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

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

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 ⁠

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.

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

On this episode of Animal Spirits: Talk Your Book, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ are joined by Brian Griggs from Nuveen to discuss: how they help financial advisors build better portfolios, dealing with AI-related volatility,

On episode 266 of The Compound and Friends, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Downtown Josh Brown⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and Michael Batnick are joined by Alex Altmann to discuss: what tactical trading really means, why hedge funds track each other's positioning, the odds of making money in the S&P 500, whether Wall Street is actually bearish on AI, why retail investors keep buying the dip, record household stock ownership versus housing, 401

Wealth management firms are being bought and merged at a record pace, and a generation of advisors is preparing to sell their practices. What does all this consolidation mean for advisors, and for the investors who trust them with their money? On this episode of Talking Wealth, Steward Partners co-founder and CEO Jim Gold joins Michael Batnick to talk about the M&A boom reshaping the industry. Jim built Steward into a firm with more than $50 billion in client assets after leaving Morgan Stanley

On episode 246 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Downtown Josh Brown to answer five listener questions on investing, financial planning, and the housing market. They discuss whether direct indexing is worth the extra fees, how to put excess cash to work instead of waiting for the perfect investment opportunity, and why luxury stocks like LVMH, Hermès, and Kering are struggling despite consumers' willingness to spend big on premium experiences. Plus, why energy stocks