Episodes
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
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 ...
Oct. 9, 2020
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...
Oct. 2, 2020
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, ...
Sept. 25, 2020
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...
Sept. 18, 2020
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 Swe...
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
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 Va...
Sept. 4, 2020
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 con...
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 personal. Plus, Michael Batnick returns for an all new edition of What Are You…
Aug. 21, 2020
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 ...
Aug. 14, 2020
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 experienc...
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 BoockReport.com and CIO of Bleakley Advisory, about the economy, stagfla…
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
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 interne...
July 24, 2020
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...
July 17, 2020
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 Wh...
July 10, 2020
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 Katsenel...
July 3, 2020
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 4t...
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 ESG investing. In the second half of the show, Josh talks with Jannick Mal…
June 19, 2020
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 f...
May 22, 2020
A Degenerate Gambler Walks Into a Stock Exchange and Ten Rules for Retirement Investing
A Degenerate Gambler Walks Into a Stock Exchange... What Are Your Thoughts? On an all-new What Are Your Thoughts - Michael Batnick and Downtown Josh Brown discuss the biggest topics in finance this week, including: - What sho...
May 14, 2020
Why Value Investing Will Never Die
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 tha...
May 8, 2020
Unlimited Economic Stimulus and the Yield Curve Indicator
Unlimited Economic Stimulus: What Are Your Thoughts? Join Michael Batnick and Downtown Josh Brown for another all-new edition of What Are Your Thoughts? as they discuss: - US stocks just had their best monthly performance in ...
May 1, 2020
How Amazon, Target and Walmart are Crushing It Right Now and How Millennials Are Buying Houses
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 for them. Jeff is ...
April 22, 2020
Josh Brown, Michael Batnick, Cullen Roche
Why Credit Card Losses Could Explode: What Are Your Thoughts? On an all new What Are Your Thoughts, Josh Brown and Michael Batnick tackle all the biggest topics of the moment. In this edition: * Five US stocks are now bigger ...
April 8, 2020
Heroes of the New Bear Market: What Are Your Thoughts?
On an all new What Are Your Thoughts - Michael Batnick and Downtown Josh Brown discuss: * Are there any Crisis Stars being created on Wall Street during this bear market? * Human behavior in a bear market has not changed much...