In these two excerpts from episode 147 of Animal Spirits, Michael and Ben discuss market volatility, a coronavirus vaccine, food delivery services, and venture capital. Check out the full episode to hear them talk about what a potential vaccine means for the stock market, if we could see a bubble…
Josh here - my colleague Anthony Isola put together this list of ten rules for retirement. Tony spends a lot of his time giving advice to people who aren't typically savvy about investing or finance in general. Many of his clients are teachers but these rules are truly universal. Visit…
On an all-new What Are Your Thoughts - Michael Batnick and Downtown Josh Brown discuss the biggest topics in finance this week, including: - What should we make of massive one-day rallies in the stock market? - What if the stock market is doing a better job of tracking the…
In these two excerpts from episode 145 of Animal Spirits, Michael and Ben discuss the food delivery space and whether or not millennials will receive social security benefits when they reach retirement. Check out the full episode to hear Ben and Michael discuss why stocks aren't doing better in countries…
Josh Brown and Michael Batnick discuss the recent rash of commentary about the "Death of Value Investing," a discipline that has already died a thousand deaths before and yet is continually resurrected. Michael points out that growth investing is currently on a 30-year win streak versus value investing, while the…
In this episode of "Live From The Compound," Michael Batnick and and Barry Ritholtz discuss how and why the biggest stocks (Microsoft, Apple, Amazon, Facebook, Google) keep growing despite competition and a changing economy. How have the largest stocks throughout history fared? Watch to find out! See Michael's post that…
In this clip from episode 144 of Animal Spirits, Michael and Ben discuss the Federal Reserve, Amazon, and the future of retail. Check out the full episode to hear Ben and Michael discuss Warren Buffett's annual meeting, why Berkshire didn't buy anything, crisis buzzwords, the death of commodities, retailers going…
Josh here - Okay, so now we're officially in recession. What happens next? How long will this go on for? Last fall we had Professor Campbell Harvey, partner and senior advisor to Research Affiliates, on The Compound to discuss the inverted yield curve, an economic indicator he had discovered in…
Join Michael Batnick and Downtown Josh Brown for another all-new edition of What Are Your Thoughts? as they discuss: - US stocks just had their best monthly performance in 30 years - what was the catalyst? - Has Warren Buffett's magic touch faded away? Why Berkshire's annual shareholder "meeting" was…
In this clip from episode 142 of Animal Spirits, Michael and Ben discuss real estate as an investment and whether or not we'll see another pandemic this century. Check out the full episode to hear Ben and Michael discuss why credit card payments will be the first thing to go…
Josh here - our firm's chief of analytics took a look at average net worth in America based on age groups and educational attainment to produce a really useful look at what the nation's financial situation is. When combining both age groups and levels of education, you get a really…
On today's show Michael Talks with Logan Mohtashami, columnist for HousingWire, about where the housing market was prior to COVID-19, how quickly the market reacted, and what it will look like when the economy reopens. Follow Logan on Twitter at: https://twitter.com/LoganMohtashami Be sure to subscribe to our channel so you…
Josh here - I asked my friend Jeff Macke to pop on and tell us about what's happening with America's largest retailers, and how the coronavirus ended up being both a challenge and an opportunity for them. Jeff is an expert in all things big box retailing and ecommerce, He's…
In this clip from episode 140 of Animal Spirits, Michael and Ben discuss contrarian moves and whether or not we're facing the next Great Depression. Check out the full episode to hear Ben and Michael discuss fairness in the bailout process, why no one believes in this market, why it's…
Michael Batnick speaks with Jim Bianco, President of Bianco Research LLC, about what the Federal Reserve is doing wrong and the potential consequences we'll be dealing with down the road. Follow Jim on Twitter: https://twitter.com/biancoresearch Be sure to subscribe to our channel so you never miss an update: https://www.youtube.com/thecompoundrwm?sub_confirmation=1 Beginning…
Barry Ritholtz and Dave Nadig discuss the impact of recent market conditions on ETFs. (Recorded on April 6, 2020.) Follow Dave Nadig on Twitter: https://twitter.com/DaveNadig See more from Dave at: https://www.etftrends.com Be sure to subscribe to our channel so you never miss an update: https://www.youtube.com/thecompoundrwm?sub_confirmation=1 Beginning Investors, check out Liftoff:…
On an all new What Are Your Thoughts, Josh Brown and Michael Batnick tackle all the biggest topics of the moment. In this edition: * Five US stocks are now bigger than the entire developed world's stock markets combined, how can this be? * What are the investor takeaways from…
On today's episode Michael talks with Cullen Roche about what the federal reserve actually does, what their critics get right, and how their actions today compare with what they did during the Great Financial Crisis. Follow Cullen on Twitter: https://twitter.com/cullenroche Be sure to subscribe to our channel so you never…
In this clip from episode 138 of Animal Spirits, Michael and Ben discuss public sentiment on corporate bailouts and why it's such a hot topic. Listen to the rest of episode 138 to hear Michael and Ben discuss the pandemic's impact on Disney, when people will be willing to go…
Dina Isola and Dan LaRosa discuss why it's particularly important for women to be involved in their retirement planning. Do women approach investing differently than men? What unique investment challenges do women face? (Discussion filmed prior to Covid-19 pandemic.) Read more about Dina here: https://ritholtzwealth.com/team/dina-isola/ Check out Dina's blog: http://www.realsmartica.com/…
Josh here - I had a chance to connect with Research Affiliates Founding Chairman Rob Arnott to talk about his most recent presentation, which deals with the economy, falling stock prices, valuations and the death of value investing. Research Affiliates has built a pair of amazing free tools on the…
Barry and ETF expert, Dave Nadig, discuss the impact of recent market conditions on bonds and ETFs. (Recorded on April 6, 2020.) Follow Dave Nadig on Twitter: https://twitter.com/DaveNadig See more from Dave at: https://www.etftrends.com Be sure to subscribe to our channel so you never miss an update: https://www.youtube.com/thecompoundrwm?sub_confirmation=1 Beginning Investors,…
Josh here - My friend Peter Tuchman has been battling COVID-19 for three weeks now, isolated in his Manhattan apartment, speaking daily with doctors and surviving 12 straight days of 101 fevers. The good news is that Peter is getting better. He's one of the most recognized faces on Wall…
In this clip from episode 137 of Animal Spirits, Michael and Ben discuss corporate debt and the market's confusing behavior. Check out episode 137 to hear Michael and Ben discuss the latest unemployment numbers, the massive help coming from the Fed, why markets are so confusing at the moment, a…