical valuations, the pandemic's long-term impact on kids, Robinhood or Uber, social media WTF, Mailchimp, recommendations, and more! This episode is brought to you by Rocket Dollar. Use referral code COMPOUND at rocketdollar.com/compound to get $50 off at sign up!
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Sep 17, 2021 |
|
ETFs Break $9 Trillion
1:37:57
On this week's episode of The Compound & Friends, Michael Batnick, Leanna Haakons, Tom Lydon, and Downtown Josh Brown discuss: global ETF assets hit $9 trillion, SPAC crackdown, IPO boom, Gensler's vision, El Salvador adopting Bitcoin, the post-pandemic office, sports cards, and more! This episode is brought to you by Rocket Dollar. Use referral code COMPOUND at rocketdollar.com/compound to get $50 off at sign up!
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Sep 10, 2021 |
|
Signs of a Top
1:21:07
On this week's episode of The Compound & Friends, Michael Batnick, Amelia Garland, Delano Saporu, and Downtown Josh Brown discuss: signs of a top, covid, deals in the RIA space, digital engagement practices, China's video game crackdown, Donda takes, White Lotus recap, and more! This episode is brought to you by Polymarket. For a limited time, sign up with referral code “Compound” to get your first trade reimbursed up to $100. Visit https://polymarket.co/CompoundShow to learn more.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Sep 03, 2021 |
|
The Difference Between Traders and Ballplayers
1:39:35
On this week's episode of The Compound & Friends, Michael Batnick, Cardiff Garcia, and Downtown Josh Brown discuss: economic indicators, Fed Chair Powell, inflation, Ethereum, podcasting, Steve Cohen vs the Mets, and more! This episode is brought to you by Polymarket. For a limited time, sign up with referral code “Compound” to get your first trade reimbursed up to $100. Visit https://polymarket.co/CompoundShow to learn more.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Aug 20, 2021 |
|
Venture Capital Babies
1:25:30
On this week's episode of The Compound & Friends, Michael Batnick, Sam Ro, Allison Schrager, and Downtown Josh Brown discuss: the stock market's PE ratio, the labor market, universal basic wealth, Chinese stocks, the social side of work, infrastructure, financial literacy, and more! This episode is brought to you by Polymarket. For a limited time, sign up with referral code “Compound” to get your first trade reimbursed up to $100. Visit https://polymarket.co/CompoundShow to learn more. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Aug 13, 2021 |
|
Lil Fibonacci
1:24:57
On this week's episode of The Compound & Friends, Michael Batnick, JC Parets, and Downtown Josh Brown discuss: JC's chart throwdown, is Robinhood now a “meme stock,” technical analysis, healthcare stocks, Howard Marks' memo, Knicks and Heat, and more! This episode is brought to you by Polymarket. For a limited time, sign up with referral code “Compound” to get your first trade reimbursed up to $100. Visit https://polymarket.co/CompoundShow to learn more. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Aug 06, 2021 |
|
Josh Is the Third Wheel
1:24:57
On this week's episode of The Compound & Friends, Michael Batnick, Ben Carlson, and Downtown Josh Brown discuss: the Robinhood IPO, FAANMG earnings roundup, liquid alternatives and ETFs, JPMorgan unlocks crypto for advisors, the problem with European companies, actively managed mortgages, and more! This episode is brought to you by Masterworks. Visit https://www.masterworks.io/compound to skip the 10,000 person waitlist. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Jul 30, 2021 |
|
The Butterfly Effect
1:23:06
On this week's episode of The Compound & Friends, Michael Batnick, Packy McCormick, and Downtown Josh Brown discuss: launching a VC fund, pre-IPO shares, investing in Chinese tech companies, out of control work calendars, making every day payday, the dark side of the internet, Axie Infinity, NFTs, and more! This episode is brought to you by Masterworks. Visit https://www.masterworks.io/compound to skip the 10,000 person waitlist. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Jul 23, 2021 |
|
Dangerous Mansion Shortage Threatens America
1:31:12
On this week's episode of The Compound & Friends, Michael Batnick, Leanna Haakons, Doug Boneparth, and Downtown Josh Brown discuss: Carson Group’s billion dollar valuation, name brand hedge funds, bank disruption, the collapse of debt spending, direct indexing, TikTok's crypto ban, the Delta variant, and more! This episode is brought to you by Masterworks. Visit https://www.masterworks.io/compound to skip the 10,000 person waitlist. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Jul 16, 2021 |
|
Ultra High Net Worth
1:20:37
On this week's episode of The Compound & Friends, Michael Batnick, Jason Snipe, and Downtown Josh Brown discuss: retail investors, dissatisfied advisors, CapGemini's ultra high net worth survey, underrated stocks, payment for order flow, the Knicks, stadium naming rights, and more! This episode is brought to you by Masterworks. Visit https://www.masterworks.io/compound to skip the 10,000 person waitlist. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Jul 09, 2021 |
|
Sip the Kool-Aid
1:37:38
On this week's episode of The Compound & Friends, Michael Batnick, Dan McMurtrie, and Downtown Josh Brown discuss:
Follow Michael: theirrelevantinvestor.com Follow Dan: twitter.com/SuperMugatu Follow Josh: thereformedbroker.com This episode is brought to you by Masterworks. Visit masterworks.io/compound to skip the 10,000 person waitlist. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Jul 02, 2021 |
|
Economic Freakshow
1:22:05
On this week's episode of The Compound & Friends, Michael Batnick, Amelia Garland, Jeremy Schwartz, and Downtown Josh Brown discuss:
Follow Michael: theirrelevantinvestor.com Follow Amelia: twitter.com/Garlandgoeswest Follow Jeremy: twitter.com/JeremyDSchwartz Follow Josh: thereformedbroker.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Jun 25, 2021 |
|
Get Back to Work
1:16:56
On this week's episode of The Compound & Friends, Michael Batnick, Doug Boneparth, and Downtown Josh Brown discuss: the Fed decision, universal basic income, Wall Street's return to the office, student loans, the health benefits of coffee, horror movies, and more! Follow Michael's blog at theirrelevantinvestor.com Follow Doug at bonefidewealth.com Follow Josh's blog at thereformedbroker.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Jun 18, 2021 |
|
Bitcoin Thirstmonsters
1:18:46
Welcome to the second episode of The Compound & Friends, a new podcast from your favorite financial and investing commentators. This week, Michael Batnick, Sam Ro, and Downtown Josh Brown discuss: Bitcoin Miami, circuit breakers, when stocks become unrate-able, rising wages, Chipotle price hike, May CPI, newspapers, and more! Follow Michael's blog at theirrelevantinvestor.com Follow Sam at axios.com/signup/markets Follow Josh's blog at thereformedbroker.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Jun 11, 2021 |
|
Pilot
1:26:56
Welcome to the first episode of The Compound & Friends, a new podcast from your favorite financial and investing commentators. This week, Michael Batnick, Packy McCormick and Downtown Josh Brown discuss: the Fed selling its pandemic-era corporate bonds and ETFs; Bitcoin, Ethereum, and NFTs; overdraft fees; banks vs DeFi; the "crummy" business of food delivery; Amazon and weed decriminalization; Vimeo's public listing; and more! Follow Michael's blog at theirrelevantinvestor.com Follow Packy's substack at notboring.co Follow Josh's blog at thereformedbroker.com Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Jun 04, 2021 |
|
Should I buy the Coinbase IPO?
29:23
Josh Brown, Michael Batnick, Ben Carlson, and Packy McCormick discuss Coinbase going public and what it might mean for the broader cryptocurrency landscape. To see the video version of this conversation, visit: https://youtu.be/O6EG_T1w-RA Check out Packy's Substack at: https://www.notboring.co Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Apr 15, 2021 |
|
RWM Crosses $2 Billion in AUM, A New Investable Asset Class is Born with Dallas Tanner (CEO, Invitation Homes), Season Finale!
42:29
This week on the podcast - it's the season finale of the Compound Show! We'll be back this summer with something big, everyone's hard at work behind the scenes building something new. For now, I just want to say thanks for listening, rating, reviewing, sharing, commenting and making this show a part of your weekly routine. When I started the podcast last summer, I had no idea where it was going. It started out as a pandemic project but quickly grew to over a million downloads. My guest this episode is Dallas Tanner, CEO and founder of Invitation Homes, which trades on the New York Stock Exchange under the ticker symbol INVH. Dallas was one of the first entrepreneurs in America to recognize the potential for systematizing and scaling the single family rental home business. He now controls a portfolio of over 80,000 suburban homes from coast to coast. You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods! DISCLOSURE: Josh is personally invested in shares of INVH and has been since 2017. Nothing said on this podcast is meant to be taken as a solicitation to buy or sell any securities nor does it constitute personalized financial advice. Please see my full disclaimer at the link below. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Apr 02, 2021 |
|
Wall Street Legend Joe Moglia's Next Act, Bill Sweet on President Biden's Tax Proposals
1:04:32
Joe Moglia went from being a college football coach to Merrill Lynch's top producer in the world to the Chairman of TD Ameritrade. And then, when the opportunity presented itself, he returned to his coaching roots and took over Coastal Carolina's football program. Now he's back in business, bringing OppFi public on the NYSE. Joe stops by to talk to Josh about the new stuff he's working on and the important stuff he's learned over the course of his legendary career. Plus! Ritholtz Wealth Management CFO Bill Sweet jumps in to discuss the Biden tax proposals - what they mean for your household, your business, and your portfolio. Please leave us a rating and review wherever you listen, it really means a lot! Obviously, nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Mar 26, 2021 |
|
The Telehealth Revolution with Andrew Dudum (Hims & Hers Health) and Frankie Stella (Precision Pharmacy)
55:49
Josh here - On today's show, I practically beg you to stop crying over 10-year Treasury yields. The answer to rising rates is the same as the answer to falling rates. I will repeat it until it sinks in. I talk to Andrew Dudum, the founder and CEO of Hims & Hers Health (HIMS, NYSE) about the massive opportunity in telehealth. My friend Frankie Stella of Precision Pharmacy joins the discussion. Andrew is 31 years old and founded Hims & Hers about four years ago. It is one of the fastest-growing consumer health plays in America today and I learned so much from this conversation. I hope you do too! Make sure to leave us a rating and review, we appreciate it! Obviously, nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Mar 19, 2021 |
|
Stack the Odds in Your Favor (with Rich Bernstein), Dow Jones new high, measuring happiness (with Tony Isola)
1:15:39
On this week's episode of The Compound Show, Josh talks with veteran market strategist Rich Bernstein of Richard Bernstein Advisors about why long-term investors have a probabilistic advantage over short-term traders and why his firm focuses on top-down economic themes when constructing portfolios. Tony Isola of Ritholtz Wealth stops by to talk about the kind of happiness and success that cannot be measured in numbers. Be sure to leave us a rating and review if you're enjoying the show, it goes a long way! Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Mar 12, 2021 |
|
"The Next Big Thing" and NFTs, Rising Rates, the legendary Mark Fisher and Joe Terranova
1:11:34
On this episode of The Compound Show, Josh welcomes Joe Terranova and his mentor, the legendary trader Mark Fisher, for a discussion about current markets, commodity rallies, how traders are navigating everything from short squeezes to breaking news and a lot more. Prepare for a heavy dose of Long Island accents! Also, Josh's take on Non Fungible Tokens as "the next big thing" and what to make of this week's growth stock sell-off and spike in 10-year Treasury bond interest rates. Be sure to leave us a rating and review wherever you listen! It means a lot. Obviously, nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Mar 05, 2021 |
|
The Burning of Black Wall Street
46:27
This week on The Compound Show, Josh talks to journalist and author Tim Madigan about his book The Burning, which chronicles the rise and fall of Black Wall Street in Tulsa, Oklahoma, which happened 100 years ago this June. Tim tells us the true story of one of the darkest days in American history - and it's a story you've likely never heard before. If you like this week's episode, please leave us a rating and review, they go a long way. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Feb 26, 2021 |
|
My New Crypto Investment (with Greg King of Osprey Funds), The money revolution is here (with Tyrone Ross)
54:21
Tyrone Ross stops by to discuss his new project, Learn to Money, a crowdfunded video series that he hopes will revolutionize the way young people are taught about how the whole system works - from bank accounts to credit to building wealth. Check out more of Tyrone's initiatives here. Then, Founder and CEO Greg King of Osprey Funds joins the show to discuss Osprey's newly launched Bitcoin Trust and a conversation about the adoption of Bitcoin within wealth management. Josh has accepted an advisory board role at Osprey Funds and has made an equity investment in the company. This podcast is for informational purposes only and conversations about specific investments are not meant to serve as a solicitation to buy, sell or hold any security. This is not advice. Podcasts are not a substitute for financial advisors, so please consult yours before making any investment decisions. Leave us a rating and review! It means a lot in Podcastland! Hosted on Acast. See acast.com/privacy for more information. |
Feb 19, 2021 |
|
The Options Market is a Circus (with Dan Nathan) + The History You've Never Been Taught
1:16:00
This week on the Compound Show, Josh takes a look at the history you've never been taught - how failed policies from the 20th Century continue to tear our country apart today. Plus, a discussion about the rise of retail options traders with CNBC Fast Money's Dan Nathan, author of the Risk Reversal blog. Full show notes at TheReformedBroker.com as always. Leave us a rating and review - it goes a long way! Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Feb 12, 2021 |
|
Wall Street's First Black Millionaire (with Shane White), the Case for Buying Silver (with Peter Boockvar)
1:13:56
Josh is doing Black (Financial) History month on the podcast all month long, bringing on historians and authors to discuss some of the most pivotal economic moments for African Americans ever. Black History is AMERICAN history, don't get it twisted. This week, University of Sydney history professor and author Shane White joins to discuss his award-winning book about Wall Street's first black millionaire, 'The Prince of Darkness' Jeremiah G. Hamilton. Before that, a chat with Peter Boockvar (Bleakley Advisory) about the current stock market mania and the investment case for silver and silver stocks. If you're feeling the pod, give us a rating and review. It's how new listeners discover what you already have. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Feb 05, 2021 |
|
Pigs Get Slaughtered, Doing The Work with Rachel Robasciotti, GameStop Short Squeeze
1:18:55
Josh's take on Wall Street changing the rules to squirm out of the GameStop short squeeze plus an epic story from the annals of Wall Street history you've never heard before. Then, Josh talks to Rachel Robasciotti, founder and chief executive officer of Adasina Social Capital. Rachel is not just talking about the work - she's actually doing the work. You're going to love her story. Be sure to leave us a rating and review - these help other listeners find us and join our booming podcast. Thanks! Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Jan 29, 2021 |
|
How America Invests (with Vanguard's Ryan Barrows), Barry Ritholtz takes a victory lap, "That's fascinating"
1:02:30
Join Downtown Josh Brown on an all-new episode of The Compound Show. This week, a conversation about How America Invests with Ryan Barrows (Vanguard) and a brief visit with Barry Ritholtz (Masters In Business) on the inauguration and winning the election bet with Josh. If you're enjoying the show, leaving a rating and review is a powerful way to help us build the audience. Thank you, we appreciate it! Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Jan 22, 2021 |
|
Good at the Cyber (with Crowdstrike CEO George Kurtz), 3 tech stocks for 2021 (with hedge fund manager Eric Jackson), Impeachment - ANOTHER ONE
1:25:30
This week on The Compound Show, Josh talks with George Kurtz, co-founder and CEO of Crowdstrike, one of the fastest growing technology companies in America. Crowdstrike's shares have nearly quadrupled over the past year as Wall Street has fallen in love with the company's growth prospects, business model and expanding TAM. George's official blog is here at Crowdstrike's corporate homepage: https://www.crowdstrike.com/blog/staff-member/george-kurtz/page/1/ Next, Eric Jackson joins the show to discuss his top three stock ideas for 2021. Eric's hedge fund, EMJ Capital Ltd, reportedly gained over 100% last year, having invested in some of the biggest work from home winners. You can learn more about Eric's fund here: https://emjcapital.ltd/ Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Jan 15, 2021 |
|
The Stock Market is Heartless
53:28
Stocks soar to record highs as an armed insurrection invades Capitol Hill and millions of Americans remain susceptible to the worst pandemic in a century. How? How is this possible?Josh's guest is Allison Schrager, an economist, senior fellow at the Manhattan Institute, contributing editor at City Journal, co-founder of LifeCycle Finance Partners, LLC and the author of the book An Economist Walks Into a Brothel. Allison writes about risk, reward, retirement systems, pensions, the economy and political policies that affect all of our lives. You can subscribe to her letter, Known Unknowns, here: https://www.allisonschrager.com/ If you enjoyed the show be sure to rate and review! Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Jan 08, 2021 |
|
Have Some Fun in '21, Eddy Elfenbein's Buy List, Doug Boneparth on Survival in the New Year, Josh's Resolution
1:21:31
This week on The Compound Show - getting ready for 2021! Josh talks to Doug Boneparth of Bone Fide Wealth about surviving and thriving in the coming year. Financial advisor use of technology exploded this past year and now there's a significant increase in adoption, comfort and expectations on the part of their clients. Better get your tech right this year if you intend to compete. Plus - the regulators are pondering a big rule change for investment firm advertising, including the potential for customer testimonials - what does this mean? How gross will it get? Visit Doug's site here: Next, Eddy Elfenbein drops in to talk about his 2021 Buy List. Eddy is the creator of the Crossing Wall Street blog and the manager of the AdvisorShares Focused Equity ETF. Eddy's got five new stocks on his Buy List for the coming year. Check out Eddy's blog here to see all his Buy List names: http://www.crossingwallstreet.com/archives/2020/12/cws-market-review-december-25-2020.html If you enjoyed the show be sure to rate and review! Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Jan 01, 2021 |
|
Custom Indexing is a Tidal Wave (with Patrick O'Shaughnessy)
55:31
On the final episode of The Compound Show in 2020, Josh talks to Patrick O'Shaughnessy, CEO of O'Shaughnessy Asset Management about the wildly successful launch of his firm's proprietary custom indexing platform, Canvas. Please see the disclaimer below. If you're enjoying the show, the best way to support it is to leave a rating or review: https://podcasts.apple.com/us/podcast/the-compound-show-with-downtown-josh-brown/id1456467014 The opinions, viewpoints and analyses expressed herein are solely those of Patrick O’Shaughnessy of O’Shaughnessy Asset Management, LLC and should not be regarded as opinions or advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client. The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. O’Shaughnessy Asset Management LLC is a sub advisor and independent money manager for Ritholtz Wealth Management. CANVAS® is a registered trademark of O’Shaughnessy Asset Management LLC. Ritholtz Wealth Management manages its clients’ accounts using a variety of investment techniques and strategies, in addition to CANVAS®, which are not necessarily discussed in the commentary. The views reflected in this commentary are subject to change at any time without notice. Nothing in this podcast constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Ritholtz Wealth Management is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Ritholtz Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Ritholtz Wealth Management unless a client service agreement is in place. Ritholtz Wealth Management clients may also be charged fees for their investments that are allocated to O’Shaughnessy Asset Management LLC. The terms and conditions under which the client shall engage the third party investment advisory firm shall be set forth in a separate agreement between the client and O’Shaughnessy Asset Management LLC. Hosted on Acast. See acast.com/privacy for more information. |
Dec 25, 2020 |
|
Brian Wesbury's Dow 35,000 call, Twenty Rules for Retirement Investing with Ben Carlson
1:16:06
This week on The Compound Show, Josh talks with Brian Wesbury, Chief Economist at First Trust Advisors about his Dow 35,000 call for 2021, what to make of recent stimulus negotiations, his latest take on the Federal Reserve, reopening and the resurgent virus, how vaccines will affect the economy and more. You can read more from Brian at his blog on the First Trust website: Ben Carlson (A Wealth Of Common Sense, Animal Spirits podcast) joins the show to reveal his twenty rules for retirement - how to save, how to invest and how to make all of your dreams for the future come true with the money you're earning today. Ben's book, 'Everything You Need To Know About Saving For Retirement', is available as paperback or Kindle on Amazon right now. If you're enjoying the show, be sure to leave us a rating and a review - they mean a lot and go a long way! Thank you! Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Dec 18, 2020 |
|
Scaramucci Returns To Wall Street, Josh's Rant On Trader Scams, Rob Arnott On The Tesla Bubble
1:23:00
This week on The Compound Show, Josh talks with Anthony Scaramucci about his return to Wall Street, taking back the reins at his hedge fund business, North Shore vs South Shore Long Island, the difference between The Street and DC and a lot more. Then Rob Arnott joins the show for a wide-ranging conversation about the growth stock bubble we're now in the midst of, the turning point for value stocks, the truth about interest rates and valuation, why Tesla is one of the biggest bubbles he's ever seen and a lot more. You can watch the full video of Josh's conversation with Rob, including charts, at www.youtube.com/thecompoundRWM Plus! Josh's rant about stock touting services and how to tell the difference between a reputable research product and a scam.If you're enjoying the show, be sure to leave us a rating and a review, they mean a lot and go a long way! Thank you! Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Dec 11, 2020 |
|
Here Comes the Digital Dollar!
1:14:52
On today's episode of The Compound Show, Josh talks with Representative Patrick McHenry (R- NC), the Republican leader on the House Financial Services Committee about the current stimulus talks, the future of capital formation and the inevitability of a digital version of the US dollar. Then, Marc Rubinstein of the substack letter Net Interest joins the show to discuss China's experiment with digital currency, the issues surrounding censorship of money, rogue traders, financial startups, hedge funds and much more. If you like the show, tell the world by leaving us a rating and review! Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Hosted on Acast. See acast.com/privacy for more information. |
Dec 04, 2020 |
|
The Portfolio Puzzle of Our Lifetime
1:13:04
This is the thing we all need an answer for - starting valuations for stocks have rarely been higher, while starting bond yields have never been lower. Can stocks return enough going forward to overcome this hurdle? Will bonds deliver the hedge against volatility investors are counting on? On this week’s podcast, I’ve brought on two thoughtful, accomplished asset allocators to answer these questions and suggest solutions to the puzzle. Bob Haber is the founder and CIO of Proficio Capital Partners, a veteran fund manager for Fidelity and part owner of the Boston Celtics. Mebane Faber is the founder and CIO of Cambria Investment Management, as well as the host of The Meb Faber Show podcast. We discuss value and growth stocks, international equity markets, gold, the dollar, Treasury bonds and a lot more.I hope you get a lot out of this week’s episode and wish you a Happy Thanksgiving. If you’re enjoying The Compound Show, please leave us a rating and review - they go a long way!
Hosted on Acast. See acast.com/privacy for more information. |
Nov 27, 2020 |
|
The Year-End Melt-Up with Joe Terranova and John Roque, Momentum Stocks vs Small Caps, The Coin Flip You Won
1:09:54
All the ingredients seem to be in place for a melt-up in the stock market into year-end. John Roque of Wolfe Research and Joe Terranova of Virtus Investment Partners join Josh Brown for a discussion about small caps catching up with large caps, favoring quality and momentum in portfolio construction, what's going on with the US dollar sell-off, and more. Plus, you may not realize it but you just won a cosmic coin flip. Many other people were not so lucky, they ended up on the other side of a bet they didn't even get a chance to make. Josh's food drive for a signed copy of the book is here: https://thereformedbroker.com/2020/11/19/this-is-the-part-where-you-and-i-step-up-and-become-heroes/ Reviews and ratings go a long way, so if you like the show, leave us one today! Hosted on Acast. See acast.com/privacy for more information. |
Nov 20, 2020 |
|
"I'll Invest After The Dust Settles," Nick Colas On Why US Stocks Will Keep Outperforming, Brian Portnoy On How To Write A Book
1:09:40
On the latest episode of The Compound Show, Josh is joined by Nicholas Colas (DataTrek Research) to discuss the current stock market opportunities around the world, from the US to Europe to Japan to the Emerging Markets. We get Nick's take on autonomous vehicles, Chinese tech giants and some of the things he's learned from 30 years on Wall Street. Brian Portnoy joins to talk with Josh about the new book they edited together, "How I Invest My Money." Your ratings and reviews go a long way so please keep them coming! Hosted on Acast. See acast.com/privacy for more information. |
Nov 13, 2020 |
|
The Most Powerful Man in Washington Stays Put, How to Buy a Correction (with Tony Dwyer)
48:27
This week, Josh is joined by the one and only Tony Dwyer, Chief Market Strategist at Canaccord Genuity and a fixture on Wall Street for over 30 years. Tony and Josh chop it up over the initial election results, the stock market's reaction and how to think about the year-end picture now taking shape.Check out Dwyer Strategy to learn about how you can receive Tony's commentary and investment insights: https://dwyerstrategy.canaccordgenuity.com/ Be sure to leave us a rating and review, they go a long way! Hosted on Acast. See acast.com/privacy for more information. |
Nov 06, 2020 |
|
What Today's New Traders Don't Seem To Understand, Only The Vaccine Matters, The Best Investing App You've Never Heard Of (w/ Hadi Yousef)
1:04:21
On this episode Josh explains why we're facing three worst case scenarios all at once, how markets are reacting and why the vaccine is the only thing that matters. Plus, today's new traders seem to not understand what has happened to prior generations of new traders. A brief history of daytrading - from the Turtle Traders to the SOES Bandits - seems to be in order. Then Josh talks with Hadi Yousef about how he created the best investing app of the year. It will totally change the way you keep track of your investments and learn about what's happening in the markets and the economy. Ratings and reviews go a long way so please, if you're enjoying the show, tell the Apple or Spotify or whatever app you're listening on! Hosted on Acast. See acast.com/privacy for more information. |
Oct 30, 2020 |
|
My Election Bet With Barry Ritholtz + How To Make Your First Venture Capital Investment
1:02:38
This week on the pod, Josh talks to Barry Ritholtz and gets the rules straight for their 2020 election bet - who will win, what will happen afterwards. Plus, venture capital is now a $500 billion asset class, but gaining access to the top VC funds is pretty much impossible for ordinary investors and even most investment professionals. Josh talks to Phil Haslett, the founder of Equity Zen, about how this is changing. There could be a revolution coming, and Phil's firm is likely to be leading it. Here's how you can make your first investments in venture capital without starting at a huge dollar amount. You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods! And be sure to leave a rating and review - they go a long way! Hosted on Acast. See acast.com/privacy for more information. |
Oct 23, 2020 |
|
Losing money is THE COOLEST, Larry Kudlow is not a scientist, trading your time for what you value, with Ben Carlson and Dasarte Yarnway
1:14:09
Josh talks to Ben Carlson about how it is that over 400 companies in the Russell 3000 have lost money this year but posted an average stock market return of +57%. Over 100 companies that lost money in 2020 have actually seen their share price double! WTF is going on? Dasarte Yarnway joins Josh to talk about his burgeoning financial advisory firm and the powerful message he's been sharing throughout the industry: Spend time doing the things you value and the rest will fall into place. Plus: The Fastly blow-up this week may be more meaningful than you think, BlackRock says $1.4 trillion is sitting in mutual funds with negative 3-year returns, and is it Larry Kudlow's responsibility to help you trade the pandemic? Nope! Be sure to leave us a rating and review, they go a long way! Thank you! Hosted on Acast. See acast.com/privacy for more information. |
Oct 16, 2020 |
|
Too much money, nowhere to put it (with Joe Terranova and U of Oregon Prof Tim Duy)
59:33
On this week’s episode of The Compound Show, we’re looking at how the political landscape might impact the economy and the stock market. First, Josh talks economic stimulus and the Fed with Professor Tim Duy of the University of Oregon. Next, Josh catches up with Joe Terranova, of CNBC and Virtus Investment Partners, to discuss the supply and demand imbalance in the stock market and approaches to investing. Thanks for listening and be sure to leave a rating and review! Hosted on Acast. See acast.com/privacy for more information. |
Oct 09, 2020 |
|
IPO Fever - a record breaking year for initial public offerings, with Kathleen Smith (Renaissance Capital) and Jay Heller (Nasdaq)
1:17:58
We're on pace to break the all-time record for IPOs set back in the year 2000. We could potentially see over $100 billion raised in initial public offerings and more than 200 newly listed companies by the end of 2020. If so, it would be one of the strangest, most unpredictable outcomes of the year - and that's really saying something this year! Today's new episode of my podcast, The Compound Show, takes a look at the IPO Fever we're experiencing now. I have two of the most knowledgeable people in the country as my special guests. First, we talk to Kathleen Smith, the founding director of Renaissance Capital, the premiere research firm in IPOs and the sponsor of the IPO ETF. Then, we speak with Jay Heller, the head of US capital markets at Nasdaq, who has overseen the launch of approximately one hundred new issues so far this year - most of which he conducted from his kitchen table in suburban New Jersey! Kathleen and Jay have so much knowledge to share about initial public offerings and the watershed year that 2020 has become. You're really in for a treat this week :) Thanks for listening and please leave a rating and review! Hosted on Acast. See acast.com/privacy for more information. |
Oct 02, 2020 |
|
The Suburban Housing Boom is Only Getting Started (with Logan Mohtashami)
55:03
Are you a buyer? The sooner the better. Are you a seller? Ask high, and take your time.Because the boom in suburban real estate was going to happen, beginning this year, pandemic or not. And it could have legs for years. That's according to special guest Logan Mohtashami of HousingWire, who joins Downtown Josh Brown to discuss everything you need to know about homebuilders, existing home sales, demographics, realtors, real estate technology, mortgage rates and more. And be sure to leave a rating and review - they go a long way! Hosted on Acast. See acast.com/privacy for more information. |
Sep 25, 2020 |
|
Investor's Guide To The Election (Linette Lopez and Bill Sweet), Snowflake Hot Take, Shorting Nikola (Michael Batnick)
1:35:51
This week Josh talks to Business Insider columnist Linette Lopez about what happens to the stock market if Trump loses and doesn't leave. And is Joe Biden so terrible for investors? Tax expert and Ritholtz Wealth CFO Bill Sweet weighs in. Plus, Josh's take on the explosive Snowflake IPO and a round of What Are Your Thoughts with Michael Batnick. The Compound Show goes up every Friday morning, subscribe wherever you get your favorite podcasts! Leave us a rating and review, it goes a long way! Hosted on Acast. See acast.com/privacy for more information. |
Sep 18, 2020 |
|
Why Markets Crash In The Fall, The Luck Of Bill Gates (w/ Morgan Housel), Why We Don't Set Goals For Our Advisors
1:07:53
This week on The Compound Show - why investors and market watchers are captivated by the months of September and October. Plus, Josh talks with Morgan Housel about the stupendous luck of Bill Gates, the piracy of Cornelius Vanderbilt and what we need to know about the Psychology of Money. Morgan's new book is now available wherever fine books are sold (or downloaded). Plus, the message Josh gave his firm's employees on the eve of their seventh anniversary, and why there are no goals set for financial advisors who work there. Leave us a rating and review, they really go a long way! Hosted on Acast. See acast.com/privacy for more information. |
Sep 11, 2020 |
|
The Biggest Threat to Apple, Amazon, Microsoft, Facebook and Alphabet with Byrne Hobart (The Diff)
47:46
Josh's guest on the podcast this week is Byrne Hobart (author of The Diff substack letter, link below) who has just completed a comprehensive series of thought experiments on each of the largest technology stocks. After a conversation with Andrew Walker (Yet Another Value Blogger), Byrne set off to answer the question What could disrupt Amazon, Apple, Microsoft, Google or Facebook enough to knock them off their pedestals? It is historically unlikely that the five largest stocks of 2020 will remain the five largest in ten years' time. So which is most vulnerable? And why? Join Josh and Byrne as they explore the threats to these gigantic companies (and their stock prices).
Make sure to check out Byrne's writing and research at The Diff! Subscribe to The Compound Show podcast and be sure to leave a rating and review - they mean a lot! Hosted on Acast. See acast.com/privacy for more information. |
Sep 04, 2020 |
|
Six Lessons from Pandemic Summer, Josh's Vaccine Trade, What Are Your Thoughts with Michael Batnick
59:19
Josh spoke at the Riskalyze Fearless Week virtual conference and relayed the six biggest lessons he learned during Pandemic Summer. Some are business lessons and some are personal - but for Josh, business has always been personal. Plus, Michael Batnick returns for an all new edition of What Are Your Thoughts - Josh put a trade on he wants to be talked out of, Apple has added almost three quarters of a trillion dollars in market cap over 56 trading sessions, how to survive an investment idea you're too early to, why market crashes, recessions and recoveries speeding up makes sense and a lot more! Leave us a rating and review, they go a long way!
Hosted on Acast. See acast.com/privacy for more information. |
Aug 27, 2020 |
|
When Berkshire Invests In Your Company, James Altucher Is A Genius, STORE Capital CEO Chris Volk
46:40
What does it feel like when Warren Buffett's Berkshire Hathaway makes an investment in your company? STORE Capital President and CEO Christoper Volk joins Josh to explain, plus insights on what's happening on Main Street USA with business owners, services business, restaurants and stores. Plus! New York City may be down, but it's not out! It's never out. Josh's take on the James Altucher post that went viral this week. Leave us a rating + review! They go a long way, we appreciate it! Hosted on Acast. See acast.com/privacy for more information. |
Aug 21, 2020 |
|
The Roaring 2020's with Dr. Ed Yardeni, Tesla stock split, Follow the Robinhood Money
59:04
As World War I came to an end, the Spanish Flu pandemic of 1918 raced around the globe, infecting as many as 500 million people and killing an estimated 50 million. Shortly after it ran its course, the United States experienced one of the biggest booms in history, the Roaring 20’s. Could it happen again? Another boom decade fueled by high productivity and an onslaught of technological innovation? Dr. Ed Yardeni is the President of Yardeni Research, Inc. He’s served as a chief strategist on Wall Street as well as an economist at both the New York Fed and the Treasury. He’s been writing about the parallels and contrasts between the 1920’s and the 2020’s and I’ve asked to come on and talk to us about it. Plus, Michael Batnick returns to play What Are Your Thoughts - all of the biggest topics of this week in money and investing. Visit thereformedbroker.com for full show notes, links and resources! Hosted on Acast. See acast.com/privacy for more information. |
Aug 14, 2020 |
|
Warren Buffett doesn't care about stock splits, should you? Peter Boockvar on inflation and the bull market in gold
1:00:25
This week Josh does a deep dive into stock splits and talks with Peter Boockvar, editor of BoockReport.com and CIO of Bleakley Advisory, about the economy, stagflation, and the bull market in gold. Leave us a rating and review if you like the show, it helps a lot!
Hosted on Acast. See acast.com/privacy for more information. |
Aug 07, 2020 |
|
How to invest in TikTok, the opportunity in Chinese tech stocks, What Are Your Thoughts with Michael Batnick, the best 90 days ever for diversified investors
1:16:20
This week Josh talks with Brendan Ahern, Chief Investment Officer of KraneShares, to find out how US investors can get involved with TikTok, the hottest social network on earth. They discuss the opportunity in Chinese internet stocks, the massive size and scale of Ant Financial, which will be coming public soon, and how US investors can stay updated on all of the biggest developments in China. You can subscribe to Brendan's daily morning note at ChinaLastNight.com to get up to speed. Michael Batnick joins for a new edition of What Are Your Thoughts to tackle the best 90 day period for diversified investors ever, the biggest earnings day of the year, the rally in gold and Bitcoin, when plumbers have stock tips and more! Leave us a rating and review if you like the show, it helps a lot! Hosted on Acast. See acast.com/privacy for more information. |
Jul 31, 2020 |
|
Yes it's a Bubble, DraftKings, Nikola, Bill Ackman, SPACs, Tesla's Index Run with Larry McDonald
49:30
On the newest episode of the Compound Show, join Downtown Josh Brown for a discussion about the bubble in belief. The rise of "Special Purpose Acquisition Corp 2.0" involves the backdoor IPOs of DraftKings, Nikola, Utz Potato Chips, the Golden Nugget Online, Virgin Galactic and many other well known companies. Pershing Square's Bill Ackman just launched the largest SPAC ever this week. What does it mean? What does it signify about the current market environment? Plus, a conversation with Larry McDonald (A Colossal Failure of Common Sense) about whether or not the S&P 500 index committee can keep ignoring Tesla, now that it's reported four straight quarters of GAAP profits and its market cap is larger than almost all the other holdings. Leave us a rating and review and we'll love you forever! It helps a lot! Hosted on Acast. See acast.com/privacy for more information. |
Jul 24, 2020 |
|
The Beginning of Universal Basic Income, What Are Your Thoughts with Michael Batnick
47:27
On this week's episode of The Compound Show, Josh discusses the Covid-19 economy and why Universal Basic Income (UBI) might be the inevitable and necessary solution. Next, Michael Batnick joins Josh for an all new round of What Are Your Thoughts. They discuss gold vs the S&P, Elon Musk vs Warren Buffett, and much more! Subscribe to the podcast and be sure to leave us a rating and review on iTunes, Spotify, or Google. Ratings help a lot! Thanks! Hosted on Acast. See acast.com/privacy for more information. |
Jul 17, 2020 |
|
Chinese stocks soar, the New Nifty Fifty, how Acorns taught 7 million people to save and invest
1:04:45
On this episode of The Compound Show, Josh discusses this summer's huge rally in Chinese stocks, and the implications for investors when Europe and Asia seem to have done a better job addressing the pandemic. Vitaliy Katsenelson joins to talk about the problem with paying any price for growth stocks. Noah Kerner, the founder and CEO of Acorns joins Josh for a discussion about how he's taught 7 million people how easy it is to start investing at any age, with any dollar amount. Subscribe to the podcast and make sure to leave us a rating and review on iTunes, Spotify or Google. Ratings help a lot! Thank you! Hosted on Acast. See acast.com/privacy for more information. |
Jul 10, 2020 |
|
Long warehouses, short office buildings, What Are Your Thoughts with Michael Batnick, Hot Dogs and Jetskis
40:08
On this episode of The Compound Show, Josh talks about the 4.8 million jobs added back in June, the wild dispersion within the Real Estate sector of the stock market, warehouses vs office buildings, and some plans for July 4th weekend. Michael Batnick joins for another round of What Are Your Thoughts to answer the question "Why would anyone invest right now?" Subscribe to the podcast and make sure to leave us a rating and review on iTunes, Spotify or Google. Ratings help a lot! Thank you! Hosted on Acast. See acast.com/privacy for more information. |
Jul 03, 2020 |
|
The Giant Five, Undropping the Bomb, Interview with the Founder of Public
45:43
In the first half of this week's episode, Josh discusses the coronavirus resurgence, 5 stocks that now make up 22% of the S&P 500, the precedent set by the Federal Reserve's pandemic response, and the growing interest in ESG investing. In the second half of the show, Josh talks with Jannick Malling, co-Founder and co-CEO of Public, about the measures his social investing app has taken to protect and educate young investors.
Hosted on Acast. See acast.com/privacy for more information. |
Jun 26, 2020 |
|
One Fifth of Investors Sold All Their Stocks: What Are Your Thoughts?
29:41
On the new edition of What Are Your Thoughts with Michael Batnick and Josh Brown: - Bubble behavior in a market crisis is nothing new or unusual. - Fidelity says 18% of investors sold out of all their stocks during the last few months, and a third of investors over 65 years old! - With the Fed buying the investment grade bonds of Apple and Microsoft, do its critics have a point? - What did we learn from this crisis? - Eating at restaurants again - weird but satisfying. - Does Michael watch movies just to torture himself? Plus, why Josh likes westerns. - Apple's App Store facilitated over half a trillion dollars in commerce last year! Hosted on Acast. See acast.com/privacy for more information. |
Jun 19, 2020 |
|
A Degenerate Gambler Walks Into a Stock Exchange and Ten Rules for Retirement Investing
42:17
A Degenerate Gambler Walks Into a Stock Exchange... What Are Your Thoughts? On an all-new What Are Your Thoughts - Michael Batnick and Downtown Josh Brown discuss the biggest topics in finance this week, including: - What should we make of massive one-day rallies in the stock market? - What if the stock market is doing a better job of tracking the real economy than we think? - Which is more dangerous for a degenerate gambler - legal sports betting or discovering the stock market? - How will restaurants and bars conform to the new health challenge and make a comeback? - What's one thing you've changed your mind about since the crisis began? - How come people seem to begin investing as bulls and then get bearish when they're older? Ten Rules for Retirement Investing Josh here - my colleague Anthony Isola put together this list of ten rules for retirement. Tony spends a lot of his time giving advice to people who aren't typically savvy about investing or finance in general. Many of his clients are teachers but these rules are truly universal. Hosted on Acast. See acast.com/privacy for more information. |
May 22, 2020 |
|
Why Value Investing Will Never Die
17:31
Josh Brown and Michael Batnick discuss the recent rash of commentary about the "Death of Value Investing," a discipline that has already died a thousand deaths before and yet is continually resurrected. Michael points out that growth investing is currently on a 30-year win streak versus value investing, while the distance between cheap stocks and expensive stocks has never been more stretched. Josh's take is that the idea of buying an asset for less than it's worth is immortal, but the inputs we base these decisions on might need to change. Perhaps it's not a problem with the concept, but with the measurements. You can find more of Michael's thoughts and charts on the topic at his post below: https://theirrelevantinvestor.com/2020/05/12/the-case-against-value-investing/ You can find Josh's written rant on value investing here: https://thereformedbroker.com/2020/05/12/value-investing-is-immortal/ Hosted on Acast. See acast.com/privacy for more information. |
May 14, 2020 |
|
Unlimited Economic Stimulus and the Yield Curve Indicator
50:08
Unlimited Economic Stimulus: What Are Your Thoughts? Join Michael Batnick and Downtown Josh Brown for another all-new edition of What Are Your Thoughts? as they discuss: - US stocks just had their best monthly performance in 30 years - what was the catalyst? - Has Warren Buffett's magic touch faded away? Why Berkshire's annual shareholder "meeting" was so underwhelming. - Josh got the antibody test. Why wouldn't everyone? Maybe because it doesn't mean anything. - Is there any limit to how much money the Fed and Treasury can throw at the economy? Do we have any choice? - Michael Jordan talked about the downside of fame in this week's 'The Last Dance' - the press tears our idols down on Wall Street too. The Yield Curve Indicator is UNDEFEATED Josh here - Okay, so now we're officially in recession. What happens next? How long will this go on for? Last fall we had Professor Campbell Harvey, partner and senior advisor to Research Affiliates, on The Compound to discuss the inverted yield curve, an economic indicator he had discovered in the 1980's. Cam explained that this indicator - when Treasury interest rates on shorter-term bonds rise above those being paid on longer-dated bonds - has been successful at predicting recessions 7 out of 7 times with zero false signals along the way. This recession means it's now 8 for 8! Join us for a discussion about the way the signal should be thought about now with the Fed's overnight rate back at zero. We also discuss whether or not the economy is bottoming, what has to happen for the recession to end, and why this environment is like nothing we've ever seen before in history. Hosted on Acast. See acast.com/privacy for more information. |
May 08, 2020 |
|
How Amazon, Target and Walmart are Crushing It Right Now and How Millennials Are Buying Houses
36:12
Episode starts with Josh asing his friend Jeff Macke to pop on and tell us about what's happening with America's largest retailers, and how the coronavirus ended up being both a challenge and an opportunity for them. Jeff is an expert in all things big box retailing and ecommerce, He's also hilarious and one of the nicest guys I know. Hope you enjoy and learn some stuff from this! Later, Michael Batnick talks with Logan Mohtashami, columnist for HousingWire, about where the housing market was prior to COVID-19, how quickly the market reacted, and what it will look like when the economy reopens. Hosted on Acast. See acast.com/privacy for more information. |
May 01, 2020 |
|
Josh Brown, Michael Batnick, Cullen Roche
38:09
Why Credit Card Losses Could Explode: What Are Your Thoughts? On an all new What Are Your Thoughts, Josh Brown and Michael Batnick tackle all the biggest topics of the moment. In this edition: * Five US stocks are now bigger than the entire developed world's stock markets combined, how can this be? * What are the investor takeaways from the massive crash in oil prices? * Did an oil ETF popular with retail traders contribute to negative oil prices this week? * Are people more comfortable about ordering in food as a break from cooking at home now? * How long would you stay in your home, no matter what the government says? * Watching old NBA games * Reactions to ESPN's The Last Dance What Does The Fed Actually Do? Michael Batnick talks with Cullen Roche about what the federal reserve actually does, what their critics get right, and how their actions today compare with what they did during the Great Financial Crisis. Hosted on Acast. See acast.com/privacy for more information. |
Apr 22, 2020 |
|
Heroes of the New Bear Market: What Are Your Thoughts?
24:59
On an all new What Are Your Thoughts - Michael Batnick and Downtown Josh Brown discuss: * Are there any Crisis Stars being created on Wall Street during this bear market? * Human behavior in a bear market has not changed much * Why this won't be the next Great Depression * Michael thinks he's one of those "business call from a Peloton" guys * Why America needs Major League Baseball to come back * ETF trading volume is not indicative of the "death of passive" Hosted on Acast. See acast.com/privacy for more information. |
Apr 08, 2020 |
|
The Only Black Swans with William Bernstein
31:39
On this week's episode, Ben sits down with investor, author, and market historian William Bernstein to put the current crash into perspective with history's worst crises.
Hosted on Acast. See acast.com/privacy for more information. |
Apr 06, 2020 |
|
Making Investment Decisions in a Crisis
13:00
Josh here - I asked my colleague Blair duQuesnay about what's happening on our investment committee these days and what the decision making process is like given recent circumstances. We also talk about what it's like to live and work in New Orleans these days, a city that has joined New York on the list of US epicenters for COVID-19 cases. Blair is a Certified Financial Planner (CFP) working with clients of the firm and a Chartered Financial Analyst (CFA) who serves with four other members of Ritholtz Wealth on the Investment Committee. You can check out Blair's blog at https://blairbellecurve.com/ and reach out to her here: https://ritholtzwealth.com/contact/request-more-info/ Hosted on Acast. See acast.com/privacy for more information. |
Apr 01, 2020 |
|
The Fastest Bear Market of All Time
21:41
On an all new What Are Your Thoughts - Michael Batnick and Josh Brown discuss the biggest topics of the moment. Including: * Do investors care at all about the details of Congressional stimulus plans? * Mark Cuban just said what everyone's thinking. * What do you with a Black Swan fund now that it's already Swanned? * The biggest single day of retail investor stock selling. * The fastest 30% bear market in history - just 22 days! * Will Work From Home become the new normal? * Did the stock market bottom? ...and much more! Let us know what your thoughts! Hosted on Acast. See acast.com/privacy for more information. |
Mar 25, 2020 |
|
We are not going to participate in this recession
7:49
I made a decision. We are not going to participate in this recession. There's too much work to be done. Bank of America Merrill Lynch anticipates something like 3.5 million American jobs lost by the end of the 2nd quarter and a doubling of the unemployment rate. We have no control over that. We only have control over our response to it.
Hosted on Acast. See acast.com/privacy for more information. |
Mar 20, 2020 |
|
Live from the Compound (from Long Island)
21:31
Michael Batnick and Downtown Josh Brown discuss all of the recent market volatility from the COVID-19 situation, including some takes on stock buybacks, what 13Fs might look like, the 10 stocks that have raised their dividends for 50 years straight, the overall damage so far and why we need to be bullish on treatments, and save the enthusiasm for vaccines for a later time. We love all of our viewers and subscribers and are thinking of you as we have this discussion. Stay strong, we WILL return. Hosted on Acast. See acast.com/privacy for more information. |
Mar 18, 2020 |
|
Michael Sonnenshein: Inside the World's Largest Bitcoin Fund
33:40
First up, Michael Sonnenshein, Managing Director of Grayscale Investments, stopped by The Compound to discuss bitcoin with Josh and Michael. Grayscale runs the largest bitcoin fund in the world, with nearly $3 billion in AUM. What does the future of bitcoin look like? And then on today's episode of What Are Your Thoughts, Michael Batnick and Josh Brown get into all the hottest topics in investing and finance.
Be sure to subscribe to our channel so you never miss an update: https://www.youtube.com/thecompoundrw... Beginning Investors, check out Liftoff: Follow us on Twitter: https://twitter.com/RitholtzWealth Follow us on Facebook: https://www.facebook.com/ritholtzwealth/ Talk with us about your portfolio or financial plan here: Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-a... Hosted on Acast. See acast.com/privacy for more information. |
Mar 04, 2020 |
|
Dan McMurtrie and Rich Greenfield
45:10
First up, Dan McMurtrie. He and his partners founded Tyro Partners, a New York City-based hedge fund, at a time when hedge fund closings are much more common than emerging fund launches. Dan lists some of the most important things he's figured out on his journey. He also talks about how one of the most under-appreciated sources of alpha is being nice to people. Later on we bring in Rich Greenfield, one of the most widely followed and respected analysts in the technology, media and telecom (TMT) space on Wall Street. Michael Batnick and Josh Brown got a chance to talk to him about the launch of Disney+, the rise of over-the-top streaming apps like Netflix, why Roku is such a hot stock and what we can expect for the next generation of video launches. One thing Rich is certain of is that while there may be winners among streaming services, traditional broadcast TV is sure to be the biggest loser. You can follow Dan's renowned Twitter feed / alter-ego Super Mugatu here: https://twitter.com/supermugatu Tyro Partners homepage here: You can follow Rich Bernstein's ongoing commentary via his Twitter account: https://twitter.com/RichLightShed ...and check out his excellent blog here: Be sure to subscribe to our channel so you never miss an update: https://www.youtube.com/thecompoundrw... Beginning Investors, check out Liftoff: Follow us on Twitter: https://twitter.com/RitholtzWealth Follow us on Facebook: https://www.facebook.com/ritholtzwealth/ Talk with us about your portfolio or financial plan here: Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-a... Hosted on Acast. See acast.com/privacy for more information. |
Feb 24, 2020 |
|
Josh Wants a Stock Market Correction: What Are Your Thoughts?
15:32
Apple warns of Coronavirus slowdown - Financial advisors never actually retire in real life - Is February too early to be citing year-to-date performance? - Reactions to the NBA’s All Star Break - How many bagels is too many? - Josh is rooting for stocks to go flat-on-year - Cruises - what’s the deal with that? Why do people like them?
Hosted on Acast. See acast.com/privacy for more information. |
Feb 19, 2020 |
|
Lessons from Tesla Short Squeeze: What Are Your Thoughts? (with Josh and Michael)
14:55
In this edition of What Are Your Thoughts, Michael Batnick and Josh Brown discuss: * YouTube revenue growth is on fire, but who gets the money? * Netflix vs Cable Subs - crossover imminent! * The short squeeze in Tesla stock is probably the largest in the history of the stock market. * The stock market is recovering from its worst week in a while * What should investors make of the Coronavirus that seems to be roiling cross-border trade with China and the rest of the world? * Amazon earnings * Michael and Josh on the Super Bowl, did the right team win? 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Feb 04, 2020 |
|
Is now a good time to buy stocks? (with Michael and Nick Maggiulli)
6:13
Michael Batnick sits down with Data Scientist Nick Maggiulli to talk about one of the most commonly asked questions in the world of money, “When is the best time to invest?” The answer will definitely surprise you, check it out. 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Feb 03, 2020 |
|
How To Avoid Financial Fraud (with Barry, Michael, and Ben)
11:08
Barry and Michael sit down with Ben to discuss financial fraud and his new book "Don't Fall For It: A Short History of Financial Scams." Pick up a copy of Ben's book: https://www.amazon.com/Dont-Fall-Short-History-Financial/dp/1119605164 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Jan 31, 2020 |
|
What Long-Term Investors Can Learn From Traders (with Josh and Scott Redler)
7:46
Josh recently met up with Scott Redler at the New York Stock Exchange to discuss moving averages, and trading vs investing. Scott is the Chief Strategic Officer at T3 Live. Check out Scott's new book "The Ultimate Guide to Moving Averages:" https://www.t3live.com/blog/scott-redler-free-ebook/ 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Jan 28, 2020 |
|
The Next Trillion Dollar Stocks: What Are Your Thoughts? (with Josh and Michael)
14:09
In this edition of What Are Your Thoughts, Michael Batnick and Josh Brown discuss: * Gold vs Bitcoin, let the trolling begin! * Google joins the Trillion Dollar Club, who's next? * Can Bill Simmons sell The Ringer podcast network for $200 million? * Actively managed US stock mutual funds had a great year in 2019, but most still couldn't catch the S&P 500. So what? * Will direct indexing disrupt the ETF business? * Warren Buffett's preferred metric to gauge how expensive the stock market is. 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Jan 21, 2020 |
|
The Dow Jones Smashes One Record After Another (with Josh and Michael)
7:30
Josh here - Michael Batnick and I discuss the recent milestones for the Dow Jones Industrial Average and the incredibly slow grind that's gotten us here. According to the Wall Street Journal "hasn’t moved 1% or more in either direction since mid-October, its sixth-longest streak since the end of 1969 and third-longest since the end of 1995." We ran the numbers and looked at the absolute change in daily stocks prices. It turns out that on a rolling 30-day basis, stocks have almost never been this calm. 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Jan 16, 2020 |
|
What happens to the stock market during a time of war? (with Josh and Ben)
9:21
The recent flare-up in the Middle East has investors asking questions about what might happen to their portfolios if a war breaks out. While every scenario is different and the variables change, there are some important things to understand about how wars have historically affected the Dow Jones Industrial Average. Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management. This past week, he took a look at how US stocks have acted during WWI, WWII, the Korean War, Vietnam, the Gulf War, etc. Ben shares his findings in a new article at Fortune Magazine and in this video with Josh Brown. Read Ben's full article here: https://fortune.com/2020/01/03/iran-us-conflict-stock-market-oil-prices/ 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Jan 08, 2020 |
|
Adam Sandler’s Personal Finance: What Are Your Thoughts (with Josh and Michael)
19:05
On a new edition of What Are Your Thoughts, Josh Brown and Michael Batnick discuss the hottest topics in finance and investing: * Is there any such thing as the optimal time to rebalance your portfolio? * Is Instagram ad targeting weirding you out or doing you a favor? * Vanguard started the year off slashing commissions on options trades and mutual funds. * The median IPO has underperformed the stock market by 20 percentage points this decade! * Josh says 'Uncut Gems' starring Adam Sandler is actually a personal finance movie. * What was the biggest surprise of 2019? * Bill Ackman delivered a 58% comeback performance in 2019, how'd he do it? Let us know what your thoughts are on these topics, we love your feedback and comments! Happy New Year! 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Jan 07, 2020 |
|
How Things Go Viral (with Barry, Michael, and Derek Thompson)
12:52
Derek Thompson stops by The Compound to discuss how and why things go viral with Barry and Michael. Derek is a staff writer at The Atlantic and author of “Hit Makers.” 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Jan 03, 2020 |
|
The Purpose of Money (with Barry and Jonathan Clements)
8:03
Barry Ritholtz sits down with author and former WSJ journalist, Jonathan Clements to discuss how money is similar to health, smart ways to spend it, and how our thoughts about money change over the course of a lifetime. 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Dec 23, 2019 |
|
It Was Hard to Lose Money This Year: What Are Your Thoughts? (with Josh and Michael)
12:54
Downtown Josh Brown and Michael Batnick go head-to-head for a brand new What Are Your Thoughts! In the final episode of 2019, Josh and Michael cover: * It was almost impossible to lose money this year * Does the success of DoubleLine over the last decade prove that building an active management company is still possible? * The five best performing stocks in the S&P 500 this year were AMD, Lam Research, KLA-Tencor, Chipotle and....Target? * Why does Michael get bullied online more than Josh? * 2020 analyst forecasts * Josh's anti-coffee rant was trash * Apple is the most emblematic stock of 2019 Let us know your thoughts on these topics! We love to hear from you. 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Dec 17, 2019 |
|
The Trick That Allows You To Spend Money Without Feeling Guilty (with Michael and Nick Maggiulli)
6:08
Nick Maggiulli is the data scientist at Ritholtz Wealth Management and author of the Of Dollars and Data blog. He tells Michael Batnick about a simple trick he uses to avoid feeling guilty while spending money. Michael talks about how he funds his Liftoff account at the same time as he makes a large purchase. You can have a Liftoff account too, follow the link below - there's no minimum to get started! http://liftoffinvest.com Read "How to Spend Money" by Nick here: https://ofdollarsanddata.com/how-to-spend-money/ 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Dec 11, 2019 |
|
The Real Lives of Financial Advisors (with Josh, Michael, and Nina O'Neal)
15:40
Nina O'Neal stops by The Compound to discuss the work-life balancing act of a financial advisor. Nina is a Partner and Investment Advisor at Archer Investment Management in Raleigh, NC. Follow Nina and the Female Advisor Network on Twitter: https://twitter.com/female_advisors Read Nina's blog: 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Dec 09, 2019 |
|
The ETF Graveyard: What Are Your Thoughts? (with Josh and Michael)
12:18
On this edition of What Are Your Thoughts, Michael Batnick and Josh Brown of Ritholtz Wealth Management discuss: -1,000 zombie ETFs have been put of their misery this year -How many minutes early for a meeting is too early? -Would you invest directly into a college student's future success? -Stocks are up over 20% this year, what's the simple reason? -The 60/40 delivered its best annual performance since 1998 -Private equity firms have three quarters of a trillion in cash to deploy 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Check out our video channel, "The Compound," over on YouTube: https://www.youtube.com/thecompoundrwm Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Dec 04, 2019 |
|
The Stock Market Doesn't Care How Hard You Try (with Barry, Michael, and Morgan Housel)
19:37
The incredibly bright and insightful Morgan Housel of the Collaborative Fund drops by the Compound to discuss some of the biggest mistakes and misconceptions that plague investors year after year - and what can be done about them. Morgan talks with Michael Batnick and Barry Ritholtz about: * how there is no such thing as an optimized portfolio * why recent trends are more instructive about the near term future, but long term trends are the ally of most investors * the fact that investing is one of the only endeavors in which the application of more effort doesn't equate to better results * the hindsight bias that all of us fall victim to * the reality behind some of the most famous investor track records * the inconsistency you are required to put up with in the pursuit of long term outperformance 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Check out our video channel, "The Compound," over on YouTube: https://www.youtube.com/thecompoundrwm Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Dec 03, 2019 |
|
What Happened to Hedge Funds? (with Michael and Ted Seides)
21:01
Ted Seides stopped by the Compound to talk with Michael Batnick about the struggles the hedge fund industry has faced over the last decade, and what might happen to stem the tide. 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Check out our channel "The Compound" over on YouTube: https://www.youtube.com/thecompoundrwm Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Nov 27, 2019 |
|
What the Schwab - TD Ameritrade Merger Means for Financial Advisors (with Josh and Michael)
12:45
Charles Schwab is merging with one of its largest competitors, TD Ameritrade in a $26 billion all-stock deal that should close in the second half of 2020. Michael Batnick and Downtown Josh Brown of Ritholtz Wealth Management discuss what this will mean for the thousands of financial advisors who use one or both of these custodian brokers for their clients' assets. 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Check out our channel "The Compound" over on YouTube: https://www.youtube.com/thecompoundrwm Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Nov 26, 2019 |
|
Why Technical Trading Signals Stopped Working (with Barry and John Roque)
9:02
John Roque joins Barry Ritholtz at The Compound to explain why technical trading signals stopped working and how he has adapted his trading style to the new landscape. Follow John Roque on Twitter: https://twitter.com/WolfeDailyHowl 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Nov 19, 2019 |
|
Burn It All Down (with Josh, Michael, and Ben Hunt)
22:01
Ben Hunt joins Michael Batnick and Downtown Josh Brown at The Compound to explain what he's so angry about - he sees wealth inequality as being driven by hijacked narratives about capitalism, stock buybacks, central banks and the managerial overclass orchestrating it all. Follow Ben on Twitter: https://twitter.com/EpsilonTheory Stay up to date on Ben's thoughts: 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Nov 16, 2019 |
|
Exposing The Big Lie About Stock Buybacks (with Michael, Barry, and Ed Yardeni)
15:03
Ed Yardeni, of Yardeni Research, joins Michael Batnick and Barry Ritholtz at The Compound to explain why we're looking at the wrong data all wrong, what the real data is, and what it means for the current narrative surrounding share buybacks. 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Nov 15, 2019 |
|
JP Morgan Destroys the Bears: What Are Your Thoughts? (with Josh and Michael)
13:30
Welcome to the latest edition of What Are Your Thoughts - Michael Batnick and Downtown Josh Brown break down the biggest topics of the moment. On this episode: * JP Morgan calls out permabears. * Should investors be concerned about the national debt? * Does Google want to be a bank? * Selling performance vs selling opinions. * Stock-based compensation. * Opinion vs price. * Disney +, first impressions. 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Nov 14, 2019 |
|
The Four Most Important Market Indicators (with Josh and Tom Lee)
19:45
Josh here - I really enjoyed talking with former JPMorgan strategist and the founder of Fundstrat Research about how he uses the evidence to understand what's happening in the markets. Tom cites four indicators he uses to explain current trends and think about where markets and the economy might be headed. Among them, credit spreads, demographics and volatility. Tom also talks about his bullish stance and why he isn't terribly worried about the yield curve inversion we saw this summer. You can learn more about Tom's work at the site: Follow Tom Lee on Twitter here: 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Nov 13, 2019 |
|
Secrets of the Greatest Hedge Fund of All Time (with Josh, Michael, and Greg Zuckerman)
17:35
Josh here - we had Greg Zuckerman of the Wall Street Journal up at the Compound to talk about his new book, The Man Who Solved the Market - the first ever deep dive into Jim Simons and his legendary firm Renaissance Technology. Renaissance has pulled over $100 billion in trading profits out of the markets since its founding decades ago, in a highly secretive approach that combines mathematical equations with cutting edge technology. Zuckerman conducted over 400 interviews with current and former employees of the firm and even spent a few days with Simons himself - despite the fact that he didn't want this story told or the book written. You can get The Man Who Solved the Market here: 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Nov 09, 2019 |
|
Year End Rallies (with Josh and Tony Dwyer)
17:34
The S&P 500 came into October this year up double digits. It has done so on 42 occasions since 1926. That’s almost 50% of the time. Of those 42 times, in 35 cases the market went up through the end of the year. That’s an 85% success rate, about as one-sided as market statistics can get. On only 7 occasions did it fall in the fourth quarter. BUT.... The 3 worst Q4 losses ever all occurred with the market up double digits - these worst Q4 drops ever were 1929, 1987 and last year -28%, -23% and -14% So most of the time when stocks are already up they continue to go up. but sometimes they also get crushed. The average gain is 4.5% (even including the losses). this is also the 24th time the S&P has been up 20% or more through 3 quarters of the year. We talked with famed Wall Street strategist Tony Dwyer about the tendency for markets that have a good three quarters to finish strong, and why this year looks like it should fall in line with the historical data. 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Nov 08, 2019 |
|
Private Markets Look Like The Dumb Money Now: What Are Your Thoughts? (with Josh and Michael)
14:15
Welcome to the latest edition of What Are Your Thoughts - Michael Batnick and Downtown Josh Brown break down the biggest topics of the moment. On this episode: * Private markets used to be thought of as "the smart money" while public markets were for retail shleps - but this time around, it's the public investors who are calling bullsh*t on the VCs, private equity firms and insiders. * It's not just value investing that's out of favor - value commentary from the likes of Howard Marks seems to be on the wane as well. * Is the breakout for international stocks finally going to happen? * The big brokers' announcements about commission-free trading seems to left out the mutual fund wrapper in the cold. Is this just another nail in the coffin? * Has inflation finally bottomed? A big anecdotal sign has come our way... 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Oct 23, 2019 |
|
Everything's Free: The Impact of Zero-fee Trading (with Barry and Dave Nadig)
13:04
Dave Nadig, managing director of ETF.com, stops by The Compound to discuss how fee-free trading is changing the investment landscape with Ritholtz Wealth Management Chairman and CIO, Barry Ritholtz. 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Oct 14, 2019 |
|
Banks Can't Forecast Interest Rates Either (with Josh and Michael)
13:17
Welcome to the latest edition of What Are Your Thoughts - Michael Batnick and Downtown Josh Brown break down the biggest topics of the moment. On this episode: * Get your story straight - are there too many IPOs coming out this year or not enough? 2019 is on pace to see the most capital raised by initial public offerings in a year since 2000, and possibly even break the record. The number of companies coming public is on pace to match or exceed prior records as well. So this is....good news? * Twitter's new app update has a "trailer" feature, previewing the next people who are about to show up on your timeline. Was this a solution in search of a problem? Does anyone actually need this? * The bond market has delivered big gains for investors this year. One year ago, the CEO of JPMorgan was concerned that 10-year treasury yields could soar to 5%. Today they're half that level and have gone in the exact opposite direction. And now he's talking about preparing the bank for zero percent interest rates. If Jamie Dimon doesn't know where yields are headed, why would any investor or financial advisor think their forecast would be better? * There are four NFL teams with 0-4 records, the Bengals, Redskins, Dolphins and Jets. Season over? Any point to keep watching? * Josh has a mea culpa. Amazon Prime does have some shows worth watching. In particular, 'The Boys' was a great first season. Michael recommends 'Catastrophe' next. Let us know below what else Josh should be watching on there. * So it looks as though we're getting another rate cut this month. Does this qualify as a "rate cut cycle"? Will a rate cut even help at this point? Are insurance cuts worth doing with unemployment at all time lows and the stock market at all time highs? * What is to become of your local sporting goods store? Will any survive besides Dick's? 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Oct 09, 2019 |
|
The Yield Curve Indicator (with Josh, Michael, and Campbell Harvey)
24:41
Campbell Harvey is a Professor at Duke University and a partner as Research Affiliates. He sat down with Michael Batnick and Josh Brown of Ritholtz Wealth Management to discuss the meaning of the inverted yield curve indicator, which he discovered in 1986 while working on a dissertation. Campbell cites the fact that 7 out of the last 7 recessions had been presaged by a yield curve inversion - which is what happens when it longer term bond yields fall below shorter term bond yields in the Treasury market. He believes that this phenomenon occurs when the market participants begin to grow more pessimistic about the economic outlook. The behavior of executives, lenders, borrowers and investors can change enough during these times to actually become a self-fulfilling prophecy - producing a negative feedback loop that drives a weakening economy into a full-blown recession. Recessions are a normal part of the business cycle, although they can be painful to live and invest through. They can also vary greatly be degree. Campbell fields questions from Michael and Josh about all of the ways in which this time might be different. He acknowledges that it is always possible that the yield curve indicator might stop working as a recession signal, but he believes that because it hasn't yet, this might be a good time for people and corporations to rethink the risks they're taking. 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Oct 07, 2019 |
|
What Does Commission-Free Trading Mean For You? (with Josh)
5:56
Josh here - Charles Schwab announced that starting October 7th all commissions on stocks, ETFs and options would go down to zero. The march toward commission-free trading has been happening in slow motion for decades, ever since the 1970's. My take on it is this - it's terrific news for investors, as it lowers the cost of being an investor and gaining access to markets. But is it a "game changer"? I don't think so. It's also important to note the link between market valuations and the ease of access. On a secular basis, US stocks have been valued higher as the average fund fee, commission fee and other costs have fallen. Trading volumes have soared and more participants than ever are using the public markets to build wealth. This is not a coincidence. 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Oct 02, 2019 |
|
The Difference Between Sports Betting & Trading (with Josh, Michael and Patrick Keane)
22:48
Patrick Keane, CEO of The Action Network, joins Josh Brown and Michael Batnick at The Compound to discuss the future of sports betting and how it compares to trading. Patrick believes that prop betting will explode in popularity as sports venues warm to the additional revenue it can bring. He sees app-based betting coming to a state near you and many stock market traders becoming attracted to sports bets as the terminology becomes more widely understood. 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/
#Stocks #StockMarket #MakeMoney #Wealth #HowToInvest #Investing #Money #Trading #RetirementInvesting #FinancialAdvice #InvestmentAdvisor #FinancialAdvice #PersonalFinance #betting morning #trading #gambling #fantasysports Hosted on Acast. See acast.com/privacy for more information. |
Sep 30, 2019 |
|
How Will Impeachment Affect the Stock Market (with Josh, Michael and Eddy Elfenbein)
21:23
House Majority Leader Nancy Pelosi announced the beginning of formal impeachment proceedings of President Trump. As investors, it's important to remember that we don't have a lot of history to go by in terms of what impeachment might mean for the stock market and the economy. But there are some important takeaways from past impeachments of Richard Nixon and Bill Clinton. Crossing Wall Street's Eddy Elfenbein stopped by to talk about what the impeachment announcement actually means for investors in stocks and bonds. Eddy is a market historian, prolific blogger and an equity fund manager based in Washington, D.C.. You can check out his site here: http://www.crossingwallstreet.com/ And follow him on Twitter, where he is both hilarious and insightful on a daily basis: https://twitter.com/EddyElfenbein 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/
#Stocks #StockMarket #MakeMoney #Wealth #HowToInvest #Investing #Money #Trading #RetirementInvesting #FinancialAdvice #InvestmentAdvisor #FinancialAdvice #PersonalFinance Hosted on Acast. See acast.com/privacy for more information. |
Sep 27, 2019 |
|
This investment strategy beats dollar cost averaging (with Josh and Nick)
11:40
Josh Brown and Nick Maggiulli, of Ritholtz Wealth Management, discuss data on investing a lump sum vs dollar-cost averaging, and the results might surprise you. Read Nick's post for the data and charts: https://ofdollarsanddata.com/the-cost-of-waiting/ 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/
#Stocks #StockMarket #MakeMoney #Wealth #HowToInvest #Investing #Money #Trading #RetirementInvesting #FinancialAdvice #InvestmentAdvisor #FinancialAdvice #PersonalFinance Hosted on Acast. See acast.com/privacy for more information. |
Sep 25, 2019 |
|
What Are Your Thoughts: Is anyone really "middle class" anymore? (with Josh and Michael)
14:20
On a new edition of What Are Your Thoughts?, Michael Batnick and Josh Brown discuss: * The Repo Rate mini-panic * Are we ready for the Daniel Jones Era? * Does it really take $350,000 a year to live in cities? * Standup comics up in arms over political correctness and "cancel culture" * People got excited about value stocks recently. Again. * More terrible sports takes from Josh * Do you need a car to live in New York City? and lots more. As always, we love your feedback, so let us know What Are Your Thoughts on these topics! Be sure to subscribe to our YoiuTube channel for the video version: https://www.youtube.com/thecompoundrw... 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/
#Stocks #StockMarket #MakeMoney #Wealth #HowToInvest #Investing #Money #Trading #RetirementInvesting #FinancialAdvice #InvestmentAdvisor #FinancialAdvice #PersonalFinance Hosted on Acast. See acast.com/privacy for more information. |
Sep 19, 2019 |
|
Josh Brown and Joe Duran: On Financial Advice, Living Well and Building a Billion Dollar Business
20:34
Josh here - it was my honor and pleasure to interview Joe Duran, founder of United Capital, on stage earlier this week at the inaugural Wealth/Stack Conference in Scottsdale, Arizona. Joe made headlines earlier this year when he sold the firm to Goldman Sachs - a deal that was the largest Goldman has done in 20 years. Joe and I spoke about the need to advise clients on different aspects of their lives, beyond just what's happening in their portfolios. We also talked about what motivated him to make a deal and what types of capabilities he'll have now as a part of one of the largest financial services giants in the world. Joe also relayed plenty of advice for young advisors who are just beginning their careers , and what he would love to go back and tell his younger self about having patience. Joe arrived in America with just $200 in his pocket from Zimbabwe, earned an MBA and then sold two companies to Fortune 500 acquirers. His story is hugely inspirational, you can read more about him here: https://www.unitedcp.com/meet-joe-duran/joe-s-story 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Sep 16, 2019 |
|
You are going to be a part of the future - Josh's remarks to the advisor community live from Wealth/Stack
9:03
Ritholtz Wealth Management CEO, Josh Brown, welcomes attendees to the inaugural Wealth/Stack conference in Scottsdale, Arizona. 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/
#Stocks #StockMarket #MakeMoney #Wealth #HowToInvest #Investing #Money #Trading #RetirementInvesting #FinancialAdvice #InvestmentAdvisor #FinancialAdvice #PersonalFinance Hosted on Acast. See acast.com/privacy for more information. |
Sep 11, 2019 |
|
The Benefits of a Regular Paycheck (Tadas with @FerventFinance)
9:33
“I have something to admit – I enjoy receiving a paycheck twice every month. Some people are willing to give up the sure thing to pursue a passion project, launch their own business, or take a year off to travel the world. While I’m envious of those with such conviction, I just can’t pull the trigger.” Kevin (@ferventfinance) blogs at Fervent Finance and is the co-host of the Reversion to the Mean podcast with Justin Castelli. Tadas got Kevin on 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here: https://ritholtzwealth.com/
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Aug 20, 2019 |
|
Building Personal Equity (Tadas with Dasarte Yarnway)
9:49
“Because of the complexity of these compensation structures, I find that most people love the idea of having equity but do not understand it. With companies paying up to 50% of their employees total compensation package in equity, it’s important to understand what exactly is at stake when you decide to accept that job offer for “the next big thing.” Dasarte Yarnway (@dasarteyarnway) is the founder of Berknell Financial group which is a fee-only financial planning firm headquartered in San Francisco. Dasarte is also the host of The Young Money Podcast. Tadas got Dasarte on the phone to talk about his newly published book Pay Me in Equity. In some industries, equity compensation is an important part of your pay package, so understanding the details is crucial. Beyond the financial aspects, ownership is an important concept that applies in different areas of our lives. Where to find Dasarte's work: Pay Me in Equity: A Millennial Guide to Understanding Equity Compensation Young Money: 4 Proven Actions to Design Your Wealth While You Still Can
1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here: https://ritholtzwealth.com/
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Aug 08, 2019 |
|
Balancing Today and Tomorrow (Tadas with Jeremy Walter)
9:35
“A right balance is somewhere in between – enjoying Today while planning for Tomorrow. And there’s no magical, universal formula, spreadsheet, or ratio to figure this out. It’s entirely subjective to each person and family.” Jeremy Walter (@jeremywalter) is the founder of Fident Financial, LLC and logs at Calibrating Capital:. Tadas got Jeremy on the phone to talk about a recent post of his entitled “Today vs. Tomorrowland” where he writes about the challenges of balancing our need to live in the moment while planning for our uncertain future. You can read more at Andrew’s blog Calibrating Capital: https://calibratingcapital.com/today-vs-tomorrowland/ https://calibratingcapital.com/living-in-today-a-case-study/ 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here: https://ritholtzwealth.com/
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Aug 02, 2019 |
|
What Are Your Thoughts 7/31 (Josh and Michael)
18:43
Josh Brown here - Michael Batnick and I return with an all new What Are Your Thoughts! Today's topics: * What technologies that we use now that will soon be obsolete? * Why bother worrying about manufacturing data when consumer data is what drives the economy? * 75 million Amazon customers are watching shows on Prime Video - what the hell are they watching? * Where does Once Upon a Time in Hollywood rank in the Tarantino pantheon? * Is Chipotle the greatest consumer turnaround story of our time? What lessons can investors take from its comeback? * Why is the Federal Reserve cutting interest rates for the first time in almost 4,000 days? * Esports - how can we make money from this? * Was the Wall Street Journal too harsh on the CFP Board? As always, we love your feedback and ideas, so let us know what you think about these topics below! Check out the corresponding video on our YouTube Channel: https://www.youtube.com/watch?v=6Co78bh5ANg&t=316s 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Jul 31, 2019 |
|
Everyone Deserves Good Financial Advice. Everyone. (Josh and Michael with Jon Stein and Dan Egan)
17:22
Once upon a time, quality financial advice was only available for millionaires and the sophisticated investors who had the expertise to find the right advisors and understand exactly what they were getting. Non-millionaires and younger investors were ignored by traditional Wall Street brokerage firms, left to fend for themselves or, worse, to be preyed upon by unscrupulous brokers and insurance salesmen with skewed incentives. But times have changed, thanks to an innovative wave of new advisory firms, new services from large institutions and disruptive technology. Now, quality investment advice is available to everyone. Automated asset management services and robo-advisors unleashed a storm of creativity and progress, and now human advisors are adopting these technologies to incorporate into their practices, serving a new customer that they otherwise would not have been able to reach and help. We built Liftoff as a way to serve young investors and those who do not meet the minimum asset levels of traditional wealth management firms. Rather than send our fans and friends away to figure things out for themselves, we wanted to be able to help them ourselves, which led to years of development and evolution. Liftoff is a collaboration between Ritholtz Wealth Management and Betterment, combining what we believe is best in class asset allocation technology with the human touch of certified financial planners and advisors. We'd love for you to try us out and see what it's all about! You can learn more at https://liftoffinvest.com/ right now! 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Jul 18, 2019 |
|
This isn't a financial business.
5:52
This isn't a financial business. It's a communications business. The sooner people get this through their heads, the better equipped they'll be to serve clients. In an all-hands meeting, Josh discusses the primacy of empathy and caring over everything else. 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Jul 16, 2019 |
|
The 7 Deadly Sins of Investing
17:04
FAQ: What are the seven deadly sins of investing? Many of the questions we get from investors revolve around one of these seven mistakes that, if left unchecked, could doom a long-term investing portfolio or retirement plan. Lust! Gluttony! Envy! Pride! Wrath! Greed! Sloth! Michael Batnick, Ben Carlson and Downtown Josh Brown weigh in on each of these sins and why they can be so destructive to investors who aren't aware of them. 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here: https://ritholtzwealth.com/
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Jul 10, 2019 |
|
The Student Debt "Crisis" (Tadas with Andrew Thrasher)
10:15
“Student debt has negatively impacted many American’s lives, but it’s not a crisis that I believe warrants an expansion of the government balance sheet to the tune of multiple trillions of dollars. Like anytime the government puts their thumb on the proverbial scale, actions have repercussions and should be carefully weighted ahead of time.” Andrew Thrasher (@andrewthrasher) blogs at Thrasher Analytics is an active participant on Financial Twitter. Tadas got Andrew on the phone to talk about a recent post of his entitled “Student Loans Are Not a National Crisis” where he writes about the many issues surrounding recent talk about modifying or outright cancelling student loan debt in America. You can read more at Anrew’s blog Thrasher Analytics: http://www.athrasher.com/student-loans-are-not-a-national-crisis/ 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here: https://ritholtzwealth.com/
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Jul 09, 2019 |
|
Investing as a Hobby (Tadas with David Schawel)
9:52
“Where investing as a hobby might be sensible is with a small amount of your assets that you can afford to lose, and that you can handle psychologically. Being under the illusion that diving into investing in a meaningful way will result in above average performance is dangerous and likely to end poorly based on historical studies.” David Schawel (@davidschawel) is the CIO of Family Management Corporation and is a veteran observer of the financial markets. Tadas got David on the phone to talk about a recent post of his entitled “Investing as a Hobby” where he writes about what a hobby is and why investing is likely not a worthwhile hobby for most. You can read more at David’s blog: https://medium.com/@DavidSchawel/investing-as-a-hobby-8d048d5d98bd 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here: https://ritholtzwealth.com/
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Jul 05, 2019 |
|
On Authenticity (with Josh)
9:50
There are two types of authenticity and both are important to clients and potential clients of any business. Josh breaks it down, Live from the Compound
Hosted on Acast. See acast.com/privacy for more information. |
Jul 05, 2019 |
|
Don't Let Your New SUV Blow a Hole In Your Budget (Ben with Tadas)
9:57
“As with most things in life you are in charge of your own stuff. If you want to drive a new luxury vehicle, more power to you. Just realize that there are financial (and environmental) trade-offs involved. But don’t be under the illusion that anyone really cares what car you are driving.” Ben Carlson recently got Tadas Viskanta, Director of Investor Education at Ritholtz Wealth Management, on You can read more at Tadas' blog: https://abnormalreturns.com/2019/06/25/luxury-car-unlikely-happiness-boost/ 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here: https://ritholtzwealth.com/
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Jul 02, 2019 |
|
Monday Morning Meeting 6/24
13:00
1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Jul 01, 2019 |
|
Aiming For A Benchmark (Tadas with Robert Seawright)
9:24
“The moral of this story is obvious. We all do better when we have something to aim at. That’s why proper benchmarking is so important. In the investment world, it means a standard or measure that can be used to analyze the allocation, risk, and return of a given portfolio.” Robert Seawright (@rpseawright) who blogs at Above the Market is a long-established figure in the investment blogosphere. Tadas got Bob on the phone to talk about a recent post of his entitled “How’s Your Aim?” where he writes about the importance of having well-structured benchmarks against which we can measure our investment performance. You can read more at Bob’s blog Above the Market: https://rpseawright.wordpress.com/2019/06/18/hows-your-aim/ 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here: https://ritholtzwealth.com/
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Jun 27, 2019 |
|
The Most Disruptive Man in Wealth Management (Josh with Shirl Penney)
15:01
Who is the most disruptive person in wealth management? It's not a robo founder. Or an index ETF CEO. Or a blogger. In fact, it is Shirl Penney, the founder of Dynasty Financial Partners, whose platform for breakaway brokers who want to become independent advisors and own their own firms has now amassed almost $40 billion in client assets over the last ten years. Shirl has changed the way wirehouse brokers and other captive financial advisors at large firms have looked at independence. He's built a machine that began under the radar but is now on the verge of pushing the incumbents into allowing a degree of entrepreneurial freedom that would have previously been unthinkable. Josh and Shirl first met during the Investment News 40 Under 40 Summit the year they both made the list. Check out this video to learn about the biggest trends in the wealth management and financial advisor business, and how Shirl is upending some of the most bedrock conventions within the industry by working harder and smarter than his competitors. You can learn more about Dynasty's solutions for breakaway brokers who want to become advisors and launch their own firms here: https://dynastyfinancialpartners.com/ Shirl will be giving a keynote address to the advisors in attendance at this September's inaugural Wealth/Stack conference in Scottsdale, Arizona. Details here: https://finance.knect365.com/wealth-s... 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Jun 24, 2019 |
|
"I did everything I was supposed to do" (with Josh and Michael)
11:49
Josh Brown and Michael Batnick discuss the recent post "I did everything I was supposed to do", which is the story of a man whose spent his whole career working for asset management firms and now finds himself on the wrong side of the active vs passive debate. There are real world consequences of the massive outflows of cash coming from actively managed mutual funds. This was Josh's attempt to look at the issue from the other side. The post spread around the financial web like wildfire. You can read the whole thing here: https://thereformedbroker.com/2019/06/16/i-did-everything-i-was-supposed-to-do/ 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Jun 20, 2019 |
|
Josh Monday Meeting 7/15
5:52
This is not a business of numbers. It uses finance, but it is not even a business about finance. This business is a business of communication. Of relationships. Of empathy. Josh discusses the topic at an all-hands Monday meeting at Ritholtz Wealth Management. 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here: https://ritholtzwealth.com/
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Jun 15, 2019 |
|
What if the cost of capital never rises again? (Josh with Ben)
15:43
Josh's new post is about a world in which the cost of money remains cheap to free, and all of the potential disruption that would entail. Josh looks at this issue through the prism of a decade's worth of massive outperformance for growth stocks vs value stocks. Ben Carlson (A Wealth Of Common Sense) brings up some interesting points about what this would mean for savers and investors and portfolio construction in general. You can read the post, When Everything That Counts Can't Be Counted here: https://thereformedbroker.com/2019/06/13/when-everything-that-counts-cant-be-counted/ 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Jun 14, 2019 |
|
How the Financial Advice Industry is Changing (Tadas with Cullen Roche)
9:57
“This is going to be life and death for many advisors. Legacy firms with massive overhead and fixed high fee AUM structures will struggle to compete with the coming change in fee structures. Firms that are able to move to a leaner and more tech based platform will outperform as they make up for lost revenue with fatter margins.” Cullen Roche who blogs at Pragmatic Capitalism has been a mainstay of the financial blogsophere for over ten years now. Tadas got Cullen on the phone to talk about a recent post of his entitled “How the Fee Structure of Financial Advisory Will Change in the Future” where he talks about the significant changes facing the wealth management industry.. You can read more about Cullen’s at his blog Pragmatic Capitalism: https://www.pragcap.com/how-will-the-fee-structure-of-financial-advisory-change-in-the-future/ Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Jun 10, 2019 |
|
The New Way To Invest In Emerging Markets (with Josh and Perth Tolle)
13:13
Josh here - my friend Perth Tolle has been hustling and grinding harder than almost anyone I know on The Street these past few years - first, with the launch of her proprietary Life + Liberty Indexes and now with the first ETF based on her ideas. Perth believes, as I do, that countries with a strong rule of law and respect for both civil and human rights will make for better long term investments than countries that are lacking in these areas. The long term performance of the US, UK and Australian stock markets prove this. Where there is fairness and happiness, there is money to be made. Where there is repression and corruption, there is money to be lost. Perth's ETF is an index fund holding emerging markets stocks but it weights the portfolio based on her quantitative ranking of each EM country, rather than based on the companies' market capitalization, as most index funds are currently invested. Before taking any investment action or trading any fund, everyone should read the prospectus and understand the potential risks. You can find the relevant disclosures and details here: https://etfsite.alphaarchitect.com/frdm/ 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Jun 07, 2019 |
|
The Algebra of Happiness (Barry with Scott Galloway)
19:20
Subscribe: https://www.youtube.com/thecompoundrwm?sub_confirmation=1 Josh here - I absolutely love this discussion between my partner Barry Ritholtz and the one and only Professor Scott Galloway about being happy and learning to live with yourself, in good times and bad. Scott's new book, The Algebra of Happiness, is both highly personal and instantly relatable to everyone. Scott has become one of the most sought after speakers on technology, marketing, trends and innovation. This is a great introduction to the way he thinks, how he teaches his students at NYU and why he writes. You're going to love it! Read Scott's book: https://amzn.to/2WjCZOL Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Jun 06, 2019 |
|
Why Diversification Works in Life and Market (Tadas with Dr. Brett)
9:57
“How balanced is your life portfolio? If one area of your life were to not work out, how vulnerable would you be? When is the last time you rebalanced your life's portfolio? When have you last expanded your life portfolio?” Dr. Brett Steenbarger is a trained psychologist, trading coach, author and blogger at TraderFeed. Tadas got Dr. Brett on the phone to talk about a recent post of his entitled “Why Diversification Works in Life and Markets” where he discusses the importance of having a diversified life portfolio to offset some of life’s inevitable ups and downs. You can read more about Dr. Brett at his blog TraderFeed and Forbes: Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Jun 05, 2019 |
|
True Wealth is "Funded Contentment" (with Blair and Brian Portnoy)
10:42
Blair duQuesnay catches up with Brian Portnoy to discuss some of the biggest challenges in defining wealth, finding happiness in our success and being aware of the fact that we seem to always want more. Talk to Blair here: https://ritholtzwealth.com/team/blair-duquesnay/ Brian Portnoy, Ph.D., CFA, is an expert at simplifying the complex world of money. In his two books, The Investor's Paradox and The Geometry of Wealth, he tackles the challenges of not only making better investment decisions but also how money figures in to a joyful life. Here's Blair's conversation with Brian about The Geometry of Wealth, whether money buys happiness, what makes people truly content, gratitude, and financial planning and goals. Timestamps: 1:15 Being wealthy isn't the same as being rich 1:28 "I think of wealth as the ability to underwrite a meaningful life" (AKA funded contentment) - Brian 1:54 Blair on meeting goals - what she tells clients 2:20: "It's not about making more - it's about focusing on the goals" - Blair 2.35 Beating the market has become a cultural phenomenon, but it's irrelevant to meeting your goals 2:53 Hedonic adaptation: wherever you get, you then want more 3:20 Should I take my two-year old to Paris? 3:35: Two kinds of happiness: experienced happiness (in the moment) and reflective happiness (memory - "the step-back") 4:50 Distinction between pleasurable life and meaningful life 5:15 Blair's pro tip for Paris travel: how to skip to the front of the line at the Mona Lisa 5:40 What has Brian learned about gratitude? 6:15 Just saying "thank you" makes us feel better psychologically and physically 7:00 Does money not buy any level of happiness? 7:45 A higher salary doesn't make a big difference for gaining more experienced happiness (your day-to-day) 7:55 Going from $100k to $1M to $10M doesn't alter your emotional set point 8:30 The Geometry of Wealth - how do you afford a life that will make you happy? 9:00 You need to calibrate purpose and priorities - you need a plan (where financial advisors come in) 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
May 31, 2019 |
|
The Secret to Your Survival on Wall Street (with Jeff Saut)
8:51
Barry Ritholtz and Downtown Josh Brown welcome storied Wall Street veteran Jeff Saut, formerly of Raymond James, to The Compound. Jeff talks about how he uses both fundamentals and technical analysis in his investment selection process, and why he doesn't pay as much attention to the economy as he does to earnings and investment ideas from trusted sources. Jeff spent the last 21 years as a chief strategist for Raymond James and has now gone independent, with both asset management and a new research product coming soon. In this conversation, he relays the number one lesson he's learned in almost fifty years in the investment business - the secret to longevity on Wall Street. 1-click play or subscribe on your favorite podcast app
Subscribe to the mini podcast on iTunes or Spotify
Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
May 30, 2019 |
|
What Is Your "Investing Bible"? (Tadas with Phil Huber)
9:38
“Prior to reading Expected Returns, I had a very narrow view of asset allocation and portfolio construction. Like most investors, I viewed diversification through the singular lens of asset classes, i.e. stocks vs. bonds. Through the effective use of two visual aids, this book turned that notion on its head.” Phil Huber is an enthusiastic participant in the financial blogsphere and the CIO of Huber Financial Advisors. Tadas got Phil on the phone to talk about a recent post of his entitled “My Investing Bible” where he discusses how the book, Expected Returns by Antti Ilmanen changed how he thought about investing. You can read more about Phil at his blog bps and pieces: https://bpsandpieces.com/2019/05/20/my-investing-bible/ Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
May 29, 2019 |
|
Target smokes its quarterly earnings, now what? (with Josh and Jeff Macke
8:41
Josh is joined by Jeff Macke to discuss the latest quarterly earnings reports from Target, Walmart, Nordstrom and more! Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/
Subscribe to the mini podcast on iTunes or Spotify Enable our Alexa skill here - "Alexa, play the Compound show!" Hosted on Acast. See acast.com/privacy for more information. |
May 22, 2019 |
|
The Only Two Scarce Resources Left on Wall Street
10:22
There are only two commodities left worth anything in the money management business. In an all hands meeting at Ritholtz Wealth, CEO Josh Brown explains... Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/
Subscribe to the mini podcast on iTunes or Spotify Enable our Alexa skill here - "Alexa, play the Compound show!" Hosted on Acast. See acast.com/privacy for more information. |
May 21, 2019 |
|
Will Amazon Dethrone Google's Ad Business (with Josh and Greg March)
7:53
Josh Brown talks with Greg March, founder of Noble People, a media agency based in New York City, about whether or not Amazon's advertising business can supplant Google's search hegemony any time soon. Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/
Subscribe to the mini podcast on iTunes or Spotify Enable our Alexa skill here - "Alexa, play the Compound show!" Hosted on Acast. See acast.com/privacy for more information. |
May 20, 2019 |
|
Why the price of Bitcoin just doubled (with Josh and Tyrone Ross)
9:23
Josh here - I asked my friend Tyrone Ross of Noble Bridge Wealth Management about the recent rally in Bitcoin, which has doubled since the beginning of the year and shocked the markets. What's behind the recent move? Who's doing all the buying? What major catalysts on the horizon? Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/
Subscribe to the mini podcast on iTunes or Spotify Enable our Alexa skill here - "Alexa, play the Compound show!" Hosted on Acast. See acast.com/privacy for more information. |
May 15, 2019 |
|
The Book That Changed My Life (with Michael and Josh)
8:35
osh here - on the 20th anniversary of Simple Wealth, Inevitable Wealth, I discuss why it's the book that changed the entire trajectory of my career and laid the groundwork for my investing philosophy. Many books and authors have been influential and important to my understanding about how the market works. Simple Wealth, however, was the first book that made me want to dedicate my life to helping others invest and make sure they don't fall prey to all the wrong information and advice they're being assaulted with on a regular basis. Nick Murray has taught thousands of financial advisors about the inherent dignity of our careers and the absolutely necessity of our work for the improvement of society. Building, managing and living with a portfolio's ups and downs can be simple, but that doesn't mean it's going to be easy. Our job, according to Nick, is to continuously remind people why they must bear risk and endure a lifetime's worth of volatility if they're going to truly succeed in the markets and in life. Michael makes a point about finding the right book at the right time in our lives, and for me, finding Nick's writing ten years ago was exactly what I needed. Other books mentioned include Jack Schwager's Market Wizards and Ben Graham's The Intelligent Investor. Nick's book is only available at http://nickmurray.com/ Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/
Subscribe to the mini podcast on iTunes or Spotify Enable our Alexa skill here - "Alexa, play the Compound show!" Hosted on Acast. See acast.com/privacy for more information. |
May 14, 2019 |
|
The Hype Behind Portfolio Rebalancing (Tadas with Peter Lazaroff)
9:52
“Rebalancing is getting a little overrated. It is nowhere near as impactful on returns as human and digital advisors advertise. I also feel like human advisors probably rebalance more than is truly necessary.” Peter Lazaroff who is the co-CIO of Plancorp and BrightPlan. Peter blogs at PeterLazaroff.com and most importantly for the purposes of this discussion is the author of the recently published book Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever. We recently published a two-part Q&A with Peter on Abnormal Returns: part one and part two. You can read more about Peter at his blog: https://peterlazaroff.com/blog Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: https://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
May 13, 2019 |
|
Are Tech Stocks Unstoppable? (with Ben, Josh and Michael)
8:27
Are US stocks destined to continue crushing international stocks? How about tech stocks vs everything else? Sure seems that way. But the recency bias is real! Michael Batnick, Ben Carlson and Downtown Josh Brown discuss! Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/
Subscribe to the mini podcast on iTunes or Spotify Enable our Alexa skill here - "Alexa, play the Compound show!" Hosted on Acast. See acast.com/privacy for more information. |
May 08, 2019 |
|
Investment Nostalgia (Tadas with Justin Mallory)
9:58
“Many of us look back nostalgically on our childhood memories when life was simpler and allow the feeling of familiarity to warm our souls. That’s ok. But, save your memory of investment traditions for small loses where lessons were learned, stay educated about the changing landscape, and participate in the positive evolution of the industry.” Justin Mallory has a deep interest and background in financial planning and blogs at The Real Wealth Farmer. Tadas got Justin on Skype to talk about a recent post of his entitled “Investing Stranger Things” where he talks about how time, luck and nostalgia affects how we invest. You can read more about Justin’s take on how nostalgia affects our investments at his blog The Real Wealth Farmer: https://therealwealthfarmer.com/2019/04/29/investing-stranger-things/ Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: https://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
May 03, 2019 |
|
Jeff Macke on the History and Future of Target (with Josh)
9:38
Josh here - my friend Jeff Macke is an investor and an expert in the retailing giants Amazon, Target, Walmart and Sears. Jeff's dad ran Target for Dayton-Hudson in the 1970's and he knows more on this topic than anyone I can think of. Today in 1962, Target was born in Minneapolis, Minnesota. Jeff and I look back at what made the 2,000-store chain great and what the future brings as the retail giants take the fight back to Jeff Bezos. Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: https://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
May 01, 2019 |
|
Barry Ritholtz on the Psychology of Stock Market Corrections
7:13
Barry Ritholtz wonders why everyone is still so surprised every time the stock market has a correction. The psychology surrounding stock-market declines and recoveries is fascinating. Anytime markets retreat even a little bit, the noise surrounding the event begins to swell. Given how frequently markets jink and turn, you might expect people would be used to the occasional plunge by now. Full transcript of Barry's rap on the subject available here: https://ritholtz.com/2019/04/corrections-declines/ You can read more about Brendan’s take on behavioral coaching at his blog Your Brain on Stocks: https://yourbrainonstocks.com/i-need-behavioral-coaching-said-no-one-ever/ Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: https://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Apr 29, 2019 |
|
Talking Behavioral Coaching (Tadas with Brendan Mullooly)
9:24
“But I want to dispel an implicit myth about behavioral coaching: it is not predicated upon its recipient being crazy, stupid, or reckless. Nor is it predicated upon its purveyor being a genius, stoic, or super-human. It is predicated upon both parties being human.” Brendan Mullooly, who blogs at Your Brain on Stocks, is an investment advisor based in New Jersey for Mullooly Asset Management. Tadas got Brendan on the phone to talk about a recent post of his entitled “I Need Behavioral Coaching, Said No One, Ever” where he talks about the value of behavioral coaching and why we all need it.. You can read more about Brendan’s take on behavioral coaching at his blog Your Brain on Stocks: https://yourbrainonstocks.com/i-need-behavioral-coaching-said-no-one-ever/ Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: https://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Apr 26, 2019 |
|
An Investment Tool Advisors Love (with Josh, Michael and YCharts CEO Sean Brown)
10:41
Sean Brown is the CEO of YCharts, one of the hottest investment research platforms on the web. Michael Batnick and Ben Carlson use YCharts for research projects all the time, whether they're answering a client question, creating a blog post or seeking to prove or disprove an idea about markets, the economy, investing or portfolio construction. Sean came by to discuss the various ways investors and financial advisors use YCharts for their daily work and research. Sean is surprised by how little time financial advisors seem to spend on their investment management-related efforts relative to things like prospecting, relationship building, etc. According to this survey of investors posted by Michael Kitces, advisors are spending an average of 10% of their time on investment management, which Sean believes is a big disconnect considering how important results are to the end client. Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/
Subscribe to the mini podcast on iTunes or Spotify Enable our Alexa skill here - "Alexa, play the Compound show!" Hosted on Acast. See acast.com/privacy for more information. |
Apr 24, 2019 |
|
Teaching Financial Literacy to High Schoolers (Tadas with Tony Isola)
9:42
“Personal finance can’t be taught in one day or period. It’s a lifetime journey. A full week, though not long enough, gives kids a fighting chance and sparks their interest for further independent study.” Tony Isola an investment advisor representative at Ritholtz Wealth Management, who blogs at A Teachable Moment recently about his experience teaching a personal finance mini-course to high schoolers over the course of a week. Tadas Viskanta got him on the phone to talk about what he taught the kids and asks why we, as a society, don’t demand our kids be financially literate.. You can read more about Tony’s experience at his blog, A Teachable Moment. https://tonyisola.com/2019/04/what-happened-when-we-spent-a-week-teaching-h-s-kids-about-money/ Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: https://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Apr 22, 2019 |
|
Planning to Be Single (Tadas with Douglas Boneparth)
9:42
“But the truth is, singles should be planning “for one,” because they need to plan, period. When people don’t take ownership of needing to reach financial independence on their own, they are more likely to put off their goals entirely. ” Douglas Boneparth is the President of Bone Fide Wealth in New York City. Tadas Viskanta got Douglas on the phone to talk about a recent post of his entitled “Planning to be Single” where he talks about the similarities (and differences) in financial planning for singles vs. couples. You can read more about Douglas’ take at his blog Bone Fide Wealth: https://bonefidewealth.com/blog/planning-to-be-single/ Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: https://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Apr 19, 2019 |
|
The Retirement Crisis: Real or Phony? (with Michael and Josh)
9:17
Two dueling versions of the looming retirement crisis that affects millennials, Gen Xers and Boomers in various ways. Mary Childs wrote that the shortfall is actually worse than we all think. For example: The average saver puts 6.8% of their annual income into their workplace retirement plan... Boomers are saving 8.5% of their annual income, while Gen X workers save 7.4%. Millennials are saving just 5.7% because many of them are more focused on paying down debt, starting a family and buying their first home. Okay, so far this makes sense. But according to the article, "Two-thirds still factor in income from Social Security, in addition to what they’re saving for retirement personally, the survey found. But 42% don’t even believe those benefits will be available to them when the time comes. What’s worse, 27% of American workers have already borrowed against their workplace retirement plan, and 27% have accepted penalties to pull money out." Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/
Subscribe to the mini podcast on iTunes or Spotify Enable our Alexa skill here - "Alexa, play the Compound show!" Hosted on Acast. See acast.com/privacy for more information. |
Apr 18, 2019 |
|
What does it mean to be elite? (with Josh)
8:56
Josh shouts out some of the elite-level activities taking place with Ritholtz Wealth, including some praise for trading, admin and the young financial advisors who are making their mark on the firm and its clientele. Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/
Subscribe to the mini podcast on iTunes or Spotify Enable our Alexa skill here - "Alexa, play the Compound show!" Hosted on Acast. See acast.com/privacy for more information. |
Apr 16, 2019 |
|
Overcoming a Reluctance to Spend in Retirement (with Tadas and Ashby Daniels)
9:09
"Retirement should be one of the most fun times of your life. But, generally, that’s only possible if you’re comfortable spending your life savings." Ashby Daniels, a retirement planner at Shorebridge Wealth Management, who blogs at Retirement Field Guide did a post about why it can be really difficult for retirees to change gears from saving for retirement to spending in retirement. Tadas Viskanta got him on the phone to talk about why this is the case and what planners and retirees can do to make the transition a little easier. You can read more about Ashby’s take on spending in retirement at his blog, Retirement Field Guide
https://retirementfieldguide.com/spending-in-retirement/ Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: https://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Apr 15, 2019 |
|
Every Financial Advice Firm Will Have a Chief Behavioral Officer (with Blair and Daniel Crosby)
9:27
Ritholtz Wealth Management's Blair duQuesnay caught up with Brinker Capital's Daniel Crosby to talk about how central behavioral investing has become to the financial advice proposition. It sits at the center of the value-add that advisors are bringing to the table in the modern era. Will every financial firm someday have a CBO - Chief Behavioral Officer? Read Blair each week at her blog, The Belle Curve! Follow Daniel Crosby on Twitter: https://twitter.com/danielcrosby Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/
Subscribe to the mini podcast on iTunes or Spotify Enable our Alexa skill here - "Alexa, play the Compound show!" Hosted on Acast. See acast.com/privacy for more information. |
Apr 12, 2019 |
|
Financial Advice Using Technical Analysis
9:34
Today at the Compound - an all new episode of Talk Your Book with Downtown Josh Brown and Barry Ritholtz talking to Andrew Thrasher, a technical analyst and portfolio manager at a large Midwestern RIA called the Financial Enhancement Group. Andrew's work look at the structural behavior of prices and volatility in the stock and bond market. In this discussion, Josh and Barry quiz him on the way his firm explains their investment philosophy to clients, the difficulty of marrying technical analysis with fundamental analysis and tons of other stuff. You can find more of Andrew's writing here: http://www.athrasher.com/ Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/
Subscribe to the mini podcast on iTunes or Spotify Enable our Alexa skill here - "Alexa, play the Compound show!" Hosted on Acast. See acast.com/privacy for more information. |
Apr 11, 2019 |
|
The Return of Rick Ferri (with Barry Ritholtz)
8:49
Rick Ferri is one of the most important figures in the indexing movement, having began blogging extensively on the topic of low cost investment and financial advice before the post-crisis revolution drove trillions of dollars into Vanguard and BlackRock. Rick is back with a new business model and a forthcoming book, The Education of an Index Investor. Barry Ritholtz and Rick discuss what he's up to now. Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Apr 10, 2019 |
|
Emergency Broadcast: Chicken & Waffles (aka How Could Life Be Better?)
6:40
Josh Brown reminds the staff at Ritholtz Wealth Management to look up at the scoreboard in the sky every once in awhile, and to ask ourselves "How could life be better?" Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Apr 09, 2019 |
|
The thing about historical data (with Tadas and Ben Carlson)
8:02
"As market participants we all want more data, but once you understand where some of the data comes from you have to take it with a big grain of salt." Stock market data today is abundant and mostly free. However data purporting to go back decade, if not centuries, has a lot of issues with. Ben Carlson, institutional asset management chief at Ritholtz Wealth Management does as much research as anybody using historical data. So he has a unique perspective on what weight we should put on historical data hen making investment decisions today. You can read more about Ben's take on using long term data at his blog, A Wealth Of Common Sense: https://awealthofcommonsense.com/2019/03/real-estate-vs-the-stock-market/ Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Apr 08, 2019 |
|
Permabears are Ridiculous People (with Josh and Michael)
6:25
This week, one of the most well known permabears came out and took a victory lap despite the fact his commentary has been negative about stocks forever. But it's a trick... People can pick different indexes, use price versus total return data, cherry pick from among their own statements and do all sorts of other jiujitsu to hide their bad calls. Investors would do better to ignore all of it, but this is hard - so being armed with this knowledge is the next best thing. Read Michael Batnick's explanation here: https://theirrelevantinvestor.com/2019/04/02/how-to-be-wrong-and-think-youre-right/ Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Apr 06, 2019 |
|
Best Ideas portfolio (with Josh and Michael)
7:15
In a recent study, Vanguard took a look at the last 30 years worth of data for the Russell 3000 index, which represents the total stock market. They found something remarkable - over the last 30 years, 47% of stocks were unprofitable investments and almost 30% lost more than half their value. They also found, and this is the big one, that 7% of stocks had cumulative returns over 1,000%. But imagine how hard it would have been to identify that winning 7% and concentrate only on those holdings in advance? In his recent post, Michael Batnick takes Vanguard's data and looks at the long-term risk of trying to only hold a small amount of stocks, even if you have the conviction that they are the right stocks. Diversification has a much better track record than randomized collections of larger positions. What are the ramifications of this for portfolio construction? How about investment advice? Michael and Downtown Josh Brown sort it all out in a brand new Live from the Compound. Read Michael's post here and see the charts for yourself: https://theirrelevantinvestor.com/2019/03/25/how-concentration-affects-portfolio-performance/ Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Apr 05, 2019 |
|
Your House versus the Stock Market with Josh and Ben Carlson
8:03
"Home ownership is often called both the American Dream and the biggest investment of your life. It’s debatable whether a house is truly an investment or not, especially when we’re talking about your primary residence." Ben Carlson, institutional asset management chief at Ritholtz Wealth Management did a post about why comparing the price appreciation in housing with the stock market is not a great idea. Downtown Josh Brown gets him on the phone to explain exactly why investors and home owners should keep their feelings about their primary residence away from their asset allocation decisions. You can read more about Ben's take on real estate vs the stock market at his blog, A Wealth Of Common Sense: https://awealthofcommonsense.com/2019/03/real-estate-vs-the-stock-market/ Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. |
Apr 03, 2019 |
|
Overcoming Biases with Josh and Drew Dickson
9:53
Josh's guest today is portfolio manager Drew Dickson, who manages a concentrated portfolio of favorite stocks for Albert Bridge Capital. In a recent blog post, Drew explains the four "tools" he uses to overcome the biases that can cloud an investor's judgement and threaten a portfolio manager's ability to look at holdings objectively. Josh talks to Drew briefly about these ideas in today's The Compound mini podcast. You can read Drew's post here: https://www.albertbridgecapital.com/drew-views/2019/3/26/dampa-debiasing-and-alpha And be sure to enable our skill on Amazon - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ Hosted on Acast. See acast.com/privacy for more information. |
Apr 01, 2019 |
|
An Economist Walks Into a Brothel (with Josh and Allison Schrager)
12:53
Enable the skill on Amazon - "Alexa, play The Compound Show" Josh here - I had so much fun hanging out with my friend Allison Schrager this week on the eve of her gigantic book launch for An Economist Walks Into a Brothel. Allison spent time with big wave surfers, Nevada prostitutes, Hollywood film producers, paparazzi cameramen, horse breeders, magicians and other real world practitioners to discover the way they handle risk. It's one of the most fascinating books I've ever read and Allison has the perfect combination of writing chops and mental horsepower to pull the whole thing off. Learning about the difference between insurance and hedging, for example, in a really fun format, will definitely pay off. There are lessons about ecosystems with a delicate trust factor, the dangers of overconfidence, the limitation of data analysis and so much more. Get Allison Schrager's new book, An Economist Walks Into a Brothel, right here: Follow her on Twitter and ask a question! https://twitter.com/AllisonSchrager Be sure to subscribe to our channel so you never miss an update: https://www.youtube.com/THECOMPOUNDRWM Follow us on Twitter: https://twitter.com/RitholtzWealth Follow us on Facebook: https://www.facebook.com/ritholtzwealth/ Talk to us about your portfolio or financial plan here: Hosted on Acast. See acast.com/privacy for more information. |
Mar 29, 2019 |
|
What will Warren Buffett do next (with Michael and Josh)
5:37
Bloomberg reporter Tara LaChapelle asks whether or not Warren Buffett will complete one last "elephant-sized" deal before calling it a career. He's 88 years old, so the clock is ticking. Join Michael Batnick and Downtown Josh Brown as they discuss the possibilities and a recent history of Buffett's acquisitions. Please jump in with your comments too, we'd love to hear what you think! You can read the full article here: Start every day The Compound News https://www.thecompoundnews.com/ Follow us on Twitter: https://twitter.com/RitholtzWealth Follow us on Facebook: https://www.facebook.com/ritholtzwealth/ Talk to us about your portfolio or financial plan here: Hosted on Acast. See acast.com/privacy for more information. |
Mar 27, 2019 |
|
Emergency Broadcast - Josh's announcement
10:30
Josh makes a big announcement to the staff of Ritholtz Wealth Management. Hosted on Acast. See acast.com/privacy for more information. |
Mar 25, 2019 |
|
Selling Big Winners (with Josh, Michael and Blair)
8:08
There you are, sitting on a massive gain in a big winning stock. And now it's become a large portion of your portfolio and your net worth increasingly depends upon that stock staying up. Now what? Diversification will rarely look as attractive in hindsight versus the huge gains that are possible from a big winning stock. And regret minimization is one of the most important strategies in finance given how our behavior affects our long term returns. In this episode of Live from the Compound, Certified Financial Planner Blair duQuesnay joins Michael Batnick and Josh Brown to discuss regret minimization techniques and how to rationalize selling a big winner. You can talk to Blair duQuesnay about your own portfolio and financial plan here: https://ritholtzwealth.com/team/blair-duquesnay/ Hosted on Acast. See acast.com/privacy for more information. |
Mar 17, 2019 |
|
Tadas Viskanta and Josh Brown on Voice and Mini-pods
5:17
Tadas Viskanta and Josh Brown discuss the future of communications within the investment business, and how the home speaker phenomenon is sure to change the game as it proliferates. If investors are using the voice-enabled internet more and more, it stands to reason that their financial advisors and asset managers will want a way to communicate with them there.
Hosted on Acast. See acast.com/privacy for more information. |
Feb 19, 2019 |
|
Ben Carlson on the Dreaded Earnings Recession
5:09
Ben Carlson and Josh Brown discuss the earnings recession.
Hosted on Acast. See acast.com/privacy for more information. |
Feb 19, 2019 |