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 ►01:58 - Bank Earnings - "Bank Earnings to Put U.S. Economy Under Microscope." ►12:44 - The Power…
On episode 75 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by JC Parets and Steve Strazza to look at tons of charts and discuss: why JC is bullish precious metals, Bitcoin's make or break moment, what Warren Buffett's buying, value vs growth, and MUCH…
On episode 58 of Portfolio Rescue, Ben Carlson and Duncan Hill discuss deflation, if the stock market is a Ponzi Scheme, what to do with emergency fund cash, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! ► 00:00 - Intro ► 09:20 - Deflation vs Inflation. ► 12:55…
On Animal Spirits 290 Michael Batnick and Ben Carlson discuss: the terrible no good year that was 2022 for financial markets, some thoughts on what might happen in 2023, the 4 factors that should impact markets and the economy next year, why investors are still pouring money into Tesla shares,…
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! Today's podcast is presented by Liftoff® (liftoffinvest.com), an automated investment advisory service that is powered by Betterment. Liftoff® is a…
Our episode of The Compound and Friends with Tim Dillon was our most watched video of 2022. Thanks for all of your support this year, and thanks to Tim for coming on and making us all laugh! See the full episode at: https://www.youtube.com/watch?v=BATOUdWnPLw Listen to podcasts from The Compound: The…
On Animal Spirits 289 Michael Batnick and Ben Carlson discuss: the kid premium around the holidays, the most surprising things that happened in 2022, some thoughts on stocks vs. the economy for 2023, why consensus is wrong most of the time, the auto industry, why housing prices aren't falling faster,…
On episode 57 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Portfolio Rescue veteran and tax expert, Bill Sweet, to discuss why higher inflation should be good for stocks, offsetting capital gains, what to look for in a CPA/tax planner, and much more! Submit your Portfolio Rescue…
On Animal Spirits 288 Michael Batnick and Ben Carlson discuss: why the stock market is getting crushed this month, what one year's returns mean for the next year, why retail investors are still buying tech stocks, 3 scenarios for next year's market, the Fed's 2% inflation target, why there will…
Join Downtown Josh Brown, Michael Batnick, and special guest Tom Lee for another round of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! More from Tom: https://twitter.com/fundstrat ►00:00 - Intro ►02:40 - Consensus - "Consensus thinking isn’t necessarily wrong.…
On episode 74 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by the On The Tape podcast crew, Dan Nathan, Guy Adami, and Danny Moses to do a month-by-month 2022 market recap and share their predictions for 2023! This episode was recorded in front of…
On episode 56 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Downtown Josh Brown to discuss what to do with extra cash, the difference between publicly traded and non-traded REITs, generational selling pressure, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! ►00:00 - Intro ►02:25…
On Animal Spirits 287 Michael Batnick and Ben Carlson discuss: inflation rolling over, the possibility of a soft landing, Santa Claus rallies, SBF getting arrested, what a housing market comeback would look like, picking stocks vs. picking stock-pickers, The White Lotus season 2, and much more! This episode is sponsored…
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 ►02:45 - CPI Reaction - Two months cooler than expected, first time in awhile. ►11:16 - 2023…
On episode 73 of The Compound and Friends, Bryn Talkington joins Michael Batnick and Downtown Josh Brown in front of a live audience at the Dynasty Investors Forum to discuss consumer strength, energy stocks, inflation coming down, BREIT, and much more! Get your ticket to The Compound x On The…
On episode 55 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM Advisor and CFP Alex Palumbo, to discuss how to allocate an emergency fund, getting exposure to private equity, advice for young advisors, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! 🚜 This episode…
On Animal Spirits 286 Michael Batnick and Ben Carlson discuss: continued strength in the labor market, sticky high inflation, why the market isn't listening to the Fed anymore, the case for a 20% decline in housing prices, why Netflix rules streaming, sending back a drink at the bar and much…
On episode 72 of The Compound and Friends, Jeff deGraaf joins Michael Batnick and Downtown Josh Brown to discuss trend following, valuation techniques, the dollar's impact on the S&P, the cooling housing market, stocks vs bonds, the yield curve, and much more! Get your ticket to The Compound x On…
On episode 54 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Super-Star, Bill Sweet, to discuss leverage in real estate, why the yield curve is inverted, withdrawing a 401K, offsetting capital gains, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! ►02:45…
On Animal Spirits 285 Michael Batnick and Ben Carlson discuss: the round trip in oil prices, why predicting the future is so difficult, how we define a bubble, why interest rates didn't go higher, active outflows are speeding up, Black Friday deals we found, crypto prices got out of hand,…
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! Josh's Fortune article: https://fortune.com/longform/best-investments-for-2023-inflation-investing-advice-esg-philanthropy/?2n6jw9 ►00:00 - Intro ►03:52 - Record Sales - "Shoppers are expected to spend between $9 billion…
This excerpt is from episode 71 of The Compound and Friends podcast. Check out the full episode to see Gregor Macdonald, Michael Batnick, and Downtown Josh Brown discuss the Sam Bankman-Fried saga, the inverted yield curve, electrification of the power grid, the growth of electric vehicles, peak oil, and much…
On Animal Spirits 284 Michael Batnick and Ben Carlson discuss: the impact of interest rates on business formation, the opposite of stagflation, why there was no spillover from the crypto crash, why the S&P 500 is not the economy, how remote work could bring down rental inflation, and much more!…
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 ►02:40 - Bob Iger is Back - Wall Street celebrates Igers return as Disney gains $12B in…