Podcasts
Recent Episodes
Investing a Pile of Cash in a Bull Market
On episode 150 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CIO and Masters In Business Host Barry Ritholtz to discuss politics and investing, timing the sale of a house, dollar co...
Everybody in the Pool (EP.387)
On episode 387 of Animal Spirits, Michael Batnick and Ben Carlson discuss: 7 years of Animal Spirits, the miracle of US equities, the wall of worry has fallen, S&P 10,000, massive ETF flows, vibes rule everything around me, a...
Something's Going to Break, We Don't Know What
On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Michael Cembalest to discuss: what Trump's win means for stocks and the economy, how Democrats lost big on inflation, ...
Talk Your Book: Investors Love Cash Flow
On today's show, we are joined by Barry Martin, Portfolio Manager of Shelton Equity Income Fund to discuss what it means to have shares called away, what makes a good stock to write a call option on, understanding the relatio...
Buy the Election, Sell the Inauguration
On episode 166 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Adam Parker to discuss: the biggest risks to the market, David Einhorn on valuations, the Fed's next move, the dumbest chart ev...
The Bitcoiners Won (EP.386)
On episode 386 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why Trump won, how the Dems fumbled the economic messaging, how this will impact recession spending moving forward, 30% gains in the stock market, cre...
S&P 6,000, Elon wins, replacing gensler, remembering Mac McQuown with…
On this TCAF Tuesday, Robin Wigglesworth of the Financial Times joins Josh Brown to discuss the passing of Mac McQuown, the founding Director of Dimensional Fund Advisors, and the history of market indexing. Then, at 33:18, h...
Is the U.S. Government Going Broke?
On episode 149 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Cullen Roche, Founder and CIO of Discipline Funds to discuss how worried we should be about government debt, how to slow down government debt movin...
Talk Your Book: Infrastructure Investing
On today's show, we are joined by Jon Levin, CEO of GCM Grosvenor and Mark Gatto, Co-Founder and Co-Chief Executive Officer of CION Investments to discuss the basics around the infrastructure asset class, BDC's vs interval fu...