The Compound and Friends

The Compound and Friends

The Compound

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.See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/

Downside Surprises With Callie Cox, Buffett’s New Letter, Bitcoin Crashes

Downside Surprises With Callie Cox, Buffett’s New Letter, Bitcoin Crashes

On this TCAF Tuesday, Josh Brown is joined by Callie Cox to discuss the recent "growth scare" that's been bothering the stock market this month. Then at 35:21, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! Happy Birthday Josh!!This episode is sponsored by Betterment! Visit: http://Betterment.com/advisors to learn more! Sign up for The Compound Newsletter and never miss out!Instagram: https://instagram.com/thecompoundnewsTwitter: https://twitter.c

Feb 26, • 1:28:56

Live in Naples with Brian Belski

Live in Naples with Brian Belski

On episode 179 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski live from Naples Florida to discuss: portfolio construction, dividend stocks, the beneficiaries of AI, Brian's market outlook, the case for Canadian stocks, and much more!This episode is sponsored by Public. Fund your account in five minutes or less at https://public.com/compound and get up to $10,000 when you transfer your old portfolio.Sign up for The Compound Newsletter and

Feb 21, • 1:06:15

Global Stocks Lead, US Lags, How DOGE Layoffs Might Affect the Economy, Josh’s Breakout in Progress

Global Stocks Lead, US Lags, How DOGE Layoffs Might Affect the Economy, Josh’s Breakout in Progress

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! This episode is sponsored by Public! Visit: Public.com/WAYT and get up to $10,000 when you transfer your old portfolio.Sign up for The Compound Newsletter and never miss out! https://www.thecompoundnews.com/subscribeMerch: https://idontshop.com/Instagram: https://instagram.com/thecompoundnewsTwitter: https://twitter.com/thecompoundnewsLinkedIn: https://www.linkedin.com/company/th

Feb 18, • 53:17

It’s Not the Money, It’s the Mood

It’s Not the Money, It’s the Mood

On episode 178 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Robert Frank to discuss: how the richest people invest and spend their money, the wealth effect, how different generations view money, the soaring cost of vacations, the carried interest loophole, and much more!This episode is sponsored by Kelly Intelligence. To Learn more about the COWS and HCOW ETFs, visit: https://kellyintel.com/Sign up for The Compound Newsletter and never miss out!: ht

Feb 14, • 1:30:07

Mag 7 Falls Behind, How David Adelman Bought the 76ers, Bill Ackman Buys Uber

Mag 7 Falls Behind, How David Adelman Bought the 76ers, Bill Ackman Buys Uber

On this TCAF Tuesday, Josh Brown and Michael Batnick sit down with David Adelman, CEO of Campus Apartments, co-founder and Vice Chairman of FS Investments, and the founder of Darco Capital to discuss his early start in real estate investing, the growth of his portfolio, his experience in venture capital, and the mindset that has driven his massive success. Then at 49:25 hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick!This episode is sponsored by Kel

Feb 11, • 1:44:15

Stock Shortage

Stock Shortage

On episode 177 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by David Giroux of T. Rowe Price to discuss: David's outlook for stocks, the Barron's Roundtable, the opportunity in fixed income, earnings season, what it's like managing an ETF, and much more!This episode is sponsored by Themes ETFs. To learn more about their ETF offerings, visit: https://themesetfs.com/Sign up for The Compound Newsletter and never miss out!: https://www.thecompoundnews.com/

Feb 7, • 1:12:16

Disregarding Tariff Terror With Nick and Jessica, Palantir Explodes, Amazon and Alphabet Report Earnings

Disregarding Tariff Terror With Nick and Jessica, Palantir Explodes, Amazon and Alphabet Report Earnings

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research to discuss the Trump Tariffs, disruptive innovation, DeepSeek AI and the healthcare sector, and more. Then at 37:30, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick!This episode is sponsored by KraneShares and Rocket Money! To learn more about KraneShares, visit: https://kraneshares.com/kweb-suite/ Cancel your unwanted subscriptions today by v

Feb 5, • 1:31:50

Dan Ives: Still the First Inning for AI

Dan Ives: Still the First Inning for AI

On episode 176 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Ives to discuss: DeepSeek's impact on the market, Nvidia's growth outlook, Elon's bold Tesla prediction, and much more!This episode is sponsored by Public. Fund your account in five minutes or less at www.public.com/compound.Sign up for The Compound Newsletter and never miss out!: https://www.thecompoundnews.com/subscribeInstagram: https://instagram.com/thecompoundnewsTwitter: https://t

Jan 31, • 1:17:35

2025 Crypto Predictions with Pantera’s Franklin Bi, the AI Crash with Alex Kantrowitz

2025 Crypto Predictions with Pantera’s Franklin Bi, the AI Crash with Alex Kantrowitz

On this TCAF Tuesday, Josh Brown is joined by Franklin Bi, General Partner at Pantera Capital to discuss the regulatory changes and predictions for Crypto in 2025 following the executive order of the Trump administration "Strengthening American Leadership in Digital Financial Technology". Then at 49:11 hear an all-new episode of What Are Your Thoughts with Josh Brown, Michael Batnick, and special guest Alex Kantrowitz!This episode is sponsored by Public. Fund your account in five minute

Jan 28, • 1:48:05

The Blue Chips of Junk

The Blue Chips of Junk

On episode 175 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bob Elliott, Co-Founder, CEO, and CIO of Unlimited Funds to discuss: Netflix earnings, the labor market, tariff winners and losers, the case for TIPs, the right gold allocation, hedge-fund fees, and much more!This episode is sponsored by KraneShares! To learn more about the KraneShares Man Buyout Beta Index ETF, visit: https://kraneshares.com/buyoSign up for The Compound Newsletter and neve

Jan 24, • 1:37:52

How to Spot a Bottom in Stocks

How to Spot a Bottom in Stocks

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Michael Batnick and special guest Steve Strazza, Director of Research at All Star Charts!This episode is sponsored by The Compound Insider. For a chance to win a SIGNED copy of Josh’s new book, subscribe here: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnewsTwitter: https://twitter.com/thecompoundnewsLinkedIn: https://www.linkedin.com/company/the-compound-media/Investin

Jan 21, • 45:04

JC's Revenge

JC's Revenge

On episode 174 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by TCAF Legend JC Parets! They discuss luck vs skill in the market, the best performing asset of the 21st century (so far), risk-on indicators, JC's big short, the breakout in bank stocks, Bitcoin's consolidation, and much more!This episode is sponsored by FP Alpha. To learn more about their tax planning solution for advisors, visit: https://go.fpalpha.com/compoundSign up for The Compound News

Jan 17, • 1:32:10

Market Bubbles With Owen Lamont, Autonomous Vehicles Everywhere, Barron’s Roundtable

Market Bubbles With Owen Lamont, Autonomous Vehicles Everywhere, Barron’s Roundtable

On this TCAF Tuesday, Josh Brown is joined by Owen Lamont, Senior Vice President and Portfolio Manager at Acadian Asset Management to discuss his piece “The Seven Pillars of Market Bubbles". Then at 40:44, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick!This episode is sponsored by F/M Investments and Rocket Money! To learn more about F/m ETFs, visit: www.fminvest.com Cancel your unwanted subscriptions today by visiting: http://rocketmoney.com/compo

Jan 15, • 1:45:06

Dark Matter

Dark Matter

On episode 173 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Julie Hyman and Doug Boneparth to discuss: the rising 10-year, the real estate market, Presidential volatility, the labor market, private equity, quantum computing stocks, and much more!This episode is sponsored by VanEck. To learn more about VanEck's Uranium and Nuclear ETF, visit: http://www.vaneck.com/NLRInvesting involves the risk of loss. This podcast is for informational purposes only

Jan 10, • 1:26:27

Jensen's robots, Zuckerberg bends the knee, AI is the economy

Jensen's robots, Zuckerberg bends the knee, AI is the economy

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick as they talk AI, eye-catching charts, MuskCoin, the alchemists, Jensen Huang Keynote, and more!This episode is sponsored by Public and Rocket Money!Visit: http://Public.com/WAYT and lock in a 6% or higher yield with a Bond Account. Cancel your unwanted subscriptions today by visiting: http://rocketmoney.com/compound  Sign up for The Compound Newsletter and never miss out! https://

Jan 8, • 1:01:19

Why Brian Wesbury is Bearish

Why Brian Wesbury is Bearish

On episode 172 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Wesbury, Chief Economist at First Trust Advisors to discuss his outlook on 2025, Recessions, Monetary Policy, Bitcoin, being an Eagle Scout and more!This episode is sponsored by iShares by BlackRock! To learn more, visit: ishares.com/bitcoin!IBIT is the largest spot bitcoin ETP by AUM as of 11/30/24 and most traded spot bitcoin ETP by 20-day avg. trading volumes from 1/11/24-7/24/24.

Jan 3, • 1:30:25

The Biggest Winners and Losers of 2024

The Biggest Winners and Losers of 2024

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! Happy New Year Compound Nation!! Thanks for rocking with us!This episode is sponsored by Public! Fund your account in five minutes or less at Public.com/WAYT and get up to $10,000 when you transfer your old portfolio. Sign up for The Compound Newsletter and never miss out! https://www.thecompoundnews.com/subscribeInstagram: https://instagram.com/thecompoundnewsTwitter: https://tw

Dec 31, 2024 • 1:10:54

Ladies and Gentlemen, Mr. Harvey Schwartz

Ladies and Gentlemen, Mr. Harvey Schwartz

On episode 171 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Harvey Schwartz, CEO of Carlyle and former president of Goldman Sachs to discuss Harvey's remarkable journey through the financial industry. In this episode, Harvey tells us about his early career as a fitness instructor and cold-caller, lessons learned during the 2008 financial crisis, saving Goldman during the financial crisis, Carlyles current momentum, and the rise of private equity and

Dec 27, 2024 • 49:28

Cut Your Losses, Size up Your Winners

Cut Your Losses, Size up Your Winners

On episode 170 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Nick Colas, Co-Founder of DataTrek Research to discuss: the market's reaction to the latest Fed cut, if international stocks are worth the risk, the outlook for 2025, the latest in Tesla, the wisdom of Steve Cohen, and much more!This episode is sponsored by Global X and Public.To learn more about Global X’s entire suite of ETFs from covered calls, fixed income, emerging markets, and more, v

Dec 20, 2024 • 1:21:56

Stay Bullish on America With Nick Colas, Everyone’s Building AI Chips, Ringing the Bell

Stay Bullish on America With Nick Colas, Everyone’s Building AI Chips, Ringing the Bell

On this TCAF Tuesday, Josh Brown is joined by Nick Colas, co-founder of DataTrek Research, to discuss today's market vs the dot com bubble, U.S. Stocks compared to the rest of the world, top performing S&P financials, ROE machines, and more! Then, at 42:59, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!This episode is sponsored by Rocket Money! Cancel your unwanted subscriptions today by visiting: http://rocketmoney.com/compoundSign up for The Compo

Dec 18, 2024 • 1:39:46

Is Rick Rieder a Bond King?

Is Rick Rieder a Bond King?

On episode 169 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rick Rieder, Chief Investment Officer of Global Fixed Income and Head of the Global Allocation Investment Team at BlackRock. Hear all about how Rick got started in the industry, the future of fixed income, the Fed's successes and failures, private markets, and much more!This episode is sponsored by Public! Lock in a 6% or higher yield with a Bond Account at: https://public.com/compoundTake

Dec 13, 2024 • 1:05:45

CEOs and Trump with Jeff Sonnenfeld, quantum computing, Hawk Tuah coin

CEOs and Trump with Jeff Sonnenfeld, quantum computing, Hawk Tuah coin

On this TCAF Tuesday, Josh Brown is joined by Jeffrey Sonnenfeld to discuss: President Trump's economic policies, his relationship with the business community, the impact of tariffs, deregulation, and much more! Then, at 40:20 hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick with a special appearance by Caleb Silver, Editor in Chief at Investopedia!This episode is sponsored by Public! Visit: https://public.com/wayt and lock in a 6% or higher yield with a B

Dec 11, 2024 • 1:41:03

The Contrarian

The Contrarian

On episode 168 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Boockvar, CIO at Bleakley Financial Group, to discuss: the future of Bitcoin, Art Cashin's legacy, contrarian investing, the case for platinum, Chinese stocks, the most beaten down stocks in the market, and much more!This episode is sponsored by Astoria Portfolio Advisors! To learn more about ROE, visit: http://AstoriaAdvisorsETFs.com/ROE/Take the TCAF audience survey!Sign up for The

Dec 6, 2024 • 1:27:54

The Degen Dow, Trump’s Shadow Fed Chair With Jim Bianco, RIP Art Cashin

The Degen Dow, Trump’s Shadow Fed Chair With Jim Bianco, RIP Art Cashin

On this TCAF Tuesday, Josh Brown is joined by Jim Bianco, President and Macro Strategist at Bianco Research to discuss: the bond market, if Bitcoin could actually reach $13 million, the Fed's political dimension, and more! Then, at 39:45 hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!This episode is sponsored by YCharts! Visit: https://go.ycharts.com/compound and and get 20% off your initial YCharts Professional subscription when you start your free YCha

Dec 3, 2024 • 1:21:55

Watching credit spreads with Nick and Jessica, "Bessent Fever," the ponzi sleeve

Watching credit spreads with Nick and Jessica, "Bessent Fever," the ponzi sleeve

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss: bond spreads, investor confidence, the risks of excessive speculation, the U.S. labor market, valuations, and much more! Then, at 43:26, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!This episode is sponsored by Public. Discover how you can lock in a 6% or higher yield with a Bond Account at: http://public.com/waytWAYT survey: https:/

Nov 27, 2024 • 1:40:29

Old Man Yells at the Cloud

Old Man Yells at the Cloud

On episode 167 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Cliff Asness, of AQR Capital Management, to discuss: the less efficient market hypothesis, value investing, the quant world, private equity, and much more!This episode is sponsored by Public! Lock in a 6% or higher yield with a Bond Account at: https://public.com/compoundTake the TCAF audience survey!Sign up for The Compound Newsletter and never miss out!Instagram: https://instagram.com/the

Nov 22, 2024 • 1:44:52

Something's Going to Break, We Don't Know What

Something's Going to Break, We Don't Know What

On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Cembalest to discuss: what Trump's win means for stocks and the economy, how Democrats lost big on inflation, the biggest risks to the market in 2025, and much more!This episode is sponsored by Rocket Money. Visit: http://rocketmoney.com/compound and cancel your unwanted subscriptions today!Sign up for The Compound Newsletter and never miss out!Instagram: https://instagram.

Nov 19, 2024 • 1:18:28

Buy the Election, Sell the Inauguration

Buy the Election, Sell the Inauguration

On episode 166 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Adam Parker to discuss: the biggest risks to the market, David Einhorn on valuations, the Fed's next move, the dumbest chart ever, and much more!This episode is sponsored by KraneShares! Watch their post-election webinar with Terry Branstad at: http://kraneshares.com/compoundSign up for The Compound Newsletter and never miss out!Instagram: https://instagram.com/thecompoundnewsTwitter: https

Nov 15, 2024 • 1:12:55

S&P 6,000, Elon wins, replacing gensler, remembering Mac McQuown with Robin Wigglesworth

S&P 6,000, Elon wins, replacing gensler, remembering Mac McQuown with Robin Wigglesworth

On this TCAF Tuesday, Robin Wigglesworth of the Financial Times joins Josh Brown to discuss the passing of Mac McQuown, the founding Director of Dimensional Fund Advisors, and the history of market indexing. Then, at 33:18, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!Thanks to YCharts for sponsoring this episode! Make sure to catch Josh on the next YCharts webinar by signing up at: https://ycharts.zoom.us/webinar/register/6617303217309/WN_NtP3oRGISTqI

Nov 12, 2024 • 1:35:34

Katie Bar the Door

Katie Bar the Door

On episode 165 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Katie Stockton to discuss: the election's impact the market, the explosion in financial stocks, reasons to be cautious, small caps vs the S&P, the benefit of technical analysis, Bitcoin as a reserve currency, and much more!This episode is sponsored by VanEck. Learn more about the VanEck Uranium and Nuclear ETF (NLR) at: http://VanEck.com/NLRSign up for The Compound Newsletter and never

Nov 8, 2024 • 1:22:24

The Compound's Post-Election Special with Callie, Ben, Michael and Josh

The Compound's Post-Election Special with Callie, Ben, Michael and Josh

On this special episode of Live from The Compound, Michael Batnick and Downtown Josh Brown are joined by Ben Carlson and Callie Cox to discuss their post election investing ideas.This episode is sponsored by Rocket Money! Visit: http://rocketmoney.com/compound and cancel your unwanted subscriptions today!Sign up for The Compound Newsletter and never miss out!Instagram: https://instagram.com/thecompoundnewsTwitter: https://twitter.com/thecompoundnewsLinkedIn: https://www.linkedin.com/com

Nov 6, 2024 • 1:02:53

Trading the Election

Trading the Election

On episode 164 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jack Raines to discuss: earnings season, betting on the election, The Washington Post's subscriber exodus, red hot Reddit, Michael Saylor can't get enough Bitcoin, once a New Yorker always a New Yorker, and much more!This episode is sponsored by Public and BlackRock.Discover how you can lock in a 6% or higher yield with a Bond Account at: http://public.com/compound iShares launched three ne

Nov 1, 2024 • 1:12:49

The Real Reason Treasury Yields Rose With Nick and Jessica, Election Bets and Market Vol With Callie Cox

The Real Reason Treasury Yields Rose With Nick and Jessica, Election Bets and Market Vol With Callie Cox

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss the Election, current market valuations, the Federal Debt, and more! Then, at 34:22, hear an all-new episode of What Are Your Thoughts with Michael Batnick and guest host Callie Cox!Thanks to Public for sponsoring this episode! Lock in a 6% or higher yield with a Bond Account by visiting: https://public.com/waytSign up for The Compound newsletter and never miss out: ht

Oct 29, 2024 • 1:22:55

The Intelligent Investor

The Intelligent Investor

On episode 163 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jason Zweig of the Wall Street Journal to discuss: the best investing book ever written, what Ben Graham would think about today's market, buffered ETFs, Jason's last conversation with Charlie Munger, and much more!Thanks to Public for sponsoring this episode! Visit: https://public.com/compound to lock in a 6% or higher yield with a Bond Account.Sign up for The Compound Newsletter and never

Oct 25, 2024 • 1:24:32

The Battle for Pfizer Begins

The Battle for Pfizer Begins

On this special episode of The Compound and Friends, Robert Armstrong, US financial commentator for the Financial Times, joins Josh Brown to discuss the revelation that activist hedge fund Starboard Value has taken a billion dollar stake in Pfizer. Don't forget to sign up for The Compound Newsletter to receive Callie's free Election Chartbook! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-me

Oct 21, 2024 • 26:44

Strength Leads to Strength

Strength Leads to Strength

On episode 162 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies and Fernando Vidal of 3Fourteen Research to discuss: the perfect backdrop for gold, when to fade strategist price targets, overall market valuations, the bifurcated economy, and much more!Thanks to Global X for sponsoring this episode! To learn more about Global X’s entire suite of ETFs visit: https://www.globalxetfs.com/Sign up for The Compound Newsletter and never miss out!Ins

Oct 18, 2024 • 1:27:02

Bill Sweet on the Tax Time Bomb, the Bull Market Turns Two

Bill Sweet on the Tax Time Bomb, the Bull Market Turns Two

On this TCAF Tuesday, Ritholtz Wealth CFO Bill Sweet joins Josh Brown to discuss "The Tax Time Bomb", and what becomes of the tax cuts of late 2017, post election. Then, at 29:00, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! Thanks to YCharts for sponsoring this episode! Get 20% off your initial YCharts Professional subscription when you start your free YCharts trial and tell them WAYT sent you (new customers only): https://go.ycharts.com/which-asset-classes-

Oct 15, 2024 • 1:36:49

Living in a Post Cycle World

Living in a Post Cycle World

On episode 161 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, to discuss: inflation, the economy vs the market, the downside of a strong dollar, the problem with tariffs, and much more!Thanks to Public for sponsoring this episode! Visit: http://public.com/compound to lock in a 6% or higher yield with a Bond Account.Sign up for The Compound Newsletter and never miss out! https://www.

Oct 11, 2024 • 1:10:02

Tesla’s Taxi Day, Jobs Report Shocker, Dan Dolev on PayPal’s Comeback

Tesla’s Taxi Day, Jobs Report Shocker, Dan Dolev on PayPal’s Comeback

On this TCAF Tuesday, Mizuho fintech analyst Dan Dolev joins Josh Brown to discuss the potential earthquake coming for Visa and Mastercard, the reasons behind PayPal's big rally this year, why Affirm's genius founder Max Levchin is important to watch and Accenture as a "picks and shovels" play for investing in AI. Then, at 44:47, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!This episode is sponsored by Rocket Money! Visit: http://rocketmoney.com/compound and ca

Oct 8, 2024 • 1:47:51

The Myth of Cash on the Sidelines

The Myth of Cash on the Sidelines

On episode 160 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Sam Ro and Dan Greenhaus to discuss: the future of podcasting, the surge in Chinese stocks, what an "average" year in the market looks like, streaming vs cable, and much more!This episode is sponsored by Pacer ETFs. To learn more about the Cash Cows series of ETFs, visit: https://www.paceretfs.com/products/cowgSign up for The Compound Newsletter and never miss out! https://www.thecompoundne

Oct 4, 2024 • 1:38:50

Sam Stovall on the Year-End Rally, Millennium Wins by Not Losing, CVS Gets an Activist

Sam Stovall on the Year-End Rally, Millennium Wins by Not Losing, CVS Gets an Activist

On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Sam Stovall, Chief Investment Strategist of CFRA Research for a live Q&A! Then, at 41:53, hear an all-new episode of What Are Your Thoughts!This episode is sponsored by KraneShares and Public.. Visit: http://public.com/compound and discover how you can lock in a 6+% yield until 2028.. Visit: https://kraneshares.com/ to learn more about their innovative investment solutions tailored to three key pillars: China, Climat

Oct 1, 2024 • 1:47:12

Tom Lee Strikes Back

Tom Lee Strikes Back

On episode 159 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee of Fundstrat to discuss: Tom's Q4 outlook, what usually happens after Fed cuts, geopolitical risks, Chinese stocks, a history of drawdowns, and much more!This episode is sponsored by Global X. Visit https://www.globalxetfs.com/ to explore a lineup of more than 90 ETFs, along with insights to help you navigate a dynamic investing landscape.Access a 30-day free trial of FS Insight, ex

Sep 27, 2024 • 1:30:47

No Top in Sight, Chinese Stocks Explode, Nick Colas and Jessica Rabe on the Fed Cut

No Top in Sight, Chinese Stocks Explode, Nick Colas and Jessica Rabe on the Fed Cut

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss the Fed cut, recession indicators, the outlook for tech, and more! Then, at 44:54, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!This episode is sponsored by Rocket Money and Public.. Visit: http://public.com/compound and discover how you can lock in a 6+% yield until 2028.. Cancel your unwanted subscriptions today by visiting: http://

Sep 24, 2024 • 1:46:05

Live from Future Proof with Peter Mallouk

Live from Future Proof with Peter Mallouk

On episode 158 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Mallouk, President and CEO of Creative Planning. This episode was recorded in front of a live audience at Future Proof on 9/17/24.This episode is sponsored by Kraneshares. China Last Night powered by KraneShares is a daily note produced by the KraneShares research team led by Chief Investment Officer Brendan Ahern. Check it out at: https://chinalastnight.com/Sign up for The Compound N

Sep 20, 2024 • 37:52

Earning Man

Earning Man

On episode 157 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jurrien Timmer to discuss: the Fed's first cut, the labor market, economic indicators, the fall of Carl Icahn, and much more!This episode is sponsored by Public. Discover how you can lock in a 6.8% yield until 2028 with a Bond Account at: https://public.com/compoundSign up for The Compound Newsletter and never miss out! https://www.thecompoundnews.com/subscribeInstagram: https://instagram.com/thecom

Sep 13, 2024 • 1:18:08

BlackRock Reduces Risk, Apple Reaction, the Case for eBay, Yield Curve Un-Inverts

BlackRock Reduces Risk, Apple Reaction, the Case for eBay, Yield Curve Un-Inverts

On this TCAF Tuesday, hear Josh Brown and Michael Batnick discuss taking down risk, tech dilution, Apple reactions, and more on an all-new episode of What Are Your Thoughts!This episode is sponsored by YCharts! Subscribe to the YCharts blog to ensure you’re plugged into the latest insights, research, and market trends. Get 20% off your initial subscription when you start your free YCharts trial and tell them WAYT sent you (new customers only) : https://go.ycharts.com/compoundSign up for

Sep 10, 2024 • 1:01:21

A Career on Wall Street

A Career on Wall Street

On episode 156 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jill Schlesinger and Tony Dwyer to discuss: Tony's distinguished career in finance, 31 years of market returns, the Fed, Nvidia, the labor market, how the market might react to Trump vs Harris, and much more!This episode is sponsored by Themes ETFs. To learn more and access important risk disclosures, visit ThemesETFs.com.Sign up for The Compound Newsletter and never miss out! https://www.t

Sep 6, 2024 • 1:32:52

NVDA’s Mini-Crash, Dan Ives on AI, Josh’s New Book

NVDA’s Mini-Crash, Dan Ives on AI, Josh’s New Book

On this TCAF Tuesday, Josh Brown is joined by Dan Ives of Wedbush Securities to discuss Nvidia's latest earnings report, what sets Jensen Huang apart, what it would take for anyone to catch the AI leader, and much more! Then, at 31:33, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!This episode is sponsored by Rocket Money! Cancel your unwanted subscriptions today by visiting http://rocketmoney.com/compoundJosh's new book: You Weren't Supposed to See Tha

Sep 3, 2024 • 1:30:55

Time Heals

Time Heals

On episode 155 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Gunjan Banerji of The Wall Street Journal and Paul Hickey of Bespoke Investment Group to discuss: Nvidia earnings, the AI led market boost, the Fed's impending cut, politics and investing, and much more!This episode is sponsored by Public. Discover how you can lock in a 6.9% yield until 2028 with a Bond Account at: https://public.com/compound.Sign up for The Compound Newsletter and never mi

Aug 30, 2024 • 1:26:15

The First Rate Cut, Dan Loeb Buys Apple, Previewing Nvidia’s Earnings

The First Rate Cut, Dan Loeb Buys Apple, Previewing Nvidia’s Earnings

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They cover the upcoming Nvidia earnings report, the slowdown in leisure and hospitality spending, hedge fund manager Dan Loeb’s recent comments about Apple, an all-new make the case, mystery chart, and more!This episode is sponsored by Public. Make your savings work harder and earn an industry-leading 5.1% APY with a high-yield cash account on Public. Visit https://public.com/WAY

Aug 27, 2024 • 1:00:32

All the News That’s Fit to Print

All the News That’s Fit to Print

On episode 154 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by New York Times economics reporter Talmon Smith, and The Compound's very own Ben Carlson to discuss: inflation, the Fed, economic policy, the labor market, and much more!This episode is sponsored by Public. Make your savings work harder and earn an industry-leading 5.1% APY with a high-yield cash account on Public. Visit https://www.public.com/ to learn more!Sign up for The Compound Newslett

Aug 23, 2024 • 1:30:07

A bad omen, why Bitcoin moves with Nick and Jessica, Starbucks new CEO

A bad omen, why Bitcoin moves with Nick and Jessica, Starbucks new CEO

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of Datatrek, to discuss: what happened with the Japan carry trade, what to do with an elevated Vix, bitcoin vs gold, and much more! Then, at 39:14, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!This episode is sponsored by Public. Visit https://public.com/ to learn more about how you can earn 5.1% APY with a high-yield cash account.Sign up for The Compound newsletter and never miss out: ht

Aug 20, 2024 • 1:33:50

Bears Are Back

Bears Are Back

On this TCAF Tuesday, join Michael Batnick and Callie Cox for an all-new episode of What Are Your thoughts! They discuss: recession odds, bearish sentiment, household spending, individual stocks outperforming the S&P, and much more!Thanks to Rocket Money for sponsoring this episode! Visit http://rocketmoney.com/compound and cancel your unwanted subscriptions today! Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribeCheck out the latest i

Aug 13, 2024 • 43:22

The Dumbest Crash Ever

The Dumbest Crash Ever

On episode 153 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by fan favorites and TCAF legends JC Parets and Joe Fahmy to discuss: the Nikkei, buying green in a sea of red, the opportunity in industrials, the VIX spike, tips for traders during market corrections, and much more!This episode is sponsored by Global X. Visit https://www.globalxetfs.com/ to explore a lineup of more than 90 ETFs, along with insights to help you navigate a dynamic investing la

Aug 9, 2024 • 1:38:11

Stock Market Freakout, Claudia Sahm on the Sahm Rule, Buffett Sells Apple

Stock Market Freakout, Claudia Sahm on the Sahm Rule, Buffett Sells Apple

On this TCAF Tuesday, Josh Brown is joined by Claudia Sahm, Chief Economist at New Century Advisors and Founder of Sahm Consulting for a deep dive into the Sahm Rule and how it's shaking up the market. Then, at 27:18, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!Thanks to Public and YCharts for sponsoring this episode!Visit https://public.com/ to learn more about how you can earn 5.1% APY with a high-yield cash account.Subscribe to the YCharts Advisor

Aug 6, 2024 • 1:27:44

The Tech Unwind

The Tech Unwind

On episode 152 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bryn Talkington, or Requisite Capital Management, and Athanasios Psarofagis, of Bloomberg Intelligence, to discuss: Fed day, the tech unwind, who is buying levered ETFs, nonfarm payroll, small caps, and much more!This episode is sponsored by Calamos. To learn more about the Calamos Alternative Nasdaq & Bond ETF, visit: https://www.calamos.com/funds/etf/calamos-alternative-nasdaq-and-bond-canq/Sign u

Aug 2, 2024 • 1:39:50

Biggest Week Ever, Surprises With Nick and Jessica, IPOs Are Back With Aaron Dillon

Biggest Week Ever, Surprises With Nick and Jessica, IPOs Are Back With Aaron Dillon

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss how the market fares in election years, the seasonality of the Vix, and much more! Then, at 34:05, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick with a special appearance by Aaron Dillon to talk IPOs!Thanks to Public for sponsoring this episode. Visit https://public.com/ to learn more about how you can earn 5.1% APY with a high-yield c

Jul 30, 2024 • 1:42:09

Ethereum ETFs Are Here

Ethereum ETFs Are Here

On episode 151 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Matt Hougan, CIO of Bitwise Asset Management, to discuss: the launch of Ethereum ETFs, Bitcoin vs USD, crypto regulation, tokenized money market funds, and much more!This episode is sponsored by Public. Make your savings work harder and earn an industry-leading 5.1% APY with a high-yield cash account on Public. Visit https://public.com/ to learn more!Sign up for The Compound Newsletter and

Jul 26, 2024 • 1:27:21

Consumer Delinquencies Rise, Alphabet and Spotify Earnings, the Wolf Is at the Door for AUM Fees

Consumer Delinquencies Rise, Alphabet and Spotify Earnings, the Wolf Is at the Door for AUM Fees

On this TCAF Tuesday, Josh Brown is joined by Sean Allocca, Senior Editor for The Daily Upside to discuss wealth management, the future of AUM fees, cash sweep, and much more! Then, at 32:00 hear all about Tesla, Google, and Spotify earnings on an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!Thanks to Rocket Money for sponsoring this episode! Visit http://rocketmoney.com/compound and cancel your unwanted subscriptions today! More from Sean: https://www.thedail

Jul 23, 2024 • 1:30:49

Small Caps Rip

Small Caps Rip

On episode 150 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Todd Sohn, ETF and Technical Strategist at Strategas, to discuss: small cap stocks, the odds of tech stocks faltering, semiconductors, cash off the sidelines, thematic ETFs, Trump economics, and much more!This episode is sponsored by STF Management. Learn more about the STF Tactical Growth and Income (TUGN) ETF at: https://stfm.com/etf/tugn/Sign up for The Compound Newsletter and never miss out! htt

Jul 19, 2024 • 1:31:39

The Stock Market Votes Trump, Bank Earnings, AI Skeptics

The Stock Market Votes Trump, Bank Earnings, AI Skeptics

On this TCAF Tuesday, join Josh Brown and Michael Batnick for an all-new episode of What Are Your Thoughts! They discuss bank earnings, AI skeptics, housing stocks, the presidential election, stock market news, and more! Thanks to Public for sponsoring this episode. Visit https://public.com/ to learn more about how you can earn 5.1% APY with a high-yield cash account. The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt Sign up for The Comp

Jul 16, 2024 • 1:00:53

Is Neil Dutta Too Hot???

Is Neil Dutta Too Hot???

On episode 149 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neil Dutta, Head Economist at Renaissance Macro Research, to discuss: the Federal Reserve, small caps catching a bid, how worried we should be about recession, the economic implications of the presidential election, and much more!This episode is sponsored by Kraneshares. To learn more about their KFA Mount Lucas Managed Futures Index Strategy (ticker KMLM), visit: https://kfafunds.com/kmlm/

Jul 12, 2024 • 1:11:45

The Most Bullish Thing, CrowdStrike CEO George Kurtz, the Case for Financial Stocks

The Most Bullish Thing, CrowdStrike CEO George Kurtz, the Case for Financial Stocks

On this TCAF Tuesday, Josh Brown is joined by George Kurtz, founder, president and CEO of CrowdStrike for a wide-ranging discussion about cyber security, delivering for shareholders, the opportunities around AI, and more. Then, at 38:55 hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!Thanks to YCharts for sponsoring this episode! Visit: https://go.ycharts.com/compound to learn more! The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-

Jul 9, 2024 • 1:31:36

Wall Street Reacts to Trump vs Biden, Nike Blows Up, Summer Storms Are Coming

Wall Street Reacts to Trump vs Biden, Nike Blows Up, Summer Storms Are Coming

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They discuss the blow up in Nike, BlackRock's new acquisition, Trump vs Biden, US stocks > EU stocks, and much more! Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/compound and cancel your unwanted subscriptions today!  The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt Sign up for The Compound ne

Jul 2, 2024 • 53:36

Jeremy Spoke on TCAF Today

Jeremy Spoke on TCAF Today

On episode 148 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Professor Jeremy Siegel, the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania, and Jeremy Schwartz, CIO of Wisdom Tree, to discuss: Professor Siegel's legendary book Stocks for the Long Run, what the Fed should do next, the best way to beat inflation, the housing market, AI stocks vs the tech bubble, what happened to small caps, and much more!Th

Jun 28, 2024 • 1:22:43

Hottest Stocks of the Year, Nvidia Tops Out, Predicting Recessions With Nick and Jessica

Hottest Stocks of the Year, Nvidia Tops Out, Predicting Recessions With Nick and Jessica

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss the biggest misconceptions in the market, Nvidia and tech overcrowding, energy and oil stocks, the Sahm Rule Recession Indicator, and more! Then, at 37:22, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!Thanks to Public for sponsoring this episode! Visit https://public.com/ to learn more! The Compound x Tropical Bros: https://tropicalbr

Jun 25, 2024 • 1:28:29

Aggressively Neutral

Aggressively Neutral

On episode 147 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Lori Calvasina, Head of US Equity Strategy at RBC Capital Markets, to discuss: small cap stocks, Nvidia's valuation, waning short interest, potential upside surprises, mortgage rates, and much more!This episode is brought to you by Goldman Sachs Asset Management. Learn more about Goldman Sachs Asset Management Premium Income ETFs at: https://www.gsam.comInstagram: https://instagram.com/thec

Jun 21, 2024 • 1:21:17

Netflix and Disney With Alex Sherman, Crypto Takes Washington, Can the S&P 500 Hit 6,000 This Year?

Netflix and Disney With Alex Sherman, Crypto Takes Washington, Can the S&P 500 Hit 6,000 This Year?

On this TCAF Tuesday, Josh Brown is joined by Alex Sherman, Media Reporter for CNBC, to discuss: how Bob Iger is trying to right the Disney ship, the streaming landscape, NBA rights, and more. Then, at 43:57 hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!Thanks to Public for sponsoring this episode! Visit https://public.com/ to learn more! The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirtSign up for

Jun 18, 2024 • 1:40:37

Get out of Cash

Get out of Cash

On episode 146 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alicia Levine, Head of Investment Strategy & Equities at BNY Wealth, to discuss: the FOMC meeting, inflation, rising valuations, the biggest risk to the market, GameStop, and much more!This episode is sponsored by Public. Make your savings work harder and earn an industry-leading 5.1% APY with a high-yield cash account on Public. Visit https://public.com/ to learn more!Instagram: https:

Jun 14, 2024 • 1:22:25

Apple’s AI Explosion, Kyla Scanlon on the Economy, Roaring Kitty Strikes Out

Apple’s AI Explosion, Kyla Scanlon on the Economy, Roaring Kitty Strikes Out

On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Kyla Scanlon, Founder of Bread to discuss her new book In This Economy? – an illustrated guide to how money and markets really work. Then, at 36:40 hear an all-new episode of What Are Your Thoughts with Josh and Michael! Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/compound and cancel your unwanted subscriptions today! The Compound x Tropical Bros: https://tropicalbros.com/products/super-str

Jun 11, 2024 • 1:31:48

Reasons to keep Nvidia, Amazon and Apple

Reasons to keep Nvidia, Amazon and Apple

On episode 145 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Jackson and Alex Kantrowitz to discuss: the return of Roaring Kitty, Apple and the WWDC, what an AI powered phone might look like, the best bear argument for Nvidia, the Tesla drawdown, if Elon Musk's days as CEO are numbered, and much more!This episode is sponsored by Kraneshares. They're doing a webinar on June 11 at 10am ET with former US Ambassador to China under the Trump Administ

Jun 7, 2024 • 1:34:33

Earning Stock Rewards With Bill Capuzzi, Indian Stocks Hit New Highs, Jamie Dimon vs Private Credit

Earning Stock Rewards With Bill Capuzzi, Indian Stocks Hit New Highs, Jamie Dimon vs Private Credit

On this TCAF Tuesday, Josh Brown is joined by Bill Capuzzi, CEO of Apex Fintech Solutions to discuss the future of fintech and how shopping can earn you free shares of stock. Then, at 38:55, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!Thanks to YCharts for sponsoring this episode! Visit https://go.ycharts.com/compound to get 20% off your initial YCharts Professional subscription when you start your free YCharts trial through The Compound (new customer

Jun 4, 2024 • 1:38:02

Stephanie Link's Favorite Stocks

Stephanie Link's Favorite Stocks

On episode 144 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Stephanie Link, CIO and Head of Investment Solutions at Hightower Advisors, to discuss: what it's like to work with Jim Cramer, signs of a top in Nvidia, other ways to invest in AI, the Fed, the housing market, and much more!This episode is sponsored by Public. Make your savings work harder and earn an industry-leading 5.1% APY with a high-yield cash account on Public. Visit https://public.com/ to l

May 31, 2024 • 1:26:49

Biggest Risk Right Now, Nvidia Is a Circus, T+1 Settlement Is Here

Biggest Risk Right Now, Nvidia Is a Circus, T+1 Settlement Is Here

On this TCAF Tuesday, Josh Brown and Michael Batnick are back with an all-new episode of What Are Your Thoughts! They discuss the biggest risk to the stock market, T-Bills, earnings season, Synapse chapter 11, Amazon vs Nvidia, and more!Thanks to Public for sponsoring this episode! Visit https://public.com/ to learn more!Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribeCheck out the latest in financial blogger fashion at The Compound shop:

May 28, 2024 • 49:44

Joe Moglia on the State of the Brokerage Industry

Joe Moglia on the State of the Brokerage Industry

On episode 143 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Moglia, former CEO and Chairman of the Board at TD Ameritrade, as well as the former Head Football Coach and current Chairman of Athletics at Coastal Carolina University. They discuss: how Joe went from coaching to Wall Street, the brokerage industry, what's next for Nvidia, the meme trade part 2, college athletics, and much more!This episode is sponsored by Global X and VRGL.Visit http

May 24, 2024 • 1:21:49

Technicals Say Everything Rally Is Now Underway, Bill Smead Says Large Cap Tech Is a Ticket to Purgatory, Buffett Gets Cautious

Technicals Say Everything Rally Is Now Underway, Bill Smead Says Large Cap Tech Is a Ticket to Purgatory, Buffett Gets Cautious

On this TCAF Tuesday, Josh Brown is joined by Bill Smead, founder and chief investment officer at Smead Capital to discuss Bill's market outlook, why he thinks Warren Buffett is bearish, what history tells us about the AI boom, and much more! Then, at 38:34, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions by going to https://rocketmoney.com/compoundSign up for The Compo

May 21, 2024 • 1:32:53

Doug Ellin, Creator of Entourage, Sits Down With Michael and Josh Live From Los Angeles

Doug Ellin, Creator of Entourage, Sits Down With Michael and Josh Live From Los Angeles

On this special episode of TCAF recorded in front of a live audience in LA, Josh Brown and Michael Batnick are joined by Doug Ellin, screenwriter and director, known best for creating the HBO television series Entourage. They discuss how Doug got started in the business and what Entourage fans have to look forward to down the road.Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribeCheck out the latest in financial blogger fashion at The Comp

May 20, 2024 • 34:55

The Regret Zone

The Regret Zone

On episode 142 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Packy McCormick, founder of Not Boring, to discuss: the AI space, tech spending, the venture capital landscape, defense tech, what's next for Sam Bankman-Fried, and much more!This episode is sponsored by Public. Visit https://public.com/ to learn more!Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribeCheck out the latest in financial blogger fa

May 17, 2024 • 1:20:13

Return of the Meme Stocks, Big AI Announcements, Solving a Market Mystery With Nick Colas and Jessica Rabe

Return of the Meme Stocks, Big AI Announcements, Solving a Market Mystery With Nick Colas and Jessica Rabe

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss the market making new highs, "sell in May and go away", the longest-running unsolved mystery on Wall Street, earnings, venture capital, and more! Then, at 37:49, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick!Thanks to YCharts for sponsoring this episode! YCharts is always one step ahead of the game with free resources and this time is no differ

May 14, 2024 • 1:38:58

Where is Netflix’s Marvel Studios?

Where is Netflix’s Marvel Studios?

On this episode of Great Quarter Guys, Josh Brown and Michael Batnick, are joined by Julia Alexander, Head of Parrot IQ at Parrot Analytics to discuss earnings reports from Netflix, Warner Bros. Discovery, Disney, Paramount, and more!Thanks to Public for sponsoring this episode! Visit https://public.com/ to learn more!Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribeCheck out the latest in financial blogger fashion at The Compound shop: ht

May 13, 2024 • 58:30

Hall of Fame Bull Market

Hall of Fame Bull Market

On episode 141 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski of BMO to discuss: S&P price targets, financial indicators, the housing market, BREIT, unemployment, the possibility of a hall of fame bull market, and much more!This episode is sponsored by WisdomTree. Visit wisdomtree.com/dgrw to learn more about the WisdomTree U.S. Quality Dividend Growth FundSee https://www.wisdomtree.com/investments/etfs/equity/dgrw for more informatio

May 10, 2024 • 1:25:02

Berkshire After Buffett, Disney Disappoints, Matt Belloni Live From LA

Berkshire After Buffett, Disney Disappoints, Matt Belloni Live From LA

On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Matt Belloni, Founder of Puck.News and host of The Town to discuss the entertainment and streaming industry, Paramount, YouTube vs Amazon Prime, Disney, advertising, who will survive, and more! Then, at 47:44, hear an all-new episode of What Are Your Thoughts with Josh and Michael!Thanks to KraneShares for sponsoring this episode! Visit: https://kraneshares.com/ to learn more!Thanks to Public for sponsoring this episode!

May 7, 2024 • 1:39:05

Priced to Perfection

Priced to Perfection

On episode 140 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jeff deGraaf of RenMac to discuss: technical analysis, the momentum factor, the outlook for Apple, RenMac's Market Cycle Clock, the Fed, Starbucks earnings, and much more!This episode is sponsored by Global X. Visit https://www.globalxetfs.com/ to explore a lineup of more than 90 ETFs, along with insights to help you navigate a dynamic investing landscape.Sign up for The Compound newsletter

May 3, 2024 • 1:33:33

"Did the stock market top in March?" asked and answered by Nick Colas and Jessica Rabe (DataTrek Research)

"Did the stock market top in March?" asked and answered by Nick Colas and Jessica Rabe (DataTrek Research)

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss the energy market, inflation, and how to prepare for the next recession.This episode is brought to you by Rocket Money. Cancel your unwanted subscriptions by going to: https://www.rocketmoney.com/compoundBuy your ticket for TCAF live in LA!Instagram: https://instagram.com/thecompoundnewsTwitter: https://twitter.com/thecompoundnewsInvesting involves the risk of loss. Th

Apr 23, 2024 • 32:59

The Market's Going Down Like Free Beer

The Market's Going Down Like Free Beer

On episode 139 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Art Hogan and The Compound's own, Ben Carlson! They discuss geopolitics and the market, the outlook for energy stocks, the no landing scenario, the housing market, and much more!This episode is sponsored by Public. Visit https://public.com/ to learn more!Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribeCheck out the latest in financial blogger

Apr 19, 2024 • 1:32:22

Scott Galloway on Building Wealth, Is Apple in Trouble, Geopolitical Risks

Scott Galloway on Building Wealth, Is Apple in Trouble, Geopolitical Risks

On this TCAF Tuesday, Join Josh Brown and Michael Batnick for a conversation with Professor Scott Galloway, author of the new book The Algebra of Wealth. Then, at 41:11, hear an all-new episode of What Are Your Thoughts with Josh and Michael!Thanks to Public for sponsoring this episode! Visit https://public.com/ to learn more! Buy your ticket for TCAF in LAInstagram: https://instagram.com/thecompoundnewsTwitter: https://twitter.com/thecompoundnewsPublic Disclosure: Options are not suit

Apr 16, 2024 • 1:43:58

Rates Might Go Higher

Rates Might Go Higher

On episode 138 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dion Rabouin and Callie Cox to discuss: the Fed's next move, why inflation is so stubborn, Larry Fink's shareholder letter, the craziest meme stock yet, why people play the lottery, the problem with housing, and much more!This episode is sponsored by Global X. Visit https://www.globalxetfs.com/ to explore a lineup of more than 90 ETFs, along with insights to help you navigate a dynamic inve

Apr 12, 2024 • 1:31:04

Mike Francesa drops by, Jamie Dimon's letter, stock market shortage, the case for AppLovin

Mike Francesa drops by, Jamie Dimon's letter, stock market shortage, the case for AppLovin

On this TCAF Tuesday, Downtown Josh Brown and Michael Batnick are joined by the king of sports radio Mike Francesa to discuss how Mike helped create sports radio as we know it, what the Ohtani scandal could mean for baseball, bad coaches, Mike's favorite sports movies of all time. Then, at 01:01:11, hear an all-new episode of What Are Your Thoughts with Josh and Michael! They discuss earnings season, the shrinking stock market, Jamie Dimon's shareholder letter, buying at all-time highs,

Apr 9, 2024 • 2:00:57

Salt of the Earth

Salt of the Earth

On episode 137 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Meb Faber, co-founder and Chief Investment Officer of Cambria Investment Management to discuss: hedging market risk, dividends vs buybacks, trend following, momentum stocks, international markets, the ETF landscape, and much more!This episode is sponsored by AdvisorShares! Visit https://advisorshares.com/etfs/dwus/ to learn more!Sign up for The Compound newsletter and never miss out: https:

Apr 5, 2024 • 1:30:03

Investing Ideas From Jason Hsu, a Stock Market “As Good as It Gets”, Why the Fed Should Stop Talking

Investing Ideas From Jason Hsu, a Stock Market “As Good as It Gets”, Why the Fed Should Stop Talking

On this TCAF Tuesday, Downtown Josh Brown and Michael Batnick are joined by Jason Hsu, Chairman & Chief Investment Officer at Rayliant, to discuss international markets and how to invest in friendshoring. Then, at 43:54, hear an all-new episode of What Are Your Thoughts with Josh and Michael! They discuss Tesla, oil stocks, small caps breaking out, Jerome Powell, Trump's stock, and more!Thanks to YCharts for sponsoring this episode! Visit https://go.ycharts.com/2024-advisor-client-c

Apr 2, 2024 • 1:40:11

High Conviction Stocks

High Conviction Stocks

On episode 136 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Davidowitz of Polen Capital to discuss: Sam Bankman-Fried's prison sentence, equity valuations, the problem with Apple, the bull case for Amazon, how Netflix became the king of streaming, potential challenges ahead for Nvidia, remembering Daniel Kahneman, and much more!This episode is brought to you by Rocket Money. Cancel your unwanted subscriptions by going to: https://rocketmoney.com

Mar 29, 2024 • 1:40:45

Big Opportunities in Corporate Bonds With Dave Albrycht

Big Opportunities in Corporate Bonds With Dave Albrycht

On this special episode of The Compound and Friends taped live at Future Proof Retreat, Michael Batnick and Downtown Josh Brown are joined by Dave Albrycht, President and CIO of Newfleet Asset Management to discuss: the fixed income landscape, private credit, commercial real estate, and much more!Thanks to Rocket Money for sponsoring this episode! Visit https://rocketmoney.com/compound and cancel your unwanted subscriptions today!Sign up for The Compound newsletter and never miss out: h

Mar 26, 2024 • 41:59

If You're Not Bullish Now...

If You're Not Bullish Now...

On episode 135 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Liz Young of SoFi to discuss: the Fed, Nvidia's new chip and where the stock goes from here, what could change the bullish market environment, the mixtape generation, and much more!This episode is brought to you by TBIL and the US Benchmark Series. To learn more, visit: https://www.ustreasuryetf.com/Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subs

Mar 22, 2024 • 1:25:42

Nvidia's AI Woodstock, Office RE crash, avoid equal-weighting Nick Colas and Jessica Rabe

Nvidia's AI Woodstock, Office RE crash, avoid equal-weighting Nick Colas and Jessica Rabe

On this TCAF Tuesday, Downtown Josh Brown is joined by Nick Colas and Jessica Rabe from DataTrek Research to discuss a unique market moment, finding outperformance in emerging markets, cap-weighted vs equal weighted, and Elon Musk's next big business. Then, at 32:16, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! They discuss the Woodstock of AI, office real estate, the mania in options trading, solar stocks crashing, and much more!Thanks to Public for

Mar 19, 2024 • 1:40:03

Inflation in Plain English

Inflation in Plain English

On episode 134 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Boockvar and Dan Greenhaus to discuss: inflation, the Fed, stock market bubbles, Tesla, short sellers, international stocks, banning TikTok, and much more!This episode is brought to you by Franklin Templeton, manager of 70-plus ETFs in the US, including EZBC, Franklin Bitcoin ETF. To learn more, visit: https://www.franklintempleton.com/Sign up for The Compound newsletter and never miss out: ht

Mar 15, 2024 • 1:35:57

Finding the next Mag 7 stocks, Europe rallying with Drew Dickson

Finding the next Mag 7 stocks, Europe rallying with Drew Dickson

On this TCAF Tuesday, Downtown Josh Brown is joined by Drew Dickson of Albert Bridge Capital to discuss the rally in European stocks. Then, at 39:49, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! They discuss inflation, permabears, Nvidia, the next Mag 7 stocks, the magazine cover indicator, and much more!Thanks to Rocket Money for sponsoring this episode. Cancel your unwanted subscriptions by going to: https://rocketmoney.com/compoundCheck out the lat

Mar 12, 2024 • 1:47:19

Will It End Badly?

Will It End Badly?

On episode 133 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Todd Sohn of Strategas to discuss: the top ETFs to gauge market conditions, what the future holds for Nvidia, money market funds, how the VIX impacts returns, small caps, and much more!Thanks to the Tema Cardiovascular and Metabolic ETF (HRTS) for sponsoring this episode. Learn more at: https://temaetfs.com/hrtsCheck out the latest in financial blogger fashion at The Compound shop: https://

Mar 8, 2024 • 1:26:37

No Worries with Jared Dillian, Josh pitches IMAX, private credit worries

No Worries with Jared Dillian, Josh pitches IMAX, private credit worries

On this TCAF Tuesday, Downtown Josh Brown is joined by Jared Dillian to discuss his new book No Worries and how you can simplify your financial life. Then, at 39:10, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! They discuss IPOs, private credit, market bubbles, HBO's password crackdown, and much more!Thanks to YCharts for sponsoring this episode! Visit https://go.ycharts.com/compound to check out their latest features! Plus, get 20% off your initial s

Mar 5, 2024 • 1:42:02

Warren Buffett’s Margin of Safety

Warren Buffett’s Margin of Safety

On episode 132 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Larry Cunningham! They discuss the greatness of Charlie Munger, how Warren Buffett found his voice, the 3 most important words in investing, corporate governance, ESG, and much more!Thanks to Public for sponsoring this episode. Go to https://public.com/ and activate options trading by March 31st to lock in your lifetime rebate. See disclosure below for more details.Check out the latest in f

Mar 1, 2024 • 1:37:10

Eli Manning comes by to talk investing, should you buy the Reddit IPO, Warren Buffett's new letter

Eli Manning comes by to talk investing, should you buy the Reddit IPO, Warren Buffett's new letter

On this TCAF Tuesday, Michael Batnick and Downtown Josh Brown are joined by Eli Manning and Drew Sheinman! Listen to Michael's dreams come true in real time as he sits across the table from his hero, plus hear all about Eli's foray into finance with BVG! Then, at 45:27 hear a new episode of What Are Your Thoughts with Josh, Michael, and special guest Aaron Dillon! They discuss Berkshire's annual letter, Reddit's IPO, the streaming malaise, and much more!Thanks to Rocket Money for sponso

Feb 28, 2024 • 1:45:49

The One With Ryan Detrick

The One With Ryan Detrick

On episode 131 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Ryan Detrick, Chief Market Strategist at Carson Group, to discuss: bullish signals, small caps, odds of a third bear market in 5 years, Nvidia, election year data, and much more!Thanks to Public for sponsoring this episode. Go to https://public.com/ and activate options trading by March 31st to lock in your lifetime rebate. See disclosure below for more details.Check out the latest in finan

Feb 23, 2024 • 1:32:28

Nick Colas and Jessica Rabe on what we've learned this month, Nvidia earnings, the Wawa story

Nick Colas and Jessica Rabe on what we've learned this month, Nvidia earnings, the Wawa story

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of DataTrek Research to take a look at the big takeaways from earnings season, the recent high correlation between stocks and long-term Treasury bonds, and the Super Micro Computer phenomenon currently influencing the small cap stock index! Then, Josh joins Michael Batnick for a brand new episode of What Are Your Thoughts where they discuss: Nvidia, if stocks cause inflation, earnings season, Wawa, the Fed, and mu

Feb 20, 2024 • 1:19:48

The Magnificent 7 Is a Bubble

The Magnificent 7 Is a Bubble

On episode 130 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Richard Bernstein to discuss: the magnificent 7 compared to past bubbles, bitcoin as a sentiment indicator, the Fed's predicament, the case for international stocks, and much more! Thanks to Carta for sponsoring this episode. See how Carta can simplify your equity plan management today by going to carta.com/compound.Check out the latest in financial blogger fashion at The Compound shop: htt

Feb 16, 2024 • 1:22:00

They don't usually ring a bell at the top, but...

They don't usually ring a bell at the top, but...

On this TCAF Tuesday, Join 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: CPI, an update on earnings, Nvidia, Amazon stock, mystery charts, and more! (Keep listening at the end for a special bonus outtake.)Thanks to KraneShares for sponsoring this episode. KraneShares just launched two defined outcome ETFs off KWEB. Learn more by Visiting: https://

Feb 14, 2024 • 1:01:59

Michael Cembalest Returns

Michael Cembalest Returns

On episode 129 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Cembalest to discuss: antitrust and mag 7 stocks, the federal debt, the ultimate value trap, chip supply chains, the 2024 election, the long-term ramifications of Covid lockdowns, weight loss drugs, and much more!Thanks to Public for sponsoring this episode. Go to Public.com and activate options trading by March 31st to lock in your lifetime rebate.Check out the latest in financial

Feb 9, 2024 • 1:45:19

SNAP melts down, Disney earnings, Big Tech breakdown with Dan Ives and Alex Kantrowitz

SNAP melts down, Disney earnings, Big Tech breakdown with Dan Ives and Alex Kantrowitz

On this episode of TCAF Tuesday, we're bringing you a new show called Great Quarter Guys! On this episode, Josh Brown, Michael Batnick, Alex Kantrowitz, and Dan Ives discuss: Tesla, Alphabet, Microsoft, Meta, Apple, and Amazon. Then, on an all-new episode of What Are Your Thoughts, Josh and Michael discuss: Mike Wilson, Snap, new Dow stocks, layoffs, the consumer, and much more!Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions by going to: https://ro

Feb 7, 2024 • 2:03:18

The Battle for Disney With Professor Jeffrey Sonnenfeld

The Battle for Disney With Professor Jeffrey Sonnenfeld

Join Downtown Josh Brown and Professor Jeffrey Sonnenfeld for a live discussion about the coming shareholder fight for the soul of Disney. Will Nelson Peltz and the activist hedge funds have their way or will CEO Bob Iger hold them at bay? Who should and should not be on the board of directors of Disney this year? What will the outcome of the proxy vote mean for stockholders? Hear from one of the leading authorities on shareholder activism and corporate board, Yale Professor Jeff Sonnen

Feb 6, 2024 • 57:36

Charts Out the A**

Charts Out the A**

On episode 128 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies to discuss: how stocks perform after all-time highs, the latest from the Fed, MMT, election year markets, Mark Zuckerberg: doomsday prepper, and much more!Thanks to iShares for sponsoring this episode. To learn more about the iShares Bitcoin Trust, visit: https://www.ishares.com/us/strategies/ways-to-invest-in-bitcoinCheck out the latest in financial blogger fashion at The Compo

Feb 2, 2024 • 1:31:28

The Next Trade In AI, Dan Toomey on Gen Z in the Workplace

The Next Trade In AI, Dan Toomey on Gen Z in the Workplace

On this episode of TCAF Tuesday, Josh Brown is joined by Dan Toomey of Morning Brew to discuss how he makes finance funny, and why Gen Z is the way they are. Then, on an all-new episode of What Are Your Thoughts, Josh joins Michael Batnick to discuss: earnings, Tesla, semiconductor stocks, return to the office, and much more!Thanks to YCharts for sponsoring this episode! Visit: https://go.ycharts.com/compound and get 20% off your initial YCharts Professional subscription when you start

Jan 31, 2024 • 1:34:04

How Neil Dutta Predicted "No Landing"

How Neil Dutta Predicted "No Landing"

On episode 127 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neil Dutta to discuss: the resiliency of the US economy, the Fed's next move, the housing market, politics and the market, when sell side research is most useful, and much more!Thanks to Kraneshares for sponsoring this episode. Learn more about the Kraneshares firm outlook for 2024 at: https://kraneshares.com/Check out the latest in financial blogger fashion at The Compound shop: https://ww

Jan 26, 2024 • 1:14:20

Apple’s Vision Pro Sells Out, Netflix Grabs WWE Raw, Welcome to New All Time Highs

Apple’s Vision Pro Sells Out, Netflix Grabs WWE Raw, Welcome to New All Time Highs

Join 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: Apple's Vision Pro, all-time highs, Netflix and WWE, Snap stock, and much more!Thanks to Future Proof for sponsoring this episode. Register for the festival at: https://futureproof.advisorcircle.com/Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comIn

Jan 23, 2024 • 1:05:42

Adam Parker Returns

Adam Parker Returns

On episode 126 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Adam Parker to discuss: economic conditions, the 2024 market outlook, earnings growth, why buybacks don't help value, growth stock ideas, and much more!Thanks to Jensen Investment Management for sponsoring this episode. Learn more at: https://www.jenseninvestment.com/Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comInvesting involves the risk

Jan 19, 2024 • 1:34:01

The Inside Story of the Bitcoin ETF Race With Matt Hougan, Trading the Hateful Eight, Goldman and Morgan Report

The Inside Story of the Bitcoin ETF Race With Matt Hougan, Trading the Hateful Eight, Goldman and Morgan Report

On this episode of TCAF Tuesday, Josh Brown and Michael Batnick are joined by Bitwise CIO, Matt Hougan, to get a behind the scenes view of the Bitcoin ETF approval process. Then, on an all-new episode of What Are Your Thoughts, the guys discuss: the Barron's Roundtable, financials reporting, stocks for 2024, AMD, Virtual Reality, and much more!Thanks to Public for sponsoring this episode. Go to https://public.com/compound to lock in a 5.1% yield on your cash.Check out the latest in fina

Jan 17, 2024 • 1:35:50

Man On Fire

Man On Fire

On episode 125 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Ives to discuss: the next big thing in technology, Tesla's 2024 outlook, Google gaining ground in AI, semiconductors, top cybersecurity stocks, the best CEOs, and much more!Thanks to Dimensional ETFs for sponsoring this episode. To learn more about the Dimensional difference, visit: https://www.dimensional.com/Check out the latest in financial blogger fashion at The Compound shop: https

Jan 12, 2024 • 1:20:47

The ETF that beat Buffett and Cathie, YouTube’s takeover, CPI and Bank Earnings

The ETF that beat Buffett and Cathie, YouTube’s takeover, CPI and Bank Earnings

On this episode of TCAF Tuesday, Josh Brown is joined by Eddy Elfenbein to discuss his active ETF that has outperformed both Warren Buffett and Cathie Wood over the past 5 years. Then, Josh joins Michael Batnick for an all-new episode of What Are Your Thoughts! Topics include: Bitcoin ETFs, what YouTube could be valued at, sentiment, CPI and bank earnings, and much more!Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions by going to: https://rocketmone

Jan 10, 2024 • 1:35:04

How To Find the Biggest Winners

How To Find the Biggest Winners

On episode 124 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by JC Parets and Joe Fahmy to discuss: a preview of what's to come in 2024, charts that break it all down, how to find winners, a Bitcoin ETF, and much more!Grow your cash at an industry-leading 5.1% APY with a high-yield cash account at Public. Go to: https://public.com/thecompoundCheck out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comInvesting involv

Jan 5, 2024 • 1:43:27

2024 Predictions, Career Advice, and What Went Right in 2023

2024 Predictions, Career Advice, and What Went Right in 2023

On this episode of TCAF Tuesday, Josh Brown discusses career advice, and what went right in 2023. Then stick around to 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, and of course, 2024 predictions!Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions

Jan 3, 2024 • 1:22:31

Surprise! A conversation with CrowdStrike CEO George Kurtz

Surprise! A conversation with CrowdStrike CEO George Kurtz

On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by CrowdStrike CEO George Kurtz! They discuss the cybersecurity landscape, how AI is being used by both good and bad actors, how CrowdStrike's stock has performed vs the rest of the market, and much more!Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comInvesting involves the risk of loss. This podcast is for informational purposes only a

Dec 29, 2023 • 38:27

12 Reasons to Be Bullish

12 Reasons to Be Bullish

On episode 123 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan Nathan to discuss: what to expect in 2024, 0DTE options, Tesla fundamentals, GDP growth, the rate hike cycle, the best and worst days for the market in 2023, and much more! Thanks to Public for sponsoring this episode. To see your transfer offer with no obligation, go to public.com/switch. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Invest

Dec 22, 2023 • 1:16:51

2024 S&P Targets With Sam Ro, Dow All-Time Highs and the Gold Rally

2024 S&P Targets With Sam Ro, Dow All-Time Highs and the Gold Rally

On this episode of TCAF Tuesday, Josh Brown is joined by Sam Ro to discuss the 2024 market forecasts. Then, Josh joins Michael Batnick for an all-new episode of What Are Your Thoughts! Topics include: all-time highs, the gold rally, M&A's comeback, the best sector, and much more!Thanks to Rocket Money for sponsoring this episode! Cancel your unwanted subscriptions by going to: https://rocketmoney.com/compoundCheck out the latest in financial blogger fashion at The Compound shop: htt

Dec 20, 2023 • 1:30:34

Pricing In Cuts

Pricing In Cuts

On episode 122 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bob Elliott to discuss: the eruption in the market, what to watch for in 2024, the outlook for regional banks, the stupidest piece of research, hedge fund strategy ETFs, and much more!Thanks to Kraneshares for sponsoring this episode. Learn more about the KFA Mount Lucas Managed Futures Index Strategy ETF (KMLM) at: https://kfafunds.com/kmlm/#Check out the latest in financial blogger fashio

Dec 15, 2023 • 1:15:58

Shocking Housing Market With Logan Mohtashami, Buy and Hold vs Technicals, Merrill's Recruiting Drive

Shocking Housing Market With Logan Mohtashami, Buy and Hold vs Technicals, Merrill's Recruiting Drive

On this episode of TCAF Tuesday, Josh Brown is joined by Logan Mohtashami to discuss the housing market. Then, Josh joins Michael Batnick for an all-new episode of What Are Your Thoughts! Topics include: tech spending, 2024 recession odds, shorting Tesla, financials breaking out, and much more!Thanks to YCharts for sponsoring this episode! Secure a copy of "The Top 23 Charts of 2023" deck and remember, get 20% off your initial YCharts Professional subscription when you start your free Y

Dec 13, 2023 • 1:39:24

Fear Has Rizz with Brian Belski

Fear Has Rizz with Brian Belski

On episode 121 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Belski to discuss: the golden age of stockpicking, what happens if there's no rate cut in 2024, what the bears are missing, the outlook for financials, and much more!Thanks to Dimensional Fund Advisors ETFs for sponsoring this episode. To learn more about the Dimensional difference, visit Dimensional.com.Check out the latest in financial blogger fashion at The Compound shop: https://w

Dec 8, 2023 • 1:18:31

Bitcoin Breaks $40K, Jobs Report Preview, Top 10 Investing Terms of 2023 With Caleb Silver

Bitcoin Breaks $40K, Jobs Report Preview, Top 10 Investing Terms of 2023 With Caleb Silver

On this episode of TCAF Tuesday, Josh Brown and Michael Batnick are joined by Caleb Silver to discuss Investopedia's top investing terms of 2023! Then, you're in for an all-new episode of What Are Your Thoughts! Topics include: Bitcoin, debt interest, a stock pick for year-end, the last BLS of the year, Spotify layoffs, and much more! Thanks to Public for sponsoring this episode. Go to https://public.com/compound to lock in a 5.4% yield on your cash. Check out the latest in financial blogger

Dec 6, 2023 • 1:36:44

It Turns Out the Fed Doesn’t Matter

It Turns Out the Fed Doesn’t Matter

On episode 120 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, to discuss: the post-pandemic economy, when economic indicators stop working, how AI saved the market, the magnificent seven, the 2024 stock market outlook, and much more!Thanks to Public for sponsoring this episode. Go to Public.com/compound to lock in 5.4% yield on your cash.Check out the latest in financial blogger fas

Dec 1, 2023 • 1:15:00

Charlie Munger Passes, What’s in Warren Buffett’s Will With Gary Pulford, Year End Stock Rally

Charlie Munger Passes, What’s in Warren Buffett’s Will With Gary Pulford, Year End Stock Rally

On this episode of TCAF Tuesday, Josh Brown is joined by advisor Gary Pulford to discuss Warren Buffett's philanthropy and how he plans to make an impact long after he's gone. Then, Josh joins Michael Batnick for an all-new episode of What Are Your Thoughts. This episode's topics include: Charlie Munger, market euphoria, record corporate profits, holiday sales, how Amazon jumped FedEx and UPS in the delivery game, and much more!Thanks to US Benchmark Series for sponsoring this episode!

Nov 29, 2023 • 1:12:49

Things That Never Change With Morgan Housel

Things That Never Change With Morgan Housel

On episode 119 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Morgan Housel to discuss: Morgan's new book "Same as Ever: A Guide to What Never Changes," what the OpenAI board got wrong, writing that stands the test of time, and much more!Pick up Morgan's book here: https://sites.prh.com/morganhouselCheck out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comInvesting involves the risk of loss. This podcast is for i

Nov 24, 2023 • 47:11

Sam Altman and OpenAI, SpaceX and Starlink, Nvidia Earnings

Sam Altman and OpenAI, SpaceX and Starlink, Nvidia Earnings

On this episode of TCAF Tuesday, Josh Brown talks SpaceX, Starlink, and OpenAI with Aaron Dillon. Then, Josh and Michael Batnick are joined by tech expert Alex Kantrowitz on an all-new episode of What Are Your Thoughts where they discuss Sam Altman, Nvidia earnings, Michael Burry, Jim Chanos, and much more!Thanks to Public for sponsoring this episode. To learn more about Public treasury accounts, visit: https://public.com/compoundCheck out the latest in financial blogger fashion at The

Nov 22, 2023 • 1:11:07

The Fed’s Gonna Cut

The Fed’s Gonna Cut

On episode 118 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Kevin Simpson to discuss: covered call strategies, the Fed, Warren Buffett's latest moves, and much more!This episode is sponsored by Kraneshares. To learn more about the KraneShares Global Luxury Index ETF, visit: https://kraneshares.com/klxy/?adsource=wealthcastCheck out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comInvesting involves the risk of l

Nov 17, 2023 • 1:09:33

Why Americans Hate Joe Biden’s Economy

Why Americans Hate Joe Biden’s Economy

On this episode of TCAF Tuesday, Michael Batnick and Downtown Josh Brown are joined by Rob Copeland to discuss his new book "The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend." Thanks to YCharts for sponsoring this episode. Sign up for the YCharts year end webinar with Michael and Ben here: https://ycharts.zoom.us/webinar/register/1316977225613/WN_ZwvEURfASPK06-zAxVKEWA#/registrationCheck out the latest in financial blogger fashion at The Compound s

Nov 15, 2023 • 1:48:25

The Recession We Deserve

The Recession We Deserve

On episode 117 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Callie Cox and Malcolm Ethridge to discuss: market sentiment, Robinhood earnings, Warren Buffett and his cash, interest rates, the yield curve, recession calls, weight loss drugs, and much more!This episode is sponsored Simplify. Learn more about their diversification-focused strategies at: https://www.simplify.us/Check out the latest in financial blogger fashion at The Compound shop: https

Nov 10, 2023 • 1:24:52

The Credit Crunch Is Just Beginning

The Credit Crunch Is Just Beginning

On this special episode of TCAF Tuesday, Michael Batnick, Barry Ritholtz, and Downtown Josh Brown are joined by Campbell Harvey to discuss: the state of the economy, the yield curve indicator, the next recession, and much more!This episode is sponsored by LifeX. Learn more at: lifexfunds.com.Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comLifeX distributions, which are paid monthly and total $1 per share per year, either fixed or inflatio

Nov 8, 2023 • 1:04:57

The AI Moment Comes to Wall Street

The AI Moment Comes to Wall Street

On episode 116 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Eric Jackson to discuss: the market's strong start to November, using AI and machine learning to find alpha, the magnificent 7, fintech stocks, the court ruling impacting real estate stocks, and much more! This episode is sponsored by US Benchmark Series. Learn more about the US Treasury 3 Month Bill ETF (TBIL) at: https://www.ustreasuryetf.com/ Check out the latest in financial blogger fashion at

Nov 3, 2023 • 1:31:08

Fixing PayPal With Dan Dolev, Stop Crying and Buy Bonds

Fixing PayPal With Dan Dolev, Stop Crying and Buy Bonds

On this episode of TCAF Tuesday, Downtown Josh Brown is joined by Dan Dolev to discuss Paypal, SoFi, Affirm, and the latest in Fintech! Then Josh teams up with Michael Batnick for an all-new episode of What Are Your Thoughts. See what they have to say about a 4th quarter rally, the American economy, interest rates, dumb money, Apple's M3 chips, and much more!Thanks to Public for sponsoring this episode! Go to https://public.com/compound to lock in a historic 5.5% yield on your cash.Watc

Oct 31, 2023 • 1:34:42

The Trillion Dollar Question

The Trillion Dollar Question

On episode 115 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rick Brink (Senior Vice President and Market Strategist at Alliance Bernstein) to discuss: inflation, what constitutes a recession, monetary policy, going long duration, the biggest risks to the market, and much more!This episode is brought to you by Public. Visit Public.com/compound to learn more about how to lock in a historic 5.5% yield on your cash.Check out the latest in financial blog

Oct 27, 2023 • 1:38:15

Why You Shouldn’t Sell Your Losers Yet

Why You Shouldn’t Sell Your Losers Yet

On this episode of TCAF Tuesday, Downtown Josh Brown kicks things off with his thoughts on Killers of the Flower Moon, how Netflix won the streaming wars, and parenthood. Then Josh teams up with Michael Batnick for an all-new episode of What Are Your Thoughts. See what they have to say about the biggest topics in investing and finance! On this episode they discuss: Microsoft and Google earnings, small caps, gold, M&A vs IPOs, tax loss harvesting, and much more!Thanks to US Benchmark

Oct 24, 2023 • 1:26:10

Entering Year Two of the Bull Market with Tom Lee

Entering Year Two of the Bull Market with Tom Lee

On episode 114 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: earnings, the liquidity starved bull market, economic indicators, the Fed's next move, housing, and much more! This episode is brought to you by Kraneshares. To learn more about their Global Luxury Index ETF (KLXY), visit: https://kraneshares.com/klxy/?adsource=wealthcast Sign up for a free 30 day trial of FS Insight at: https://bit.ly/thecompound-fsinsight Check out the lates

Oct 20, 2023 • 1:08:33

No Recession - Wall Street Economists Flip

No Recession - Wall Street Economists Flip

Join Downtown Josh Brown and Michael Batnick 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: earnings, the luxury slowdown, recession odds, long-term bonds, Bitcoin ETFs, and much more!Thanks to YCharts for sponsoring this episode! Click the link below to receive your own copy of the “Top 10 Visuals for Clients & Prospects” slide deck, and remember, you can get 20% off you

Oct 17, 2023 • 1:04:18

The New Kings of Wall Street

The New Kings of Wall Street

On episode 113 of The Compound and Friends, Michael Batnick is joined by Jan van Eck and Andrew Beer to discuss: the bond market, the national debt, private-credit, alts, managed futures, the Sam Bankman-Fried trial, and much more!This episode is brought to you by iShares. To learn more about the iShares Semiconductor ETF (SOXX), visit: https://www.ishares.com/us/products/239705/ishares-semiconductor-etfCheck out the latest in financial blogger fashion at The Compound shop: https://www.

Oct 13, 2023 • 1:22:25

Did Bonds Just Bottom?

Did Bonds Just Bottom?

Join Downtown Josh Brown and Michael Batnick 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! Then, stay tuned for Josh's conversation with Jacob Sonenshine of Barron's.Thanks to Public for sponsoring this episode! Go to https://public.com/compound to lock in a historic 5.5% yield on your cash.Watch this episode on YouTube: https://youtube.com/live/N8uFmdPydFoSign up for The Compound newsletter and never mi

Oct 10, 2023 • 1:18:18

Zuckerberg vs OpenAI

Zuckerberg vs OpenAI

On episode 112 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alex Kantrowitz to discuss the big tech landscape, AI competition, augmented reality, Michael Lewis and SBF, and much more! Today’s show is brought to you by Birddogs. Visit: https://birddogs.com/compound or enter promo code COMPOUND for a free white-tech dad hat with every purchase! Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involv

Oct 6, 2023 • 1:30:50

The Bottoming Process

The Bottoming Process

Join Downtown Josh Brown and Michael Batnick 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 show they discuss: rising rates, the utilities crash, what Twitter/X is worth, consumer spending, and much more!Thanks to Birddogs for sponsoring this episode! Visit https://www.birddogs.com/THOUGHTS for a free white-tech dad hat with every purchase!Watch this episode on YouTube: https://youtube.com/live/BO

Oct 3, 2023 • 1:09:10

Is Amazon a Monopoly?

Is Amazon a Monopoly?

On episode 111 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Perth Tolle and Gunjan Banerji to discuss: Amazon's antitrust issues, a coming secular rotation in equities, Investing in Emerging Markets and China, Meme stocks are back, and much more! Today’s show is brought to you by wealth.com. Visit https://wealth.com/compound for more info! Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Investing involves

Sep 29, 2023 • 1:21:21

The Dumb Money

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!

Sep 26, 2023 • 1:37:39

Jeremy Grantham, Bubble Historian

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 Com

Sep 22, 2023 • 1:51:26

The Biggest Mystery on Wall Street

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 thi

Sep 19, 2023 • 1:37:51

Big Market Delusions

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 signi

Sep 15, 2023 • 50:09

Only Tesla and Toyota will Survive

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.comInvesting involves the risk of loss. This podc

Sep 8, 2023 • 1:29:00

IPO Rundown With Aaron Dillon, Why the Bull Market Isn’t Finished Going Up

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 m

Sep 5, 2023 • 1:38:39

It’s Time to Buy Value Stocks Now

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/

Aug 29, 2023 • 1:04:56

Will There Ever Be Another Warren Buffett?

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: htt

Aug 25, 2023 • 1:40:10

Is Nvidia the New Tesla?

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/li

Aug 22, 2023 • 1:20:27

The Year Everyone Got Wrong

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

Aug 18, 2023 • 1:32:22

“Big Short” Investor Bets on a Crash

“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.idon

Aug 15, 2023 • 59:32

Unlimited Alpha

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.comInves

Aug 11, 2023 • 1:36:17

Six Reasons to Stay Worried

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.comInvesting involves the risk of

Aug 8, 2023 • 1:01:17

Momentum

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.idon

Aug 4, 2023 • 1:19:25

Gangsta's Paradise

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 Bi

Aug 1, 2023 • 1:29:53

When in Doubt, Zoom Out

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.comCheck out the latest in financial blogger fashion at The Compound shop: https

Jul 28, 2023 • 1:34:22

What's Really Going On At Goldman Sachs?

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 info

Jul 25, 2023 • 1:34:10

We Have Lost All Sense of Decorum

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:

Jul 21, 2023 • 1:44:17

12 Things Everyone Got Wrong About Inflation

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

Jul 19, 2023 • 1:18:25

Michael Cembalest Takes Us to School

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:

Jul 14, 2023 • 1:30:13

The Next Big Test for Stocks | WAYT

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 t

Jul 11, 2023 • 48:36

Episode 100 with Darren Rovell

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 o

Jul 7, 2023 • 1:40:25

Leadership Wins: American Entrepreneurs

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

Jul 3, 2023 • 46:01

The Quantum Realm

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_comp

Jun 30, 2023 • 1:25:53

Stocks Are Overbought, so What? | WAYT

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 appl

Jun 27, 2023 • 53:01

Relative Strength

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

Jun 23, 2023 • 1:22:03

The Bet

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: http

Jun 16, 2023 • 1:24:00

Will AI Save the World?

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

Jun 9, 2023 • 1:34:03

Black Swans, Stock Market Crashes and the Chaos Kings

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 f

Jun 6, 2023 • 39:15

We Are Ready For Prime Time

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.Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subs

Jun 2, 2023 • 1:18:22

Nvidia Breaks Away

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.comInvesting involves the risk of loss. This podcast is for informational purpose

May 26, 2023 • 1:36:39

Where is the Crash?

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

May 19, 2023 • 1:41:50

ChatCPI

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/750543/2023-05-02/8y4fqjCheck out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comInvesting inv

May 12, 2023 • 1:21:57

Media Expert Ben Smith Tells All

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: htt

May 9, 2023 • 36:57

Responsibly Reckless

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 f

May 5, 2023 • 1:33:51

The Business of DK Metcalf

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.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be

May 1, 2023 • 41:08

VWAP-er's Delight

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.comInvesting involves the risk of loss.

Apr 28, 2023 • 1:37:33

Ric Edelman Unplugged

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

Apr 21, 2023 • 1:28:57

Somebody's gonna be wrong

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 f

Apr 14, 2023 • 1:37:18

That Wasn't the Bottom

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&a

Apr 7, 2023 • 1:28:03

Bearish but Priced In

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.comInvesting

Mar 31, 2023 • 1:41:22

Jill On Money

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/thecompoundCheck out the latest in financial blogger fashion at The Compound shop: https://www.idont

Mar 24, 2023 • 1:30:52

Yes, This Is a Bailout of Credit Suisse

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

Mar 21, 2023 • 48:54

Bearishly Bullish

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.comInvesting involves the risk of loss. This

Mar 17, 2023 • 1:24:36

The Bank Run of 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 ye

Mar 14, 2023 • 41:40

Catch a Falling Knife

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.comInvesting involves the risk of loss. This podcast is for

Mar 10, 2023 • 1:22:21

Dan Nathan Predicts Recession

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.comInvesting involves the risk of loss. This podcast is for informational pur

Mar 3, 2023 • 1:26:46

High Conviction

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.comInvesting involves the risk of loss. This podcast is for informational purposes only and should n

Feb 17, 2023 • 1:34:24

Belski the Bull

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

Feb 10, 2023 • 1:29:02

Sentiment Rally

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:

Feb 3, 2023 • 1:23:31

For Blood and Money

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.comInvesting involves the risk of l

Jan 27, 2023 • 1:31:19

Fat Privilege

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 p

Jan 20, 2023 • 1:38:19

We Just Might Pull This Off

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/compoundandfriendsCheck out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comInvesting involves the risk

Jan 13, 2023 • 1:37:34

It’s GLD, b*tch!

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.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be

Jan 6, 2023 • 1:44:50

A Very Tom Lee Christmas | What Are Your Thoughts?

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 employ

Dec 22, 2022 • 55:35

The Year of the Rug Pull

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., m

Dec 17, 2022 • 1:33:12

Live from Houston

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. Chec

Dec 9, 2022 • 47:02

The Game Has Changed

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 sponso

Dec 2, 2022 • 1:24:50

People Hate Inflation, but Unemployment Is Worse

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

Nov 23, 2022 • 47:46

Worse Than Enron

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 We

Nov 18, 2022 • 1:34:06

The Day Inflation Broke

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 htt

Nov 11, 2022 • 1:22:47

No pivot!

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

Nov 4, 2022 • 1:33:28

The One With Matt Levine and Mary Childs

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.comCheck out the latest in financial blogger fashion at The Compound shop: https://www.

Oct 28, 2022 • 1:17:25

No Capitulation Necessary

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.comCheck out the latest in financial blogger fashion at The Compound shop:

Oct 21, 2022 • 1:27:29

Bad News is Good News

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/#Check out

Oct 14, 2022 • 1:36:10

A Major Margin Call

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/Check out The Compound shop: https://idontshop.comFollow The Compound on Instagram: https://instagram.com/thecompoundnewsFollow The Compound on Twitter: https://twitter.com/thecompoundnewsObviously nothing on this channel should be

Oct 10, 2022 • 40:44

This Is a Hitchcock Horror

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=wealthcastCheck out the latest in financial blogger fashion at The C

Oct 7, 2022 • 1:32:18

The Fastest Drop in Home Prices Since 2009

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.Listen to The Compound's podcasts:The Compound and Friends: https://podcasts.

Oct 3, 2022 • 41:04

Wait 'Til The VIX Spikes

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 i

Sep 30, 2022 • 1:20:51

Live from MarketWatch

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

Sep 23, 2022 • 57:48

A Conversation with Michael Lombardi

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-lomb

Sep 19, 2022 • 41:08

Live at Future Proof

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.comObviously nothing on this channel should be considered

Sep 16, 2022 • 45:56

The Battle to Remain Bullish

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

Sep 9, 2022 • 1:21:57

Store of Value

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 Registe

Sep 2, 2022 • 1:41:55

Would You Give Money to Adam Neumann?

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 Compou

Aug 26, 2022 • 1:19:54

Why Are You Even in the Market?

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:

Aug 19, 2022 • 1:50:29

The Science of Hitting

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 Substa

Aug 12, 2022 • 1:36:59

Canary in the Coal Mine

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.comObviously nothing on this ch

Jul 22, 2022 • 1:38:29

The Metaverse w/ Matthew Ball

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=

Jul 18, 2022 • 42:03

Responsibility Theater

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.comObviously nothing on this channel should be considered as personali

Jul 15, 2022 • 1:40:39

Reverse Ponzi Scheme

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 Compou

Jul 8, 2022 • 1:43:25

The Higher the Vix, the Higher the Clicks

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.comObviously noth

Jul 1, 2022 • 1:40:33

The Great Reset

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 bu

Jun 24, 2022 • 1:40:01

It Can't Really Get Worse

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 shou

Jun 17, 2022 • 1:47:14

The Energy Bull Market Just Started

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 adv

Jun 10, 2022 • 1:41:52

Zombieland

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.c

Jun 3, 2022 • 1:40:40

Why Is It Getting Dumber?

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.comObvio

May 27, 2022 • 1:43:39

Live from The Compound with Michael Rapino

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_RapinoCheck out The Compound shop: https://idontshop.comFollow The Compound on Instagram: https://instagram.com/thecompoundnewsFollow The Compound on Twitter: https://twitter.com/thecompoundnewsObviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or se

May 24, 2022 • 48:33

This Is What the Bottom Sounds Like

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.Check out the latest in financial blogger fashion at: https://www.idontshop.comObviously nothing on this channel shou

May 20, 2022 • 1:45:41

We Haven’t Seen the Third Act Yet

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.Check out the latest in financial blogger fashion at: https://www.idon

May 13, 2022 • 1:31:07

Someone Is Blowing Up

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.Check out the latest in financial blogger fashion at: https://www.idontshop.comObvio

May 6, 2022 • 1:29:35

Once Upon a Time in Boston

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=wealthcastCheck out the latest in financial blogger fashion at: https://www.idontshop.comObviously nothing on this chan

Apr 29, 2022 • 1:36:00

Netflix and Churn

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=wealthcastCheck out the latest in financial blogger fashion at: https://www.idontshop.comObviously nothing on this channel should be cons

Apr 22, 2022 • 1:40:02

Delete Your DMs

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=wealthcastGrab a copy of Nick's book: https://www.amazon.com/dp/0857199250/ref=cm_sw_r_tw_dp_32DZJGHZ56VYTCA

Apr 15, 2022 • 1:37:19

Breaking Down the Threat Landscape

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/Check out The Compound shop: https://idontshop.comFollow The Compound on Instagram: https://instagram.com/thecompoundnewsFollow The Compound on Twitter: https://twitter.com/thecompoundnewsObviously noth

Apr 11, 2022 • 29:31

The Bogle Effect

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=wealthcastCheck out the latest in financial blogger fashion at: https://www.idontshop.comObviously nothing on t

Apr 8, 2022 • 1:27:11

The Texas Hedge

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/id1095564685Che

Apr 1, 2022 • 1:41:58

Never Buy New Lows, Never Short New Highs

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/id1095564685Check

Mar 25, 2022 • 1:36:57

Chasing the Bond King

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/37rP3UxCheck out The Compound shop: https://idontshop.comFollow The Compound on Instagram: https://instagram.com/thecompoundnewsFollow The Compound on Twitter: https://twitter.com/thecompoundnewsObviously nothing on this channel shou

Mar 21, 2022 • 39:07

Saint Patrick's Day Show

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/id1095564685Check out the latest

Mar 18, 2022 • 1:26:36

Pulling Out

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/id1095564

Mar 11, 2022 • 1:26:31

Best Burger in NYC

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/compoundmarch22Check out the latest in financial blogger fashion at: https://www.idontsho

Mar 4, 2022 • 1:24:23

Ian Bremmer on What Investors Should Know About Ukraine and Russia

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/9781982167509Check out The Compound shop: https://idontshop.comFollow The Compound on Instagram: https://instagram.com/thecompoundne

Feb 28, 2022 • 33:46

Did the Stock Market Just Bottom?

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.Check out the la

Feb 25, 2022 • 1:22:06

Hedging Tail Risk

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.Check out the latest in financial blogger fashion at: https://www.idontshop.comObviously nothing on this channel

Feb 18, 2022 • 1:30:40

Turbulence Ahead

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.Obviously nothing on this channel should be considered as personalized financial a

Feb 11, 2022 • 1:25:13

Fake Business with Tim Dillon

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 wron

Feb 7, 2022 • 46:48

It Doesn't Matter Until It Matters

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

Feb 4, 2022 • 1:24:29

It’s Crypto Winter Again

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 mor

Jan 28, 2022 • 1:29:03

Intangible Value

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

Jan 21, 2022 • 1:32:51

The New Face of Wealth

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!Obviously nothing on this channel should be considered as personali

Jan 14, 2022 • 1:14:00

Can you get Covid in the metaverse?

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 a

Jan 7, 2022 • 1:28:50

A Very Compound Christmas

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/compoundObviously nothing on this channel should be considered

Dec 23, 2021 • 1:19:58

2021 Surprises

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/compoundObviously nothing on this channel should be considered as personalized financial advice or a solicitation to

Dec 17, 2021 • 1:07:49

Expected Returns

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/compoundObviously nothing on this channel should be considered as personalized financial advice or

Dec 10, 2021 • 1:15:05

The Gang Launches a Crypto Index

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.Thanks to our sponsor Cadre! Invest in a portfolio of professionally-curated commercial real estate in minutes, check out: http://go.cadre.

Dec 3, 2021 • 1:15:52

Life, Liberty, and the Pursuit of Tokens

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!Invest in fine art with Masterworks. The Compound & Friends subscribers can skip the waitlist with this link: masterworks.io/compound. See important information: mw-art.co/xObv

Nov 19, 2021 • 1:24:17

The Relentless Bid

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/xObviously nothing on this channel should be

Nov 5, 2021 • 1:31:28

Meta Squid Game

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 personaliz

Oct 29, 2021 • 1:31:11

Want-trepreneur

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 adv

Oct 22, 2021 • 1:28:11

The 60/40 Portfolio is Dead. Again.

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

Oct 15, 2021 • 1:25:04

The Dopest Charts On Earth

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 se

Oct 8, 2021 • 1:23:03

Bogle in the Streets, Batnick in the Sheets

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 wi

Oct 1, 2021 • 1:31:03

Investopedia Brown

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 $5

Sep 24, 2021 • 1:36:01

The Stock Market is Drunk

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 personali

Sep 17, 2021 • 1:38:26

ETFs Break $9 Trillion

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

Sep 10, 2021 • 1:37:57

Signs of a Top

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. O

Sep 3, 2021 • 1:21:07

The Difference Between Traders and Ballplayers

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

Aug 20, 2021 • 1:39:35

Venture Capital Babies

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 mo

Aug 13, 2021 • 1:25:30

Lil Fibonacci

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 cha

Aug 6, 2021 • 1:24:57

Josh Is the Third Wheel

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 perso

Jul 30, 2021 • 1:24:57

The Butterfly Effect

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

Jul 23, 2021 • 1:23:06

Dangerous Mansion Shortage Threatens America

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 conside

Jul 16, 2021 • 1:31:21

Ultra High Net Worth

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

Jul 9, 2021 • 1:20:45

Sip the Kool-Aid

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.comFollow Dan: twitter.com/SuperMugatuFollow Josh: thereformedbroker.comThis episode is brought to you by Masterworks. Visit masterworks.io/compound to skip the 10,000 person waitlist.Obviously nothing

Jul 2, 2021 • 1:37:46

Economic Freakshow

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.comFollow Amelia: twitter.com/GarlandgoeswestFollow Jeremy: twitter.com/JeremyDSchwartzFollow Josh: thereformedbroker.comObviously nothing on this c

Jun 25, 2021 • 1:22:13

Get Back to Work

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.comFollow Doug at bonefidewealth.comFollow Josh's blog at thereformedbroker.comObviously nothing on this channel should be considered as personalized financial advice or a soli

Jun 18, 2021 • 1:17:03

Bitcoin Thirstmonsters

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.comFollow Sam at axios.com/signup/marketsFollow Josh's blog at thereformedbroker.comObviously nothing on this cha

Jun 11, 2021 • 1:18:53

Pilot

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.comFollow

Jun 4, 2021 • 1:26:56

Should I buy the Coinbase IPO?

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-RACheck out Packy's Substack at: https://www.notboring.coObviously 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-

Apr 15, 2021 • 29:23

RWM Crosses $2 Billion in AUM, A New Investable Asset Class is Born with Dallas Tanner (CEO, Invitation Homes), Season Finale!

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 t

Apr 2, 2021 • 42:32

Wall Street Legend Joe Moglia's Next Act, Bill Sweet on President Biden's Tax Proposals

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

Mar 26, 2021 • 1:04:38

The Telehealth Revolution with Andrew Dudum (Hims & Hers Health) and Frankie Stella (Precision Pharmacy)

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 f

Mar 19, 2021 • 55:54

Stack the Odds in Your Favor (with Rich Bernstein), Dow Jones new high, measuring happiness (with Tony Isola)

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, i

Mar 12, 2021 • 1:15:46

"The Next Big Thing" and NFTs, Rising Rates, the legendary Mark Fisher and Joe Terranova

"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 sur

Mar 5, 2021 • 1:11:40

The Burning of Black Wall Street

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 conside

Feb 26, 2021 • 46:31

My New Crypto Investment (with Greg King of Osprey Funds), The money revolution is here (with Tyrone Ross)

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 a

Feb 19, 2021 • 54:26

The Options Market is a Circus (with Dan Nathan) + The History You've Never Been Taught

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 advic

Feb 12, 2021 • 1:16:07

Wall Street's First Black Millionaire (with Shane White), the Case for Buying Silver (with Peter Boockvar)

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 Boockva

Feb 5, 2021 • 1:14:02

Pigs Get Slaughtered, Doing The Work with Rachel Robasciotti, GameStop Short Squeeze

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.

Jan 29, 2021 • 1:19:02

How America Invests (with Vanguard's Ryan Barrows), Barry Ritholtz takes a victory lap, "That's fascinating"

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

Jan 22, 2021 • 1:02:36

Good at the Cyber (with Crowdstrike CEO George Kurtz), 3 tech stocks for 2021 (with hedge fund manager Eric Jackson), Impeachment - ANOTHER ONE

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 sho

Jan 15, 2021 • 1:25:37

The Stock Market is Heartless

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 econom

Jan 8, 2021 • 53:33

Have Some Fun in '21, Eddy Elfenbein's Buy List, Doug Boneparth on Survival in the New Year, Josh's Resolution

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 potent

Jan 1, 2021 • 1:21:38

Custom Indexing is a Tidal Wave (with Patrick O'Shaughnessy)

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/id1456467014The opinions, viewpoints and analyses expressed herein ar

Dec 25, 2020 • 55:36

Brian Wesbury's Dow 35,000 call, Twenty Rules for Retirement Investing with Ben Carlson

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

Dec 18, 2020 • 1:16:13

Scaramucci Returns To Wall Street, Josh's Rant On Trader Scams, Rob Arnott On The Tesla Bubble

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'

Dec 11, 2020 • 1:23:08

Here Comes the Digital Dollar!

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,

Dec 4, 2020 • 1:14:59

The Portfolio Puzzle of Our Lifetime

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 Capita

Nov 27, 2020 • 1:13:10

The Year-End Melt-Up with Joe Terranova and John Roque, Momentum Stocks vs Small Caps, The Coin Flip You Won

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

Nov 20, 2020 • 1:10:01

"I'll Invest After The Dust Settles," Nick Colas On Why US Stocks Will Keep Outperforming, Brian Portnoy On How To Write A Book

"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

Nov 13, 2020 • 1:09:47

The Most Powerful Man in Washington Stays Put, How to Buy a Correction (with Tony Dwyer)

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/Be sure to leave us a rating and review, they

Nov 6, 2020 • 48:31

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)

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

Oct 30, 2020 • 1:04:26

My Election Bet With Barry Ritholtz + How To Make Your First Venture Capital Investment

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 lea

Oct 23, 2020 • 1:02:44

Losing money is THE COOLEST, Larry Kudlow is not a scientist, trading your time for what you value, with Ben Carlson and Dasarte Yarnway

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

Oct 16, 2020 • 1:14:16

Too much money, nowhere to put it (with Joe Terranova and U of Oregon Prof Tim Duy)

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! Hosted on Acast. S

Oct 9, 2020 • 59:39

IPO Fever - a record breaking year for initial public offerings, with Kathleen Smith (Renaissance Capital) and Jay Heller (Nasdaq)

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

Oct 2, 2020 • 1:18:05

The Suburban Housing Boom is Only Getting Started (with Logan Mohtashami)

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

Sep 25, 2020 • 55:03

Investor's Guide To The Election (Linette Lopez and Bill Sweet), Snowflake Hot Take, Shorting Nikola (Michael Batnick)

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

Sep 18, 2020 • 1:35:59

Why Markets Crash In The Fall, The Luck Of Bill Gates (w/ Morgan Housel), Why We Don't Set Goals For Our Advisors

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

Sep 11, 2020 • 1:07:59

The Biggest Threat to Apple, Amazon, Microsoft, Facebook and Alphabet with Byrne Hobart (The Diff)

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 rema

Sep 4, 2020 • 47:46

Six Lessons from Pandemic Summer, Josh's Vaccine Trade, What Are Your Thoughts with Michael Batnick

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

Aug 27, 2020 • 59:24

When Berkshire Invests In Your Company, James Altucher Is A Genius, STORE Capital CEO Chris Volk

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.Leave us a rating + review! They go a long way, we appreciate it! Host

Aug 21, 2020 • 46:44

The Roaring 2020's with Dr. Ed Yardeni, Tesla stock split, Follow the Robinhood Money

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

Aug 14, 2020 • 59:09

Warren Buffett doesn't care about stock splits, should you? Peter Boockvar on inflation and the bull market in gold

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Aug 7, 2020 • 1:00:28

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

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.Mic

Jul 31, 2020 • 1:16:27

Yes it's a Bubble, DraftKings, Nikola, Bill Ackman, SPACs, Tesla's Index Run with Larry McDonald

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 wit

Jul 24, 2020 • 49:34

The Beginning of Universal Basic Income, What Are Your Thoughts with Michael Batnick

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!Subscribe to the podcast and be sure to leave us a rating and review on iTunes, Spotify, or Google. Ratings help a lot! Thanks! Hosted on Acast. See acast.com/privacy for more info

Jul 17, 2020 • 47:27

Chinese stocks soar, the New Nifty Fifty, how Acorns taught 7 million people to save and invest

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

Jul 10, 2020 • 1:04:51

Long warehouses, short office buildings, What Are Your Thoughts with Michael Batnick, Hot Dogs and Jetskis

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?"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

Jul 3, 2020 • 40:12

The Giant Five, Undropping the Bomb, Interview with the Founder of Public

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.

Jun 26, 2020 • 45:43

One Fifth of Investors Sold All Their Stocks: What Are Your Thoughts?

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 wa

Jun 19, 2020 • 29:44

A Degenerate Gambler Walks Into a Stock Exchange and Ten Rules for Retirement Investing

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 wi

May 22, 2020 • 42:21

Why Value Investing Will Never Die

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

May 14, 2020 • 17:33

Unlimited Economic Stimulus and the Yield Curve Indicator

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 ho

May 8, 2020 • 50:13

How Amazon, Target and Walmart are Crushing It Right Now and How Millennials Are Buying Houses

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 marke

May 1, 2020 • 36:15

Josh Brown, Michael Batnick, Cullen Roche

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

Apr 22, 2020 • 38:12

Heroes of the New Bear Market: What Are Your Thoughts?

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" Hosted on Acast. See acast.com/pri

Apr 8, 2020 • 25:01

The Only Black Swans with William Bernstein

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apr 6, 2020 • 31:42

Making Investment Decisions in a Crisis

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 mem

Apr 1, 2020 • 13:01

The Fastest Bear Market of All Time

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 mar

Mar 25, 2020 • 21:43

We are not going to participate in this recession

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.

Mar 20, 2020 • 7:49

Live from the Compound (from Long Island)

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

Mar 18, 2020 • 21:33

Michael Sonnenshein: Inside the World's Largest Bitcoin Fund

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 nee

Mar 4, 2020 • 33:43

Dan McMurtrie and Rich Greenfield

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 telec

Feb 24, 2020 • 45:14

Josh Wants a Stock Market Correction: What Are Your Thoughts?

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. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 19, 2020 • 15:34

Lessons from Tesla Short Squeeze: What Are Your Thoughts? (with Josh and Michael)

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 earning

Feb 4, 2020 • 14:56

Is now a good time to buy stocks? (with Michael and Nick Maggiulli)

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.1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify  Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing o

Feb 3, 2020 • 6:13

How To Avoid Financial Fraud (with Barry, Michael, and Ben)

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/11196051641-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify  Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obv

Jan 31, 2020 • 11:09

What Long-Term Investors Can Learn From Traders (with Josh and Scott Redler)

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/1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify  Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfoli

Jan 28, 2020 • 7:46

The Next Trillion Dollar Stocks: What Are Your Thoughts? (with Josh and Michael)

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 marke

Jan 21, 2020 • 14:10

The Dow Jones Smashes One Record After Another (with Josh and Michael)

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 b

Jan 16, 2020 • 7:30

What happens to the stock market during a time of war? (with Josh and Ben)

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 K

Jan 8, 2020 • 9:22

Adam Sandler’s Personal Finance: What Are Your Thoughts (with Josh and Michael)

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 Sandle

Jan 7, 2020 • 19:06

How Things Go Viral (with Barry, Michael, and Derek Thompson)

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.”1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify  Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized

Jan 3, 2020 • 12:53

The Purpose of Money (with Barry and Jonathan Clements)

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.1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify  Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing o

Dec 23, 2019 • 8:03

It Was Hard to Lose Money This Year: What Are Your Thoughts? (with Josh and Michael)

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? * 202

Dec 17, 2019 • 12:54

The Trick That Allows You To Spend Money Without Feeling Guilty (with Michael and Nick Maggiulli)

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.comRead "How to Spend Money" by Nick here:https://ofdollarsanddat

Dec 11, 2019 • 6:09

The Real Lives of Financial Advisors (with Josh, Michael, and Nina O'Neal)

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/noneal510https://twitter.com/female_advisorsRead Nina's blog:https://www.ninaoneal.com/1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify  Enable our Alexa skill here - "Alexa,

Dec 9, 2019 • 15:40

The ETF Graveyard: What Are Your Thoughts? (with Josh and Michael)

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 deploy1-click pla

Dec 4, 2019 • 12:19

The Stock Market Doesn't Care How Hard You Try (with Barry, Michael, and Morgan Housel)

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

Dec 3, 2019 • 19:38

What Happened to Hedge Funds? (with Michael and Ted Seides)

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.1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify  Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Check out our channel "The Compound" over on YouTube:https://www.you

Nov 27, 2019 • 21:01

What the Schwab - TD Ameritrade Merger Means for Financial Advisors (with Josh and Michael)

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. 1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify  Enable our Alexa skill her

Nov 26, 2019 • 12:45

Why Technical Trading Signals Stopped Working (with Barry and John Roque)

Why Technical Trading Signals Stopped Working (with Barry and John Roque)

John Roque joins Barry Ritholtz at The Compound to explain why technical trading signals stopped working and how he has adapted his trading style to the new landscape.Follow John Roque on Twitter:https://twitter.com/WolfeDailyHowl1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify  Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing

Nov 19, 2019 • 9:02

Burn It All Down (with Josh, Michael, and Ben Hunt)

Burn It All Down (with Josh, Michael, and Ben Hunt)

Ben Hunt joins Michael Batnick and Downtown Josh Brown at The Compound to explain what he's so angry about - he sees wealth inequality as being driven by hijacked narratives about capitalism, stock buybacks, central banks and the managerial overclass orchestrating it all.Follow Ben on Twitter:https://twitter.com/EpsilonTheoryStay up to date on Ben's thoughts:https://www.epsilontheory.com1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spo

Nov 16, 2019 • 22:01

Exposing The Big Lie About Stock Buybacks (with Michael, Barry, and Ed Yardeni)

Exposing The Big Lie About Stock Buybacks (with Michael, Barry, and Ed Yardeni)

Ed Yardeni, of Yardeni Research, joins Michael Batnick and Barry Ritholtz at The Compound to explain why we're looking at the wrong data all wrong, what the real data is, and what it means for the current narrative surrounding share buybacks.1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify  Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: http://ritholtzwealth.c

Nov 15, 2019 • 15:03

JP Morgan Destroys the Bears: What Are Your Thoughts? (with Josh and Michael)

JP Morgan Destroys the Bears: What Are Your Thoughts? (with Josh and Michael)

Welcome to the latest edition of What Are Your Thoughts - Michael Batnick and Downtown Josh Brown break down the biggest topics of the moment. On this episode: * JP Morgan calls out permabears.* Should investors be concerned about the national debt?* Does Google want to be a bank?* Selling performance vs selling opinions.* Stock-based compensation.* Opinion vs price.* Disney +, first impressions.1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spo

Nov 14, 2019 • 13:30

The Four Most Important Market Indicators (with Josh and Tom Lee)

The Four Most Important Market Indicators (with Josh and Tom Lee)

Josh here - I really enjoyed talking with former JPMorgan strategist and the founder of Fundstrat Research about how he uses the evidence to understand what's happening in the markets. Tom cites four indicators he uses to explain current trends and think about where markets and the economy might be headed. Among them, credit spreads, demographics and volatility. Tom also talks about his bullish stance and why he isn't terribly worried about the yield curve inversion we saw this summer.

Nov 13, 2019 • 19:47

Secrets of the Greatest Hedge Fund of All Time (with Josh, Michael, and Greg Zuckerman)

Secrets of the Greatest Hedge Fund of All Time (with Josh, Michael, and Greg Zuckerman)

Josh here - we had Greg Zuckerman of the Wall Street Journal up at the Compound to talk about his new book, The Man Who Solved the Market - the first ever deep dive into Jim Simons and his legendary firm Renaissance Technology. Renaissance has pulled over $100 billion in trading profits out of the markets since its founding decades ago, in a highly secretive approach that combines mathematical equations with cutting edge technology. Zuckerman conducted over 400 interviews with current and former

Nov 9, 2019 • 17:35

Year End Rallies (with Josh and Tony Dwyer)

Year End Rallies (with Josh and Tony Dwyer)

The S&P 500 came into October this year up double digits. It has done so on 42 occasions since 1926. That’s almost 50% of the time. Of those 42 times, in 35 cases the market went up through the end of the year. That’s an 85% success rate, about as one-sided as market statistics can get. On only 7 occasions did it fall in the fourth quarter. BUT....The 3 worst Q4 losses ever all occurred with the market up double digits - these worst Q4 drops ever were 1929, 1987 and last year-28%, -

Nov 8, 2019 • 17:35

Private Markets Look Like The Dumb Money Now: What Are Your Thoughts? (with Josh and Michael)

Private Markets Look Like The Dumb Money Now: What Are Your Thoughts? (with Josh and Michael)

Welcome to the latest edition of What Are Your Thoughts - Michael Batnick and Downtown Josh Brown break down the biggest topics of the moment. On this episode: * Private markets used to be thought of as "the smart money" while public markets were for retail shleps - but this time around, it's the public investors who are calling bullsh*t on the VCs, private equity firms and insiders. * It's not just value investing that's out of favor - value commentary from the likes of Howard Marks se

Oct 23, 2019 • 14:15

Everything's Free: The Impact of Zero-fee Trading (with Barry and Dave Nadig)

Everything's Free: The Impact of Zero-fee Trading (with Barry and Dave Nadig)

Dave Nadig, managing director of ETF.com, stops by The Compound to discuss how fee-free trading is changing the investment landscape with Ritholtz Wealth Management Chairman and CIO, Barry Ritholtz.1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify  Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should

Oct 14, 2019 • 13:05

Banks Can't Forecast Interest Rates Either (with Josh and Michael)

Banks Can't Forecast Interest Rates Either (with Josh and Michael)

Welcome to the latest edition of What Are Your Thoughts - Michael Batnick and Downtown Josh Brown break down the biggest topics of the moment. On this episode:* Get your story straight - are there too many IPOs coming out this year or not enough? 2019 is on pace to see the most capital raised by initial public offerings in a year since 2000, and possibly even break the record. The number of companies coming public is on pace to match or exceed prior records as well. So this is....good n

Oct 9, 2019 • 13:17

The Yield Curve Indicator (with Josh, Michael, and Campbell Harvey)

The Yield Curve Indicator (with Josh, Michael, and Campbell Harvey)

Campbell Harvey is a Professor at Duke University and a partner as Research Affiliates. He sat down with Michael Batnick and Josh Brown of Ritholtz Wealth Management to discuss the meaning of the inverted yield curve indicator, which he discovered in 1986 while working on a dissertation.Campbell cites the fact that 7 out of the last 7 recessions had been presaged by a yield curve inversion - which is what happens when it longer term bond yields fall below shorter term bond yields in the

Oct 7, 2019 • 24:41

What Does Commission-Free Trading Mean For You? (with Josh)

What Does Commission-Free Trading Mean For You? (with Josh)

Josh here -Charles Schwab announced that starting October 7th all commissions on stocks, ETFs and options would go down to zero. The march toward commission-free trading has been happening in slow motion for decades, ever since the 1970's.My take on it is this - it's terrific news for investors, as it lowers the cost of being an investor and gaining access to markets. But is it a "game changer"? I don't think so. It's also important to note the link between market valuations and the ease of acce

Oct 2, 2019 • 5:56

The Difference Between Sports Betting & Trading (with Josh, Michael and Patrick Keane)

The Difference Between Sports Betting & Trading (with Josh, Michael and Patrick Keane)

Patrick Keane, CEO of The Action Network, joins Josh Brown and Michael Batnick at The Compound to discuss the future of sports betting and how it compares to trading.Patrick believes that prop betting will explode in popularity as sports venues warm to the additional revenue it can bring. He sees app-based betting coming to a state near you and many stock market traders becoming attracted to sports bets as the terminology becomes more widely understood.1-click play or subscribe on your

Sep 30, 2019 • 22:48

How Will Impeachment Affect the Stock Market (with Josh, Michael and Eddy Elfenbein)

How Will Impeachment Affect the Stock Market (with Josh, Michael and Eddy Elfenbein)

House Majority Leader Nancy Pelosi announced the beginning of formal impeachment proceedings of President Trump. As investors, it's important to remember that we don't have a lot of history to go by in terms of what impeachment might mean for the stock market and the economy. But there are some important takeaways from past impeachments of Richard Nixon and Bill Clinton.Crossing Wall Street's Eddy Elfenbein stopped by to talk about what the impeachment announcement actually means for in

Sep 27, 2019 • 21:23

This investment strategy beats dollar cost averaging (with Josh and Nick)

This investment strategy beats dollar cost averaging (with Josh and Nick)

Josh Brown and Nick Maggiulli, of Ritholtz Wealth Management, discuss data on investing a lump sum vs dollar-cost averaging, and the results might surprise you.Read Nick's post for the data and charts:https://ofdollarsanddata.com/the-cost-of-waiting/1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify  Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: http://ritholtz

Sep 25, 2019 • 11:40

What Are Your Thoughts: Is anyone really "middle class" anymore? (with Josh and Michael)

What Are Your Thoughts: Is anyone really "middle class" anymore? (with Josh and Michael)

On a new edition of What Are Your Thoughts?, Michael Batnick and Josh Brown discuss:* The Repo Rate mini-panic* Are we ready for the Daniel Jones Era?* Does it really take $350,000 a year to live in cities?* Standup comics up in arms over political correctness and "cancel culture"* People got excited about value stocks recently. Again.* More terrible sports takes from Josh* Do you need a car to live in New York City?and lots more.As always, we love your feedback, so let us know What Are Your Tho

Sep 19, 2019 • 14:20

Josh Brown and Joe Duran: On Financial Advice, Living Well and Building a Billion Dollar Business

Josh Brown and Joe Duran: On Financial Advice, Living Well and Building a Billion Dollar Business

Josh here - it was my honor and pleasure to interview Joe Duran, founder of United Capital, on stage earlier this week at the inaugural Wealth/Stack Conference in Scottsdale, Arizona.Joe made headlines earlier this year when he sold the firm to Goldman Sachs - a deal that was the largest Goldman has done in 20 years.Joe and I spoke about the need to advise clients on different aspects of their lives, beyond just what's happening in their portfolios. We also talked about what motivated him to mak

Sep 16, 2019 • 20:34

You are going to be a part of the future - Josh's remarks to the advisor community live from Wealth/Stack

You are going to be a part of the future - Josh's remarks to the advisor community live from Wealth/Stack

Ritholtz Wealth Management CEO, Josh Brown, welcomes attendees to the inaugural Wealth/Stack conference in Scottsdale, Arizona.1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify  Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solic

Sep 11, 2019 • 9:03

The Benefits of a Regular Paycheck (Tadas with @FerventFinance)

The Benefits of a Regular Paycheck (Tadas with @FerventFinance)

“I have something to admit – I enjoy receiving a paycheck twice every month. Some people are willing to give up the sure thing to pursue a passion project, launch their own business, or take a year off to travel the world. While I’m envious of those with such conviction, I just can’t pull the trigger.”Kevin (@ferventfinance) blogs at Fervent Finance and is the co-host of the Reversion to the Mean podcast with Justin Castelli. Tadas got Kevin on the phone Skype to talk about a recent pos

Aug 20, 2019 • 9:33

Building Personal Equity (Tadas with Dasarte Yarnway)

Building Personal Equity (Tadas with Dasarte Yarnway)

“Because of the complexity of these compensation structures, I find that most people love the idea of having equity but do not understand it. With companies paying up to 50% of their employees total compensation package in equity, it’s important to understand what exactly is at stake when you decide to accept that job offer for “the next big thing.”Dasarte Yarnway (@dasarteyarnway) is the founder of Berknell Financial group which is a fee-only financial planning firm headquartered in Sa

Aug 8, 2019 • 9:49

Balancing Today and Tomorrow (Tadas with Jeremy Walter)

Balancing Today and Tomorrow (Tadas with Jeremy Walter)

“A right balance is somewhere in between – enjoying Today while planning for Tomorrow. And there’s no magical, universal formula, spreadsheet, or ratio to figure this out. It’s entirely subjective to each person and family.”Jeremy Walter (@jeremywalter) is the founder of Fident Financial, LLC and logs at Calibrating Capital:. Tadas got Jeremy on the phone to talk about a recent post of his entitled “Today vs. Tomorrowland” where he writes about the challenges of balancing our need to li

Aug 2, 2019 • 9:35

What Are Your Thoughts 7/31 (Josh and Michael)

What Are Your Thoughts 7/31 (Josh and Michael)

Josh Brown here - Michael Batnick and I return with an all new What Are Your Thoughts! Today's topics:* What technologies that we use now that will soon be obsolete? * Why bother worrying about manufacturing data when consumer data is what drives the economy? * 75 million Amazon customers are watching shows on Prime Video - what the hell are they watching? * Where does Once Upon a Time in Hollywood rank in the Tarantino pantheon? * Is Chipotle the greatest consumer turnaround story of o

Jul 31, 2019 • 18:45

Everyone Deserves Good Financial Advice. Everyone. (Josh and Michael with Jon Stein and Dan Egan)

Everyone Deserves Good Financial Advice. Everyone. (Josh and Michael with Jon Stein and Dan Egan)

Once upon a time, quality financial advice was only available for millionaires and the sophisticated investors who had the expertise to find the right advisors and understand exactly what they were getting. Non-millionaires and younger investors were ignored by traditional Wall Street brokerage firms, left to fend for themselves or, worse, to be preyed upon by unscrupulous brokers and insurance salesmen with skewed incentives.  But times have changed, thanks to an innovative wave of new advisory

Jul 18, 2019 • 17:22

This isn't a financial business.

This isn't a financial business.

This isn't a financial business. It's a communications business. The sooner people get this through their heads, the better equipped they'll be to serve clients. In an all-hands meeting, Josh discusses the primacy of empathy and caring over everything else. 1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here:http://ritholtzwea

Jul 16, 2019 • 5:52

The 7 Deadly Sins of Investing

The 7 Deadly Sins of Investing

FAQ: What are the seven deadly sins of investing? Many of the questions we get from investors revolve around one of these seven mistakes that, if left unchecked, could doom a long-term investing portfolio or retirement plan. Lust!Gluttony!Envy!Pride!Wrath!Greed!Sloth!Michael Batnick, Ben Carlson and Downtown Josh Brown weigh in on each of these sins and why they can be so destructive to investors who aren't aware of them. 1-click play or subscribe on your favorite podcast app Subscribe

Jul 10, 2019 • 17:06

The Student Debt "Crisis" (Tadas with Andrew Thrasher)

The Student Debt "Crisis" (Tadas with Andrew Thrasher)

“Student debt has negatively impacted many American’s lives, but it’s not a crisis that I believe warrants an expansion of the government balance sheet to the tune of multiple trillions of dollars. Like anytime the government puts their thumb on the proverbial scale, actions have repercussions and should be carefully weighted ahead of time.”Andrew Thrasher (@andrewthrasher) blogs at Thrasher Analytics is an active participant on Financial Twitter. Tadas got Andrew on the phone to talk a

Jul 9, 2019 • 10:15

Investing as a Hobby (Tadas with David Schawel)

Investing as a Hobby (Tadas with David Schawel)

“Where investing as a hobby might be sensible is with a small amount of your assets that you can afford to lose, and that you can handle psychologically. Being under the illusion that diving into investing in a meaningful way will result in above average performance is dangerous and likely to end poorly based on historical studies.” David Schawel (@davidschawel) is the CIO of Family Management Corporation and is a veteran observer of the financial markets. Tadas got David on the phone to talk ab

Jul 5, 2019 • 9:52

On Authenticity (with Josh)

On Authenticity (with Josh)

There are two types of authenticity and both are important to clients and potential clients of any business. Josh breaks it down, Live from the Compound Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Jul 5, 2019 • 9:51

Don't Let Your New SUV Blow a Hole In Your Budget (Ben with Tadas)

Don't Let Your New SUV Blow a Hole In Your Budget (Ben with Tadas)

“As with most things in life you are in charge of your own stuff. If you want to drive a new luxury vehicle, more power to you. Just realize that there are financial (and environmental) trade-offs involved. But don’t be under the illusion that anyone really cares what car you are driving.” Ben Carlson recently got Tadas Viskanta, Director of Investor Education at Ritholtz Wealth Management, on the phone Skype to talk about a recent post of his entitled “Why Your Luxury Car is Unlikely t

Jul 2, 2019 • 9:57

Monday Morning Meeting 6/24

Monday Morning Meeting 6/24

1-click play or subscribe on your favorite podcast appSubscribe to the mini podcast on iTunes or SpotifyEnable our Alexa skill here - "Alexa, play the Compound show!"Talk to us about your portfolio or financial plan here:http://ritholtzwealth.com/Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:https://thereformedbroker.com/ter

Jul 1, 2019 • 13:01

Aiming For A Benchmark (Tadas with Robert Seawright)

Aiming For A Benchmark (Tadas with Robert Seawright)

“The moral of this story is obvious. We all do better when we have something to aim at. That’s why proper benchmarking is so important. In the investment world, it means a standard or measure that can be used to analyze the allocation, risk, and return of a given portfolio.”Robert Seawright (@rpseawright) who blogs at Above the Market is a long-established figure in the investment blogosphere. Tadas got Bob on the phone to talk about a recent post of his entitled “How’s Your Aim?” where he write

Jun 27, 2019 • 9:24

The Most Disruptive Man in Wealth Management (Josh with Shirl Penney)

The Most Disruptive Man in Wealth Management (Josh with Shirl Penney)

Who is the most disruptive person in wealth management? It's not a robo founder. Or an index ETF CEO. Or a blogger. In fact, it is Shirl Penney, the founder of Dynasty Financial Partners, whose platform for breakaway brokers who want to become independent advisors and own their own firms has now amassed almost $40 billion in client assets over the last ten years. Shirl has changed the way wirehouse brokers and other captive financial advisors at large firms have looked at independence. He's buil

Jun 24, 2019 • 15:01

"I did everything I was supposed to do" (with Josh and Michael)

"I did everything I was supposed to do" (with Josh and Michael)

Josh Brown and Michael Batnick discuss the recent post "I did everything I was supposed to do", which is the story of a man whose spent his whole career working for asset management firms and now finds himself on the wrong side of the active vs passive debate. There are real world consequences of the massive outflows of cash coming from actively managed mutual funds. This was Josh's attempt to look at the issue from the other side.The post spread around the financial web like wildfire.

Jun 20, 2019 • 11:49

Josh Monday Meeting 7/15

Josh Monday Meeting 7/15

This is not a business of numbers. It uses finance, but it is not even a business about finance. This business is a business of communication. Of relationships. Of empathy. Josh discusses the topic at an all-hands Monday meeting at Ritholtz Wealth Management.1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: https:/

Jun 15, 2019 • 5:52

What if the cost of capital never rises again? (Josh with Ben)

What if the cost of capital never rises again? (Josh with Ben)

Josh's new post is about a world in which the cost of money remains cheap to free, and all of the potential disruption that would entail. Josh looks at this issue through the prism of a decade's worth of massive outperformance for growth stocks vs value stocks.Ben Carlson (A Wealth Of Common Sense) brings up some interesting points about what this would mean for savers and investors and portfolio construction in general.You can read the post, When Everything That Counts Can't Be Counted

Jun 14, 2019 • 15:43

How the Financial Advice Industry is Changing (Tadas with Cullen Roche)

How the Financial Advice Industry is Changing (Tadas with Cullen Roche)

“This is going to be life and death for many advisors. Legacy firms with massive overhead and fixed high fee AUM structures will struggle to compete with the coming change in fee structures. Firms that are able to move to a leaner and more tech based platform will outperform as they make up for lost revenue with fatter margins.”Cullen Roche who blogs at Pragmatic Capitalism has been a mainstay of the financial blogsophere for over ten years now. Tadas got Cullen on the phone to talk about a rece

Jun 10, 2019 • 9:57

The New Way To Invest In Emerging Markets (with Josh and Perth Tolle)

The New Way To Invest In Emerging Markets (with Josh and Perth Tolle)

Josh here - my friend Perth Tolle has been hustling and grinding harder than almost anyone I know on The Street these past few years - first, with the launch of her proprietary Life + Liberty Indexes and now with the first ETF based on her ideas. Perth believes, as I do, that countries with a strong rule of law and respect for both civil and human rights will make for better long term investments than countries that are lacking in these areas. The long term performance of the US, UK and

Jun 7, 2019 • 13:13

The Algebra of Happiness (Barry with Scott Galloway)

The Algebra of Happiness (Barry with Scott Galloway)

Subscribe: https://www.youtube.com/thecompoundrwm?sub_confirmation=1Josh here - I absolutely love this discussion between my partner Barry Ritholtz and the one and only Professor Scott Galloway about being happy and learning to live with yourself, in good times and bad. Scott's new book, The Algebra of Happiness, is both highly personal and instantly relatable to everyone. Scott has become one of the most sought after speakers on technology, marketing, trends and innovation. This is a g

Jun 6, 2019 • 19:20

Why Diversification Works in Life and Market (Tadas with Dr. Brett)

Why Diversification Works in Life and Market (Tadas with Dr. Brett)

“How balanced is your life portfolio? If one area of your life were to not work out, how vulnerable would you be? When is the last time you rebalanced your life's portfolio? When have you last expanded your life portfolio?”Dr. Brett Steenbarger is a trained psychologist, trading coach, author and blogger at TraderFeed. Tadas got Dr. Brett on the phone to talk about a recent post of his entitled “Why Diversification Works in Life and Markets” where he discusses the importance of having a

Jun 5, 2019 • 9:57

True Wealth is "Funded Contentment" (with Blair and Brian Portnoy)

True Wealth is "Funded Contentment" (with Blair and Brian Portnoy)

Blair duQuesnay catches up with Brian Portnoy to discuss some of the biggest challenges in defining wealth, finding happiness in our success and being aware of the fact that we seem to always want more.Talk to Blair here:https://ritholtzwealth.com/team/blair-duquesnay/Brian Portnoy, Ph.D., CFA, is an expert at simplifying the complex world of money. In his two books, The Investor's Paradox and The Geometry of Wealth, he tackles the challenges of not only making better investment decisio

May 31, 2019 • 10:42

The Secret to Your Survival on Wall Street (with Jeff Saut)

The Secret to Your Survival on Wall Street (with Jeff Saut)

Barry Ritholtz and Downtown Josh Brown welcome storied Wall Street veteran Jeff Saut, formerly of Raymond James, to The Compound. Jeff talks about how he uses both fundamentals and technical analysis in his investment selection process, and why he doesn't pay as much attention to the economy as he does to earnings and investment ideas from trusted sources. Jeff spent the last 21 years as a chief strategist for Raymond James and has now gone independent, with both asset management and a

May 30, 2019 • 8:52

What Is Your "Investing Bible"? (Tadas with Phil Huber)

What Is Your "Investing Bible"? (Tadas with Phil Huber)

“Prior to reading Expected Returns, I had a very narrow view of asset allocation and portfolio construction. Like most investors, I viewed diversification through the singular lens of asset classes, i.e. stocks vs. bonds. Through the effective use of two visual aids, this book turned that notion on its head.”Phil Huber is an enthusiastic participant in the financial blogsphere and the CIO of Huber Financial Advisors. Tadas got Phil on the phone to talk about a recent post of his entitled “My Inv

May 29, 2019 • 9:38

Target smokes its quarterly earnings, now what? (with Josh and Jeff Macke

Target smokes its quarterly earnings, now what? (with Josh and Jeff Macke

Josh is joined by Jeff Macke to discuss the latest quarterly earnings reports from Target, Walmart, Nordstrom and more! Enable our Alexa skill here - "Alexa, play the Compound show!"https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZTalk to us about your portfolio or financial plan here:http://ritholtzwealth.com/Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Pl

May 22, 2019 • 8:41

The Only Two Scarce Resources Left on Wall Street

The Only Two Scarce Resources Left on Wall Street

There are only two commodities left worth anything in the money management business. In an all hands meeting at Ritholtz Wealth, CEO Josh Brown explains...Enable our Alexa skill here - "Alexa, play the Compound show!"https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZTalk to us about your portfolio or financial plan here:http://ritholtzwealth.com/Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitatio

May 21, 2019 • 10:23

Will Amazon Dethrone Google's Ad Business (with Josh and Greg March)

Will Amazon Dethrone Google's Ad Business (with Josh and Greg March)

Josh Brown talks with Greg March, founder of Noble People, a media agency based in New York City, about whether or not Amazon's advertising business can supplant Google's search hegemony any time soon.Enable our Alexa skill here - "Alexa, play the Compound show!"https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZTalk to us about your portfolio or financial plan here:http://ritholtzwealth.com/Obviously nothing on this channel should be considered as personalized

May 20, 2019 • 7:54

Why the price of Bitcoin just doubled (with Josh and Tyrone Ross)

Why the price of Bitcoin just doubled (with Josh and Tyrone Ross)

Josh here - I asked my friend Tyrone Ross of Noble Bridge Wealth Management about the recent rally in Bitcoin, which has doubled since the beginning of the year and shocked the markets. What's behind the recent move? Who's doing all the buying? What major catalysts on the horizon?Enable our Alexa skill here - "Alexa, play the Compound show!"https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZTalk to us about your portfolio or financial plan here:http://ritholtzwe

May 15, 2019 • 9:23

The Book That Changed My Life (with Michael and Josh)

The Book That Changed My Life (with Michael and Josh)

osh here - on the 20th anniversary of Simple Wealth, Inevitable Wealth, I discuss why it's the book that changed the entire trajectory of my career and laid the groundwork for my investing philosophy.Many books and authors have been influential and important to my understanding about how the market works. Simple Wealth, however, was the first book that made me want to dedicate my life to helping others invest and make sure they don't fall prey to all the wrong information and advice the

May 14, 2019 • 8:35

The Hype Behind Portfolio Rebalancing (Tadas with Peter Lazaroff)

The Hype Behind Portfolio Rebalancing (Tadas with Peter Lazaroff)

“Rebalancing is getting a little overrated. It is nowhere near as impactful on returns as human and digital advisors advertise. I also feel like human advisors probably rebalance more than is truly necessary.”Peter Lazaroff who is the co-CIO of Plancorp and BrightPlan. Peter blogs at PeterLazaroff.com and most importantly for the purposes of this discussion is the author of the recently published book Making Money Simple: The Complete Guide to Getting Your Financial House in Order and K

May 13, 2019 • 9:52

Are Tech Stocks Unstoppable? (with Ben, Josh and Michael)

Are Tech Stocks Unstoppable? (with Ben, Josh and Michael)

Are US stocks destined to continue crushing international stocks? How about tech stocks vs everything else? Sure seems that way. But the recency bias is real! Michael Batnick, Ben Carlson and Downtown Josh Brown discuss!Enable our Alexa skill here - "Alexa, play the Compound show!"https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZTalk to us about your portfolio or financial plan here:http://ritholtzwealth.com/Obviously nothing on this channel should be consider

May 8, 2019 • 8:27

Investment Nostalgia (Tadas with Justin Mallory)

Investment Nostalgia (Tadas with Justin Mallory)

“Many of us look back nostalgically on our childhood memories when life was simpler and allow the feeling of familiarity to warm our souls. That’s ok. But, save your memory of investment traditions for small loses where lessons were learned, stay educated about the changing landscape, and participate in the positive evolution of the industry.”Justin Mallory has a deep interest and background in financial planning and blogs at The Real Wealth Farmer. Tadas got Justin on Skype to talk abo

May 3, 2019 • 9:58

Jeff Macke on the History and Future of Target (with Josh)

Jeff Macke on the History and Future of Target (with Josh)

Josh here - my friend Jeff Macke is an investor and an expert in the retailing giants Amazon, Target, Walmart and Sears. Jeff's dad ran Target for Dayton-Hudson in the 1970's and he knows more on this topic than anyone I can think of. Today in 1962, Target was born in Minneapolis, Minnesota. Jeff and I look back at what made the 2,000-store chain great and what the future brings as the retail giants take the fight back to Jeff Bezos. Enable our Alexa skill here - "Alexa, play the Compou

May 1, 2019 • 9:38

Barry Ritholtz on the Psychology of Stock Market Corrections

Barry Ritholtz on the Psychology of Stock Market Corrections

Barry Ritholtz wonders why everyone is still so surprised every time the stock market has a correction.The psychology surrounding stock-market declines and recoveries is fascinating. Anytime markets retreat even a little bit, the noise surrounding the event begins to swell. Given how frequently markets jink and turn, you might expect people would be used to the occasional plunge by now.Full transcript of Barry's rap on the subject available here: https://ritholtz.com/2019/04/corrections

Apr 29, 2019 • 7:14

Talking Behavioral Coaching (Tadas with Brendan Mullooly)

Talking Behavioral Coaching (Tadas with Brendan Mullooly)

“But I want to dispel an implicit myth about behavioral coaching: it is not predicated upon its recipient being crazy, stupid, or reckless. Nor is it predicated upon its purveyor being a genius, stoic, or super-human. It is predicated upon both parties being human.”Brendan Mullooly, who blogs at Your Brain on Stocks, is an investment advisor based in New Jersey for Mullooly Asset Management. Tadas got Brendan on the phone to talk about a recent post of his entitled “I Need Behavioral Co

Apr 26, 2019 • 9:24

An Investment Tool Advisors Love (with Josh, Michael and YCharts CEO Sean Brown)

An Investment Tool Advisors Love (with Josh, Michael and YCharts CEO Sean Brown)

Sean Brown is the CEO of YCharts, one of the hottest investment research platforms on the web. Michael Batnick and Ben Carlson use YCharts for research projects all the time, whether they're answering a client question, creating a blog post or seeking to prove or disprove an idea about markets, the economy, investing or portfolio construction. Sean came by to discuss the various ways investors and financial advisors use YCharts for their daily work and research. Sean is surprised by how

Apr 24, 2019 • 10:41

Teaching Financial Literacy to High Schoolers (Tadas with Tony Isola)

Teaching Financial Literacy to High Schoolers (Tadas with Tony Isola)

“Personal finance can’t be taught in one day or period. It’s a lifetime journey. A full week, though not long enough, gives kids a fighting chance and sparks their interest for further independent study.”Tony Isola an investment advisor representative at Ritholtz Wealth Management, who blogs at A Teachable Moment recently about his experience teaching a personal finance mini-course to high schoolers over the course of a week. Tadas Viskanta got him on the phone to talk about what he tau

Apr 22, 2019 • 9:42

Planning to Be Single (Tadas with Douglas Boneparth)

Planning to Be Single (Tadas with Douglas Boneparth)

“But the truth is, singles should be planning “for one,” because they need to plan, period. When people don’t take ownership of needing to reach financial independence on their own, they are more likely to put off their goals entirely. ”Douglas Boneparth is the President of Bone Fide Wealth in New York City. Tadas Viskanta got Douglas on the phone to talk about a recent post of his entitled “Planning to be Single” where he talks about the similarities (and differences) in financial plan

Apr 19, 2019 • 9:42

The Retirement Crisis: Real or Phony? (with Michael and Josh)

The Retirement Crisis: Real or Phony? (with Michael and Josh)

Two dueling versions of the looming retirement crisis that affects millennials, Gen Xers and Boomers in various ways. Mary Childs wrote that the shortfall is actually worse than we all think. For example:The average saver puts 6.8% of their annual income into their workplace retirement plan...Boomers are saving 8.5% of their annual income, while Gen X workers save 7.4%. Millennials are saving just 5.7% because many of them are more focused on paying down debt, starting a family and buyi

Apr 18, 2019 • 9:18

What does it mean to be elite? (with Josh)

What does it mean to be elite? (with Josh)

Josh shouts out some of the elite-level activities taking place with Ritholtz Wealth, including some praise for trading, admin and the young financial advisors who are making their mark on the firm and its clientele.Enable our Alexa skill here - "Alexa, play the Compound show!"https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZTalk to us about your portfolio or financial plan here:http://ritholtzwealth.com/Obviously nothing on this channel should be considered a

Apr 16, 2019 • 8:56

Overcoming a Reluctance to Spend in Retirement (with Tadas and Ashby Daniels)

Overcoming a Reluctance to Spend in Retirement (with Tadas and Ashby Daniels)

"Retirement should be one of the most fun times of your life. But, generally, that’s only possible if you’re comfortable spending your life savings."Ashby Daniels, a retirement planner at Shorebridge Wealth Management, who blogs at Retirement Field Guide did a post about why it can be really difficult for retirees to change gears from saving for retirement to spending in retirement. Tadas Viskanta got him on the phone to talk about why this is the case and what planners and retirees can do to ma

Apr 15, 2019 • 9:09

Every Financial Advice Firm Will Have a Chief Behavioral Officer (with Blair and Daniel Crosby)

Every Financial Advice Firm Will Have a Chief Behavioral Officer (with Blair and Daniel Crosby)

Ritholtz Wealth Management's Blair duQuesnay caught up with Brinker Capital's Daniel Crosby to talk about how central behavioral investing has become to the financial advice proposition. It sits at the center of the value-add that advisors are bringing to the table in the modern era.Will every financial firm someday have a CBO - Chief Behavioral Officer?Read Blair each week at her blog, The Belle Curve!http://blairbellecurve.com/Follow Daniel Crosby on Twitter:https://twitter.com/danielcrosbyEna

Apr 12, 2019 • 9:27

Financial Advice Using Technical Analysis

Financial Advice Using Technical Analysis

Today at the Compound - an all new episode of Talk Your Book with Downtown Josh Brown and Barry Ritholtz talking to Andrew Thrasher, a technical analyst and portfolio manager at a large Midwestern RIA called the Financial Enhancement Group. Andrew's work look at the structural behavior of prices and volatility in the stock and bond market. In this discussion, Josh and Barry quiz him on the way his firm explains their investment philosophy to clients, the difficulty of marrying technical

Apr 11, 2019 • 9:34

The Return of Rick Ferri (with Barry Ritholtz)

The Return of Rick Ferri (with Barry Ritholtz)

Rick Ferri is one of the most important figures in the indexing movement, having began blogging extensively on the topic of low cost investment and financial advice before the post-crisis revolution drove trillions of dollars into Vanguard and BlackRock.Rick is back with a new business model and a forthcoming book, The Education of an Index Investor. Barry Ritholtz and Rick discuss what he's up to now.Enable our Alexa skill here - "Alexa, play the Compound show!"https://www.amazon.com/R

Apr 10, 2019 • 8:50

Emergency Broadcast: Chicken & Waffles (aka How Could Life Be Better?)

Emergency Broadcast: Chicken & Waffles (aka How Could Life Be Better?)

Josh Brown reminds the staff at Ritholtz Wealth Management to look up at the scoreboard in the sky every once in awhile, and to ask ourselves "How could life be better?" Enable our Alexa skill here - "Alexa, play the Compound show!"https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZTalk to us about your portfolio or financial plan here: http://ritholtzwealth.com/Obviously nothing on this channel should be considered as personalized financial advice just for you

Apr 9, 2019 • 6:40

The thing about historical data (with Tadas and Ben Carlson)

The thing about historical data (with Tadas and Ben Carlson)

"As market participants we all want more data, but once you understand where some of the data comes from you have to take it with a big grain of salt."Stock market data today is abundant and mostly free. However data purporting to go back decade, if not centuries, has a lot of issues with. Ben Carlson, institutional asset management chief at Ritholtz Wealth Management does as much research as anybody using historical data. So he has a unique perspective on what weight we should put on h

Apr 8, 2019 • 8:02

Permabears are Ridiculous People (with Josh and Michael)

Permabears are Ridiculous People (with Josh and Michael)

This week, one of the most well known permabears came out and took a victory lap despite the fact his commentary has been negative about stocks forever. But it's a trick... People can pick different indexes, use price versus total return data, cherry pick from among their own statements and do all sorts of other jiujitsu to hide their bad calls. Investors would do better to ignore all of it, but this is hard - so being armed with this knowledge is the next best thing. Read Michael Batnick's expl

Apr 6, 2019 • 6:25

Best Ideas portfolio (with Josh and Michael)

Best Ideas portfolio (with Josh and Michael)

In a recent study, Vanguard took a look at the last 30 years worth of data for the Russell 3000 index, which represents the total stock market. They found something remarkable - over the last 30 years, 47% of stocks were unprofitable investments and almost 30% lost more than half their value. They also found, and this is the big one, that 7% of stocks had cumulative returns over 1,000%.But imagine how hard it would have been to identify that winning 7% and concentrate only on those hold

Apr 5, 2019 • 7:15

Your House versus the Stock Market with Josh and Ben Carlson

Your House versus the Stock Market with Josh and Ben Carlson

"Home ownership is often called both the American Dream and the biggest investment of your life. It’s debatable whether a house is truly an investment or not, especially when we’re talking about your primary residence."Ben Carlson, institutional asset management chief at Ritholtz Wealth Management did a post about why comparing the price appreciation in housing with the stock market is not a great idea. Downtown Josh Brown gets him on the phone to explain exactly why investors and home

Apr 3, 2019 • 8:03

Overcoming Biases with Josh and Drew Dickson

Overcoming Biases with Josh and Drew Dickson

Josh's guest today is portfolio manager Drew Dickson, who manages a concentrated portfolio of favorite stocks for Albert Bridge Capital. In a recent blog post, Drew explains the four "tools" he uses to overcome the biases that can cloud an investor's judgement and threaten a portfolio manager's ability to look at holdings objectively. Josh talks to Drew briefly about these ideas in today's The Compound mini podcast. You can read Drew's post here: https://www.albertbridgecapital.com/drew

Apr 1, 2019 • 9:53

An Economist Walks Into a Brothel (with Josh and Allison Schrager)

An Economist Walks Into a Brothel (with Josh and Allison Schrager)

Enable the skill on Amazon - "Alexa, play The Compound Show" Josh here - I had so much fun hanging out with my friend Allison Schrager this week on the eve of her gigantic book launch for An Economist Walks Into a Brothel. Allison spent time with big wave surfers, Nevada prostitutes, Hollywood film producers, paparazzi cameramen, horse breeders, magicians and other real world practitioners to discover the way they handle risk. It's one of the most fascinating books I've ever read and Al

Mar 29, 2019 • 12:54

What will Warren Buffett do next (with Michael and Josh)

What will Warren Buffett do next (with Michael and Josh)

Bloomberg reporter Tara LaChapelle asks whether or not Warren Buffett will complete one last "elephant-sized" deal before calling it a career. He's 88 years old, so the clock is ticking. Join Michael Batnick and Downtown Josh Brown as they discuss the possibilities and a recent history of Buffett's acquisitions. Please jump in with your comments too, we'd love to hear what you think! You can read the full article here:https://www.bloomberg.com/opinion/articles/2019-03-25/warren-buffett-

Mar 27, 2019 • 5:38

Emergency Broadcast - Josh's announcement

Emergency Broadcast - Josh's announcement

Josh makes a big announcement to the staff of Ritholtz Wealth Management.https://ritholtzwealth.com/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 25, 2019 • 10:30

Selling Big Winners (with Josh, Michael and Blair)

Selling Big Winners (with Josh, Michael and Blair)

There you are, sitting on a massive gain in a big winning stock. And now it's become a large portion of your portfolio and your net worth increasingly depends upon that stock staying up. Now what?Diversification will rarely look as attractive in hindsight versus the huge gains that are possible from a big winning stock. And regret minimization is one of the most important strategies in finance given how our behavior affects our long term returns. In this episode of Live from the Compound, Certif

Mar 17, 2019 • 8:08

Tadas Viskanta and Josh Brown on Voice and Mini-pods

Tadas Viskanta and Josh Brown on Voice and Mini-pods

Tadas Viskanta and Josh Brown discuss the future of communications within the investment business, and how the home speaker phenomenon is sure to change the game as it proliferates. If investors are using the voice-enabled internet more and more, it stands to reason that their financial advisors and asset managers will want a way to communicate with them there. Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 19, 2019 • 5:17

Ben Carlson on the Dreaded Earnings Recession

Ben Carlson on the Dreaded Earnings Recession

Ben Carlson and Josh Brown discuss the earnings recession. Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 19, 2019 • 5:09

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