On episode 69 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CIO and Masters in Business host Barry Ritholtz to discuss when things get priced in, why banks get bailed out, how to get started in content, and much more! Submit your Portfolio Rescue questions to…
On Animal Spirits 301 Michael Batnick and Ben Carlson discuss why investing is so hard, the time between all-time highs in a bear market, why the Fed is in such a tough spot, ramifications from the banking crisis, low supply in the housing market, why people think their children will…
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! ►00:00 - Intro ►03:40 - Lending Shock - Shocks to bank lending standards do not fade away quickly. They persist…
On episode 85 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jill Schlesinger to discuss the Fed decision aftermath, unlimited FDIC insurance for banks, the SEC's crypto crackdown, banning TikTok, and much more! Get 25% off Blinkist premium and enjoy 2 memberships for the…
On episode 68 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO Bill Sweet to discuss savings rates, buying government bonds, cash management, downsides to a backdoor Roth, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! ► 00:00 - Intro ► 01:45 - Should…
On Animal Spirits 300 Michael Batnick and Ben Carlson discuss the latest from the banking crisis, the market's reaction to bank runs, what the Fed should do next, why service inflation is higher than goods inflation, why Bitcoin is rallying this year, how much money it takes to be rich,…
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! ►00:00 - Intro ►03:04 - Tech Resurgence - Silicon Valley Bank event feels bottom-y. The ultimate anecdotal sign. ►12:08 -…
On this special episode of Live from The Compound, Jesse Eisinger (senior editor and reporter at ProPublica) joins Michael Batnick and Josh Brown to discuss UBS acquiring Credit Suisse, ProPublica’s new insider trading expose, and much more! Jesse Eisinger is an American journalist and author. Winner of the Pulitzer Prize…
On episode 84 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Dan McMurtrie to discuss Credit Suisse, Silicon Valley Bank, treasury yields, short sellers, credit default swaps, the real reason Signature Bank got taken out, and much more! This episode is sponsored by Kraneshares.…
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! See the full episode at: https://www.youtube.com/watch?v=9mxYJV9RH70 Listen to podcasts from The Compound: The Compound and Friends: https://link.chtbl.com/compoundandfriends Animal Spirits: https://podcasts.apple.com/us/podcast/animal-spirits-podcast/id1310192007…
On episode 67 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CEO and CNBC Veteran Josh Brown to discuss if Twitter caused a bank run, what happens if a brokerage fails, where to keep an emergency fund, and much more! Submit your Portfolio Rescue questions to…
On Animal Spirits 299 Michael Batnick and Ben Carlson discuss Silicon Valley Bank, the psychology of bank runs, how the Fed broke stuff, FDIC insurance, why the banking industry is forever changed, tech is the new Wall Street, why the bank crisis could be bullish for the stock market, and…
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! ►00:00 - Intro ►02:21 - Silicon Valley Humiliated - Sit down, be humble. Maybe less tweets. ►08:45 - What Now…
On this special episode of Live from The Compound, Samir Kaji (CEO and co-founder of Allocate) joins Michael Batnick and Josh Brown to discuss the collapse of Silicon Valley Bank and the impact it could have on the banking system and the stock market. Samir Kaji was a Senior Managing…
On episode 83 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Carleton English and Joe Fahmy to discuss moving averages, rate hikes, consumer spending, what Cathie Wood got right (and wrong), Silicon Valley Bank, Silvergate, and much more! This episode is sponsored by Invesco…
On episode 66 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFA Blair duQuesnay to discuss how much to spend on a wedding, how a backtest works, taking out a 401K loan, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! ►00:00 -…
On Animal Spirits 298 Michael Batnick and Ben Carlson discuss reaction to Powell's testimony, richsession in chart form, Silvergate drama, Michael's humble brags, Karen-Batnick, and much more! 📈 This episode is sponsored by our friends at YCharts. Get 20% off your first subscription at: https://go.ycharts.com/animal-spirits-referral ► 00:00 - Ycharts Ad…
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! This episode is sponsored by Blinkist. Get 25% off Blinkist premium and enjoy 2 memberships for the price of 1!…
On episode 82 of The Compound and Friends, Nick Maggiulli and Downtown Josh Brown are joined by Dan Nathan to discuss earnings season, yields, mortgage rates, Buffett and buybacks, shorting private equity, world stock markets in 1899 vs today, how millionaires invest their money, the Silvergate collapse, and much more!…
On episode 82 of The Compound and Friends, Nick Maggiulli and Downtown Josh Brown are joined by Dan Nathan to discuss earnings season, yields, mortgage rates, Buffett and buybacks, shorting private equity, world stock markets in 1899 vs today, how millionaires invest their money, the Silvergate collapse, and much more!…
On episode 65 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO and tax superstar Bill Sweet to discuss short-term vs long-term bonds, investing in farmland, getting out of concentrated stock positions, utilizing a Roth IRA, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!…
On Animal Spirits 297 Michael Batnick and Ben Carlson discuss Michael's trip to Disney, the economy and recession odds, why inflation remains elevated, the junk stock rally, why housing prices aren't falling faster, an appreciation for streaming, and much more! 📈 This episode is sponsored by our friends at YCharts.…
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! ►00:00 - Intro ►04:07 - Berkshire Letter - Warren Buffett goes after the buyback people. ►14:14 - Bad Year for…
On episode 64 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CIO and the Blogfather, Barry Ritholtz, to discuss saving for a down payment, using option writing strategies, US population demographics and valuation, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! ►00:00 - Intro.…