Season 1
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...
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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 here - "Alexa, play the Compound show!"
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 doing all the buying? What major catalysts on the horizon? En…
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 have been influential and important to my understanding abou…
“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 who is the co-CIO of
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! Enable our Alexa skill here - "Alexa, play the Com…
“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 lessons were learned, stay educated about the changing landscape, and p…
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 think of. Today in 1962, Target was born in Minneapolis, M…
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, the noise surrounding the event begins to swell. Given ho…
“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 predicated upon both parties being human.” Brendan Mullooly,…
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, creating a blog post or seeking to prove or disprove an idea about markets, …
“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 investment advisor representative at
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 puts 6.8% of their annual income into their workplace retirem…
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 our Alexa skill here - "Alexa, play the Compound show!" "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 …
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 that advisors are bringing to the table in the modern era. 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 Enhancement Group. Andrew's work look at the structural …
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 into Vanguard and BlackRock. Rick is back with a new busin…
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 show!"
"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 purporting to go back decade, if not centuries, has a lot of issue…
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 total return data, cherry pick from…
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 unprofitable investments and almost 30% lost more than half their value. Th…
Will Amazon Dethrone Google's Ad Business (with Josh and Greg March)
Why the price of Bitcoin just doubled (with Josh and Tyrone Ross)
The Book That Changed My Life (with Michael and Josh)
The Hype Behind Portfolio Rebalancing (Tadas with Peter Lazaroff)
Are Tech Stocks Unstoppable? (with Ben, Josh and Michael)
Investment Nostalgia (Tadas with Justin Mallory)
Jeff Macke on the History and Future of Target (with Josh)
Barry Ritholtz on the Psychology of Stock Market Corrections
Talking Behavioral Coaching (Tadas with Brendan Mullooly)
An Investment Tool Advisors Love (with Josh, Michael and YCharts CEO Sean Brown)
Teaching Financial Literacy to High Schoolers (Tadas with Tony Isola)
Planning to Be Single (Tadas with Douglas Boneparth)
The Retirement Crisis: Real or Phony? (with Michael and Josh)
What does it mean to be elite? (with Josh)
Overcoming a Reluctance to Spend in Retirement (with Tadas and Ashby Daniels)
Every Financial Advice Firm Will Have a Chief Behavioral Officer (with Blair and Daniel Crosby)
Financial Advice Using Technical Analysis
The Return of Rick Ferri (with Barry Ritholtz)
Emergency Broadcast: Chicken & Waffles (aka How Could Life Be Better?)
The thing about historical data (with Tadas and Ben Carlson)
Permabears are Ridiculous People (with Josh and Michael)
Best Ideas portfolio (with Josh and Michael)