The Compound and Friends

Description

Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Tuesday and Friday for expert insight and hot takes on the latest in business and investing. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/

Episodes

2025 / 7 / 18

Everybody's Wrong

On episode 200 of The Compound and Friends, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠ are joined by TCAF legend JC Parets to discuss: the most important sector in the market, the biggest...

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2025 / 7 / 15

Time to Sell Nvidia? Plus A16Z on Stablecoins and a Netflix Earnings Preview

On this TCAF Tuesday, Josh and Michael are joined by Sam Broner of a16z crypto to break down the biggest developments in the world of stablecoins. From PayPal and Circle to the role of U.S. regulators, this...

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2025 / 7 / 11

Reasons to Remain Overweight

On episode 199 of The Compound and Friends, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠ are joined by Ryan Detrick and Sonu Varghese to discuss: how AI saved the market, mid-year market...

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2025 / 7 / 8

How Does Apple Get Its Mojo Back?

On this TCAF Tuesday, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ is here with a special edition of What Are Your Thoughts with special guests Cullen Roche, Eric Balchunas and Alex Kantrowitz. They discuss: who can replace the...

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2025 / 7 / 4

When Will the AI Bubble Pop?

On episode 198 of The Compound and Friends, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ is joined by Joe Fahmy and Shay Boloor to discuss: where we are in the market cycle, the outlook for AI stocks, how Apple got left behind,...

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2025 / 7 / 1

Vanguard’s Joe Davis on AI vs Debt, NVDA $4 Trillion, the US Dollar Plunges, Next Hot IPOs

On this TCAF Tuesday, Josh Brown sits down with Joe Davis, Vanguard’s Global Chief Economist and Global Head of the Investment Strategy Group to discuss Vanguard's 50th anniversary, Joe's new book, AI,...

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2025 / 6 / 27

Statement Risk

On episode 197 of The Compound and Friends, ⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠ and ⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠ are joined by Cole Wilcox, Founder, CEO and CIO of Longboard Asset Management to discuss: all things trend...

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2025 / 6 / 24

The Next Circle IPO, Ric Edelman on Crypto Allocations, Novo Nordisk vs Hims, Dumbflation

On this TCAF Tuesday, Josh Brown sits down with Ric Edelman, Founder of Edelman Financial Engines to discuss: how far Bitcoin has come, the correct Bitcoin allocation, Tokenization, Stablecoins, and much...

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2025 / 6 / 20

Why Defensive Stocks Have Disappeared

On this special episode of The Compound and Friends, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠ are joined by Matt Cerminaro and Todd Sohn for the ultimate CHART ON session! They discuss: the...

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2025 / 6 / 17

Congress Trades During Tariff Announcement, Oil Market Reaction to Israel vs Iran, OpenAI vs MSFT

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ⁠⁠⁠Downtown Josh Brown⁠⁠⁠ and ⁠⁠⁠Michael Batnick⁠⁠⁠! This episode is sponsored by GrayScale. Curious about investing in crypto...

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2025 / 6 / 13

The Next Big Short is the Trade War

On episode 196 of The Compound and Friends, ⁠⁠⁠Michael Batnick⁠⁠⁠ and ⁠⁠⁠Downtown Josh Brown⁠⁠⁠ are joined by Steve Eisman to discuss: behind-the-scenes on The Big Short, what's going on with the trade war,...

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2025 / 6 / 10

Nick and Jessica on Tech Earnings, Mary Meeker’s AI Tour de Force, ARR Models

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of DataTrek Research to discuss why February was probably not the top, how expensive US tech stocks are, AI, sports and more! Then, at...

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2025 / 6 / 6

Individuals Outsmart the Pros, Live From Chicago With Ben and Callie, Morningstar CEO Kunal Kapoor

On episode 195 of The Compound and Friends, ⁠⁠⁠Michael Batnick⁠⁠⁠ and ⁠⁠⁠Downtown Josh Brown⁠⁠⁠ are joined by Ben Carlson and Callie Cox in front of a live audience to discuss: the biggest market surprises of...

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2025 / 5 / 30

Why Initial Jobless Claims Could Blow Up the Stock Market

On episode 194 of The Compound and Friends, ⁠⁠Michael Batnick⁠⁠ and ⁠⁠Downtown Josh Brown⁠⁠ are joined by Jens Nordvig, Founder and CEO of Exante Data to discuss: the latest on tariffs, the significance of...

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2025 / 5 / 27

Unstoppable Buying, ETF Inflow Records, Apple at War, Circle’s IPO

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ⁠⁠Downtown Josh Brown⁠⁠ and ⁠⁠Michael Batnick⁠⁠! They discuss the latest in market moves, BTFD, Circles IPO, and much more! This...

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2025 / 5 / 23

Real Men Don't Panic Over Bonds

On episode 193 of The Compound and Friends, ⁠⁠Michael Batnick⁠⁠ and ⁠⁠Downtown Josh Brown⁠⁠ are joined by Richard Bernstein to discuss: the Big Beautiful Bill, the bond market, the Fed, the next recession,...

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2025 / 5 / 20

The COUGRs Trade Takes Wall Street, America Downgraded by Moodys, Walmart vs Trump

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with ⁠⁠Downtown Josh Brown⁠⁠ and ⁠⁠Michael Batnick⁠⁠! This episode is sponsored by Betterment Advisor Solutions and Rocket...

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2025 / 5 / 16

Warren Buffett vs American Capitalism

On episode 192 of The Compound and Friends, ⁠⁠Downtown Josh Brown⁠⁠ is joined by Chris Davis and John Authers to discuss: Warren Buffett's Legacy, the future of Berkshire Hathaway, 3 massive transitions...

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2025 / 5 / 13

Bull Trap or the Real Thing? Plus, Dana Mattioli on Amazon, Coinbase Joins the S&P 500, China Tariffs LOL

On this TCAF Tuesday, Downtown Josh Brown sits down with Dana Mattioli of The WSJ to discuss her new book "The Everything War" and Amazon's plan to stay on top forever. Then at 42:00, hear an all-new episode...

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2025 / 5 / 9

The Soul of a Short-Seller

On episode 191 of The Compound and Friends, ⁠Michael Batnick⁠ and ⁠Downtown Josh Brown⁠ are joined by Carson Block, Founder and Chief Investment Officer of Muddy Waters Capital to discuss: how activist...

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2025 / 5 / 6

Rest in Peace, CFA

On this TCAF Tuesday, Join Michael Batnick (Managing Partner, Ritholtz Wealth Management) and guest co-host Callie Cox (Chief Market Strategist, Ritholtz Wealth Management) for another episode of What Are...

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2025 / 5 / 2

Every Recession Begins With a Slowdown

On episode 190 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neil Dutta of RenMac to discuss: the risk of recession, what's really behind Trump's tariffs, the Fed's next...

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2025 / 4 / 29

Kenneth Rogoff on the Dollar, Stocks Laugh at Tariffs, Starbucks and Amazon Earnings

On this TCAF Tuesday, Downtown Josh Brown sits down with Kenneth Rogoff, an economist, Harvard economics professor, and chess grandmaster, to discuss his new book "Our Dollar, Your Problem". They also dive...

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2025 / 4 / 25

The Worst Is Still to Come

On episode 189 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rebecca Patterson, Senior Fellow at the Council on Foreign Relations and former Chief Investment Strategist at...

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2025 / 4 / 22

Next Trillion Dollar Stock, Why US Is Still Exceptional, Trump vs Powell

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick! This episode is sponsored by Public. Fund your account in five minutes or less at...

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2025 / 4 / 18

End of an Empire (EP.188)

On episode 188 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies of 3Fourteen Research to discuss: what earnings typically look like after stock market...

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2025 / 4 / 18

End of an Empire

On episode 188 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies of 3Fourteen Research to discuss: what earnings typically look like after stock market...

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2025 / 4 / 15

How to Tune Out the Noise

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick! This episode is sponsored by Flat Rock Global. Visit:...

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2025 / 4 / 11

The Craziest Week Ever

On episode 187 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jenny Van Leeuwen Harrington, Chief Executive Officer of Gilman Hill Asset Management to discuss: Trump vs the...

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2025 / 4 / 11

The Craziest Week Ever (EP.187)

On episode 187 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jenny Van Leeuwen Harrington, Chief Executive Officer of Gilman Hill Asset Management to discuss: Trump vs the...

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2025 / 4 / 10

Crowdstrike and the $250 Billion Opportunity in Cybersecurity

In this special episode, Downtown Josh Brown sits down with CrowdStrike CEO George Kurtz to discuss: AI and the changing landscape of cybersecurity, Google's massive cloud security acquisition, future growth...

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2025 / 4 / 9

Former Trump Trade Official Steve Pavlick on Tariffs, Negative Wealth Shock, Pulled Earnings Guidance

On this TCAF Tuesday, Downtown Josh Brown is joined by Steve Pavlick to discuss the latest on the trade war and the stock market's volatile reaction. Then, at 40:49, hear an all-new episode of What Are Your...

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2025 / 4 / 4

Bloodbath

On episode 186 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Steve Quirk, Chief Brokerage Officer at Robinhood to discuss: the stocks getting hit hardest by the tariff...

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2025 / 4 / 1

Liberation Day, Goldman Gets Bearish, Falling Knives

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They discuss Liberation Day and tariffs, Mag 7 weakness, CoreWeave, AI and much more! This episode...

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2025 / 3 / 31

The World According to Joe Lonsdale

On episode 185 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Lonsdale and Jacob Miller of Opto to discuss: entrepreneurship, AI in America, democratizing private...

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2025 / 3 / 28

Greed Is Good

On episode 184 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by returning guests Andrew Beer and Sam Ro to discuss: who wins in a trade war, the real value of hedge funds,...

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2025 / 3 / 25

How Not to Invest With Barry Ritholtz, Dip Buyers Winning, Coreweave

On this TCAF Tuesday, Downtown Josh Brown is joined by Barry Ritholtz, Co-founder and Chairman of Ritholtz Wealth Management to discuss his new book release "How Not to Invest". Then at 39:18, hear an all-new...

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2025 / 3 / 18

Correction Territory

On episode 183 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Terranova to discuss: momentum stocks, recent market volatility, Joe's ETF, and much more! This episode...

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2025 / 3 / 14

Big Market Delusion

On episode 182 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rob Arnott to discuss: the market selloff, value stocks, the evolution of the CAPE ratio, international...

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2025 / 3 / 11

S*** Just Got Real, Earnings Estimates Fall With Nick Colas, Trump’s Argentina Playbook

On this TCAF Tuesday, Josh Brown is joined by Nick Colas, co-founder of DataTrek Research, to discuss policy uncertainty, current market sentiment, the divergence in global markets, what an elevated Vix means...

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2025 / 3 / 7

Tom Lee to the Rescue

On episode 181 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee to discuss: how bull markets end, the trade war, odds of a recession, the case for a Bitcoin reserve,...

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2025 / 3 / 4

Tariffs (Finally) Wreck the Stock Market, Ackman’s Buffett Bid, April “Tax Drain” Sell-Offs

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They discuss the recent market turmoil, Trump's tariffs, Bill Ackman's aspirations, the strategic...

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2025 / 2 / 28

Price-Chasing Donkey

On episode 180 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jim Lebenthal, Chief Equity Strategist and Partner at Cerity Partners to discuss: Nvidia earnings reaction,...

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2025 / 2 / 26

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...

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2025 / 2 / 21

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...

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2025 / 2 / 18

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...

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2025 / 2 / 14

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...

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2025 / 2 / 11

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...

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2025 / 2 / 7

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...

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2025 / 2 / 5

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...

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2025 / 1 / 31

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,...

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2025 / 1 / 28

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...

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2025 / 1 / 24

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,...

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2025 / 1 / 21

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...

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2025 / 1 / 17

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...

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2025 / 1 / 15

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,...

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2025 / 1 / 8

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...

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2025 / 1 / 3

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...

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2024 / 12 / 31

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!...

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2024 / 12 / 27

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...

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2024 / 12 / 20

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...

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2024 / 12 / 18

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...

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2024 / 12 / 13

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...

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2024 / 12 / 11

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...

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2024 / 12 / 6

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,...

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2024 / 12 / 3

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...

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2024 / 11 / 27

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...

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2024 / 11 / 22

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,...

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2024 / 11 / 19

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...

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2024 / 11 / 15

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...

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2024 / 11 / 12

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....

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2024 / 11 / 8

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...

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2024 / 11 / 6

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...

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2024 / 11 / 1

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...

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2024 / 10 / 29

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,...

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2024 / 10 / 21

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...

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2024 / 10 / 18

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...

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2024 / 10 / 15

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...

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2024 / 10 / 11

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...

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2024 / 10 / 8

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...

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2024 / 10 / 4

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"...

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2024 / 10 / 1

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...

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2024 / 9 / 27

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,...

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2024 / 9 / 24

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...

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2024 / 9 / 20

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...

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2024 / 9 / 13

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,...

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2024 / 9 / 10

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...

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2024 / 9 / 6

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...

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2024 / 9 / 3

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...

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2024 / 8 / 30

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...

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2024 / 8 / 27

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,...

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2024 / 8 / 23

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,...

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2024 / 8 / 20

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!...

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2024 / 8 / 13

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...

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2024 / 8 / 9

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,...

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2024 / 8 / 6

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,...

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2024 / 8 / 2

The Tech Unwind

On episode 152 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bryn Talkington of Requisite Capital Management and Athanasios Psarofagis of Bloomberg Intelligence to...

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2024 / 7 / 30

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,...

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2024 / 7 / 26

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...

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2024 / 7 / 23

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...

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2024 / 7 / 19

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...

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2024 / 7 / 16

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...

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2024 / 7 / 12

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...

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2024 / 7 / 9

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...

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2024 / 7 / 2

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...

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2024 / 6 / 28

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...

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2024 / 6 / 25

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...

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2024 / 6 / 21

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...

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2024 / 6 / 18

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...

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2024 / 6 / 14

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,...

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2024 / 6 / 11

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...

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2024 / 6 / 7

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...

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2024 / 6 / 4

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...

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2024 / 5 / 31

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...

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2024 / 5 / 28

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...

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2024 / 5 / 24

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...

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2024 / 5 / 21

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...

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2024 / 5 / 20

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...

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2024 / 5 / 17

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...

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2024 / 5 / 14

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...

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2024 / 5 / 13

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,...

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2024 / 5 / 10

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,...

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2024 / 5 / 7

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...

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2024 / 5 / 3

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...

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2024 / 4 / 23

"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...

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2024 / 4 / 19

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...

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2024 / 4 / 16

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...

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2024 / 4 / 12

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...

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2024 / 4 / 9

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...

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2024 / 4 / 2

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....

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2024 / 3 / 29

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...

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2024 / 3 / 26

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...

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2024 / 3 / 22

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...

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2024 / 3 / 19

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...

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2024 / 3 / 15

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,...

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2024 / 3 / 12

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...

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2024 / 3 / 8

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,...

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2024 / 3 / 5

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...

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2024 / 3 / 1

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...

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2024 / 2 / 28

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...

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2024 / 2 / 23

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...

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2024 / 2 / 20

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...

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2024 / 2 / 16

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,...

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2024 / 2 / 14

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...

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2024 / 2 / 9

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...

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2024 / 2 / 7

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,...

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2024 / 2 / 6

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...

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2024 / 2 / 2

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...

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2024 / 1 / 31

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...

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2024 / 1 / 26

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...

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2024 / 1 / 23

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...

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2024 / 1 / 19

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...

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2024 / 1 / 17

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...

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2024 / 1 / 12

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,...

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2024 / 1 / 10

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...

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2024 / 1 / 5

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...

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2024 / 1 / 3

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...

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2023 / 12 / 29

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...

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2023 / 12 / 22

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...

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2023 / 12 / 20

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:...

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2023 / 12 / 15

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,...

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2023 / 12 / 13

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...

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2023 / 12 / 8

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...

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2023 / 12 / 6

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...

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2023 / 12 / 1

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,...

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2023 / 11 / 29

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...

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2023 / 11 / 24

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...

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2023 / 11 / 22

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...

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2023 / 11 / 17

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...

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2023 / 11 / 15

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...

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2023 / 11 / 10

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,...

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2023 / 11 / 8

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...

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2023 / 11 / 3

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,...

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2023 / 10 / 31

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...

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2023 / 10 / 27

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...

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2023 / 10 / 24

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...

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2023 / 10 / 20

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,...

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2023 / 10 / 17

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:...

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2023 / 10 / 13

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...

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2023 / 10 / 10

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...

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2023 / 10 / 6

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,...

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2023 / 10 / 3

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...

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2023 / 9 / 26

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...

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2023 / 9 / 22

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...

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2023 / 9 / 19

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...

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2023 / 9 / 15

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...

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2023 / 9 / 8

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...

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2023 / 9 / 5

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...

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2023 / 8 / 29

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...

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2023 / 8 / 25

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...

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2023 / 8 / 22

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...

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2023 / 8 / 18

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,...

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2023 / 8 / 15

“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...

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2023 / 8 / 11

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...

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2023 / 8 / 8

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...

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2023 / 8 / 1

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...

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2023 / 7 / 28

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...

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2023 / 7 / 25

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...

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2023 / 7 / 21

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...

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2023 / 7 / 19

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...

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2023 / 7 / 14

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...

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2023 / 7 / 11

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...

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2023 / 7 / 7

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...

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2023 / 7 / 3

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...

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2023 / 6 / 30

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,...

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2023 / 6 / 27

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...

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2023 / 6 / 23

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...

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2023 / 6 / 9

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,...

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2023 / 6 / 6

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...

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2023 / 6 / 2

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...

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2023 / 5 / 26

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...

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2023 / 5 / 19

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...

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2023 / 5 / 12

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,...

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2023 / 5 / 9

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...

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2023 / 5 / 5

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...

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2023 / 5 / 1

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...

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2023 / 4 / 28

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...

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2023 / 4 / 21

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...

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2023 / 4 / 14

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...

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2023 / 4 / 7

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...

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2023 / 3 / 31

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...

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2023 / 3 / 24

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...

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2023 / 3 / 21

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...

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2023 / 3 / 17

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...

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2023 / 3 / 14

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...

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2023 / 3 / 10

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...

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2023 / 3 / 3

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,...

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2023 / 2 / 17

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...

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2023 / 2 / 10

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,...

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2023 / 2 / 3

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,...

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2023 / 1 / 27

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...

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2023 / 1 / 20

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,...

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2023 / 1 / 13

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,...

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2023 / 1 / 6

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...

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2022 / 12 / 22

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...

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2022 / 12 / 17

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...

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2022 / 12 / 9

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,...

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2022 / 12 / 2

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...

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2022 / 11 / 23

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...

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2022 / 11 / 18

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...

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2022 / 11 / 11

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...

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2022 / 11 / 4

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...

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2022 / 10 / 28

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...

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2022 / 10 / 21

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...

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2022 / 10 / 14

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,...

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2022 / 10 / 10

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...

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2022 / 10 / 7

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,...

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2022 / 10 / 3

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...

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2022 / 9 / 30

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...

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2022 / 9 / 23

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...

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2022 / 9 / 19

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...

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2022 / 9 / 16

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...

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2022 / 9 / 9

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...

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2022 / 9 / 2

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,...

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2022 / 8 / 26

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...

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2022 / 8 / 19

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...

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2022 / 8 / 12

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...

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2022 / 7 / 22

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...

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2022 / 7 / 18

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...

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2022 / 7 / 15

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...

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2022 / 7 / 8

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...

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2022 / 7 / 1

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,...

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2022 / 6 / 24

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...

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2022 / 6 / 17

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,...

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2022 / 6 / 10

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...

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2022 / 6 / 3

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...

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2022 / 5 / 27

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...

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2022 / 5 / 24

Live from The Compound with Michael Rapino

On this special episode of Live from The Compound, Live Nation CEO Michael Rapino joins Downtown Josh Brown and Michael Batnick! Follow Michael Rapino: https://twitter.com/Michael_Rapino Check out The...

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2022 / 5 / 20

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...

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2022 / 5 / 13

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...

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2022 / 5 / 6

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...

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2022 / 4 / 29

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...

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2022 / 4 / 22

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...

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2022 / 4 / 15

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,...

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2022 / 4 / 11

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...

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2022 / 4 / 8

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,...

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2022 / 4 / 1

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...

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2022 / 3 / 25

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,...

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2022 / 3 / 21

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...

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2022 / 3 / 18

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,...

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2022 / 3 / 11

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...

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2022 / 3 / 4

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...

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2022 / 2 / 28

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...

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2022 / 2 / 25

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...

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2022 / 2 / 18

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,...

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2022 / 2 / 11

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...

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2022 / 2 / 7

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...

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2022 / 2 / 4

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...

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2022 / 1 / 28

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)...

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2022 / 1 / 21

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,...

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2022 / 1 / 14

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...

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2022 / 1 / 7

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...

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2021 / 12 / 23

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...

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2021 / 12 / 17

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...

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2021 / 12 / 10

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...

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2021 / 12 / 3

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,...

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2021 / 11 / 19

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...

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2021 / 11 / 5

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...

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2021 / 10 / 29

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...

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2021 / 10 / 22

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...

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2021 / 10 / 15

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,...

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2021 / 10 / 8

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...

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2021 / 10 / 1

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...

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2021 / 9 / 24

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,...

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2021 / 9 / 17

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...

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2021 / 9 / 10

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...

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2021 / 9 / 3

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,...

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2021 / 8 / 20

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...

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2021 / 8 / 13

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...

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2021 / 8 / 6

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,...

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2021 / 7 / 30

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...

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2021 / 7 / 16

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...

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2021 / 7 / 9

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...

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2021 / 7 / 2

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...

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2021 / 6 / 25

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...

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2021 / 6 / 18

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,...

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2021 / 6 / 11

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...

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2021 / 4 / 15

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,...

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2021 / 4 / 2

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...

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2021 / 3 / 26

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...

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2021 / 3 / 19

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...

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2021 / 3 / 12

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...

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2021 / 3 / 5

"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...

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2021 / 2 / 26

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...

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2021 / 2 / 19

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...

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2021 / 2 / 12

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...

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2021 / 2 / 5

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...

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2021 / 1 / 29

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...

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2021 / 1 / 22

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...

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2021 / 1 / 15

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...

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2021 / 1 / 8

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...

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2021 / 1 / 1

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...

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2020 / 12 / 25

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...

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2020 / 12 / 18

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...

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2020 / 12 / 11

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...

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2020 / 12 / 4

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...

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2020 / 11 / 27

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...

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2020 / 11 / 20

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...

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2020 / 11 / 13

"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...

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2020 / 11 / 6

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...

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2020 / 10 / 30

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...

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2020 / 10 / 23

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,...

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2020 / 10 / 16

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...

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2020 / 10 / 9

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...

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2020 / 10 / 2

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...

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2020 / 9 / 25

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...

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2020 / 9 / 18

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...

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2020 / 9 / 11

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...

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2020 / 9 / 4

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...

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2020 / 8 / 27

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...

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2020 / 8 / 21

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...

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2020 / 8 / 14

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...

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2020 / 8 / 7

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...

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2020 / 7 / 31

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...

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2020 / 7 / 24

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,...

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2020 / 7 / 17

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...

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2020 / 7 / 10

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....

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2020 / 7 / 3

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...

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2020 / 6 / 26

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...

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2020 / 6 / 19

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...

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2020 / 5 / 22

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,...

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2020 / 5 / 14

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....

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2020 / 5 / 8

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...

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2020 / 5 / 1

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...

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2020 / 4 / 22

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...

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2020 / 4 / 8

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...

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2020 / 4 / 6

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...

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2020 / 4 / 1

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...

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2020 / 3 / 25

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...

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2020 / 3 / 20

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...

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2020 / 3 / 18

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...

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2020 / 3 / 4

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...

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2020 / 2 / 24

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...

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2020 / 2 / 19

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...

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2020 / 2 / 4

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...

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2020 / 2 / 3

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...

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2020 / 1 / 31

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...

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2020 / 1 / 28

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...

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2020 / 1 / 21

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...

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2020 / 1 / 16

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%...

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2020 / 1 / 8

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...

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2020 / 1 / 7

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? *...

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2020 / 1 / 3

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...

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2019 / 12 / 23

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...

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2019 / 12 / 17

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 *...

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2019 / 12 / 11

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...

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2019 / 12 / 9

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...

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2019 / 12 / 4

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...

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2019 / 12 / 3

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...

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2019 / 11 / 27

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...

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2019 / 11 / 26

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...

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2019 / 11 / 19

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...

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2019 / 11 / 16

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,...

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2019 / 11 / 15

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...

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2019 / 11 / 14

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...

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2019 / 11 / 13

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...

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2019 / 11 / 9

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...

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2019 / 11 / 8

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...

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2019 / 10 / 23

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...

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2019 / 10 / 14

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...

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2019 / 10 / 9

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...

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2019 / 10 / 7

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...

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2019 / 10 / 2

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...

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2019 / 9 / 30

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...

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2019 / 9 / 27

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...

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2019 / 9 / 25

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...

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2019 / 9 / 19

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...

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2019 / 9 / 16

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...

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2019 / 9 / 11

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...

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2019 / 8 / 20

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...

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2019 / 8 / 8

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...

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2019 / 8 / 2

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...

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2019 / 7 / 31

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...

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2019 / 7 / 18

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...

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2019 / 7 / 16

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...

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2019 / 7 / 10

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...

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2019 / 7 / 9

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...

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2019 / 7 / 5

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...

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2019 / 7 / 5

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...

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2019 / 7 / 2

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....

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2019 / 7 / 1

Monday Morning Meeting 6/24

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...

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2019 / 6 / 27

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...

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2019 / 6 / 24

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...

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2019 / 6 / 20

"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...

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2019 / 6 / 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...

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2019 / 6 / 14

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...

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2019 / 6 / 10

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...

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2019 / 6 / 7

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...

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2019 / 6 / 6

The Algebra of Happiness (Barry with Scott Galloway)

Subscribe: https://www.youtube.com/thecompoundrwm?sub_confirmation=1 Josh here - I absolutely love this discussion between my partner Barry Ritholtz and the one and only Professor Scott Galloway about being...

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2019 / 6 / 5

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...

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2019 / 5 / 31

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...

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2019 / 5 / 30

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...

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2019 / 5 / 29

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....

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2019 / 5 / 22

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...

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2019 / 5 / 21

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...

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2019 / 5 / 20

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...

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2019 / 5 / 15

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...

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2019 / 5 / 14

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...

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2019 / 5 / 13

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...

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2019 / 5 / 8

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...

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2019 / 5 / 3

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...

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2019 / 5 / 1

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...

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2019 / 4 / 29

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...

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2019 / 4 / 26

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...

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2019 / 4 / 24

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...

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2019 / 4 / 22

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...

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2019 / 4 / 19

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...

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2019 / 4 / 18

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...

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2019 / 4 / 16

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...

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2019 / 4 / 15

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...

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2019 / 4 / 12

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...

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2019 / 4 / 11

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...

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2019 / 4 / 10

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...

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2019 / 4 / 9

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,...

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2019 / 4 / 8

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....

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2019 / 4 / 6

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...

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2019 / 4 / 5

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...

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2019 / 4 / 3

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...

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2019 / 4 / 1

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...

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2019 / 3 / 29

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...

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2019 / 3 / 27

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...

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2019 / 3 / 25

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...

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2019 / 3 / 17

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...

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2019 / 2 / 19

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...

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2019 / 2 / 19

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

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