The Compound and Friends
The Compound
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Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Friday for expert insight and hot takes on the latest in business and investing.
Available episodes
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Oldest first
1 day ago
The Dumb Money
On this TCAF Tuesday, Leif Abraham and Jannick Malling join Downtown Josh Brown (CEO, Ritholtz Wealth Management) to discuss the story of Public.com, and "The Dumb Money" events and meme stock craze of January 2021. Then join Downtown Josh Brown and Michael Batnick (Managing Partner, Ritholtz Wealth Management) for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance!
Thanks to Rocket Money for sponsoring this episode! Go to https://rocketmoney.com/compound for more info.
Watch this episode on YouTube: https://www.youtube.com/watch?v=FKnTZZCgJQc
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/
Learn more about your ad choices. Visit megaphone.fm/adchoices
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5 days ago
Jeremy Grantham, Bubble Historian
On episode 110 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jeremy Grantham to discuss: being the "Bubble Historian", Inflation, Modern Valuations, the Four most Dangerous Words, Real Estate, Impact Investing, and much more! Including a few extra words of wisdom.
Thanks to Public for sponsoring this episode! Go to https://www.public.com/compound to lock in a historic 5.5% yield on your cash.
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/
Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 19, 2023
The Biggest Mystery on Wall Street
On this TCAF Tuesday, Zeke Faux joins Downtown Josh Brown to discuss his new book Number Go Up: Inside Crypto's Wild Rise and Staggering Fall. Then, join Josh and Michael for an all-new episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this episode they discuss: when the recession will arrive, earnings season takeaways, oil prices, the Schwab/TD transition, the ARM IPO, and much more!
Thanks to YCharts for sponsoring this episode! Click the link below to register for YCharts’ webinar with Nick Maggiulli if you want to learn more about Proposals, and get 20% off your initial subscription when you start your free YCharts trial: https://ycharts.zoom.us/webinar/register/7416928946879/WN_OD3x5xyzQ7qWTrtGDChLFA#/registration
Watch this episode on YouTube: https://youtube.com/live/14rodMs08YA
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/
Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 15, 2023
Big Market Delusions
On episode 109 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rob Arnott in front of a live audience at Future Proof. They discuss: lessons from the tech bubble, smart beta, big tech valuations, Tesla and Nvidia, how AI might impact markets and the economy, and much more!
Thanks to KraneShares for sponsoring this episode. KraneShares and Rockefeller Asset Management are launching the Ocean Engagement ETF. This ETF invests in public companies with significant positive impact on oceans and ocean resources. Learn more at: https://kraneshares.com/ksea/
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/
Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 8, 2023
Only Tesla and Toyota will Survive
On episode 108 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Nick Colas to discuss: Q2 earnings, Moore's law, interest rates, the future of the automotive market, Steve Cohen, and much more!
Thanks to GraniteShares for sponsoring this episode. Visit Graniteshares.com to learn more about their single stock 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/
Learn more about your ad choices. Visit megaphone.fm/adchoices
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Sep 5, 2023
IPO Rundown With Aaron Dillon, Why the Bull Market Isn’t Finished Going Up
On this TCAF Tuesday, Aaron Dillon joins Downtown Josh Brown to discuss what's going on in the IPO market. Then, join Josh and Michael for an all-new episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this episode they discuss: seasonal corrections, SEC vs private capital, the ERC bubble, recession mentions, and much more!
Thanks to Rocket Money for sponsoring this episode! Go to https://www.rocketmoney.com/compound for more info.
Watch this episode on YouTube: https://youtube.com/live/resSxsu2Rfc
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/
Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 29, 2023
It’s Time to Buy Value Stocks Now
On this TCAF Tuesday, join Michael Batnick and Downtown Josh Brown for an all-new episode of What Are Your Thoughts and see what they have to say about: Grayscale's legal victory, Goldman selling its advisory business, earnings revisions, value stocks, Nvidia, the Instacart IPO, and much more!!
Thanks to Tropical Bros for sponsoring this episode! Use code COMPOUND20 at checkout for 20% off on everything they have, Polo's, Hawaiians, Swimsuits & quarter zips: https://tropicalbros.com/collections/animal-spirits
Watch this episode on YouTube: https://youtube.com/live/lrFYNYOTpKE
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/
Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 25, 2023
Will There Ever Be Another Warren Buffett?
On episode 107 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Guy Spier to discuss: lunch with Warren Buffett, value investing, managing a hedge fund, Berkshire after Buffett, the bull case for Ferrari, and much more!
Thanks to Public for sponsoring this episode. Visit https://public.com/compound for more information on how to earn 5+% interest with a treasury account on public.
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/
Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 22, 2023
Is Nvidia the New Tesla?
On this TCAF Tuesday, join Michael Batnick and Downtown Josh Brown for an all-new episode of What Are Your Thoughts and see what they have to say about: tech stocks, Elon Musk's shadow rule, Jackson Hole preview, interest rates, ARM, and much more! But first, hear what Josh has to say about the recent news out of Schwab and Goldman!
Thanks to Rocket Money for sponsoring this episode! Go to https://www.rocketmoney.com/compound for more info.
Watch this episode on YouTube: https://youtube.com/live/ylK9_oNIl78
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/
Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 18, 2023
The Year Everyone Got Wrong
On episode 106 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Balchunas and Jeremy Schwartz to discuss: the magnificent seven, the bond market, defined outcome ETFs, inflation, the spot bitcoin ETF saga, and much more!
Thanks to Kraneshares for sponsoring this episode. Register for the China Internet Triple Feature webinar at: https://kraneshares.com/webinars/china_internet_triple_feature_kweb_cweb_klip/
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/
Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 15, 2023
“Big Short” Investor Bets on a Crash
On this TCAF Tuesday, join Michael Batnick and Downtown Josh Brown for an all-new episode of What Are Your Thoughts and see what they have to say about: retail earnings, stock picking, interest rates, Michael Burry, revenues, the future of Paypal, and much more!
Thanks to YCharts for sponsoring this episode! Go to https://go.ycharts.com/animal-spirits-referral to learn more about their scenarios tool.
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/
Learn more about your ad choices. Visit megaphone.fm/adchoices
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Aug 11, 2023
Unlimited Alpha
On episode 105 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bob Elliott to discuss: Bob's time running money at Bridgewater, CPI, global macro, the labor market, why hedge funds are typically bearish, and much more!
Thanks to Xtrackers by DWS for sponsoring this episode. Learn more about their range of ETFs at: https://etf.dws.com/en-us/etf-products.
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…
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Aug 8, 2023
Six Reasons to Stay Worried
On this TCAF Tuesday, join Michael Batnick and Downtown Josh Brown for an episode of What Are Your Thoughts and see what they have to say about: reasons to worry, a buyable dip, higher rates, Buffett vs Icahn, earnings, Apple, and much more!
Thanks to Public for sponsoring this episode! Go to www.public.com/compound to lock in a historic 5.5% yield on your cash.
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 payme…
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Aug 4, 2023
Momentum
On episode 104 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Terranova and Mark Fisher to discuss: what it takes to be a trader, the energy sector, commodities, the US downgrade, treasuries, and much more!
Thanks to Birddogs for sponsoring this episode! Go to http://www.birddogs.com/thoughts or enter promo code THOUGHTS for a free Birddogs hat with every 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 Ri…
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Aug 1, 2023
Gangsta's Paradise
On this TCAF Tuesday, Michael Lombardi joins Michael Batnick and Downtown Josh Brown to discuss the state of the running back, Michael's latest book Football Done Right, and Aaron Rodgers on the Jets, but first, join Josh and Michael for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this episode they discuss: interest rates, big tech, a soft landing fakeout, the Fed, dividend investing, and more!
Thanks to Birddogs for sponsoring this episode! Go to http://www.birddogs.com/thoughts or enter promo code THOUGHTS for a free Birddogs hat with every 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 Managem…
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Jul 28, 2023
When in Doubt, Zoom Out
On episode 103 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by JC Parets to discuss: value vs growth, JC's favorite charts right now, volatility strategies, US homeowner equity, a strategist short squeeze, Lionel Messi in Miami, and much more!
Thanks to J.P. Morgan Asset Management for sponsoring this episode. To learn more about their ETF offerings, visit: www.jpmorganetfs.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 affi…
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Jul 25, 2023
What's Really Going On At Goldman Sachs?
On this TCAF Tuesday, Willam Cohan joins Downtown Josh Brown to discuss what's going on at Goldman Sachs. Then, at the 34:40 mark, join Josh and Michael for an all-new episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this episode they discuss: the earnings recession, the Dow's win streak, expensive stocks, the movie business, diverging sentiment, and more!
Thanks to Kraneshares for sponsoring this episode. For more information on KLIP, visit: https://www.kraneshares.com/klip/ and be sure to check out Ben and Michael's recent Talk Your Book with Kraneshares COO discussing the KLIP strategy: https://kraneshares.com/talk-your-book-internet-stocks-with-income/
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 f…
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Jul 21, 2023
We Have Lost All Sense of Decorum
On episode 102 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Sam Ro and Jack Raines to discuss: AI and the market, the meme economy, Nvidia's rollercoaster year, the earnings recession, financial charlatans, Berkshire's massive bet on Apple, and much more!
Thanks to Kraneshares for sponsoring this episode. Be sure to check out Kraneshares COO, Jonathan Shelon, on a recent episode of Animals Spirits: Talk Your Book. For more information on KLIP, visit: https://kraneshares.com/klip/
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…
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Jul 18, 2023
12 Things Everyone Got Wrong About Inflation
On this TCAF Tuesday, Barry Ritholtz joins Downtown Josh Brown to discuss his recent piece on 12 things everyone got wrong about inflation. Then, at the 29:00 mark, join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this episode they discuss: earnings season, a goldilocks period for equities, signals from the stock market, the new Hamptons, and much more!
Thanks to YCharts for sponsoring this episode. Check out YCharts Earnings Season Playbook for Q2 2023: https://get.ycharts.com/resources/blog/earnings-season-playbook-upcoming-earnings/?utm_source=Animal+Spirits
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 Batnic…
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Jul 14, 2023
Michael Cembalest Takes Us to School
On episode 101 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Cembalest to discuss the economy, AI stocks, the worst experiment in capital markets, the biggest risks to the market, the 2024 election, and much more! Michael Cembalest is the Chairman of Market and Investment Strategy for J.P. Morgan Asset Management.
This episode is sponsored by Horizon kinetics Medical ETF, which primarily invests in pharmaceuticals and biologics. To learn more, visit: https://horizonkinetics.com/app/uploads/Kinetics-Medical-ETF-1Q23.pdf
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 v…
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Jul 11, 2023
The Next Big Test for Stocks | WAYT
Join Downtown Josh Brown (CEO, Ritholtz Wealth Management) and Michael Batnick (Managing Partner, Ritholtz Wealth Management) for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this episode they discuss: inflation, consumer sentiment, IPOs, big tech dominance, and much more!
Thanks to Public for sponsoring this episode! Visit https://public.com/compound for more information on how to earn 5+% interest with a treasury account on public.
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 the…
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Jul 7, 2023
Episode 100 with Darren Rovell
On episode 100 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Darren Rovell to discuss layoffs at ESPN, sports betting, the memorabilia market, Threads vs Twitter, and much more!
This episode is sponsored by Public. Visit https://public.com/compound for more information on how to earn 5+% interest with a treasury account on public.
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…
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Jul 3, 2023
Leadership Wins: American Entrepreneurs
On this special July 4th episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Scott Neil (Founder, Horse Soldier Bourbon) and Shirl Penney (CEO of Dynasty Financial Partners) to discuss the special forces sent to Afghanistan in the aftermath of 9/11 (now known as the horse soldiers), entrepreneurship, the importance of hiring the right people, and much more!
This episode is presented by Jack Carr's new high-adrenaline thriller, Only the Dead. Pick up your copy at: https://www.simonandschuster.com/books/Only-the-Dead/Jack-Carr/Terminal-List/9781982181697?utm_source=the_compound&utm_medium=atria_display_ad&utm_content=&utm_campaign=only_the_dead_ad
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…
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Jun 30, 2023
The Quantum Realm
On episode 99 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ian Cassel to discuss microcap stocks, the state of the economy, how to analyze a company's management team, how investing is like golf, Silicon Valley on drugs, and much more!
This episode is presented by Jack Carr's new high-adrenaline thriller, Only the Dead. Pick up your copy at: https://www.simonandschuster.com/books/Only-the-Dead/Jack-Carr/Terminal-List/9781982181697?utm_source=the_compound&utm_medium=atria_display_ad&utm_content=&utm_campaign=only_the_dead_ad
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 vid…
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Jun 27, 2023
Stocks Are Overbought, so What? | WAYT
Join Downtown Josh Brown (CEO, Ritholtz Wealth Management) and Michael Batnick (Managing Partner, Ritholtz Wealth Management) for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this episode they discuss: equity flows, Compound sentiment, options euphoria, the travel boom, the luxury market, the worst stock out there, and much more!
Thanks to Future Proof for sponsoring this episode! Submit your Fintech Demo Drop application before July 7th here: https://9rcge6jsij8.typeform.com/to/HnyL5rOO and secure your ticket before August 15th: http://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 Ritho…
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Jun 23, 2023
Relative Strength
On episode 98 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Mark Newton to discuss market sentiment, buying the dip, the DeMARK Indicator, fundamental vs technical analysis, industrials, commodities, and much more!
Thanks to birddogs for sponsoring this episode! Go to birddogs.com/compound to get a free Yeti style tumbler with your order.
Special offer for The Compound listeners, receive exclusive access to all FS Insight research from Mark Newton, Tom Lee, and the entire team, along with all stock lists, webinars, and more using the following link: https://fsinsight.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 ma…
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Jun 16, 2023
The Bet
On episode 97 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ted Seides and Shana Sissel to discuss the FOMC meeting, how investors are using alternatives these days, the venture capital market, what's going on at Goldman Sachs, the Vision Fund's $32 billion loss, quiet luxury, and much more!
Thanks to Kraneshares for sponsoring this episode. Be sure to check out Kraneshares on Animals Spirits: Talk Your Book next week. For more information on KLIP, visit: https://kraneshares.com/klip/
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 so…
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Jun 9, 2023
Will AI Save the World?
On episode 96 of The Compound and Friends, Jill Schlesinger joins Michael Batnick and Downtown Josh Brown to discuss whether or not the bear market is over, the chances of Jamie Dimon running for president, Apple’s WWDC product unveil, the accredited investor rule, Artificial Intelligence, the state of the economy, and much more!
Thanks to Wisdom Tree for sponsoring this episode. For important information including objectives, risks, and performance visit http://wisdomtree.com/dgrw.
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 re…
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Jun 5, 2023
Black Swans, Stock Market Crashes and the Chaos Kings
On this special episode of Live from The Compound, Scott Patterson, Financial Journalist and Wall Street Journal Reporter, joins Michael Batnick and Josh Brown to discuss Scott's new book, Chaos Kings: How Wall Street Traders Make Billions in the New Age of Crisis.
Scott is a financial journalist, bestselling author, and Reporter for The Wall Street Journal. He has written two books about advanced computerized trading: Dark Pools and The Quants.
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 Mana…
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Jun 2, 2023
We Are Ready For Prime Time
On TCAF 95 Cathie Wood joins Michael Batnick and Downtown Josh Brown to discuss investing in innovation, AI fact vs fiction, how big Tesla can get, why Ark bought Nvidia in 2014, Zoom vs Google Meet vs Microsoft Teams, and much more!
Thanks to Flourish for sponsoring this episode. Advisors who are interested should check out flourish.com. Rates are subject to change and terms and conditions apply.
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 Rithol…
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May 26, 2023
Nvidia Breaks Away
On episode 94 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dror Poleg to discuss Nvidia's ascent, the AI explosion, the future of work, and much more!
Thanks to Public for sponsoring this episode. Go to https://public.com/compound to learn more about their new Treasury accounts.
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…
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May 19, 2023
Where is the Crash?
On episode 93 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Chris Davis and Morgan Housel to discuss the big wave of AI coming, the most important chart in the stock market, SVB insiders facing scrutiny, the worst startup investment ever, and much more!
Thanks to Kraneshares for sponsoring this episode. For more information on KLIP, visit: https://kraneshares.com/klip/#
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…
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May 12, 2023
ChatCPI
On episode 92 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dion Rabouin to discuss inflation, the Fed, the labor market, Robinhood earnings, the advent of 24/7 trading, and much more!
Thanks to Global X ETFs for sponsoring this episode. To learn more about their thematic strategies, visit: https://go.globalxetfs.com/l/750543/2023-05-02/8y4fqj
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 Manageme…
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May 9, 2023
Media Expert Ben Smith Tells All
On this special episode of Live from The Compound, Ben Smith, journalist and co-founder of Semafor, joins Michael Batnick and Josh Brown to discuss Ben's new book, Traffic, his new media entity Semafor, and much more!
Ben Smith is the Co-Founder and Editor-in-Chief of Semafor - a global news company. Ben is a former media columnist for the NYT and former Editor-in-Chief of Buzzfeed News. Ben just released his book Traffic which focuses on digital media in the 21st century.
Ben's book: https://www.penguinrandomhouse.com/books/678592/traffic-by-ben-smith/
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…
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May 5, 2023
Responsibly Reckless
On episode 91 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ian Dunlap and Leanna Haakons to discuss regional banks, the importance of Apple's earnings, how AI is changing the labor market, TEN STRAIGHT RATE HIKES, the Coinbase shareholder lawsuit, and much more!
Thanks to Birddogs for sponsoring this episode! Enter promo code "MICHAEL" and get a free Yeti style tumbler with every order: birddogs.com/michael.
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 Mana…
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May 1, 2023
The Business of DK Metcalf
On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by DK Metcalf and Joe McLean to discuss how professional athletes manage their money, building a brand off the field, that time DK chased down Budda Baker to prevent a touchdown, and 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…
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Apr 28, 2023
VWAP-er's Delight
On episode 90 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Shannon to discuss Volume-Weighted Average Price (VWAP), trading strategies, technical analysis, tech earnings, and much more!
Thanks to Public for sponsoring this episode. Go to https://public.com/compound to learn more about their new Treasury accounts.
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 fro…
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Apr 21, 2023
Ric Edelman Unplugged
On episode 89 of The Compound and Friends, Michael Batnick, Downtown Josh Brown, and Ben Carlson are joined by Ric Edelman to discuss regulators vs Bitcoin, advice for financial advisors looking to get in the content game, the 2023 banking crisis, the new 60/40, exponential technology, how AI will impact financial advice, longevity, and much more!
Thanks to Kraneshares for sponsoring this episode. For more information on KLIP, visit: https://kraneshares.com/klip/#
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 R…
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Apr 14, 2023
Somebody's gonna be wrong
On episode 88 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Liz Young to discuss building a career in finance, cooling inflation, the stages of a recession, whether the VIX still matters, commercial real estate, the credit crunch, and much more!
Thanks to Roundhill Investments for sponsoring this episode. For more information on BIGB and BIGT, including a prospectus and full list of holdings,
visit www.roundhillinvestments.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 R…
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Apr 7, 2023
That Wasn't the Bottom
On episode 87 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tony Dwyer to discuss how long an inverted yield curve can last, the unemployment rate and recession, bank lending standards, the Fed, commercial real estate, AI, and much more!
Thanks to Birddogs for sponsoring this episode! Enter promo code "COMPOUND" and get a free Yeti style tumbler with every order: https://www.birddogs.com/collections/pants?utm_source=youtube&utm_medium=influencer&utm_campaign=compoundshowandfriends
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 solel…
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Mar 31, 2023
Bearish but Priced In
On episode 86 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jurrien Timmer to discuss what's going on with banks, what's changed since Jurrien's 2022 TCAF appearance, the Fed and the market, S&P technicals, gold, Bitcoin, and much more!
Thanks to Public for sponsoring this episode. Go to https://public.com/ to learn more about their new Treasury accounts.
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 Wea…
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Mar 24, 2023
Jill On Money
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 Rit…
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Mar 20, 2023
Yes, This Is a Bailout of Credit Suisse
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…
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Mar 17, 2023
Bearishly Bullish
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 va…
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Mar 14, 2023
The Bank Run of 2023
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…
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Mar 10, 2023
Catch a Falling Knife
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 e…
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Mar 3, 2023
Dan Nathan Predicts Recession
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…
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Feb 17, 2023
High Conviction
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 p…
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Feb 10, 2023
Belski the Bull
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.…
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Feb 3, 2023
Sentiment Rally
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,…
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Jan 27, 2023
For Blood and Money
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 paymen…
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Jan 20, 2023
Fat Privilege
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…
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Jan 13, 2023
We Just Might Pull This Off
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 pa…
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Jan 6, 2023
It’s GLD, b*tch!
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…
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Dec 22, 2022
A Very Tom Lee Christmas | What Are Your Thoughts?
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 a…
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Dec 17, 2022
The Year of the Rug Pull
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
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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 invest…
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Dec 9, 2022
Live from Houston
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.
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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 di…
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Dec 2, 2022
The Game Has Changed
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.
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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…
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Nov 23, 2022
People Hate Inflation, but Unemployment Is Worse
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
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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…
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Nov 18, 2022
Worse Than Enron
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 Brow…
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Nov 11, 2022
The Day Inflation Broke
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 the…
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Nov 4, 2022
No pivot!
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…
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Oct 28, 2022
The One With Matt Levine and Mary Childs
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:…
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Oct 21, 2022
No Capitulation Necessary
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 disclai…
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Oct 14, 2022
Bad News is Good News
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/#
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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 Managemen…
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Oct 10, 2022
A Major Margin Call
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/
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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/
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Oct 7, 2022
This Is a Hitchcock Horror
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
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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 adverti…
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Oct 3, 2022
The Fastest Drop in Home Prices Since 2009
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.
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Sep 30, 2022
Wait 'Til The VIX Spikes
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/
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Sep 23, 2022
Live from MarketWatch
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/
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Sep 19, 2022
A Conversation with Michael Lombardi
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
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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:
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Sep 16, 2022
Live at Future Proof
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=f8843b0fc6f0ed7d35…
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Sep 9, 2022
The Battle to Remain Bullish
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/
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Sep 2, 2022
Store of Value
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/
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Aug 26, 2022
Would You Give Money to Adam Neumann?
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…
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Aug 19, 2022
Why Are You Even in the Market?
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: h…
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Aug 12, 2022
The Science of Hitting
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/
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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/
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Jul 22, 2022
Canary in the Coal Mine
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/tra…
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Jul 18, 2022
The Metaverse w/ Matthew Ball
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
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Jul 15, 2022
Responsibility Theater
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…
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Jul 8, 2022
Reverse Ponzi Scheme
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 advertisemen…
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Jul 1, 2022
The Higher the Vix, the Higher the Clicks
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-…
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Jun 24, 2022
The Great Reset
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.
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Jun 17, 2022
It Can't Really Get Worse
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…
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Jun 10, 2022
The Energy Bull Market Just Started
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=4e0…
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Jun 3, 2022
Zombieland
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/
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May 27, 2022
Why Is It Getting Dumber?
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/
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May 23, 2022
Live from The Compound with Michael Rapino
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
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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:
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May 20, 2022
This Is What the Bottom Sounds Like
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.
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May 13, 2022
We Haven’t Seen the Third Act Yet
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.
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May 6, 2022
Someone Is Blowing Up
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.
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Apr 29, 2022
Once Upon a Time in Boston
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
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Apr 22, 2022
Netflix and Churn
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
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Apr 15, 2022
Delete Your DMs
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
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Apr 11, 2022
Breaking Down the Threat Landscape
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/
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Apr 8, 2022
The Bogle Effect
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
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Apr 1, 2022
The Texas Hedge
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
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Mar 25, 2022
Never Buy New Lows, Never Short New Highs
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
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Mar 21, 2022
Chasing the Bond King
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
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Mar 18, 2022
Saint Patrick's Day Show
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
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Mar 11, 2022
Pulling Out
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
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Mar 4, 2022
Best Burger in NYC
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
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Feb 28, 2022
Ian Bremmer on What Investors Should Know About Ukraine and Russia
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
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Feb 25, 2022
Did the Stock Market Just Bottom?
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.
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Feb 18, 2022
Hedging Tail Risk
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.
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Feb 11, 2022
Turbulence Ahead
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.
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Feb 7, 2022
Fake Business with Tim Dillon
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/
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Feb 4, 2022
It Doesn't Matter Until It Matters
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/
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Jan 28, 2022
It’s Crypto Winter Again
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/
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Jan 21, 2022
Intangible Value
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/
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Jan 14, 2022
The New Face of Wealth
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!
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Jan 7, 2022
Can you get Covid in the metaverse?
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/
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Dec 23, 2021
A Very Compound Christmas
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
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Dec 17, 2021
2021 Surprises
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
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Dec 10, 2021
Expected Returns
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
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Dec 3, 2021
The Gang Launches a Crypto Index
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.
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Nov 19, 2021
Life, Liberty, and the Pursuit of Tokens
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!
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Nov 5, 2021
The Relentless Bid
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
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Oct 29, 2021
Meta Squid Game
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/
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Oct 22, 2021
Want-trepreneur
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
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Oct 15, 2021
The 60/40 Portfolio is Dead. Again.
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
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Oct 8, 2021
The Dopest Charts On Earth
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
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Oct 1, 2021
Bogle in the Streets, Batnick in the Sheets
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 securiti…
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Sep 24, 2021
Investopedia Brown
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/
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Sep 17, 2021
The Stock Market is Drunk
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/
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Sep 10, 2021
ETFs Break $9 Trillion
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/
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Sep 3, 2021
Signs of a Top
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/
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Aug 20, 2021
The Difference Between Traders and Ballplayers
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/
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Aug 13, 2021
Venture Capital Babies
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/
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Aug 6, 2021
Lil Fibonacci
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/
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Jul 30, 2021
Josh Is the Third Wheel
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/
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Jul 23, 2021
The Butterfly Effect
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/
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Jul 16, 2021
Dangerous Mansion Shortage Threatens America
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/
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Jul 9, 2021
Ultra High Net Worth
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/
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Jul 2, 2021
Sip the Kool-Aid
On this week's episode of The Compound & Friends, Michael Batnick, Dan McMurtrie, and Downtown Josh Brown discuss:
Trillion Dollar Companies
Market Expectations
Value and Interest Rates
Liquidity on the Decline
Buffett and Munger
The Wedding Boom
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/
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Jun 25, 2021
Economic Freakshow
On this week's episode of The Compound & Friends, Michael Batnick, Amelia Garland, Jeremy Schwartz, and Downtown Josh Brown discuss:
Powell on inflation
Do bonds still serve a purpose?
A Bitcoin ETF
In defense of lifestyle creep
California's rent forgiveness
Insane return expectations
And much more!
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/
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Jun 18, 2021
Get Back to Work
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/
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Jun 11, 2021
Bitcoin Thirstmonsters
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/
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Jun 4, 2021
Pilot
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/
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Apr 15, 2021
Should I buy the Coinbase IPO?
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/
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Apr 2, 2021
RWM Crosses $2 Billion in AUM, A New Investable Asset Class is Born with Dallas Tanner (CEO, Invitation Homes), Season Finale!
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 in…
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Mar 26, 2021
Wall Street Legend Joe Moglia's Next Act, Bill Sweet on President Biden's Tax Proposals
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/
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Mar 19, 2021
The Telehealth Revolution with Andrew Dudum (Hims & Hers Health) and Frankie Stella (Precision Pharmacy)
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/
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Mar 12, 2021
Stack the Odds in Your Favor (with Rich Bernstein), Dow Jones new high, measuring happiness (with Tony Isola)
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/
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Mar 5, 2021
"The Next Big Thing" and NFTs, Rising Rates, the legendary Mark Fisher and Joe Terranova
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/
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Feb 26, 2021
The Burning of Black Wall Street
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/
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Feb 19, 2021
My New Crypto Investment (with Greg King of Osprey Funds), The money revolution is here (with Tyrone Ross)
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!
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Feb 12, 2021
The Options Market is a Circus (with Dan Nathan) + The History You've Never Been Taught
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/
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Feb 5, 2021
Wall Street's First Black Millionaire (with Shane White), the Case for Buying Silver (with Peter Boockvar)
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/
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Jan 29, 2021
Pigs Get Slaughtered, Doing The Work with Rachel Robasciotti, GameStop Short Squeeze
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/
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Jan 22, 2021
How America Invests (with Vanguard's Ryan Barrows), Barry Ritholtz takes a victory lap, "That's fascinating"
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/
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Jan 15, 2021
Good at the Cyber (with Crowdstrike CEO George Kurtz), 3 tech stocks for 2021 (with hedge fund manager Eric Jackson), Impeachment - ANOTHER ONE
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/
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Jan 8, 2021
The Stock Market is Heartless
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/
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Jan 1, 2021
Have Some Fun in '21, Eddy Elfenbein's Buy List, Doug Boneparth on Survival in the New Year, Josh's Resolution
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:
https://bonefidewealth.com/
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…
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Dec 25, 2020
Custom Indexing is a Tidal Wave (with Patrick O'Shaughnessy)
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 ad…
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Dec 18, 2020
Brian Wesbury's Dow 35,000 call, Twenty Rules for Retirement Investing with Ben Carlson
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:
https://www.ftportfolios.com/
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 solicita…
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Dec 11, 2020
Scaramucci Returns To Wall Street, Josh's Rant On Trader Scams, Rob Arnott On The Tesla Bubble
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…
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Dec 4, 2020
Here Comes the Digital Dollar!
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/
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Nov 27, 2020
The Portfolio Puzzle of Our Lifetime
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!…
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Nov 20, 2020
The Year-End Melt-Up with Joe Terranova and John Roque, Momentum Stocks vs Small Caps, The Coin Flip You Won
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!
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Nov 13, 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
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!
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Nov 6, 2020
The Most Powerful Man in Washington Stays Put, How to Buy a Correction (with Tony Dwyer)
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/
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Oct 30, 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)
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!
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Oct 23, 2020
My Election Bet With Barry Ritholtz + How To Make Your First Venture Capital Investment
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!
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Oct 16, 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
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!
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Oct 9, 2020
Too much money, nowhere to put it (with Joe Terranova and U of Oregon Prof Tim Duy)
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!
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Oct 2, 2020
IPO Fever - a record breaking year for initial public offerings, with Kathleen Smith (Renaissance Capital) and Jay Heller (Nasdaq)
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 an…
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Sep 25, 2020
The Suburban Housing Boom is Only Getting Started (with Logan Mohtashami)
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!
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Sep 18, 2020
Investor's Guide To The Election (Linette Lopez and Bill Sweet), Snowflake Hot Take, Shorting Nikola (Michael Batnick)
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!
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Sep 11, 2020
Why Markets Crash In The Fall, The Luck Of Bill Gates (w/ Morgan Housel), Why We Don't Set Goals For Our Advisors
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.
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Sep 4, 2020
The Biggest Threat to Apple, Amazon, Microsoft, Facebook and Alphabet with Byrne Hobart (The Diff)
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!
https://diff.substack.com/
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Aug 27, 2020
Six Lessons from Pandemic Summer, Josh's Vaccine Trade, What Are Your Thoughts with Michael Batnick
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.
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Aug 21, 2020
When Berkshire Invests In Your Company, James Altucher Is A Genius, STORE Capital CEO Chris Volk
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.
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Aug 14, 2020
The Roaring 2020's with Dr. Ed Yardeni, Tesla stock split, Follow the Robinhood Money
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!
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Aug 7, 2020
Warren Buffett doesn't care about stock splits, should you? Peter Boockvar on inflation and the bull market in gold
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.
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Jul 31, 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
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!
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Jul 24, 2020
Yes it's a Bubble, DraftKings, Nikola, Bill Ackman, SPACs, Tesla's Index Run with Larry McDonald
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!
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Jul 17, 2020
The Beginning of Universal Basic Income, What Are Your Thoughts with Michael Batnick
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!
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Jul 10, 2020
Chinese stocks soar, the New Nifty Fifty, how Acorns taught 7 million people to save and invest
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!
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Jul 3, 2020
Long warehouses, short office buildings, What Are Your Thoughts with Michael Batnick, Hot Dogs and Jetskis
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?"
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Jun 26, 2020
The Giant Five, Undropping the Bomb, Interview with the Founder of Public
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.
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Jun 19, 2020
One Fifth of Investors Sold All Their Stocks: What Are Your Thoughts?
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!
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May 22, 2020
A Degenerate Gambler Walks Into a Stock Exchange and Ten Rules for Retirement Investing
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. Ma…
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May 14, 2020
Why Value Investing Will Never Die
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/
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May 8, 2020
Unlimited Economic Stimulus and the Yield Curve Indicator
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 in…
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May 1, 2020
How Amazon, Target and Walmart are Crushing It Right Now and How Millennials Are Buying Houses
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.
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Apr 22, 2020
Josh Brown, Michael Batnick, Cullen Roche
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.
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Apr 8, 2020
Heroes of the New Bear Market: What Are Your Thoughts?
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"
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Apr 6, 2020
The Only Black Swans with William Bernstein
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.
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Apr 1, 2020
Making Investment Decisions in a Crisis
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/
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Mar 25, 2020
The Fastest Bear Market of All Time
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!
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Mar 20, 2020
We are not going to participate in this recession
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.
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Mar 18, 2020
Live from the Compound (from Long Island)
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.
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Mar 4, 2020
Michael Sonnenshein: Inside the World's Largest Bitcoin Fund
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.
Josh's apology for rooting for corrections
Has the market bottomed or do we need a retest of the low?
Would rather know about a market bottom or a market top in advance?
Josh is reading about viruses and outbreaks around the clock, what's the point?
Zoom Media became a hot stock because of teleconferencing, and then traders bought the wrong ticker too - on purpose?
Why do people share their transactions on Venmo?
Every analyst now gets a base case, bull case and bear case - whatever happened to making a call and standing by it?
The Fed dropped a surprise interest cut of 50…
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Feb 24, 2020
Dan McMurtrie and Rich Greenfield
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.co…
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Feb 19, 2020
Josh Wants a Stock Market Correction: What Are Your Thoughts?
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.
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Feb 4, 2020
Lessons from Tesla Short Squeeze: What Are Your Thoughts? (with Josh and Michael)
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?
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Feb 3, 2020
Is now a good time to buy stocks? (with Michael and Nick Maggiulli)
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.
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Jan 31, 2020
How To Avoid Financial Fraud (with Barry, Michael, and Ben)
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
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Jan 28, 2020
What Long-Term Investors Can Learn From Traders (with Josh and Scott Redler)
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/
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Jan 21, 2020
The Next Trillion Dollar Stocks: What Are Your Thoughts? (with Josh and Michael)
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.
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Jan 16, 2020
The Dow Jones Smashes One Record After Another (with Josh and Michael)
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.
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Jan 8, 2020
What happens to the stock market during a time of war? (with Josh and Ben)
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/
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Jan 7, 2020
Adam Sandler’s Personal Finance: What Are Your Thoughts (with Josh and Michael)
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!
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Jan 3, 2020
How Things Go Viral (with Barry, Michael, and Derek Thompson)
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.”
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Dec 23, 2019
The Purpose of Money (with Barry and Jonathan Clements)
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.
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Dec 17, 2019
It Was Hard to Lose Money This Year: What Are Your Thoughts? (with Josh and Michael)
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.
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Dec 11, 2019
The Trick That Allows You To Spend Money Without Feeling Guilty (with Michael and Nick Maggiulli)
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/
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Dec 9, 2019
The Real Lives of Financial Advisors (with Josh, Michael, and Nina O'Neal)
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/noneal510
https://twitter.com/female_advisors
Read Nina's blog:
https://www.ninaoneal.com/
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Dec 4, 2019
The ETF Graveyard: What Are Your Thoughts? (with Josh and Michael)
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
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https://www.youtube.com/thecompoundrwm
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Dec 3, 2019
The Stock Market Doesn't Care How Hard You Try (with Barry, Michael, and Morgan Housel)
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
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Nov 27, 2019
What Happened to Hedge Funds? (with Michael and Ted Seides)
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.
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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:
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Nov 26, 2019
What the Schwab - TD Ameritrade Merger Means for Financial Advisors (with Josh and Michael)
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.
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