Episodes
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 should we make of massive one-day ralli…
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 that growth investing is currently on a 30-year win streak versus value in…
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 30 years
- what was the …
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 an expert in all things big box retailing and ecommerce, H…
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 than the entire develope…
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
* Why this won't be the next Great Depression<…
The Only Black Swans with William Bernstein
Hosted on Acast. See
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 live and work in New Orleans these days, a city that has joined New York on…
Making Investment Decisions in a Crisis
The Fastest Bear Market of All Time
On an all new What Are Your Thoughts - Michael Batnick and Josh Brown discuss the biggest topics of the moment. Including:
* Do investors care at all about the details of Congressional stimulus plans?
* Mark Cuban just said what everyone's thinking.
* What do you with a B…
We are not going to participate in this recession
Live from the Compound (from Long Island)
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 dividends for 50 years straight, the overall damage so far and why we need to b…
Michael Sonnenshein: Inside the World's Largest Bitcoin Fund
First up, 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 nearly $3 billion in AUM. What does the future of bitcoin look like?
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Dan McMurtrie and Rich Greenfield
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 important things he's figured out on his journey. He also talks about how one of …
Josh Wants a Stock Market Correction: What Are Your Thoughts?
Lessons from Tesla Short Squeeze: What Are Your Thoughts? (with Josh and Michael)
In this edition of What Are Your Thoughts, Michael Batnick and Josh Brown discuss:
* YouTube revenue growth is on fire, but who gets the money?
* Netflix vs Cable Subs - crossover imminent!
* The short squeeze in Tesla stock is probably the largest in the history of the s…
Is now a good time to buy stocks? (with Michael and Nick Maggiulli)
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 it out.
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." Pick up a copy of Ben's book: https://www.amazon.com/Dont-Fall-Short-History-Financial/dp/1119605164
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. Check out Scott's new book "The Ultimate Guide to Moving Averages:" https://www.t3live.com/blog/scott-red…
In this edition of What Are Your Thoughts, Michael Batnick and Josh Brown discuss: * Gold vs Bitcoin, let the trolling begin! * Google joins the Trillion Dollar Club, who's next? * Can Bill Simmons sell The Ringer podcast network for $200 million? * Actively manage…
Josh here - Michael Batnick and I discuss the recent milestones for the Dow Jones Industrial Average and the incredibly slow grind that's gotten us here. According to the Wall Street Journal "hasn’t moved 1% or more in either direction since mid-October, its sixth-longest streak since the end of…
The recent flare-up in the Middle East has investors asking questions about what might happen to their portfolios if a war breaks out. While every scenario is different and the variables change, there are some important things to understand about how wars have historically affected the Dow Jones…
On a new edition of What Are Your Thoughts, Josh Brown and Michael Batnick discuss the hottest topics in finance and investing: * Is there any such thing as the optimal time to rebalance your portfolio? * Is Instagram ad targeting weirding you out or doing you…
Derek Thompson stops by The Compound to discuss how and why things go viral with Barry and Michael. Derek is a staff writer at The Atlantic and author of “Hit Makers.” Barry Ritholtz sits down with author and former WSJ journalist, Jonathan Clements to discuss how money is similar to health, smart ways to spend it, and how our thoughts about money change over the course of a lifetime.
How To Avoid Financial Fraud (with Barry, Michael, and Ben)
What Long-Term Investors Can Learn From Traders (with Josh and Scott Redler)
The Next Trillion Dollar Stocks: What Are Your Thoughts? (with Josh and Michael)
The Dow Jones Smashes One Record After Another (with Josh and Michael)
What happens to the stock market during a time of war? (with Josh and Ben)
Adam Sandler’s Personal Finance: What Are Your Thoughts (with Josh and Michael)
How Things Go Viral (with Barry, Michael, and Derek Thompson)
The Purpose of Money (with Barry and Jonathan Clements)