On episode 278 of Animal Spirits, Michael Batnick and Ben Carlson discuss a late-night trip to the ER, good news is bad news in the labor market, the last time the Fed sent us into a recession, earnings vs. stock market performance, the inflation burp, what happens to housing prices,…
This clip is from episode 65 of The Compound and Friends. Nick Colas joined Michael Batnick and Downtown Josh Brown to discuss market volatility, thinking like an algo, the dollar, Tesla, sustaining vs disruptive innovation, the next big thing, and much more! See the full episode: https://youtu.be/bNgyULU96zU More from Nick:…
On this special episode of Live from The Compound, Marc Rubinstein joins Josh Brown and Michael Batnick to discuss margin calls in the UK, Credit Suisse's "Lehman moment," the growth of shadow banking, and more! Read Marc's Substack: https://www.netinterest.co/ For the latest in financial blogger fashion, visit: https://www.idontshop.com Listen to…
On episode 65 of The Compound and Friends, Nick Colas joins Michael Batnick and Downtown Josh Brown to discuss market volatility, thinking like an algo, the dollar, Tesla, sustaining vs disruptive innovation, the next big thing, and much more! Thanks to our friends at Kraneshares for sponsoring this episode. To…
On episode 47 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Animal Spirits co-host Michael Batnick to discuss timing the bond market, Michael's pitch for muni bonds, whether or not to buy a home in this environment, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!…
On this week's show we discuss why we're getting more excited about stock prices as they fall, why expected returns are rising, where investors will move their money with higher yields, Credit Suisse vs. Lehman Brothers, how the Fed is breaking things across the globe, why the Bank of England…
On this special episode of Live from The Compound Zillow's chief economist, Skylar Olsen, joins Josh Brown and Michael Batnick! Dr. Skylar Olsen is the Chief Economist at Zillow. Previous to her current position, Skylar founded a consultancy supporting public-facing economic data programs, was head of economics at a digital…
On episode 64 of The Compound and Friends, Katie Stockton joins Michael Batnick and Downtown Josh Brown to discuss bear markets, separating the signal from the noise, the VIX, technicals vs fundamentals, and much more! Thanks to our friends at Groundfloor for sponsoring this episode. Groundfloor is an award-winning wealth-tech…
On episode 46 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM CFO and tax specialist Bill Sweet to discuss putting the fed funds rate on the blockchain, building an emergency fund, pension tax planning, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! ►00:00 -…
On episode 276 of Animal Spirits, Michael Batnick and Ben Carlson discuss the Fed's mistake, why it's so difficult to predict the economy, why it's so easy to be bearish right now, breaking the housing market, the bullish case for a 60/40 portfolio, and much more! 📈 This episode is…
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 ►01:37 - Reverse Face Ripper - I broke one of my cardinal rules as a market commentator.…
On episode 63 of The Compound and Friends, Joy Wiltermuth, Michael Batnick and Downtown Josh Brown discuss Future Proof, the housing landscape, Jay Powell and the Fed, the yield curve, recession fears, and much more! This episode was recorded in front of a live audience at MarketWatch's Best New Ideas…
On episode 45 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Taylor Hollis, trust and estate specialist, CFP, and CFA to discuss going mortgage-free, writing covered calls, when to set up a trust or estate, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! ►00:00 -…
On episode 275 of Animal Spirits, Michael Batnick and Ben Carlson discuss their experience at Future Proof, interest rates vs. inflation for the stock market, a blow-off top in short-term rates, what could cause international stocks to outperform, housing inflation, why the housing market is broken, George Clooney's best movie,…
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 Portfolio Rescue: https://link.chtbl.com/totherescue Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com Check out our automated investing platform, Liftoff: http://liftoffinvest.com The Compound Newsletter: https://email.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews Facebook: https://www.facebook.com/ritholtzwealth Obviously nothing on this…
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 ►02:27 - FedEx or Uber? - Fedex kicks us off with a big disappointing announcement one week…
On this special episode of Live from The Compound, Michael Lombardi joins Josh Brown and Michael Batnick! Michael Lombardi is a former General Manager and three-time Super Bowl-winning NFL executive, after thirty years working for the New England Patriots, San Francisco 49ers, the Oakland Raiders, and the Cleveland Browns. Listen…
On episode 62 of The Compound and Friends, Shirl Penney joins Michael Batnick and Downtown Josh Brown to discuss market volatility, adjusting to a higher risk-free rate, investment banking, the state of wealth management, hiring top advisors, and much more! This episode was recorded in front of a live audience…
On episode 274 of Animal Spirits, Michael Batnick and Ben Carlson discuss the worst first 8 months ever, the illiquidity premium, Q2 earnings, The Robinhood Investor Index, and much more! Recorded in front of a live audience at Future Proof on 9/12/2022. 📈 This episode is sponsored by our friends…
On episode 44 of Portfolio Rescue, Ben Carlson and Duncan Hill discuss tips for people living in high-cost areas, low-cost indexing vs paying for an advisor, paying down debt vs saving for an emergency, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com! ►00:00 - Intro ►03:31 - Living…
On episode 61 of The Compound and Friends, Brian Belski joins Michael Batnick and Downtown Josh Brown to discuss the earnings outlook, multiple compression, the labor market, odds of a recession, the next rate hike, permabears, and much more! 00:00 - Intro 07:20 - Battle to remain Bullish 31:28 -…
On episode 43 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth advisor, Joey Fishman, to discuss savings accounts vs short-term bonds, Restricted Stock Units (RSU), exercising startup shares, maxing out I bonds, and much more! Send your Portfolio Rescue questions to askthecompoundshow@gmail.com! ►00:00 - Intro…
On episode 273 of Animal Spirits, Michael Batnick and Ben Carlson discuss Jeremy Grantham's super bubble call, how "don't fight the Fed" has evolved, why all opinions are extreme today, how the bottom 50% are making the biggest financial progress, how the Fed screwed up the housing market, and much…
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 ►03:50 - Sources of Return - "Corporate profits and sources of total return" ►10:05 - Worst Year…