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The Compound and Friends

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Animal Spirits Podcast

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Ask The Compound

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Recent Episodes

June 30, 2025

Talk Your Book: What Even Is Infrastructure?

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Scott Litman, Portfolio Manager at GCM Grosvenor to discuss types of infrastructure investme...

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June 27, 2025

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 following, using...

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June 25, 2025

How Do Young People Get Rich?

On episode 177 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CEO and TCAF Host Josh Brown to discuss how to get rich without crypto, how RWM invests, reaching retail investors, and much more! ...

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June 25, 2025

The Nothing Ever Happens Market (EP. 418)

On episode 418 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠ discuss why investors are ignoring scary headlines, war vs the stock market, a slowdown in the labor market, not every bad thing is...

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June 24, 2025

The Next Circle IPO, Ric Edelman on Crypto Allocations, Novo Nordisk …

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 more! Then at 01:03...

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June 23, 2025

Talk Your Book: Turning Capex Into Cashflow

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Sean O'Hara, Director at Pacer Financial and President at Pacer ETFs to discuss why free cash fl...

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June 20, 2025

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 Fed, market sent...

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June 18, 2025

What Is the Expected Return for the Stock Market?

On episode 176 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Chief Market Strategist Callie Cox to discuss Ben's typical work day, expected returns, understanding risk tolerance, if a savings rate is too high...

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June 18, 2025

We Have to Talk About Sports Betting (EP. 417)

On episode 417 of Animal Spirits, ⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠ discuss valuations not mattering, volatility is the new normal, all-time highs in rich people, bubble behavior in AI, gambling is off a...

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