Podcasts

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

Recent Episodes

Aug. 14, 2026

It's a bull market and nobody drinks anymore.

On episode 255 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Michael Batnick are joined by Todd Sohn, Chief ETF Strategist at Baird Strategas, to discuss the record-breaking ETF boom, the rise of thematic and leveraged products, buffer and option-income ETFs, AI and compute as emerging investment themes, and where investor money is flowing now. They also get into the battle for ETF brand loya
Aug. 13, 2026

Your Client Is Rich in Real Estate. Now What?

On this episode of Talking Wealth, Joseph Moore, author of How to Get Rich in American History, joins Ben Carlson to discuss 300 years of financial advice. What works, what doesn’t, and how our ideas about building wealth have changed over time. They also discuss real estate as a wealth-building tool, when it makes sense to sell versus hold, how real estate compares with stocks, and why your personality should play a role in how you invest. This episode is sponsored by Betterment Advisor Solut
Aug. 12, 2026

How Do You Invest Without Paying Taxes?

On episode 235 of Ask The Compound, Ben Carlson, Duncan Hill, and Bill Sweet discuss where housing is most expensive, which investments to sell first, AI’s impact on homebuying, owning volatile investments, when HSAs may not make sense, how Roth 401(k)s work, and more! This episode is sponsored by Betterment Advisor Solutions. Learn more at https://betterment.com/advisors Compound Merch: ⁠⁠⁠⁠https://idontshop.com/⁠⁠⁠⁠ Submit your Ask The Compound questions to ⁠⁠⁠⁠askthecompoundshow@gmail.com⁠
477
Aug. 12, 2026

Depressed Day Traders (EP. 477)

On episode 477, ⁠⁠Michael Batnick⁠⁠ and ⁠⁠Ben Carlson⁠⁠ discuss: new all-time highs in the stock market, AI is the only thing that matters, emerging markets are cheap, 1987 crash calls, things rich people and poor people have in common, day trading is hard, how often you should check your portfolio, early retirement, housing market recessions and much more. This episode is sponsored by Xtrackers by DWS. Find out more at ⁠http://xtrackers.com/ ⁠ Sign up for The Compound newsletter and never mis
Aug. 11, 2026

Tradeable Lows, Nvidia’s Data Center Finance Deal, Surprise Comebacks for Schwab and Expedia

Join ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for another episode of What Are Your Thoughts as they discuss six major stocks that may be setting up for a bounce: Meta, Uber, Netflix, Disney, Nike, and Home Depot. Plus, Nvidia’s latest data center financing deal and the rise of compute as an investable asset class, why stocks like Schwab, Expedia, and Booking are hitting all-time highs
Aug. 10, 2026

Is IMAX a Screaming Buy? With Rich Gelfond

IMAX is about 4% of the world's screens and routinely delivers 20% or more of opening weekend on the films that matter most. Rich Gelfond has been running the company since 1994. On this episode of Live From The Compound, Josh Brown and Michael Batnick are joined by Rich to discuss: how IMAX became the format studios build their biggest movies around, the Christopher Nolan relationship and the Odyssey rollout, why there aren't more IMAX screens if demand is this strong, and where the next dollar
Aug. 10, 2026

Talk Your Book: Why Momentum Investing Works

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by ⁠John Lewis from Nasdaq Dorsey Wright to discus: how the momentum factor works, why it works, how to implement it correctly and where the diversification benefits can help
Aug. 7, 2026

The Man Who Called the Roaring 2020s with Ed Yardeni

On episode 254 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Michael Batnick are joined by legendary economist and market strategist Ed Yardeni to discuss: the case for the Roaring 2020s, why Ed sees no recession through the end of the decade, his S&P 500 target of 10,000, whether AI is fueling an earnings bubble, rising profit margins and productivity, why this market is different from 1999,
Aug. 6, 2026

How Much AUM do you need to start an RIA?

How much money do you actually need to start an RIA? On this episode of Talking Wealth, Michael Batnick asked Tobias Salinger, Chief Correspondent at Financial Planning, who has probably talked to more first year firm owners than anyone alive. He wrote a 30 part series on the whole thing, from launch to exit. They covered the stuff nobody tells you before you leave. What it costs on day one. How long until the business pays you anything. Compliance, tech, custodians, and everything in between. I