Downtown Josh Brown and Michael Batnick go head-to-head for a brand new What Are Your Thoughts! In this edition, Josh and Michael cover: * It was almost impossible to lose money this year * Does the success of DoubleLine over the last decade prove that building an active management company…
In this excerpt from episode 116 of Animal Spirits, Michael Batnick and Ben Carlson talk Paul Volcker and the economy he inherited. Check out the full episode to hear Michael and Ben discuss a decade without a recession, how to raise kind children, the appeal of annuities, avoiding a mid-life…
Nick Maggiulli is the data scientist at Ritholtz Wealth Management and author of the Of Dollars and Data blog. He tells Michael Batnick about a simple trick he uses to avoid feeling guilty while spending money. Michael talks about how he funds his Liftoff account at the same time as…
Nina O'Neal stops by The Compound to discuss the work-life balancing act of a financial advisor. Nina is a Partner and Investment Advisor at Archer Investment Management in Raleigh, NC. Follow Nina and the Female Advisor Network on Twitter: https://twitter.com/noneal510 https://twitter.com/female_advisors Read Nina's blog: https://www.ninaoneal.com/ Be sure to subscribe to…
Michael and I and everyone at RWM who works on the Compound video channel with us want to say thanks to all of you for subscribing, liking, commenting and sharing. When we began the video project last spring, we weren't sure if our content was going to be able to…
On today’s Animal Spirits Michael and Ben talk about non-consensus financial opinions, when you are too old for social media, and is it worth it to work 100 hours a week? Check out the full episode to hear Michael and Ben discuss the coming generational wealth transfer, some good economic…
On this edition of What Are Your Thoughts, Michael Batnick and Josh Brown of Ritholtz Wealth Management discuss: -1,000 zombie ETFs have been put of their misery this year -How many minutes early for a meeting is too early? -Would you invest directly into a college student's future success? -Stocks…
The incredibly bright and insightful Morgan Housel of the Collaborative Fund drops by the Compound to discuss some of the biggest mistakes and misconceptions that plague investors year after year - and what can be done about them. Morgan talks with Michael Batnick and Barry Ritholtz about: * how there…
In this excerpt from episode 114 of the Animal Spirits podcast, Michael Batnick and Ben Carlson discuss maternity leave and the financial burden of day care. You can get a new episode of the Animal Spirits podcast every Wednesday right here or wherever fine podcasts are streamed: https://podcasts.apple.com/us/podcast/animal-spirits-podcast/id1310192007 Be sure…
You may have heard about a legendary bet that Ted Seides made with none other than Warren Buffett back in 2008... Ted told the Oracle that a portfolio of hedge funds would be able to outperform the S&P 500 over the next ten years. Buffett won the bet, but Ted…
Charles Schwab is merging with one of its largest competitors, TD Ameritrade in a $26 billion all-stock deal that should close in the second half of 2020. Michael Batnick and Downtown Josh Brown of Ritholtz Wealth Management discuss what this will mean for the thousands of financial advisors who use…
In this excerpt from episode 113 of the Animal Spirits podcast, Michael Batnick and Ben Carlson discuss Disney+ and stoicism. Check out the full episode (link below) to hear Michael and Ben thoughts on: Disney+, staying bearish on Netflix since 2002, tech adoption, Google checking accounts, Armageddon calls, the social…
Welcome to FAQ, where we answer the questions we get from fans and viewers the most often. So, who are the greatest investors ever? What made them the greatest of all time? Whose list do you agree with most, Michael Batnick's, Josh Brown's or Ben Carlson's? Let us know in…
John Roque joins Barry Ritholtz at The Compound to explain why technical trading signals stopped working and how he has adapted his trading style to the new landscape. Follow John Roque on Twitter: https://twitter.com/WolfeDailyHowl Be sure to subscribe to our channel so you never miss an update: https://www.youtube.com/thecompoundrwm?sub_confirmation=1 Beginning Investors,…
In this excerpt from episode 112 of the Animal Spirits podcast, Michael Batnick and Ben Carlson discuss paradigm shifts and Ray Dalio's recent LinkedIn post, "The World Has Gone Mad and the System Is Broken." Check out the full episode (link below) to hear Michael and Ben thoughts on: auto…
Ed Yardeni joins Michael Batnick and Barry Ritholtz at The Compound to explain why we're looking at the wrong data all wrong, what the real data is, and what it means for the current narrative surrounding share buybacks. Be sure to subscribe to our channel so you never miss an…
Welcome to the latest edition of What Are Your Thoughts - Michael Batnick and Downtown Josh Brown break down the biggest topics of the moment. On this episode: * JP Morgan calls out permabears. * Should investors be concerned about the national debt? * Does Google want to be a…
Ben Hunt joins Michael Batnick and Downtown Josh Brown at The Compound to explain what he's so angry about - he sees wealth inequality as being driven by hijacked narratives about capitalism, stock buybacks, central banks and the managerial overclass orchestrating it all. Tell us what you think about the…
In this excerpt from episode 111 of the Animal Spirits podcast, Michael Batnick and Ben Carlson discuss what it takes to be the world's worst investor. Check out the full episode (link below) to hear Michael and Ben discuss the food delivery recession, demographic wars, why people are staying in…
Josh here - I really enjoyed talking with Tom Lee, former JPMorgan strategist and the founder of Fundstrat Research, about how he uses the evidence to understand what's happening in the markets. Tom cites four indicators he uses to explain current trends and think about where markets and the economy…
Josh here - we had Greg Zuckerman of the Wall Street Journal up at the Compound to talk about his new book, The Man Who Solved the Market - the first ever deep dive into Jim Simons and his legendary firm Renaissance Technology. Renaissance has pulled over $100 billion in…
In this excerpt from episode 110 of the Animal Spirits podcast, Michael Batnick and Ben Carlson discuss Ben Graham, The Great Recession, and whether we will ever see anything like the Great Depression again. Check out the full episode (link below) to hear Michael and Ben talk about: company performance…
Private equity has become the asset allocator’s asset class of choice. A recent survey of institutional investors found that 49% expect private equity to outperform the public equity market by a whopping 4% per year or more. We spoke with Dan Rasmussen of Verdad Capital about why he thinks the…
Josh here - I had the pleasure of appearing on the Business Casual podcast this week, with the fabulous Kinsey Grant. Business Casual is a new podcast series from Morning Brew, one of the hottest up and coming financial media companies, focused on the college aged audience and young investors.…