Episodes
April 1, 2020
Making Investment Decisions in a Crisis
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...
March 25, 2020
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 w...
March 20, 2020
We are not going to participate in this recession
I made a decision. We are not going to participate in this recession. There's too much work to be done. Bank of America Merrill Lynch anticipates something like 3.5 million American jobs lost by the end of the 2nd quarter and a doubling of the unemployment rate. We have no control over that. We onl…
March 18, 2020
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 dividend...
March 4, 2020
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....
Feb. 24, 2020
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 ...
Feb. 19, 2020
Josh Wants a Stock Market Correction: What Are Your Thoughts?
Apple warns of Coronavirus slowdown - Financial advisors never actually retire in real life - Is February too early to be citing year-to-date performance? - Reactions to the NBA’s All Star Break - How many bagels is too many? - Josh is rooting for stocks to go flat-on-year - Cruises - what’s the de…
Feb. 4, 2020
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 ...
Feb. 3, 2020
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 o...
Jan. 31, 2020
How To Avoid Financial Fraud (with Barry, Michael, and Ben)
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/d...
Jan. 28, 2020
What Long-Term Investors Can Learn From Traders (with Josh and Scott Redler)
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 Mo...
Jan. 21, 2020
The Next Trillion Dollar Stocks: What Are Your Thoughts? (with Josh and Michael)
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 net...
Jan. 16, 2020
The Dow Jones Smashes One Record After Another (with Josh and Michael)
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...
Jan. 8, 2020
What happens to the stock market during a time of war? (with Josh and Ben)
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 thing...
Jan. 7, 2020
Adam Sandler’s Personal Finance: What Are Your Thoughts (with Josh and Michael)
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 targ...
Jan. 3, 2020
How Things Go Viral (with Barry, Michael, and Derek Thompson)
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.” 1-click play or subscribe on your favorite podcast app Su...
Dec. 23, 2019
The Purpose of Money (with Barry and Jonathan Clements)
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. 1-cli...
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 Do...
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 ...
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 Netw...
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? -...
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 ...
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 po...
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 ...