Episodes
July 17, 2020
The Beginning of Universal Basic Income, What Are Your Thoughts with Michael Batnick
<p>On this week's episode of The Compound Show, Josh discusses the Covid-19 economy and why Universal Basic Income (UBI) might be the inevitable and necessary solution. Next, Michael Batnick joins Josh for an all new round o…
July 10, 2020
Chinese stocks soar, the New Nifty Fifty, how Acorns taught 7 million people to save and invest
<p>On this episode of The Compound Show, Josh discusses this summer's huge rally in Chinese stocks, and the implications for investors when Europe and Asia seem to have done a better job addressing the pandemic. Vitaliy Kats…
July 3, 2020
Long warehouses, short office buildings, What Are Your Thoughts with Michael Batnick, Hot Dogs and Jetskis
<p>On this episode of The Compound Show, Josh talks about the 4.8 million jobs added back in June, the wild dispersion within the Real Estate sector of the stock market, warehouses vs office buildings, and some plans for Jul…
June 26, 2020
The Giant Five, Undropping the Bomb, Interview with the Founder of Public
In the first half of this week's episode, Josh discusses the coronavirus resurgence, 5 stocks that now make up 22% of the S&P 500, the precedent set by the Federal Reserve's pandemic response, and the growing interest in…
June 19, 2020
One Fifth of Investors Sold All Their Stocks: What Are Your Thoughts?
<p>On the new edition of What Are Your Thoughts with Michael Batnick and Josh Brown: </p><p>- Bubble behavior in a market crisis is nothing new or unusual. </p><p>- Fidelity says 18% of investors sold out of all th…
May 22, 2020
A Degenerate Gambler Walks Into a Stock Exchange and Ten Rules for Retirement Investing
<p><strong>A Degenerate Gambler Walks Into a Stock Exchange... What Are Your Thoughts?</strong></p><p>On an all-new What Are Your Thoughts - Michael Batnick and Downtown Josh Brown discuss the biggest topics in finance this …
May 14, 2020
Why Value Investing Will Never Die
<p>Josh Brown and Michael Batnick discuss the recent rash of commentary about the "Death of Value Investing," a discipline that has already died a thousand deaths before and yet is continually resurrected. Michael points out…
May 8, 2020
Unlimited Economic Stimulus and the Yield Curve Indicator
<p><strong>Unlimited Economic Stimulus: What Are Your Thoughts?</strong></p><p>Join Michael Batnick and Downtown Josh Brown for another all-new edition of What Are Your Thoughts? as they discuss: </p><p>- US stocks just…
May 1, 2020
How Amazon, Target and Walmart are Crushing It Right Now and How Millennials Are Buying Houses
<p><br /></p><p>Episode starts with Josh asing his friend Jeff Macke to pop on and tell us about what's happening with America's largest retailers, and how the coronavirus ended up being both a challenge and an opportunity f…
April 22, 2020
Josh Brown, Michael Batnick, Cullen Roche
<p><strong>Why Credit Card Losses Could Explode: What Are Your Thoughts?</strong></p><br /><p>On an all new What Are Your Thoughts, Josh Brown and Michael Batnick tackle all the biggest topics of the moment.</p><br /><p>In t…
April 8, 2020
Heroes of the New Bear Market: What Are Your Thoughts?
<p>On an all new What Are Your Thoughts - Michael Batnick and Downtown Josh Brown discuss:</p><br /><p>* Are there any Crisis Stars being created on Wall Street during this bear market?</p><p>* Human behavior in a bear marke…
April 6, 2020
The Only Black Swans with William Bernstein
On this week's episode, Ben sits down with investor, author, and market historian William Bernstein to put the current crash into perspective with history's worst crises.<br /><hr /><p style="color: grey; font-size: 0.75em;"…
April 1, 2020
Making Investment Decisions in a Crisis
<p>Josh here - I asked my colleague Blair duQuesnay about what's happening on our investment committee these days and what the decision making process is like given recent circumstances. We also talk about what it's like to …
March 25, 2020
The Fastest Bear Market of All Time
<p>On an all new What Are Your Thoughts - Michael Batnick and Josh Brown discuss the biggest topics of the moment. Including:</p><br /><p>* Do investors care at all about the details of Congressional stimulus plans?</p><p>* …
March 20, 2020
We are not going to participate in this recession
I made a decision. We are not going to participate in this recession. There's too much work to be done. Bank of America Merrill Lynch anticipates something like 3.5 million American jobs lost by the end of the 2nd quarter an…
March 18, 2020
Live from the Compound (from Long Island)
<p>Michael Batnick and Downtown Josh Brown discuss all of the recent market volatility from the COVID-19 situation, including some takes on stock buybacks, what 13Fs might look like, the 10 stocks that have raised their divi…
March 4, 2020
Michael Sonnenshein: Inside the World's Largest Bitcoin Fund
<p>First up,<strong> </strong>Michael Sonnenshein, Managing Director of Grayscale Investments, stopped by The Compound to discuss bitcoin with Josh and Michael. Grayscale runs the largest bitcoin fund in the world, with near…
Feb. 24, 2020
Dan McMurtrie and Rich Greenfield
<p>First up, Dan McMurtrie. He and his partners founded Tyro Partners, a New York City-based hedge fund, at a time when hedge fund closings are much more common than emerging fund launches. Dan lists some of the most import…
Feb. 19, 2020
Josh Wants a Stock Market Correction: What Are Your Thoughts?
Apple warns of Coronavirus slowdown - Financial advisors never actually retire in real life - Is February too early to be citing year-to-date performance? - Reactions to the NBA’s All Star Break - How many bagels is too many…
Feb. 4, 2020
Lessons from Tesla Short Squeeze: What Are Your Thoughts? (with Josh and Michael)
<p>In this edition of What Are Your Thoughts, Michael Batnick and Josh Brown discuss:</p><br /><p>* YouTube revenue growth is on fire, but who gets the money?</p><p>* Netflix vs Cable Subs - crossover imminent!</p><p>* The s…
Feb. 3, 2020
Is now a good time to buy stocks? (with Michael and Nick Maggiulli)
<p>Michael Batnick sits down with Data Scientist Nick Maggiulli to talk about one of the most commonly asked questions in the world of money, “When is the best time to invest?” The answer will definitely surprise you, check …
Jan. 31, 2020
How To Avoid Financial Fraud (with Barry, Michael, and Ben)
<p>Barry and Michael sit down with Ben to discuss financial fraud and his new book "Don't Fall For It: A Short History of Financial Scams."</p><br /><p>Pick up a copy of Ben's book:</p><p>https://www.amazon.com/Dont-Fall-Sho…
Jan. 28, 2020
What Long-Term Investors Can Learn From Traders (with Josh and Scott Redler)
<p>Josh recently met up with Scott Redler at the New York Stock Exchange to discuss moving averages, and trading vs investing. Scott is the Chief Strategic Officer at T3 Live.</p><br /><p>Check out Scott's new book "The Ulti…
Jan. 21, 2020
The Next Trillion Dollar Stocks: What Are Your Thoughts? (with Josh and Michael)
<p>In this edition of What Are Your Thoughts, Michael Batnick and Josh Brown discuss:</p><br /><p>* Gold vs Bitcoin, let the trolling begin!</p><p>* Google joins the Trillion Dollar Club, who's next? </p><p>* Can Bill Simmon…