Episodes
Jan. 1, 2021
Have Some Fun in '21, Eddy Elfenbein's Buy List, Doug Boneparth on Survival in the New Year, Josh's Resolution
<p>This week on The Compound Show - getting ready for 2021!</p><p>Josh talks to Doug Boneparth of Bone Fide Wealth about surviving and thriving in the coming year. Financial advisor use of technology exploded this past year …
Dec. 25, 2020
Custom Indexing is a Tidal Wave (with Patrick O'Shaughnessy)
<p>On the final episode of The Compound Show in 2020, Josh talks to Patrick O'Shaughnessy, CEO of O'Shaughnessy Asset Management about the wildly successful launch of his firm's proprietary custom indexing platform, Canvas. …
Dec. 18, 2020
Brian Wesbury's Dow 35,000 call, Twenty Rules for Retirement Investing with Ben Carlson
<p>This week on The Compound Show, Josh talks with Brian Wesbury, Chief Economist at First Trust Advisors about his Dow 35,000 call for 2021, what to make of recent stimulus negotiations, his latest take on the Federal Reser…
Dec. 11, 2020
Scaramucci Returns To Wall Street, Josh's Rant On Trader Scams, Rob Arnott On The Tesla Bubble
<p>This week on The Compound Show, Josh talks with Anthony Scaramucci about his return to Wall Street, taking back the reins at his hedge fund business, North Shore vs South Shore Long Island, the difference between The Stre…
Dec. 4, 2020
Here Comes the Digital Dollar!
<p>On today's episode of The Compound Show, Josh talks with Representative Patrick McHenry (R- NC), the Republican leader on the House Financial Services Committee about the current stimulus talks, the future of capital form…
Nov. 27, 2020
The Portfolio Puzzle of Our Lifetime
This is the thing we all need an answer for - starting valuations for stocks have rarely been higher, while starting bond yields have never been lower. Can stocks return enough going forward to overcome this hurdle? Will bon…
Nov. 20, 2020
The Year-End Melt-Up with Joe Terranova and John Roque, Momentum Stocks vs Small Caps, The Coin Flip You Won
<p>All the ingredients seem to be in place for a melt-up in the stock market into year-end. John Roque of Wolfe Research and Joe Terranova of Virtus Investment Partners join Josh Brown for a discussion about small caps catch…
Nov. 13, 2020
"I'll Invest After The Dust Settles," Nick Colas On Why US Stocks Will Keep Outperforming, Brian Portnoy On How To Write A Book
<p>On the latest episode of The Compound Show, Josh is joined by Nicholas Colas (DataTrek Research) to discuss the current stock market opportunities around the world, from the US to Europe to Japan to the Emerging Markets. …
Nov. 6, 2020
The Most Powerful Man in Washington Stays Put, How to Buy a Correction (with Tony Dwyer)
<p>This week, Josh is joined by the one and only Tony Dwyer, Chief Market Strategist at Canaccord Genuity and a fixture on Wall Street for over 30 years. Tony and Josh chop it up over the initial election results, the stock …
Oct. 30, 2020
What Today's New Traders Don't Seem To Understand, Only The Vaccine Matters, The Best Investing App You've Never Heard Of (w/ Hadi Yousef)
<p>On this episode Josh explains why we're facing three worst case scenarios all at once, how markets are reacting and why the vaccine is the only thing that matters.</p><br /><p>Plus, today's new traders seem to not underst…
Oct. 23, 2020
My Election Bet With Barry Ritholtz + How To Make Your First Venture Capital Investment
<p>This week on the pod, Josh talks to Barry Ritholtz and gets the rules straight for their 2020 election bet - who will win, what will happen afterwards. Plus, venture capital is now a $500 billion asset class, but gaining …
Oct. 16, 2020
Losing money is THE COOLEST, Larry Kudlow is not a scientist, trading your time for what you value, with Ben Carlson and Dasarte Yarnway
<p>Josh talks to Ben Carlson about how it is that over 400 companies in the Russell 3000 have lost money this year but posted an average stock market return of +57%. Over 100 companies that lost money in 2020 have actually s…
Oct. 9, 2020
Too much money, nowhere to put it (with Joe Terranova and U of Oregon Prof Tim Duy)
<p>On this week’s episode of The Compound Show, we’re looking at how the political landscape might impact the economy and the stock market. First, Josh talks economic stimulus and the Fed with Professor Tim Duy of the Univer…
Oct. 2, 2020
IPO Fever - a record breaking year for initial public offerings, with Kathleen Smith (Renaissance Capital) and Jay Heller (Nasdaq)
<p>We're on pace to break the all-time record for IPOs set back in the year 2000. We could potentially see over $100 billion raised in initial public offerings and more than 200 newly listed companies by the end of 2020. If …
Sept. 25, 2020
The Suburban Housing Boom is Only Getting Started (with Logan Mohtashami)
<p>Are you a buyer? The sooner the better. Are you a seller? Ask high, and take your time.Because the boom in suburban real estate was going to happen, beginning this year, pandemic or not. And it could have legs for years. …
Sept. 18, 2020
Investor's Guide To The Election (Linette Lopez and Bill Sweet), Snowflake Hot Take, Shorting Nikola (Michael Batnick)
<p>This week Josh talks to Business Insider columnist Linette Lopez about what happens to the stock market if Trump loses and doesn't leave. And is Joe Biden so terrible for investors? Tax expert and Ritholtz Wealth CFO Bill…
Sept. 11, 2020
Why Markets Crash In The Fall, The Luck Of Bill Gates (w/ Morgan Housel), Why We Don't Set Goals For Our Advisors
<p>This week on The Compound Show - why investors and market watchers are captivated by the months of September and October. Plus, Josh talks with Morgan Housel about the stupendous luck of Bill Gates, the piracy of Corneliu…
Sept. 4, 2020
The Biggest Threat to Apple, Amazon, Microsoft, Facebook and Alphabet with Byrne Hobart (The Diff)
<p>Josh's guest on the podcast this week is Byrne Hobart (author of The Diff substack letter, link below) who has just completed a comprehensive series of thought experiments on each of the largest technology stocks. After a…
Aug. 28, 2020
Six Lessons from Pandemic Summer, Josh's Vaccine Trade, What Are Your Thoughts with Michael Batnick
Josh spoke at the Riskalyze Fearless Week virtual conference and relayed the six biggest lessons he learned during Pandemic Summer. Some are business lessons and some are personal - but for Josh, business has always been per…
Aug. 21, 2020
When Berkshire Invests In Your Company, James Altucher Is A Genius, STORE Capital CEO Chris Volk
<p>What does it feel like when Warren Buffett's Berkshire Hathaway makes an investment in your company? STORE Capital President and CEO Christoper Volk joins Josh to explain, plus insights on what's happening on Main Street …
Aug. 14, 2020
The Roaring 2020's with Dr. Ed Yardeni, Tesla stock split, Follow the Robinhood Money
<p>As World War I came to an end, the Spanish Flu pandemic of 1918 raced around the globe, infecting as many as 500 million people and killing an estimated 50 million. Shortly after it ran its course, the United States exper…
Aug. 7, 2020
Warren Buffett doesn't care about stock splits, should you? Peter Boockvar on inflation and the bull market in gold
This week Josh does a deep dive into stock splits and talks with Peter Boockvar, editor of <a href="https://slack-redir.net/link?url=http%3A%2F%2FBoockReport.com&v=3" rel="noopener noreferrer" target="_blank">BoockR…
July 31, 2020
How to invest in TikTok, the opportunity in Chinese tech stocks, What Are Your Thoughts with Michael Batnick, the best 90 days ever for diversified investors
<p>This week Josh talks with Brendan Ahern, Chief Investment Officer of KraneShares, to find out how US investors can get involved with TikTok, the hottest social network on earth. They discuss the opportunity in Chinese int…
July 24, 2020
Yes it's a Bubble, DraftKings, Nikola, Bill Ackman, SPACs, Tesla's Index Run with Larry McDonald
<p>On the newest episode of the Compound Show, join Downtown Josh Brown for a discussion about the bubble in belief. The rise of "Special Purpose Acquisition Corp 2.0" involves the backdoor IPOs of DraftKings, Nikola, Utz Po…