Alle afleveringen
618 afleveringen, van nieuw naar oud
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Why Markets Crash In The Fall, The Luck Of Bill Gates (w/ Morgan Housel), Why We Don't Set Goals For Our Advisors
11 september 2020 · 1 uur 8 min
This week on The Compound Show - why investors and market watchers are captivated by the months of September and October. Plus, Josh talks with Morgan Housel about the stupendous luck of Bill Gates, the piracy of Cornelius Vanderbilt and what we need to know about the Psychology of Money. Morgan's new book is now available wherever fine books are sold (or downloaded). Plus, the message Josh gave his firm's employees on the eve of their seventh anniversary, and why there are no goals set for financial advisors who work there.
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The Biggest Threat to Apple, Amazon, Microsoft, Facebook and Alphabet with Byrne Hobart (The Diff)
4 september 2020 · 48 min
Josh's guest on the podcast this week is Byrne Hobart (author of The Diff substack letter, link below) who has just completed a comprehensive series of thought experiments on each of the largest technology stocks. After a conversation with Andrew Walker (Yet Another Value Blogger), Byrne set off to answer the question What could disrupt Amazon, Apple, Microsoft, Google or Facebook enough to knock them off their pedestals? It is historically unlikely that the five largest stocks of 2020 will remain the five largest in ten years' time. So which is most vulnerable? And why? Join Josh and Byrne as they explore the threats to these gigantic companies (and their stock prices). Lees meer
Make sure to check out Byrne's writing and research at The Diff!
https://diff.substack.com/
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Six Lessons from Pandemic Summer, Josh's Vaccine Trade, What Are Your Thoughts with Michael Batnick
28 augustus 2020 · 1 uur
Josh spoke at the Riskalyze Fearless Week virtual conference and relayed the six biggest lessons he learned during Pandemic Summer. Some are business lessons and some are personal - but for Josh, business has always been personal. Plus, Michael Batnick returns for an all new edition of What Are Your Thoughts - Josh put a trade on he wants to be talked out of, Apple has added almost three quarters of a trillion dollars in market cap over 56 trading sessions, how to survive an investment idea you're too early to, why market crashes, recessions and recoveries speeding up makes sense and a lot more! Leave us a rating and review, they go a long way! Hosted on Acast. See acast.com/privacy for more information.
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When Berkshire Invests In Your Company, James Altucher Is A Genius, STORE Capital CEO Chris Volk
21 augustus 2020 · 47 min
What does it feel like when Warren Buffett's Berkshire Hathaway makes an investment in your company? STORE Capital President and CEO Christoper Volk joins Josh to explain, plus insights on what's happening on Main Street USA with business owners, services business, restaurants and stores.
Plus! New York City may be down, but it's not out! It's never out. Josh's take on the James Altucher post that went viral this week.
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The Roaring 2020's with Dr. Ed Yardeni, Tesla stock split, Follow the Robinhood Money
14 augustus 2020 · 59 min
As World War I came to an end, the Spanish Flu pandemic of 1918 raced around the globe, infecting as many as 500 million people and killing an estimated 50 million. Shortly after it ran its course, the United States experienced one of the biggest booms in history, the Roaring 20’s. Could it happen again? Another boom decade fueled by high productivity and an onslaught of technological innovation?
Dr. Ed Yardeni is the President of Yardeni Research, Inc. He’s served as a chief strategist on Wall Street as well as an economist at both the New York Fed and the Treasury. He’s been writing about the parallels and contrasts between the 1920’s and the 2020’s and I’ve asked to come on and talk to us about it.
Plus, Michael Batnick returns to play What Are Your Thoughts - all of the biggest topics of this week in money and investing. Visit thereformedbroker.com for full show notes, links and resources! Lees meerHosted on Acast. See acast.com/privacy for more information.
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Warren Buffett doesn't care about stock splits, should you? Peter Boockvar on inflation and the bull market in gold
7 augustus 2020 · 1 uur 1 min
This week Josh does a deep dive into stock splits and talks with Peter Boockvar, editor of BoockReport.com and CIO of Bleakley Advisory, about the economy, stagflation, and the bull market in gold. Leave us a rating and review if you like the show, it helps a lot! Hosted on Acast. See acast.com/privacy for more information.
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How to invest in TikTok, the opportunity in Chinese tech stocks, What Are Your Thoughts with Michael Batnick, the best 90 days ever for diversified investors
31 juli 2020 · 1 uur 17 min
This week Josh talks with Brendan Ahern, Chief Investment Officer of KraneShares, to find out how US investors can get involved with TikTok, the hottest social network on earth. They discuss the opportunity in Chinese internet stocks, the massive size and scale of Ant Financial, which will be coming public soon, and how US investors can stay updated on all of the biggest developments in China. You can subscribe to Brendan's daily morning note at ChinaLastNight.com to get up to speed.
Michael Batnick joins for a new edition of What Are Your Thoughts to tackle the best 90 day period for diversified investors ever, the biggest earnings day of the year, the rally in gold and Bitcoin, when plumbers have stock tips and more!
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Yes it's a Bubble, DraftKings, Nikola, Bill Ackman, SPACs, Tesla's Index Run with Larry McDonald
24 juli 2020 · 50 min
On the newest episode of the Compound Show, join Downtown Josh Brown for a discussion about the bubble in belief. The rise of "Special Purpose Acquisition Corp 2.0" involves the backdoor IPOs of DraftKings, Nikola, Utz Potato Chips, the Golden Nugget Online, Virgin Galactic and many other well known companies. Pershing Square's Bill Ackman just launched the largest SPAC ever this week. What does it mean? What does it signify about the current market environment? Plus, a conversation with Larry McDonald (A Colossal Failure of Common Sense) about whether or not the S&P 500 index committee can keep ignoring Tesla, now that it's reported four straight quarters of GAAP profits and its market cap is larger than almost all the other holdings.
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The Beginning of Universal Basic Income, What Are Your Thoughts with Michael Batnick
17 juli 2020 · 48 min
On this week's episode of The Compound Show, Josh discusses the Covid-19 economy and why Universal Basic Income (UBI) might be the inevitable and necessary solution. Next, Michael Batnick joins Josh for an all new round of What Are Your Thoughts. They discuss gold vs the S&P, Elon Musk vs Warren Buffett, and much more!
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Chinese stocks soar, the New Nifty Fifty, how Acorns taught 7 million people to save and invest
10 juli 2020 · 1 uur 5 min
On this episode of The Compound Show, Josh discusses this summer's huge rally in Chinese stocks, and the implications for investors when Europe and Asia seem to have done a better job addressing the pandemic. Vitaliy Katsenelson joins to talk about the problem with paying any price for growth stocks. Noah Kerner, the founder and CEO of Acorns joins Josh for a discussion about how he's taught 7 million people how easy it is to start investing at any age, with any dollar amount.
Subscribe to the podcast and make sure to leave us a rating and review on iTunes, Spotify or Google. Ratings help a lot! Thank you!
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Long warehouses, short office buildings, What Are Your Thoughts with Michael Batnick, Hot Dogs and Jetskis
3 juli 2020 · 40 min
On this episode of The Compound Show, Josh talks about the 4.8 million jobs added back in June, the wild dispersion within the Real Estate sector of the stock market, warehouses vs office buildings, and some plans for July 4th weekend. Michael Batnick joins for another round of What Are Your Thoughts to answer the question "Why would anyone invest right now?"
Subscribe to the podcast and make sure to leave us a rating and review on iTunes, Spotify or Google. Ratings help a lot! Thank you!
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The Giant Five, Undropping the Bomb, Interview with the Founder of Public
26 juni 2020 · 46 min
In the first half of this week's episode, Josh discusses the coronavirus resurgence, 5 stocks that now make up 22% of the S&P 500, the precedent set by the Federal Reserve's pandemic response, and the growing interest in ESG investing. In the second half of the show, Josh talks with Jannick Malling, co-Founder and co-CEO of Public, about the measures his social investing app has taken to protect and educate young investors. Hosted on Acast. See acast.com/privacy for more information.
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One Fifth of Investors Sold All Their Stocks: What Are Your Thoughts?
19 juni 2020 · 30 min
On the new edition of What Are Your Thoughts with Michael Batnick and Josh Brown:
- Bubble behavior in a market crisis is nothing new or unusual.
- Fidelity says 18% of investors sold out of all their stocks during the last few months, and a third of investors over 65 years old!
- With the Fed buying the investment grade bonds of Apple and Microsoft, do its critics have a point?
- What did we learn from this crisis?
- Eating at restaurants again - weird but satisfying.
- Does Michael watch movies just to torture himself? Plus, why Josh likes westerns.
- Apple's App Store facilitated over half a trillion dollars in commerce last year!
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A Degenerate Gambler Walks Into a Stock Exchange and Ten Rules for Retirement Investing
22 mei 2020 · 43 min
A Degenerate Gambler Walks Into a Stock Exchange... What Are Your Thoughts?
On an all-new What Are Your Thoughts - Michael Batnick and Downtown Josh Brown discuss the biggest topics in finance this week, including:
- What should we make of massive one-day rallies in the stock market?
- What if the stock market is doing a better job of tracking the real economy than we think?
- Which is more dangerous for a degenerate gambler - legal sports betting or discovering the stock market?
- How will restaurants and bars conform to the new health challenge and make a comeback?
- What's one thing you've changed your mind about since the crisis began?
- How come people seem to begin investing as bulls and then get bearish when they're older?
Ten Rules for Retirement Investing
Josh here - my colleague Anthony Isola put together this list of ten rules for retirement. Tony spends a lot of his time giving advice to people who aren't typically savvy about investing or finance in general. Many of his clients are teachers but these rules are truly universal.
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Why Value Investing Will Never Die
14 mei 2020 · 18 min
Josh Brown and Michael Batnick discuss the recent rash of commentary about the "Death of Value Investing," a discipline that has already died a thousand deaths before and yet is continually resurrected. Michael points out that growth investing is currently on a 30-year win streak versus value investing, while the distance between cheap stocks and expensive stocks has never been more stretched. Josh's take is that the idea of buying an asset for less than it's worth is immortal, but the inputs we base these decisions on might need to change. Perhaps it's not a problem with the concept, but with the measurements.
You can find more of Michael's thoughts and charts on the topic at his post below: https://theirrelevantinvestor.com/2020/05/12/the-case-against-value-investing/
You can find Josh's written rant on value investing here: https://thereformedbroker.com/2020/05/12/value-investing-is-immortal/
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Unlimited Economic Stimulus and the Yield Curve Indicator
8 mei 2020 · 50 min
Unlimited Economic Stimulus: What Are Your Thoughts?
Join Michael Batnick and Downtown Josh Brown for another all-new edition of What Are Your Thoughts? as they discuss:
- US stocks just had their best monthly performance in 30 years
- what was the catalyst?
- Has Warren Buffett's magic touch faded away? Why Berkshire's annual shareholder "meeting" was so underwhelming.
- Josh got the antibody test. Why wouldn't everyone? Maybe because it doesn't mean anything.
- Is there any limit to how much money the Fed and Treasury can throw at the economy? Do we have any choice?
- Michael Jordan talked about the downside of fame in this week's 'The Last Dance' - the press tears our idols down on Wall Street too.
The Yield Curve Indicator is UNDEFEATED
Josh here - Okay, so now we're officially in recession. What happens next? How long will this go on for?
Last fall we had Professor Campbell Harvey, partner and senior advisor to Research Affiliates, on The Compound to discuss the inverted yield curve, an economic indicator he had discovered in the 1980's. Cam explained that this indicator - when Treasury interest rates on shorter-term bonds rise above those being paid on longer-dated bonds - has been successful at predicting recessions 7 out of 7 times with zero false signals along the way. This recession means it's now 8 for 8!
Join us for a discussion about the way the signal should be thought about now with the Fed's overnight rate back at zero. We also discuss whether or not the economy is bottoming, what has to happen for the recession to end, and why this environment is like nothing we've ever seen before in history.
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How Amazon, Target and Walmart are Crushing It Right Now and How Millennials Are Buying Houses
1 mei 2020 · 36 min
Episode starts with Josh asing his friend Jeff Macke to pop on and tell us about what's happening with America's largest retailers, and how the coronavirus ended up being both a challenge and an opportunity for them. Jeff is an expert in all things big box retailing and ecommerce, He's also hilarious and one of the nicest guys I know. Hope you enjoy and learn some stuff from this!
Later, Michael Batnick talks with Logan Mohtashami, columnist for HousingWire, about where the housing market was prior to COVID-19, how quickly the market reacted, and what it will look like when the economy reopens.
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Josh Brown, Michael Batnick, Cullen Roche
22 april 2020 · 38 min
Why Credit Card Losses Could Explode: What Are Your Thoughts?
On an all new What Are Your Thoughts, Josh Brown and Michael Batnick tackle all the biggest topics of the moment.
In this edition:
* Five US stocks are now bigger than the entire developed world's stock markets combined, how can this be?
* What are the investor takeaways from the massive crash in oil prices?
* Did an oil ETF popular with retail traders contribute to negative oil prices this week?
* Are people more comfortable about ordering in food as a break from cooking at home now?
* How long would you stay in your home, no matter what the government says?
* Watching old NBA games
* Reactions to ESPN's The Last Dance Lees meerWhat Does The Fed Actually Do?
Michael Batnick talks with Cullen Roche about what the federal reserve actually does, what their critics get right, and how their actions today compare with what they did during the Great Financial Crisis.
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Heroes of the New Bear Market: What Are Your Thoughts?
8 april 2020 · 25 min
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 Depression
* Michael thinks he's one of those "business call from a Peloton" guys
* Why America needs Major League Baseball to come back
* ETF trading volume is not indicative of the "death of passive"
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The Only Black Swans with William Bernstein
6 april 2020 · 32 min
On this week's episode, Ben sits down with investor, author, and market historian William Bernstein to put the current crash into perspective with history's worst crises. Hosted on Acast. See acast.com/privacy for more information.
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Making Investment Decisions in a Crisis
1 april 2020 · 13 min
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 New York on the list of US epicenters for COVID-19 cases. Blair is a Certified Financial Planner (CFP) working with clients of the firm and a Chartered Financial Analyst (CFA) who serves with four other members of Ritholtz Wealth on the Investment Committee.
You can check out Blair's blog at https://blairbellecurve.com/ and reach out to her here: https://ritholtzwealth.com/contact/request-more-info/
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The Fastest Bear Market of All Time
25 maart 2020 · 22 min
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 Swan fund now that it's already Swanned?
* The biggest single day of retail investor stock selling.
* The fastest 30% bear market in history - just 22 days!
* Will Work From Home become the new normal?
* Did the stock market bottom?
...and much more! Let us know what your thoughts!
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We are not going to participate in this recession
20 maart 2020 · 8 min
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. We have no control over that. We only have control over our response to it. Hosted on Acast. See acast.com/privacy for more information.
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Live from the Compound (from Long Island)
18 maart 2020 · 22 min
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 be bullish on treatments, and save the enthusiasm for vaccines for a later time.
We love all of our viewers and subscribers and are thinking of you as we have this discussion. Stay strong, we WILL return.
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Michael Sonnenshein: Inside the World's Largest Bitcoin Fund
4 maart 2020 · 34 min
First up, 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?
And then on today's episode of What Are Your Thoughts, Michael Batnick and Josh Brown get into all the hottest topics in investing and finance. Lees meerJosh's apology for rooting for corrections
Has the market bottomed or do we need a retest of the low?
Would rather know about a market bottom or a market top in advance?
Josh is reading about viruses and outbreaks around the clock, what's the point?
Zoom Media became a hot stock because of teleconferencing, and then traders bought the wrong ticker too - on purpose?
Why do people share their transactions on Venmo?
Every analyst now gets a base case, bull case and bear case - whatever happened to making a call and standing by it?
The Fed dropped a surprise interest cut of 50 basis points during our show - Michael and Josh react in real time.
Be sure to subscribe to our channel so you never miss an update:
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http://liftoffinvest.com
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Dan McMurtrie and Rich Greenfield
24 februari 2020 · 45 min
First up, Dan McMurtrie. He and his partners founded Tyro Partners, a New York City-based hedge fund, at a time when hedge fund closings are much more common than emerging fund launches. Dan lists some of the most important things he's figured out on his journey. He also talks about how one of the most under-appreciated sources of alpha is being nice to people.
Later on we bring in Rich Greenfield, one of the most widely followed and respected analysts in the technology, media and telecom (TMT) space on Wall Street. Michael Batnick and Josh Brown got a chance to talk to him about the launch of Disney+, the rise of over-the-top streaming apps like Netflix, why Roku is such a hot stock and what we can expect for the next generation of video launches. One thing Rich is certain of is that while there may be winners among streaming services, traditional broadcast TV is sure to be the biggest loser.
You can follow Dan's renowned Twitter feed / alter-ego Super Mugatu here:
https://twitter.com/supermugatu
Tyro Partners homepage here:
https://www.tyropartners.com/
You can follow Rich Bernstein's ongoing commentary via his Twitter account:
https://twitter.com/RichLightShed
...and check out his excellent blog here:
https://lightshedtmt.com/ Lees meerBe sure to subscribe to our channel so you never miss an update:
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Beginning Investors, check out Liftoff:
http://liftoffinvest.com
Follow us on Twitter:
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Follow us on Facebook:
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Talk with us about your portfolio or financial plan here:
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Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:
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Josh Wants a Stock Market Correction: What Are Your Thoughts?
19 februari 2020 · 16 min
Apple warns of Coronavirus slowdown - Financial advisors never actually retire in real life - Is February too early to be citing year-to-date performance? - Reactions to the NBA’s All Star Break - How many bagels is too many? - Josh is rooting for stocks to go flat-on-year - Cruises - what’s the deal with that? Why do people like them? Hosted on Acast. See acast.com/privacy for more information.
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Lessons from Tesla Short Squeeze: What Are Your Thoughts? (with Josh and Michael)
4 februari 2020 · 15 min
In this edition of What Are Your Thoughts, Michael Batnick and Josh Brown discuss:
* YouTube revenue growth is on fire, but who gets the money?
* Netflix vs Cable Subs - crossover imminent!
* The short squeeze in Tesla stock is probably the largest in the history of the stock market.
* The stock market is recovering from its worst week in a while
* What should investors make of the Coronavirus that seems to be roiling cross-border trade with China and the rest of the world?
* Amazon earnings
* Michael and Josh on the Super Bowl, did the right team win?
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Talk to us about your portfolio or financial plan here:
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Is now a good time to buy stocks? (with Michael and Nick Maggiulli)
3 februari 2020 · 6 min
Michael Batnick sits down with Data Scientist Nick Maggiulli to talk about one of the most commonly asked questions in the world of money, “When is the best time to invest?” The answer will definitely surprise you, check it out.
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How To Avoid Financial Fraud (with Barry, Michael, and Ben)
31 januari 2020 · 11 min
Barry and Michael sit down with Ben to discuss financial fraud and his new book "Don't Fall For It: A Short History of Financial Scams."
Pick up a copy of Ben's book:
https://www.amazon.com/Dont-Fall-Short-History-Financial/dp/1119605164
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What Long-Term Investors Can Learn From Traders (with Josh and Scott Redler)
28 januari 2020 · 8 min
Josh recently met up with Scott Redler at the New York Stock Exchange to discuss moving averages, and trading vs investing. Scott is the Chief Strategic Officer at T3 Live.
Check out Scott's new book "The Ultimate Guide to Moving Averages:"
https://www.t3live.com/blog/scott-redler-free-ebook/
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The Next Trillion Dollar Stocks: What Are Your Thoughts? (with Josh and Michael)
21 januari 2020 · 14 min
In this edition of What Are Your Thoughts, Michael Batnick and Josh Brown discuss:
* Gold vs Bitcoin, let the trolling begin!
* Google joins the Trillion Dollar Club, who's next?
* Can Bill Simmons sell The Ringer podcast network for $200 million?
* Actively managed US stock mutual funds had a great year in 2019, but most still couldn't catch the S&P 500. So what?
* Will direct indexing disrupt the ETF business?
* Warren Buffett's preferred metric to gauge how expensive the stock market is.
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The Dow Jones Smashes One Record After Another (with Josh and Michael)
16 januari 2020 · 8 min
Josh here - Michael Batnick and I discuss the recent milestones for the Dow Jones Industrial Average and the incredibly slow grind that's gotten us here. According to the Wall Street Journal "hasn’t moved 1% or more in either direction since mid-October, its sixth-longest streak since the end of 1969 and third-longest since the end of 1995."
We ran the numbers and looked at the absolute change in daily stocks prices. It turns out that on a rolling 30-day basis, stocks have almost never been this calm.
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What happens to the stock market during a time of war? (with Josh and Ben)
8 januari 2020 · 10 min
The recent flare-up in the Middle East has investors asking questions about what might happen to their portfolios if a war breaks out. While every scenario is different and the variables change, there are some important things to understand about how wars have historically affected the Dow Jones Industrial Average.
Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management. This past week, he took a look at how US stocks have acted during WWI, WWII, the Korean War, Vietnam, the Gulf War, etc. Ben shares his findings in a new article at Fortune Magazine and in this video with Josh Brown.
Read Ben's full article here:
https://fortune.com/2020/01/03/iran-us-conflict-stock-market-oil-prices/
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Adam Sandler’s Personal Finance: What Are Your Thoughts (with Josh and Michael)
7 januari 2020 · 19 min
On a new edition of What Are Your Thoughts, Josh Brown and Michael Batnick discuss the hottest topics in finance and investing:
* Is there any such thing as the optimal time to rebalance your portfolio?
* Is Instagram ad targeting weirding you out or doing you a favor?
* Vanguard started the year off slashing commissions on options trades and mutual funds.
* The median IPO has underperformed the stock market by 20 percentage points this decade!
* Josh says 'Uncut Gems' starring Adam Sandler is actually a personal finance movie.
* What was the biggest surprise of 2019?
* Bill Ackman delivered a 58% comeback performance in 2019, how'd he do it?
Let us know what your thoughts are on these topics, we love your feedback and comments! Happy New Year!
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How Things Go Viral (with Barry, Michael, and Derek Thompson)
3 januari 2020 · 13 min
Derek Thompson stops by The Compound to discuss how and why things go viral with Barry and Michael. Derek is a staff writer at The Atlantic and author of “Hit Makers.”
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The Purpose of Money (with Barry and Jonathan Clements)
23 december 2019 · 8 min
Barry Ritholtz sits down with author and former WSJ journalist, Jonathan Clements to discuss how money is similar to health, smart ways to spend it, and how our thoughts about money change over the course of a lifetime.
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It Was Hard to Lose Money This Year: What Are Your Thoughts? (with Josh and Michael)
17 december 2019 · 13 min
Downtown Josh Brown and Michael Batnick go head-to-head for a brand new What Are Your Thoughts!
In the final episode of 2019, 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 is still possible?
* The five best performing stocks in the S&P 500 this year were AMD, Lam Research, KLA-Tencor, Chipotle and....Target?
* Why does Michael get bullied online more than Josh?
* 2020 analyst forecasts
* Josh's anti-coffee rant was trash
* Apple is the most emblematic stock of 2019
Let us know your thoughts on these topics! We love to hear from you.
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The Trick That Allows You To Spend Money Without Feeling Guilty (with Michael and Nick Maggiulli)
11 december 2019 · 6 min
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 he makes a large purchase. You can have a Liftoff account too, follow the link below - there's no minimum to get started!
http://liftoffinvest.com
Read "How to Spend Money" by Nick here:
https://ofdollarsanddata.com/how-to-spend-money/
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The Real Lives of Financial Advisors (with Josh, Michael, and Nina O'Neal)
9 december 2019 · 16 min
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/
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The ETF Graveyard: What Are Your Thoughts? (with Josh and Michael)
4 december 2019 · 13 min
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 are up over 20% this year, what's the simple reason?
-The 60/40 delivered its best annual performance since 1998
-Private equity firms have three quarters of a trillion in cash to deploy
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The Stock Market Doesn't Care How Hard You Try (with Barry, Michael, and Morgan Housel)
3 december 2019 · 20 min
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 is no such thing as an optimized portfolio
* why recent trends are more instructive about the near term future, but long term trends are the ally of most investors
* the fact that investing is one of the only endeavors in which the application of more effort doesn't equate to better results
* the hindsight bias that all of us fall victim to
* the reality behind some of the most famous investor track records
* the inconsistency you are required to put up with in the pursuit of long term outperformance
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What Happened to Hedge Funds? (with Michael and Ted Seides)
27 november 2019 · 21 min
Ted Seides stopped by the Compound to talk with Michael Batnick about the struggles the hedge fund industry has faced over the last decade, and what might happen to stem the tide.
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What the Schwab - TD Ameritrade Merger Means for Financial Advisors (with Josh and Michael)
26 november 2019 · 13 min
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 one or both of these custodian brokers for their clients' assets.
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Why Technical Trading Signals Stopped Working (with Barry and John Roque)
19 november 2019 · 9 min
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
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Burn It All Down (with Josh, Michael, and Ben Hunt)
16 november 2019 · 22 min
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.
Follow Ben on Twitter:
https://twitter.com/EpsilonTheory
Stay up to date on Ben's thoughts:
https://www.epsilontheory.com
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Exposing The Big Lie About Stock Buybacks (with Michael, Barry, and Ed Yardeni)
15 november 2019 · 15 min
Ed Yardeni, of Yardeni Research, 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.
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JP Morgan Destroys the Bears: What Are Your Thoughts? (with Josh and Michael)
14 november 2019 · 14 min
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 bank?
* Selling performance vs selling opinions.
* Stock-based compensation.
* Opinion vs price.
* Disney +, first impressions.
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The Four Most Important Market Indicators (with Josh and Tom Lee)
13 november 2019 · 20 min
Josh here - I really enjoyed talking with 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 might be headed. Among them, credit spreads, demographics and volatility.
Tom also talks about his bullish stance and why he isn't terribly worried about the yield curve inversion we saw this summer.
You can learn more about Tom's work at the site:
https://fsinsight.com/
Follow Tom Lee on Twitter here:
https://twitter.com/fundstrat
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Secrets of the Greatest Hedge Fund of All Time (with Josh, Michael, and Greg Zuckerman)
9 november 2019 · 18 min
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 trading profits out of the markets since its founding decades ago, in a highly secretive approach that combines mathematical equations with cutting edge technology.
Zuckerman conducted over 400 interviews with current and former employees of the firm and even spent a few days with Simons himself - despite the fact that he didn't want this story told or the book written.
You can get The Man Who Solved the Market here:
https://amzn.to/2WM6BAY
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