Episodes
May 8, 2019
Are Tech Stocks Unstoppable? (with Ben, Josh and Michael)
Are US stocks destined to continue crushing international stocks? How about tech stocks vs everything else? Sure seems that way. But the recency bias is real! Michael Batnick, Ben Carlson and Downtown Josh Brown discuss! Enab...
May 3, 2019
Investment Nostalgia (Tadas with Justin Mallory)
“Many of us look back nostalgically on our childhood memories when life was simpler and allow the feeling of familiarity to warm our souls. That’s ok. But, save your memory of investment traditions for small loses where lesso...
May 1, 2019
Jeff Macke on the History and Future of Target (with Josh)
Josh here - my friend Jeff Macke is an investor and an expert in the retailing giants Amazon, Target, Walmart and Sears. Jeff's dad ran Target for Dayton-Hudson in the 1970's and he knows more on this topic than anyone I can ...
April 29, 2019
Barry Ritholtz on the Psychology of Stock Market Corrections
Barry Ritholtz wonders why everyone is still so surprised every time the stock market has a correction. The psychology surrounding stock-market declines and recoveries is fascinating. Anytime markets retreat even a little bit...
April 26, 2019
Talking Behavioral Coaching (Tadas with Brendan Mullooly)
“But I want to dispel an implicit myth about behavioral coaching: it is not predicated upon its recipient being crazy, stupid, or reckless. Nor is it predicated upon its purveyor being a genius, stoic, or super-human. It is p...
April 24, 2019
An Investment Tool Advisors Love (with Josh, Michael and YCharts CEO Sean Brown)
Sean Brown is the CEO of YCharts, one of the hottest investment research platforms on the web. Michael Batnick and Ben Carlson use YCharts for research projects all the time, whether they're answering a client question, creat...
April 22, 2019
Teaching Financial Literacy to High Schoolers (Tadas with Tony Isola)
“Personal finance can’t be taught in one day or period. It’s a lifetime journey. A full week, though not long enough, gives kids a fighting chance and sparks their interest for further independent study.” Tony Isola an invest...
April 19, 2019
Planning to Be Single (Tadas with Douglas Boneparth)
“But the truth is, singles should be planning “for one,” because they need to plan, period. When people don’t take ownership of needing to reach financial independence on their own, they are more likely to put off their goals...
April 18, 2019
The Retirement Crisis: Real or Phony? (with Michael and Josh)
Two dueling versions of the looming retirement crisis that affects millennials, Gen Xers and Boomers in various ways. Mary Childs wrote that the shortfall is actually worse than we all think. For example: The average saver pu...
April 16, 2019
What does it mean to be elite? (with Josh)
Josh shouts out some of the elite-level activities taking place with Ritholtz Wealth, including some praise for trading, admin and the young financial advisors who are making their mark on the firm and its clientele. Enable o...
April 15, 2019
Overcoming a Reluctance to Spend in Retirement (with Tadas and Ashby Daniels)
"Retirement should be one of the most fun times of your life. But, generally, that’s only possible if you’re comfortable spending your life savings." Ashby Daniels, a retirement planner at Shorebridge Wealth Management , who ...
April 12, 2019
Every Financial Advice Firm Will Have a Chief Behavioral Officer (with Blair and Daniel Crosby)
Ritholtz Wealth Management's Blair duQuesnay caught up with Brinker Capital's Daniel Crosby to talk about how central behavioral investing has become to the financial advice proposition. It sits at the center of the value-add...
April 11, 2019
Financial Advice Using Technical Analysis
Today at the Compound - an all new episode of Talk Your Book with Downtown Josh Brown and Barry Ritholtz talking to Andrew Thrasher, a technical analyst and portfolio manager at a large Midwestern RIA called the Financial Enh...
April 10, 2019
The Return of Rick Ferri (with Barry Ritholtz)
Rick Ferri is one of the most important figures in the indexing movement, having began blogging extensively on the topic of low cost investment and financial advice before the post-crisis revolution drove trillions of dollars...
April 9, 2019
Emergency Broadcast: Chicken & Waffles (aka How Could Life Be Better?)
Josh Brown reminds the staff at Ritholtz Wealth Management to look up at the scoreboard in the sky every once in awhile, and to ask ourselves "How could life be better?" Enable our Alexa skill here - "Alexa, play the Compound...
April 8, 2019
The thing about historical data (with Tadas and Ben Carlson)
"As market participants we all want more data, but once you understand where some of the data comes from you have to take it with a big grain of salt." Stock market data today is abundant and mostly free. However data purport...
April 6, 2019
Permabears are Ridiculous People (with Josh and Michael)
This week, one of the most well known permabears came out and took a victory lap despite the fact his commentary has been negative about stocks forever. But it's a trick... People can pick different indexes, use price versus ...
April 5, 2019
Best Ideas portfolio (with Josh and Michael)
In a recent study, Vanguard took a look at the last 30 years worth of data for the Russell 3000 index, which represents the total stock market. They found something remarkable - over the last 30 years, 47% of stocks were unpr...
April 3, 2019
Your House versus the Stock Market with Josh and Ben Carlson
"Home ownership is often called both the American Dream and the biggest investment of your life. It’s debatable whether a house is truly an investment or not, especially when we’re talking about your primary residence." Ben C...
April 1, 2019
Overcoming Biases with Josh and Drew Dickson
Josh's guest today is portfolio manager Drew Dickson, who manages a concentrated portfolio of favorite stocks for Albert Bridge Capital. In a recent blog post, Drew explains the four "tools" he uses to overcome the biases tha...
March 29, 2019
An Economist Walks Into a Brothel (with Josh and Allison Schrager)
Enable the skill on Amazon - "Alexa, play The Compound Show" Josh here - I had so much fun hanging out with my friend Allison Schrager this week on the eve of her gigantic book launch for An Economist Walks Into a Brothel. Al...
March 27, 2019
What will Warren Buffett do next (with Michael and Josh)
Bloomberg reporter Tara LaChapelle asks whether or not Warren Buffett will complete one last "elephant-sized" deal before calling it a career. He's 88 years old, so the clock is ticking. Join Michael Batnick and Downtown Josh...
March 25, 2019
Emergency Broadcast - Josh's announcement
Josh makes a big announcement to the staff of Ritholtz Wealth Management. https://ritholtzwealth.com/ Hosted on Acast. See acast.com/privacy for more information.
March 17, 2019
Selling Big Winners (with Josh, Michael and Blair)
There you are, sitting on a massive gain in a big winning stock. And now it's become a large portion of your portfolio and your net worth increasingly depends upon that stock staying up. Now what? Diversification will rarely ...