Episodes
The Portfolio Puzzle of Our Lifetime
The Year-End Melt-Up with Joe Terranova and John Roque, Momentum Stocks vs Small Caps, The Coin Flip You Won
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 catching up with large caps, favoring quality and momentum in portfolio construc…
"I'll Invest After The Dust Settles," Nick Colas On Why US Stocks Will Keep Outperforming, Brian Portnoy On How To Write A Book
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. We get Nick's take on autonomous vehicles, Chinese tech giants and some of …
The Most Powerful Man in Washington Stays Put, How to Buy a Correction (with Tony Dwyer)
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 market's reaction and how to think about the year-end picture now taking sh…
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)
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.
Plus, today's new traders seem to not understand what has happened to prior generations of new traders. A brief history …
My Election Bet With Barry Ritholtz + How To Make Your First Venture Capital Investment
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 access to the top VC funds is pretty much impossible for ordinary investors…
Losing money is THE COOLEST, Larry Kudlow is not a scientist, trading your time for what you value, with Ben Carlson and Dasarte Yarnway
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 seen their share price double! WTF is going on?
Dasarte Yarnway …
Too much money, nowhere to put it (with Joe Terranova and U of Oregon Prof Tim Duy)
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 University of Oregon. Next, Josh catches up with Joe Terranova, of CNBC and Virtu…
IPO Fever - a record breaking year for initial public offerings, with Kathleen Smith (Renaissance Capital) and Jay Heller (Nasdaq)
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 so, it would be one of the strangest, most unpredictable outcomes of the ye…
The Suburban Housing Boom is Only Getting Started (with Logan Mohtashami)
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. That's according to special guest Logan Mohtashami of HousingWire, who join…
Investor's Guide To The Election (Linette Lopez and Bill Sweet), Snowflake Hot Take, Shorting Nikola (Michael Batnick)
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 Sweet weighs in. Plus, Josh's take on the explosive Snowflake IPO and a ro…
Why Markets Crash In The Fall, The Luck Of Bill Gates (w/ Morgan Housel), Why We Don't Set Goals For Our Advisors
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 Cornelius Vanderbilt and what we need to know about the Psychology of Money. Morgan…
The Biggest Threat to Apple, Amazon, Microsoft, Facebook and Alphabet with Byrne Hobart (The Diff)
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 conversation with Andrew Walker (Yet Another Value Blogger), Byrne set off…
Six Lessons from Pandemic Summer, Josh's Vaccine Trade, What Are Your Thoughts with Michael Batnick
When Berkshire Invests In Your Company, James Altucher Is A Genius, STORE Capital CEO Chris Volk
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 USA with business owners, services business, restaurants and stores.
The Roaring 2020's with Dr. Ed Yardeni, Tesla stock split, Follow the Robinhood Money
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 experienced one of the biggest booms in history, the Roaring 20’s. Could it…
Warren Buffett doesn't care about stock splits, should you? Peter Boockvar on inflation and the bull market in gold
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
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 internet stocks, the massive size and scale of Ant Financial, which will be co…
Yes it's a Bubble, DraftKings, Nikola, Bill Ackman, SPACs, Tesla's Index Run with Larry McDonald
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 Potato Chips, the Golden Nugget Online, Virgin Galactic and many other well k…
The Beginning of Universal Basic Income, What Are Your Thoughts with Michael Batnick
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 of What Are Your Thoughts. They discuss gold vs the S&P, Elon Musk vs Wa…
Chinese stocks soar, the New Nifty Fifty, how Acorns taught 7 million people to save and invest
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 Katsenelson joins to talk about the problem with paying any price for growth st…
Long warehouses, short office buildings, What Are Your Thoughts with Michael Batnick, Hot Dogs and Jetskis
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 July 4th weekend. Michael Batnick joins for another round of What Are Your Tho…
The Giant Five, Undropping the Bomb, Interview with the Founder of Public
One Fifth of Investors Sold All Their Stocks: What Are Your Thoughts?
On the new edition of What Are Your Thoughts with Michael Batnick and Josh Brown:
- Bubble behavior in a market crisis is nothing new or unusual.
- Fidelity says 18% of investors sold out of all their stocks during the last few months, and a third of investors over 65 yea…