Episodes

Dec. 17, 2019

It Was Hard to Lose Money This Year: What Are Your Thoughts? (with Josh and Michael)

Downtown Josh Brown and Michael Batnick go head-to-head for a brand new What Are Your Thoughts!


In the final episode of 2019, Josh and Michael cover:


* It was almost impossible to lose money this year

* Does the success of DoubleLine over the last decade prove tha…

Dec. 11, 2019

The Trick That Allows You To Spend Money Without Feeling Guilty (with Michael and Nick Maggiulli)

Nick Maggiulli is the data scientist at Ritholtz Wealth Management and author of the Of Dollars and Data blog. He tells Michael Batnick about a simple trick he uses to avoid feeling guilty while spending money.


Michael talks about how he funds his Liftoff account at the same time as…

Dec. 9, 2019

The Real Lives of Financial Advisors (with Josh, Michael, and Nina O'Neal)

Nina O'Neal stops by The Compound to discuss the work-life balancing act of a financial advisor. Nina is a Partner and Investment Advisor at Archer Investment Management in Raleigh, NC.


Follow Nina and the Female Advisor Network on Twitter:

Dec. 4, 2019

The ETF Graveyard: What Are Your Thoughts? (with Josh and Michael)

On this edition of What Are Your Thoughts, Michael Batnick and Josh Brown of Ritholtz Wealth Management discuss:


-1,000 zombie ETFs have been put of their misery this year

-How many minutes early for a meeting is too early?

-Would you invest directly into a college studen…

Dec. 3, 2019

The Stock Market Doesn't Care How Hard You Try (with Barry, Michael, and Morgan Housel)

The incredibly bright and insightful Morgan Housel of the Collaborative Fund drops by the Compound to discuss some of the biggest mistakes and misconceptions that plague investors year after year - and what can be done about them.


Morgan talks with Michael Batnick and Barry Ritholtz …

Nov. 27, 2019

What Happened to Hedge Funds? (with Michael and Ted Seides)

Ted Seides stopped by the Compound to talk with Michael Batnick about the struggles the hedge fund industry has faced over the last decade, and what might happen to stem the tide.


1-click play or subscribe on your favorite pod…

Nov. 26, 2019

What the Schwab - TD Ameritrade Merger Means for Financial Advisors (with Josh and Michael)

Charles Schwab is merging with one of its largest competitors, TD Ameritrade in a $26 billion all-stock deal that should close in the second half of 2020. Michael Batnick and Downtown Josh Brown of Ritholtz Wealth Management discuss what this will mean for the thousands of financial advisors who…

Nov. 19, 2019

Why Technical Trading Signals Stopped Working (with Barry and John Roque)

John Roque joins Barry Ritholtz at The Compound to explain why technical trading signals stopped working and how he has adapted his trading style to the new landscape.


Follow John Roque on Twitter:

https://twitter.com…

Nov. 16, 2019

Burn It All Down (with Josh, Michael, and Ben Hunt)

Ben Hunt joins Michael Batnick and Downtown Josh Brown at The Compound to explain what he's so angry about - he sees wealth inequality as being driven by hijacked narratives about capitalism, stock buybacks, central banks and the managerial overclass orchestrating it all.


Follow Ben …

Nov. 15, 2019

Exposing The Big Lie About Stock Buybacks (with Michael, Barry, and Ed Yardeni)

Ed Yardeni, of Yardeni Research, joins Michael Batnick and Barry Ritholtz at The Compound to explain why we're looking at the wrong data all wrong, what the real data is, and what it means for the current narrative surrounding share buybacks.


Nov. 14, 2019

JP Morgan Destroys the Bears: What Are Your Thoughts? (with Josh and Michael)

Welcome to the latest edition of What Are Your Thoughts - Michael Batnick and Downtown Josh Brown break down the biggest topics of the moment. On this episode: 


* JP Morgan calls out permabears.


* Should investors be concerned about the national debt?


* D…

Nov. 13, 2019

The Four Most Important Market Indicators (with Josh and Tom Lee)

Josh here - I really enjoyed talking with former JPMorgan strategist and the founder of Fundstrat Research about how he uses the evidence to understand what's happening in the markets. 


Tom cites four indicators he uses to explain current trends and think about where markets and…

Nov. 9, 2019

Secrets of the Greatest Hedge Fund of All Time (with Josh, Michael, and Greg Zuckerman)

Josh here - we had Greg Zuckerman of the Wall Street Journal up at the Compound to talk about his new book, The Man Who Solved the Market - the first ever deep dive into Jim Simons and his legendary firm Renaissance Technology. Renaissance has pulled over $100 billion in trading profits out of t…

Nov. 8, 2019

Year End Rallies (with Josh and Tony Dwyer)

The S&P 500 came into October this year up double digits. It has done so on 42 occasions since 1926. That’s almost 50% of the time. 


Of those 42 times, in 35 cases the market went up through the end of the year. That’s an 85% success rate, about as one-sided as market statis…

Oct. 23, 2019

Private Markets Look Like The Dumb Money Now: What Are Your Thoughts? (with Josh and Michael)

Welcome to the latest edition of What Are Your Thoughts - Michael Batnick and Downtown Josh Brown break down the biggest topics of the moment. On this episode: 


* Private markets used to be thought of as "the smart money" while public markets were for retail shleps - but this ti…

Oct. 14, 2019

Everything's Free: The Impact of Zero-fee Trading (with Barry and Dave Nadig)

Dave Nadig, managing director of ETF.com, stops by The Compound to discuss how fee-free trading is changing the investment landscape with Ritholtz Wealth Management Chairman and CIO, Barry Ritholtz.


1-click play or subscribe o…

Oct. 9, 2019

Banks Can't Forecast Interest Rates Either (with Josh and Michael)

Welcome to the latest edition of What Are Your Thoughts - Michael Batnick and Downtown Josh Brown break down the biggest topics of the moment. On this episode:


* Get your story straight - are there too many IPOs coming out this year or not enough? 2019 is on pace to see the most capi…

Oct. 7, 2019

The Yield Curve Indicator (with Josh, Michael, and Campbell Harvey)

Campbell Harvey is a Professor at Duke University and a partner as Research Affiliates. He sat down with Michael Batnick and Josh Brown of Ritholtz Wealth Management to discuss the meaning of the inverted yield curve indicator, which he discovered in 1986 while working on a dissertation.


Oct. 2, 2019

What Does Commission-Free Trading Mean For You? (with Josh)

Josh here -


Charles Schwab announced that starting October 7th all commissions on stocks, ETFs and options would go down to zero. The march toward commission-free trading has been happening in slow motion for decades, ever since the 1970's.


My take on it is this - it's te…

Oct. 1, 2019

The Difference Between Sports Betting & Trading (with Josh, Michael and Patrick Keane)

Patrick Keane, CEO of The Action Network, joins Josh Brown and Michael Batnick at The Compound to discuss the future of sports betting and how it compares to trading.


Patrick believes that prop betting will explode in popularity as sports venues warm to the additional revenue it can …

Sept. 27, 2019

How Will Impeachment Affect the Stock Market (with Josh, Michael and Eddy Elfenbein)

House Majority Leader Nancy Pelosi announced the beginning of formal impeachment proceedings of President Trump. As investors, it's important to remember that we don't have a lot of history to go by in terms of what impeachment might mean for the stock market and the economy. But there are some …

Sept. 25, 2019

This investment strategy beats dollar cost averaging (with Josh and Nick)

Josh Brown and Nick Maggiulli, of Ritholtz Wealth Management, discuss data on investing a lump sum vs dollar-cost averaging, and the results might surprise you.


Read Nick's post for the data and charts:


Sept. 19, 2019

What Are Your Thoughts: Is anyone really "middle class" anymore? (with Josh and Michael)

On a new edition of What Are Your Thoughts?, Michael Batnick and Josh Brown discuss:


* The Repo Rate mini-panic


* Are we ready for the Daniel Jones Era?


* Does it really take $350,000 a year to live in cities?


* Standup comics up in arms over polit…

Sept. 16, 2019

Josh Brown and Joe Duran: On Financial Advice, Living Well and Building a Billion Dollar Business

Josh here - it was my honor and pleasure to interview Joe Duran, founder of United Capital, on stage earlier this week at the inaugural Wealth/Stack Conference in Scottsdale, Arizona.


Joe made headlines earlier this year when he sold the firm to Goldman Sachs - a deal that was the la…