Episodes
The Benefits of a Regular Paycheck (Tadas with @FerventFinance)
“I have something to admit – I enjoy receiving a paycheck twice every month. Some people are willing to give up the sure thing to pursue a passion project, launch their own business, or take a year off to travel the world. While I’m envious of those with such conviction, I just can’t pu…
Building Personal Equity (Tadas with Dasarte Yarnway)
“Because of the complexity of these compensation structures, I find that most people love the idea of having equity but do not understand it. With companies paying up to 50% of their employees total compensation package in equity, it’s important to understand what exactly is at stake wh…
Balancing Today and Tomorrow (Tadas with Jeremy Walter)
“A right balance is somewhere in between – enjoying Today while planning for Tomorrow. And there’s no magical, universal formula, spreadsheet, or ratio to figure this out. It’s entirely subjective to each person and family.”
Jeremy Walter (
What Are Your Thoughts 7/31 (Josh and Michael)
Josh Brown here - Michael Batnick and I return with an all new What Are Your Thoughts!
Today's topics:
* What technologies that we use now that will soon be obsolete?
* Why bother worrying about manufacturing data when consumer data is what drives the econom…
Everyone Deserves Good Financial Advice. Everyone. (Josh and Michael with Jon Stein and Dan Egan)
Once upon a time, quality financial advice was only available for millionaires and the sophisticated investors who had the expertise to find the right advisors and understand exactly what they were getting.
Non-millionaires and younger investors were ignored by traditional Wall…
This isn't a financial business.
This isn't a financial business. It's a communications business. The sooner people get this through their heads, the better equipped they'll be to serve clients. In an all-hands meeting, Josh discusses the primacy of empathy and caring over everything else.
FAQ: What are the seven deadly sins of investing? Many of the questions we get from investors revolve around one of these seven mistakes that, if left unchecked, could doom a long-term investing portfolio or retirement plan. Lust! Gluttony! Envy! Pride! Wrath…
The 7 Deadly Sins of Investing
The Student Debt "Crisis" (Tadas with Andrew Thrasher)
“Student debt has negatively impacted many American’s lives, but it’s not a crisis that I believe warrants an expansion of the government balance sheet to the tune of multiple trillions of dollars. Like anytime the government puts their thumb on the proverbial scale, actions have repercussions a…
Investing as a Hobby (Tadas with David Schawel)
“Where investing as a hobby might be sensible is with a small amount of your assets that you can afford to lose, and that you can handle psychologically. Being under the illusion that diving into investing in a meaningful way will result in above average performance is dangerous and likely to en…
On Authenticity (with Josh)
Hosted on Acast. See
“As with most things in life you are in charge of your own stuff. If you want to drive a new luxury vehicle, more power to you. Just realize that there are financial (and environmental) trade-offs involved. But don’t be under the illusion that anyone really cares what car you are driving.” …
Don't Let Your New SUV Blow a Hole In Your Budget (Ben with Tadas)
Monday Morning Meeting 6/24
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Who is the most disruptive person in wealth management? It's not a robo founder. Or an index ETF CEO. Or a blogger. In fact, it is Shirl Penney, the founder of Dynasty Financial Partners, whose platform for breakaway brokers who want to become independent advisors and own their own …
Josh Brown and Michael Batnick discuss the recent post "I did everything I was supposed to do", which is the story of a man whose spent his whole career working for asset management firms and now finds himself on the wrong side of the active vs passive debate. There are real world consequences o…
This is not a business of numbers. It uses finance, but it is not even a business about finance. This business is a business of communication. Of relationships. Of empathy. Josh discusses the topic at an all-hands Monday meeting at Ritholtz Wealth Management.
Josh's new post is about a world in which the cost of money remains cheap to free, and all of the potential disruption that would entail. Josh looks at this issue through the prism of a decade's worth of massive outperformance for growth stocks vs value stocks. Ben Carlson (A Wealth …
“This is going to be life and death for many advisors. Legacy firms with massive overhead and fixed high fee AUM structures will struggle to compete with the coming change in fee structures. Firms that are able to move to a leaner and more tech based platform will outperform as they make up for …
Josh here - my friend Perth Tolle has been hustling and grinding harder than almost anyone I know on The Street these past few years - first, with the launch of her proprietary Life + Liberty Indexes and now with the first ETF based on her ideas. Perth believes, as I do, that c…
Subscribe: https://www.youtube.com/thecompoundrwm?sub_confirmation=1 Josh here - I absolutely love this discussion between my partner Barry Ritholtz and the one and only Professor Scott Galloway about being happy and learning to live with yourself, in good times and bad. Scott's new …
“How balanced is your life portfolio? If one area of your life were to not work out, how vulnerable would you be? When is the last time you rebalanced your life's portfolio? When have you last expanded your life portfolio?” Dr. Brett Steenbarger is a trained psy…
Blair duQuesnay catches up with Brian Portnoy to discuss some of the biggest challenges in defining wealth, finding happiness in our success and being aware of the fact that we seem to always want more. Talk to Blair here:
Barry Ritholtz and Downtown Josh Brown welcome storied Wall Street veteran Jeff Saut, formerly of Raymond James, to The Compound. Jeff talks about how he uses both fundamentals and technical analysis in his investment selection process, and why he doesn't pay as much attention to th…
“Prior to reading Expected Returns, I had a very narrow view of asset allocation and portfolio construction. Like most investors, I viewed diversification through the singular lens of asset classes, i.e. stocks vs. bonds. Through the effective use of two visual aids, this book turn…
Aiming For A Benchmark (Tadas with Robert Seawright)
“The moral of this story is obvious. We all do better when we have something to aim at. That’s why proper benchmarking is so important. In the investment world, it means a standard or measure that can be used to analyze the allocation, risk, and return of a given portfolio.”
The Most Disruptive Man in Wealth Management (Josh with Shirl Penney)
"I did everything I was supposed to do" (with Josh and Michael)
Josh Monday Meeting 7/15
What if the cost of capital never rises again? (Josh with Ben)
How the Financial Advice Industry is Changing (Tadas with Cullen Roche)
The New Way To Invest In Emerging Markets (with Josh and Perth Tolle)
The Algebra of Happiness (Barry with Scott Galloway)
Why Diversification Works in Life and Market (Tadas with Dr. Brett)
True Wealth is "Funded Contentment" (with Blair and Brian Portnoy)
The Secret to Your Survival on Wall Street (with Jeff Saut)
What Is Your "Investing Bible"? (Tadas with Phil Huber)