Podcasts

The Compound and Friends
Visit Page
Animal Spirits Podcast
Visit Page
Ask The Compound
Visit Page
Talking Wealth
Visit Page

Recent Episodes

Nov. 11, 2026

What Would You Do With a Guaranteed $50,000 a Year?

On episode 248 of Ask The Compound, Ben Carlson, Duncan Hill and Bill Sweet discuss what history can teach us about bear markets, how to make the most of a $50K annual inheritance, and whether everyone really needs a financial plan. Plus, how much cash to keep in an emergency fund, whether Trump accounts make sense for your kids, and the best ways to reduce portfolio risk as you approach retirement. This episode is sponsored by Coveron. One scam can cost you everything — protect yourself now. G
490
Nov. 11, 2026

What the Hell Just Happened?! (EP. 490)

On episode 490, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠ discuss: how price sets the narrative, the blue tsunami, data center backlash, Thursday’s stock market wipeout, why everyone is always wrong about the markets, recency bias in politics, the market’s response to the mid-terms, Jensen Huang’s affair with a Chinese spy, Elon Musk on the pitchforks, hedge funds are blowing up, Ben’s trip to Italy and much more. This episode is sponsored by AdvisorShares and Federated Hermes.
Nov. 10, 2026

Can the Stock Market Survive a Tech Meltdown?

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Chart Kid Matt for another episode of What Are Your Thoughts and see what they have to say about: last week’s brutal market selloff, why tech and semiconductor stocks took the biggest hit, and whether the Magnificent 7 are losing their grip on the market. They discuss the broadening of earnings beyond Big Tech, whether value stocks are making a comeback, and how long it could take the Nasdaq 100 to catch up to the S&P 5
Nov. 9, 2026

Talk Your Book: Customized and Income

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Kacie Walsh Jason from Dimensional Fund Advisors to discuss the benefits of investing in separately managed accounts. Then they
Nov. 6, 2026

You Ain’t Seen Nothing Yet with Daniel Clifton

On episode 267 of The Compound and Friends, Downtown Josh Brown and Michael Batnick are joined by Dan Clifton, Partner and Head of Policy Research at Baird Strategas, to break down the market chaos following the 2026 midterm elections and what the political shakeup means for investors. They discuss the massive selloff in Nvidia and AI stocks, whether the growing backlash against data centers could derail the AI boom, how the election could reshape Big Tech spending, and why history suggests stoc
Nov. 5, 2026

Advising Clients Who Are About to Be Insanely Rich From IPOs With Aj Ayers of BrooklynFi

On this episode of Talking Wealth, Josh Brown is joined by AJ Ayers, co-founder and CEO of Brooklyn Fi, to discuss how financial advisors can help clients navigate sudden wealth from IPOs and equity compensation. They cover managing concentrated stock positions, IPO lockups, tax mistakes involving RSUs and stock options, and the psychology of becoming a multimillionaire overnight. Plus, what happens when an IPO goes wrong and lessons from AJ's new book, Creative Money. This episode is sponsored
Nov. 4, 2026

Can You Live Off Dividends Without Selling Your Stocks?

On episode 247 of Ask The Compound, Ben Carlson and Duncan Hill discuss: at what age would you start adding bonds to your portfolio, how to view the trade-off between simple and complex portfolios, how much should you put down for a down payment on your dream home, whether it’s possible to live off dividends without selling your stocks, how to save for a future down payment, and more! Compound Merch: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://idontshop.com/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Submit your Ask The Compound questions to ⁠
489
Nov. 4, 2026

Drowning Financially (EP. 489)

On episode 489, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠ discuss: reasons to be bearish, the joys of indexing in an AI boom, carnage in name-brand stocks, why the stock market is not down more, how the investing rules have changed, the buy the dip generation, Anthropic's insane growth, AI agents vs. the labor market, being middle class in NYC, the biggest risk to retirement assets and more. This episode is sponsored by Franklin Templeton. Learn more at www.ftprivatemarkets.com.
Nov. 3, 2026

The AI Theme Isn’t Dead, Apple and Palantir Report, Alphabet’s Very Bad Day, HALO Is Back

On this episode of What Are Your Thoughts, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ react to Apple and Palantir earnings, the latest tech stock selloff, and why analyst optimism may have finally peaked. They discuss the return of the HALO trade, Apple's surprising strength, Meta's mounting AI spending concerns, and OpenAI's fundraising struggles. Plus, why investors are racing to hedge