Ritholtz Wealth Management's Blair duQuesnay talks to George Kinder, author and godfather of the Life Planning movement, about the way he helps investors find out what they really need. There are three questions George uses to get to these answers. They are questions every investor should ask themselves and every…
In these clips from episodes 135 and 136 of Animal Spirits, Michael and Ben discuss Zoom, Uber, coronavirus vaccine efforts, risk management, and returning to normal. Check out episode 135 to hear Michael and Ben discuss the enormous effort from the science community to find a vaccine, using history as…
On an all new What Are Your Thoughts - Michael Batnick and Downtown Josh Brown discuss: * Are there any Crisis Stars being created on Wall Street during this bear market? * Human behavior in a bear market has not changed much * Why this won't be the next Great…
Barry Ritholtz and Michael Batnick discuss the possibility that the events of this spring turn out to be just a cyclical bear market within the context of a longer term secular bull market. It's happened before. Be sure to subscribe to our channel so you never miss an update: https://www.youtube.com/thecompoundrwm?sub_confirmation=1…
In these clips from episode 134 of Animal Spirits, Michael and Ben discuss whether or not the market has bottomed, if experience really matters, and the best time to rebalance. Check out the full episode to hear Michael and Ben discuss avoiding politics during a crisis, unintended consequences from the…
Ben sits down with investor, author and market historian William Bernstein to put the current crash into perspective with history's worst crises. 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: http://liftoffinvest.com Follow us on Twitter: https://twitter.com/RitholtzWealth Follow us on…
Josh here - I asked my colleague Blair duQuesnay about what's happening on our investment committee these days and what the decision making process is like given recent circumstances. We also talk about what it's like to live and work in New Orleans these days, a city that has joined…
In this clip from episode 133 of Animal Spirits, Michael and Ben discuss buying stocks during a market crash and how those who got out know when to get back in. Check out the full episode to hear Michael and Ben discuss the awful unemployment numbers, the new fiscal stimulus…
In this clip from episode 132 of Animal Spirits, Michael and Ben discuss the performance of the stock market vs the economy, and the role that fiscal stimulus plays. Check out the full episode to hear Michael and Ben discuss hindsight bias when the crisis is over, impressive measures by…
Michael and Barry discuss the latest record-breaking unemployment numbers and why the market is rallying on this bad news? What is going on? Thanks for watching, let us know your thoughts below. 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…
Josh here - Our friend Jon Boorman is one of the bravest, kindest and most thoughtful people we know. We wanted to pay tribute to him and tell his story. You can follow Jon on Twitter here: https://twitter.com/JBoorman Be sure to subscribe to our channel so you never miss an…
Josh here - I asked my firm's CFO Bill Sweet to weigh in on what looks like an agreed upon economic rescue bill from Congress. Who does it help? How does it help them? What are the most important parts of it? When will we see the money begin to…
On an all new What Are Your Thoughts - Michael Batnick and Josh Brown discuss the biggest topics of the moment. Including: * Do investors care at all about the details of Congressional stimulus plans? * Mark Cuban just said what everyone's thinking. * What do you with a Black…
In this clip from episode 131 of Animal Spirits, Michael and Ben discuss recent market activity and a bailout for Main Street. Check out the full episode to hear Michael and Ben discuss the number of businesses impacted by the coronavirus shutdown, the potential fiscal stimulus plan, why interest rates…
Josh here - I made a decision. We are not going to participate in this recession. There's too much work to be done. Bank of America Merrill Lynch anticipates something like 3.5 million American jobs lost by the end of the 2nd quarter and a doubling of the unemployment rate.…
Michael Batnick and Downtown Josh Brown discuss all of the recent market volatility from the COVID-19 situation, including some takes on stock buybacks, what 13Fs might look like, the 10 stocks that have raised their dividends for 50 years straight, the overall damage so far and why we need to…
In this excerpt from episode 129 of Animal Spirits (recorded 3/9/20), Michael and Ben discuss peer pressure, FOMO, and FOBI in the market. Check out the full episode to hear Michael and Ben talk about the carnage in the stock market, the huge drop in oil prices, going from the…
In this clip from episode 128 of Animal Spirits, Michael and Ben discuss stock market volatility and whether or not young investors should be 100% stocks in their retirement portfolio. Check out the full episode to hear Michael and Ben discuss the wild moves in the stock market, the emergency…
On today's episode of What Are Your Thoughts, Michael Batnick and Josh Brown get into all the hottest topics in investing and finance. Let us know what your thoughts are on: * Josh's apology for rooting for corrections * Has the market bottomed or do we need a retest of…
Michael Sonnenshein, Managing Director of Grayscale Investments, stopped by The Compound to discuss bitcoin with Josh and Michael. Grayscale runs the largest bitcoin fund in the world, with nearly $3 billion in AUM. What does the future of bitcoin look like? Let us know your thoughts in the comments! For…
In this clip from episode 127 of Animal Spirits, Michael and Ben discuss the coronavirus (COVID19) stock market correction. Check out the full episode to hear Michael and Ben discuss the impact of the coronavirus, ramifications of the asset management mergers because of commission-free trading, why the top 1% isn't…
According to veteran Wall Street Journal and New York Times reporter David Enrich, Deutsche Bank is a rogue financial institution - too big to fail or even to be seriously censured given its importance to the German state, too reckless to accept any limitations on its behavior. In 2007, for…
Michael Arone, Chief Investment Strategist for the SPDR Americas Business at State Street Global Advisors, has gone 10 for 12 with his annual surprise predictions since 2016. Josh Brown and Michael Batnick want to know what it is about his forecasting process that's made him so good at this, and…
In this clip from episode 126 of Animal Spirits, Michael and Ben discuss the pros and cons of paying off your mortgage early in the face of low interest rates. Check out the full episode to hear Michael and Ben discuss the wealth inequality problem, how to get more people…