Episodes
Dec. 4, 2020
Here Comes the Digital Dollar!
On today's episode of The Compound Show, Josh talks with Representative Patrick McHenry (R- NC), the Republican leader on the House Financial Services Committee about the current stimulus talks, the future of capital formatio...
Nov. 27, 2020
The Portfolio Puzzle of Our Lifetime
This is the thing we all need an answer for - starting valuations for stocks have rarely been higher, while starting bond yields have never been lower. Can stocks return enough going forward to overcome this hurdle? Will bonds deliver the hedge against volatility investors are counting on? On this …
Nov. 20, 2020
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 ...
Nov. 13, 2020
"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 g...
Nov. 6, 2020
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 mark...
Oct. 30, 2020
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 hap...
Oct. 23, 2020
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 acce...
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…