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PODCAST

The Compound and Friends

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/

business investing

All Episodes

83:08

Scaramucci Returns To Wall Street, Josh's Rant On...

The Compound and Friends ·

2020/12/11

This week on The Compound Show, Josh talks with Anthony Scaramucci about his return to Wall Street, taking back the reins at his hedge fund business, North Shore vs South Shore Long Island, the difference between The Street and DC and a lot more. Then Rob Arnott joins the show for a wide-ranging conversation about the growth stock bubble we're now in the midst of, the turning point for value stocks, the truth about interest rates and valuation, why Tesla is one of the biggest bubbles he's ever seen

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74:59

Here Comes the Digital Dollar!

The Compound and Friends ·

2020/12/04

On today's episode of The Compound Show, Josh talks with Representative Patrick McHenry (R- NC), the Republican leader on the House Financial Services Committee about the current stimulus talks, the future of capital formation and the inevitability of a digital version of the US dollar. Then, Marc Rubinstein of the substack letter Net Interest joins the show to discuss China's experiment with digital currency, the issues surrounding censorship of money, rogue traders, financial startups, hedge funds

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73:10

The Portfolio Puzzle of Our Lifetime

The Compound and Friends ·

2020/11/27

This is the thing we all need an answer for - starting valuations for stocks have rarely been higher, while starting bond yields have never been lower. Can stocks return enough going forward to overcome this hurdle? Will bonds deliver the hedge against volatility investors are counting on? On this week’s podcast, I’ve brought on two thoughtful, accomplished asset allocators to answer these questions and suggest solutions to the puzzle. Bob Haber is the founder and CIO of Proficio Capital Partners, a

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70:01

The Year-End Melt-Up with Joe Terranova and John...

The Compound and Friends ·

2020/11/20

All the ingredients seem to be in place for a melt-up in the stock market into year-end. John Roque of Wolfe Research and Joe Terranova of Virtus Investment Partners join Josh Brown for a discussion about small caps catching up with large caps, favoring quality and momentum in portfolio construction, what's going on with the US dollar sell-off, and more. Plus, you may not realize it but you just won a cosmic coin flip. Many other people were not so lucky, they ended up on the other side of a bet

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69:47

"I'll Invest After The Dust Settles," Nick Colas On...

The Compound and Friends ·

2020/11/13

On the latest episode of The Compound Show, Josh is joined by Nicholas Colas (DataTrek Research) to discuss the current stock market opportunities around the world, from the US to Europe to Japan to the Emerging Markets. We get Nick's take on autonomous vehicles, Chinese tech giants and some of the things he's learned from 30 years on Wall Street. Brian Portnoy joins to talk with Josh about the new book they edited together, "How I Invest My Money." Your ratings and reviews go a long way so please

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48:31

The Most Powerful Man in Washington Stays Put, How to...

The Compound and Friends ·

2020/11/06

This week, Josh is joined by the one and only Tony Dwyer, Chief Market Strategist at Canaccord Genuity and a fixture on Wall Street for over 30 years. Tony and Josh chop it up over the initial election results, the stock market's reaction and how to think about the year-end picture now taking shape.Check out Dwyer Strategy to learn about how you can receive Tony's commentary and investment insights: https://dwyerstrategy.canaccordgenuity.com/ Be sure to leave us a rating and review, they go a long

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64:26

What Today's New Traders Don't Seem To Understand,...

The Compound and Friends ·

2020/10/30

On this episode Josh explains why we're facing three worst case scenarios all at once, how markets are reacting and why the vaccine is the only thing that matters. Plus, today's new traders seem to not understand what has happened to prior generations of new traders. A brief history of daytrading - from the Turtle Traders to the SOES Bandits - seems to be in order. Then Josh talks with Hadi Yousef about how he created the best investing app of the year. It will totally change the way you keep track

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62:44

My Election Bet With Barry Ritholtz + How To Make...

The Compound and Friends ·

2020/10/23

This week on the pod, Josh talks to Barry Ritholtz and gets the rules straight for their 2020 election bet - who will win, what will happen afterwards. Plus, venture capital is now a $500 billion asset class, but gaining access to the top VC funds is pretty much impossible for ordinary investors and even most investment professionals. Josh talks to Phil Haslett, the founder of Equity Zen, about how this is changing. There could be a revolution coming, and Phil's firm is likely to be leading it

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74:16

Losing money is THE COOLEST, Larry Kudlow is not a...

The Compound and Friends ·

2020/10/16

Josh talks to Ben Carlson about how it is that over 400 companies in the Russell 3000 have lost money this year but posted an average stock market return of +57%. Over 100 companies that lost money in 2020 have actually seen their share price double! WTF is going on? Dasarte Yarnway joins Josh to talk about his burgeoning financial advisory firm and the powerful message he's been sharing throughout the industry: Spend time doing the things you value and the rest will fall into place. Plus: The

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59:39

Too much money, nowhere to put it (with Joe Terranova...

The Compound and Friends ·

2020/10/09

On this week’s episode of The Compound Show, we’re looking at how the political landscape might impact the economy and the stock market. First, Josh talks economic stimulus and the Fed with Professor Tim Duy of the University of Oregon. Next, Josh catches up with Joe Terranova, of CNBC and Virtus Investment Partners, to discuss the supply and demand imbalance in the stock market and approaches to investing. Thanks for listening and be sure to leave a rating and review! Hosted on Acast. See

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78:05

IPO Fever - a record breaking year for initial public...

The Compound and Friends ·

2020/10/02

We're on pace to break the all-time record for IPOs set back in the year 2000. We could potentially see over $100 billion raised in initial public offerings and more than 200 newly listed companies by the end of 2020. If so, it would be one of the strangest, most unpredictable outcomes of the year - and that's really saying something this year! Today's new episode of my podcast, The Compound Show, takes a look at the IPO Fever we're experiencing now. I have two of the most knowledgeable people in

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55:08

The Suburban Housing Boom is Only Getting Started...

The Compound and Friends ·

2020/09/25

Are you a buyer? The sooner the better. Are you a seller? Ask high, and take your time.Because the boom in suburban real estate was going to happen, beginning this year, pandemic or not. And it could have legs for years. That's according to special guest Logan Mohtashami of HousingWire, who joins Downtown Josh Brown to discuss everything you need to know about homebuilders, existing home sales, demographics, realtors, real estate technology, mortgage rates and more. And be sure to leave a rating and

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95:59

Investor's Guide To The Election (Linette Lopez and...

The Compound and Friends ·

2020/09/18

This week Josh talks to Business Insider columnist Linette Lopez about what happens to the stock market if Trump loses and doesn't leave. And is Joe Biden so terrible for investors? Tax expert and Ritholtz Wealth CFO Bill Sweet weighs in. Plus, Josh's take on the explosive Snowflake IPO and a round of What Are Your Thoughts with Michael Batnick. The Compound Show goes up every Friday morning, subscribe wherever you get your favorite podcasts! Leave us a rating and review, it goes a long way! Hosted

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67:59

Why Markets Crash In The Fall, The Luck Of Bill Gates...

The Compound and Friends ·

2020/09/11

This week on The Compound Show - why investors and market watchers are captivated by the months of September and October. Plus, Josh talks with Morgan Housel about the stupendous luck of Bill Gates, the piracy of Cornelius Vanderbilt and what we need to know about the Psychology of Money. Morgan's new book is now available wherever fine books are sold (or downloaded). Plus, the message Josh gave his firm's employees on the eve of their seventh anniversary, and why there are no goals set for

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47:50

The Biggest Threat to Apple, Amazon, Microsoft,...

The Compound and Friends ·

2020/09/04

Josh's guest on the podcast this week is Byrne Hobart (author of The Diff substack letter, link below) who has just completed a comprehensive series of thought experiments on each of the largest technology stocks. After a conversation with Andrew Walker (Yet Another Value Blogger), Byrne set off to answer the question What could disrupt Amazon, Apple, Microsoft, Google or Facebook enough to knock them off their pedestals? It is historically unlikely that the five largest stocks of 2020 will remain

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59:24

Six Lessons from Pandemic Summer, Josh's Vaccine...

The Compound and Friends ·

2020/08/27

Josh spoke at the Riskalyze Fearless Week virtual conference and relayed the six biggest lessons he learned during Pandemic Summer. Some are business lessons and some are personal - but for Josh, business has always been personal. Plus, Michael Batnick returns for an all new edition of What Are Your Thoughts - Josh put a trade on he wants to be talked out of, Apple has added almost three quarters of a trillion dollars in market cap over 56 trading sessions, how to survive an investment idea you're

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46:44

When Berkshire Invests In Your Company, James...

The Compound and Friends ·

2020/08/21

What does it feel like when Warren Buffett's Berkshire Hathaway makes an investment in your company? STORE Capital President and CEO Christoper Volk joins Josh to explain, plus insights on what's happening on Main Street USA with business owners, services business, restaurants and stores. Plus! New York City may be down, but it's not out! It's never out. Josh's take on the James Altucher post that went viral this week. Leave us a rating + review! They go a long way, we appreciate it! Hosted on

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59:09

The Roaring 2020's with Dr. Ed Yardeni, Tesla stock...

The Compound and Friends ·

2020/08/14

As World War I came to an end, the Spanish Flu pandemic of 1918 raced around the globe, infecting as many as 500 million people and killing an estimated 50 million. Shortly after it ran its course, the United States experienced one of the biggest booms in history, the Roaring 20’s. Could it happen again? Another boom decade fueled by high productivity and an onslaught of technological innovation? Dr. Ed Yardeni is the President of Yardeni Research, Inc. He’s served as a chief strategist on Wall

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60:28

Warren Buffett doesn't care about stock splits,...

The Compound and Friends ·

2020/08/07

This week Josh does a deep dive into stock splits and talks with Peter Boockvar, editor of BoockReport.com and CIO of Bleakley Advisory, about the economy, stagflation, and the bull market in gold. Leave us a rating and review if you like the show, it helps a lot! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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76:27

How to invest in TikTok, the opportunity in Chinese...

The Compound and Friends ·

2020/07/31

This week Josh talks with Brendan Ahern, Chief Investment Officer of KraneShares, to find out how US investors can get involved with TikTok, the hottest social network on earth. They discuss the opportunity in Chinese internet stocks, the massive size and scale of Ant Financial, which will be coming public soon, and how US investors can stay updated on all of the biggest developments in China. You can subscribe to Brendan's daily morning note at ChinaLastNight.com to get up to speed. Michael Batnick

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531 results

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