Season 1
Aug. 20, 2019
The Benefits of a Regular Paycheck (Tadas with @FerventFinance)
<blockquote>“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 …
Aug. 8, 2019
Building Personal Equity (Tadas with Dasarte Yarnway)
<blockquote>“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 …
Aug. 2, 2019
Balancing Today and Tomorrow (Tadas with Jeremy Walter)
<blockquote>“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 …
July 31, 2019
What Are Your Thoughts 7/31 (Josh and Michael)
<p>Josh Brown here - Michael Batnick and I return with an all new What Are Your Thoughts! </p><br /><p>Today's topics:</p><br /><p>* What technologies that we use now that will soon be obsolete? </p><br /><p>* Why bother wor…
July 18, 2019
Everyone Deserves Good Financial Advice. Everyone. (Josh and Michael with Jon Stein and Dan Egan)
<p>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. </p><br /…
July 16, 2019
This isn't a financial business.
<p>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 empa…
July 10, 2019
The 7 Deadly Sins of Investing
<p>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 pl…
July 9, 2019
The Student Debt "Crisis" (Tadas with Andrew Thrasher)
<p>“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 govern…
July 5, 2019
Investing as a Hobby (Tadas with David Schawel)
<p>“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…
July 5, 2019
On Authenticity (with Josh)
There are two types of authenticity and both are important to clients and potential clients of any business. Josh breaks it down, Live from the Compound<br /><hr /><p style="color: grey; font-size: 0.75em;"> Hosted on Acast.…
July 2, 2019
Don't Let Your New SUV Blow a Hole In Your Budget (Ben with Tadas)
<p>“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 u…
July 1, 2019
Monday Morning Meeting 6/24
<p><a href="http://plinkhq.com/i/1456467014" target="_blank">1-click play or subscribe on your favorite podcast app</a></p><br /><p>Subscribe to the mini podcast on<a href="https://itunes.apple.com/us/podcast/the-compound/id…
June 27, 2019
Aiming For A Benchmark (Tadas with Robert Seawright)
<blockquote>“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 …
June 24, 2019
The Most Disruptive Man in Wealth Management (Josh with Shirl Penney)
<p>Who is the most disruptive person in wealth management? It's not a robo founder. Or an index ETF CEO. Or a blogger. </p><br /><p>In fact, it is Shirl Penney, the founder of Dynasty Financial Partners, whose platform for b…
June 20, 2019
"I did everything I was supposed to do" (with Josh and Michael)
<p>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 wron…
June 15, 2019
Josh Monday Meeting 7/15
<p>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 …
June 14, 2019
What if the cost of capital never rises again? (Josh with Ben)
<p>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 outperfor…
June 10, 2019
How the Financial Advice Industry is Changing (Tadas with Cullen Roche)
<p>“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…
June 7, 2019
The New Way To Invest In Emerging Markets (with Josh and Perth Tolle)
<p>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 firs…
June 6, 2019
The Algebra of Happiness (Barry with Scott Galloway)
<p>Subscribe: https://www.youtube.com/thecompoundrwm?sub_confirmation=1</p><br /><p>Josh here - I absolutely love this discussion between my partner Barry Ritholtz and the one and only Professor Scott Galloway about being ha…
June 5, 2019
Why Diversification Works in Life and Market (Tadas with Dr. Brett)
<p>“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 port…
May 31, 2019
True Wealth is "Funded Contentment" (with Blair and Brian Portnoy)
<p><br /></p><p>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.</p><b…
May 30, 2019
The Secret to Your Survival on Wall Street (with Jeff Saut)
<p>Barry Ritholtz and Downtown Josh Brown welcome storied Wall Street veteran Jeff Saut, formerly of Raymond James, to The Compound. </p><br /><p>Jeff talks about how he uses both fundamentals and technical analysis in his i…
May 30, 2019
What Is Your "Investing Bible"? (Tadas with Phil Huber)
<p>“Prior to reading <em>Expected Returns</em>, 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. sto…