Episodes

What if the cost of capital never rises again? (Josh with Ben)
June 14, 2019

What if the cost of capital never rises again? (Josh with Ben)

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 outperformanc...
How the Financial Advice Industry is Changing (Tadas with Cullen Roche)
June 10, 2019

How the Financial Advice Industry is Changing (Tadas with Cullen Roche)

“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 l...
The New Way To Invest In Emerging Markets (with Josh and Perth Tolle)
June 7, 2019

The New Way To Invest In Emerging Markets (with Josh and Perth Tolle)

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 ET...
The Algebra of Happiness (Barry with Scott Galloway)
June 6, 2019

The Algebra of Happiness (Barry with Scott Galloway)

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...
Why Diversification Works in Life and Market (Tadas with Dr. Brett)
June 5, 2019

Why Diversification Works in Life and Market (Tadas with Dr. Brett)

“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?” D...
True Wealth is "Funded Contentment" (with Blair and Brian Portnoy)
May 31, 2019

True Wealth is "Funded Contentment" (with Blair and Brian Portnoy)

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: ht...
The Secret to Your Survival on Wall Street (with Jeff Saut)
May 30, 2019

The Secret to Your Survival on Wall Street (with Jeff Saut)

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 selecti...
What Is Your "Investing Bible"? (Tadas with Phil Huber)
May 30, 2019

What Is Your "Investing Bible"? (Tadas with Phil Huber)

“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. Th...
Target smokes its quarterly earnings, now what? (with Josh and Jeff Macke
May 22, 2019

Target smokes its quarterly earnings, now what? (with Josh and Jeff Macke

Josh is joined by Jeff Macke to discuss the latest quarterly earnings reports from Target, Walmart, Nordstrom and more! Enable our Alexa skill here - "Alexa, play the Compound show!" https://www.amazon.com/Ritholtz-Wealth-Man...
The Only Two Scarce Resources Left on Wall Street
May 21, 2019

The Only Two Scarce Resources Left on Wall Street

There are only two commodities left worth anything in the money management business. In an all hands meeting at Ritholtz Wealth, CEO Josh Brown explains... Enable our Alexa skill here - "Alexa, play the Compound show!" https:...
Will Amazon Dethrone Google's Ad Business (with Josh and Greg March)
May 20, 2019

Will Amazon Dethrone Google's Ad Business (with Josh and Greg March)

Josh Brown talks with Greg March, founder of Noble People, a media agency based in New York City, about whether or not Amazon's advertising business can supplant Google's search hegemony any time soon. Enable our Alexa skill ...
Why the price of Bitcoin just doubled (with Josh and Tyrone Ross)
May 15, 2019

Why the price of Bitcoin just doubled (with Josh and Tyrone Ross)

Josh here - I asked my friend Tyrone Ross of Noble Bridge Wealth Management about the recent rally in Bitcoin, which has doubled since the beginning of the year and shocked the markets. What's behind the recent move? Who's do...
The Book That Changed My Life (with Michael and Josh)
May 14, 2019

The Book That Changed My Life (with Michael and Josh)

osh here - on the 20th anniversary of Simple Wealth, Inevitable Wealth, I discuss why it's the book that changed the entire trajectory of my career and laid the groundwork for my investing philosophy. Many books and authors h...
The Hype Behind Portfolio Rebalancing (Tadas with Peter Lazaroff)
May 13, 2019

The Hype Behind Portfolio Rebalancing (Tadas with Peter Lazaroff)

“Rebalancing is getting a little overrated. It is nowhere near as impactful on returns as human and digital advisors advertise. I also feel like human advisors probably rebalance more than is truly necessary.” Peter Lazaroff ...
Are Tech Stocks Unstoppable? (with Ben, Josh and Michael)
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...
Investment Nostalgia (Tadas with Justin Mallory)
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...
Jeff Macke on the History and Future of Target (with Josh)
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 ...
Barry Ritholtz on the Psychology of Stock Market Corrections
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...
Talking Behavioral Coaching (Tadas with Brendan Mullooly)
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...
An Investment Tool Advisors Love (with Josh, Michael and YCharts CEO Sean Brown)
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...
Teaching Financial Literacy to High Schoolers (Tadas with Tony Isola)
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...
Planning to Be Single (Tadas with Douglas Boneparth)
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...
The Retirement Crisis: Real or Phony? (with Michael and Josh)
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...
What does it mean to be elite? (with Josh)
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...