Episodes
March 28, 2024
An Alternative to the 60/40 Portfolio
On episode 117 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and tax specialist Bill Sweet to discuss the effects of high cash in a portfolio, paying down a mortgage today to re...
March 21, 2024
Is the S&P 500 Overvalued?
On episode 116 of Ask The Compound, Ben Carlson and Duncan Hill run through a backlog of the best viewer questions we've got! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Subscribe to The Compound N...
March 14, 2024
How Much Should You Have Saved in Your 30s?
On episode 115 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Advisor and CFP Ben Coulthard to discuss what returns you should be content with over the long run, when to take profits...
March 7, 2024
What’s the Investment Case for Gold?
On episode 114 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and tax specialist Bill Sweet to discuss the benefits of investing in gold, over-diversifying your portfolio, how to...
Feb. 29, 2024
What’s the Biggest Risk to the Market?
On episode 113 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Advisor and insurance expert Jonathan Novy to discuss, winging a financial plan, employee stock options at Apple, life i...
Feb. 22, 2024
How Do You Create Generational Wealth?
On episode 112 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CIO Barry Ritholtz to discuss if it’s safe to buy a Peloton, if you should hedge semiconductor exposure, creating genera...
Feb. 15, 2024
Career Advice from Downtown Josh Brown
On episode 111 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Downtown Josh Brown to discuss: career advice for young financial advisors, the role of TIPS, buying at all-time highs, and much more! Submit your ...
Feb. 8, 2024
How Should You Invest at All-Time Highs?
On episode 110 of Ask The Compound, Ben Carlson and Duncan Hill are joined by CFP, CFA, and RWM Advisor Blair duQuesnay to discuss investing at all-time highs, transitioning to a single income, dealing with increased insuranc...
Feb. 1, 2024
How to Save More Money
On episode 109 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Bill Sweet, CFO and Tax Superstar to discuss the best allocation for saving for college, how much money a $70k truck costs you in the long run, tax...
Jan. 25, 2024
Can You Live off Dividends in Retirement?
On episode 108 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Jill Schlesinger, CFP and Host of Jill On Money to discuss retiring with 100% stocks, optimizing your portfolio rebalances, how much you should spe...
Jan. 18, 2024
What’s the Historical Return on Housing?
On episode 107 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Advisor and CFP Kevin Young to discuss return expectations in Real Estate, cutting losses or hoping for a bounce in poor...
Jan. 11, 2024
What’s the Investment Case for Bitcoin?
On episode 106 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Chief Financial Officer Bill Sweet to talk about investing in Bitcoin, whether tax professionals make good financial adv...
Jan. 4, 2024
Does FIRE Make Sense for Me?
On episode 105 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Advisor Nick Sapienza to discuss: a different take on FIRE, diversifying out of a concentrated position, understanding i...
Dec. 21, 2023
How to Buy a House Right Now
On episode 104 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Advisor and estate specialist Taylor Hollis to discuss how much bonds are down from highs, if it makes sense to own both...
Dec. 14, 2023
How Many Millionaires Are There?
On episode 103 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management COO and Data Scientist Nick Maggiulli to discuss replacing housing exposure with REITs, questions to ask a prospective f...
Dec. 7, 2023
When Should You Pay Off Your Mortgage Early?
On episode 102 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and tax extraordinaire Bill Sweet to discuss the relationship between rates and bonds, if the market is pricing in r...
Nov. 30, 2023
How Should I Invest Cash on the Sidelines?
On episode 101 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 how changes in interest rates affect ETF yields, how economis...
Nov. 16, 2023
Where Should I Invest $50K Right Now?
On episode 100 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Advisor and CFP Alex Palumbo to discuss if market concentration matters, how Ben tracks his investments, paying cash or ...
Nov. 9, 2023
What’s in Ben’s Portfolio?
On episode 99 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO Bill Sweet to discuss the taxation of bonds, treasury and municipal bonds, very-high-cost-of-living real estate, and ...
Nov. 2, 2023
What if This Time Is Different?
On episode 98 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CEO Josh Brown to discuss when to sell your winners, today's tech stocks vs dot com tech stocks, de-risking a portfolio a...
Oct. 26, 2023
Are Stocks Still For the Long Run?
On episode 97 of Ask The Compound, Ben Carlson and Duncan Hill are joined by WisdomTree’s CIO, Jeremy Schwartz, to discuss owning stocks for the long run, if international diversification is worth it, why inflation is lower t...
Oct. 19, 2023
What’s the Best Time to Buy Stocks?
On episode 96 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management Chief Financial Officer Bill Sweet to discuss the timing of index fund investments, tax optimization for large bonuses, S...
Oct. 12, 2023
Do I Still Have Time for Compounding to Work?
On episode 95 of Ask The Compound, Ben Carlson and Duncan Hill are joined by CFP and Financial Advisor, Kevin Young to discuss saving for retirement later in life, planning for a pension, healthcare expense planning, what to ...
Oct. 5, 2023
How Do I Lock In Higher Yields on My Cash?
On episode 94 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Nick Maggiulli, COO and data extraordinaire to discuss if bonds belong in your portfolio, lump sum vs. DCA, utilizing more leverage, and much more! ...