The Compound and Friends

Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Tuesday and Friday for expert insight and hot takes on the latest in business and investing.


See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/

Business
Investing
Business News
326
Ultra High Net Worth
<p>On this week's episode of The Compound &amp; Friends, <a href="http://theirrelevantinvestor.com/" rel="noopener noreferrer" target="_blank">Michael Batnick</a>, <a href="https://www.linkedin.com/company/odyssey-capital-advisors" rel="noopener noreferrer" target="_blank">Jason Snipe</a>, and <a href="http://thereformedbroker.com/" rel="noopener noreferrer" target="_blank">Downtown Josh Brown</a> discuss: retail investors, dissatisfied advisors, CapGemini's ultra high net worth survey, underrated stocks, payment for order flow, the Knicks, stadium naming rights, and more! This episode is brought to you by Masterworks. Visit <a href="https://www.masterworks.io/compound" rel="noopener noreferrer" target="_blank">https://www.masterworks.io/compound</a> to skip the 10,000 person waitlist.</p><br><p>Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:&nbsp;<a href="https://ritholtzwealth.com/podcast-youtube-disclosures/" rel="noopener noreferrer" target="_blank">https://ritholtzwealth.com/podcast-youtube-disclosures/</a></p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
80 min
327
Sip the Kool-Aid
<p>On this week's episode of The Compound &amp; Friends, Michael Batnick, Dan McMurtrie, and Downtown Josh Brown discuss:</p><ul><li>Trillion Dollar Companies</li><li>Market Expectations</li><li>Value and Interest Rates</li><li>Liquidity on the Decline</li><li>Buffett and Munger</li><li>The Wedding Boom</li></ul><p><br></p><br><p>Follow Michael:&nbsp;<a href="http://theirrelevantinvestor.com/" rel="noopener noreferrer" target="_blank">theirrelevantinvestor.com</a></p><p>Follow Dan: <a href="https://twitter.com/SuperMugatu" rel="noopener noreferrer" target="_blank">twitter.com/SuperMugatu</a></p><p>Follow Josh:&nbsp;<a href="http://thereformedbroker.com/" rel="noopener noreferrer" target="_blank">thereformedbroker.com</a></p><br><p>This episode is brought to you by Masterworks. Visit&nbsp;<a href="http://masterworks.io/compound" rel="noopener noreferrer" target="_blank">masterworks.io/compound</a>&nbsp;to skip the 10,000 person waitlist.</p><br><p>Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:&nbsp;<a href="https://ritholtzwealth.com/podcast-youtube-disclosures/" rel="noopener noreferrer" target="_blank">https://ritholtzwealth.com/podcast-youtube-disclosures/</a></p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
97 min
328
Economic Freakshow
<p>On this week's episode of The Compound &amp; Friends, Michael Batnick, Amelia Garland, Jeremy Schwartz, and Downtown Josh Brown discuss:</p><ul><li>Powell on inflation</li><li>Do bonds still serve a purpose?</li><li>A Bitcoin ETF</li><li>In defense of lifestyle creep</li><li>California's rent forgiveness</li><li>Insane return expectations</li><li>And much more!</li></ul><p><br></p><br><p>Follow Michael:&nbsp;<a href="http://theirrelevantinvestor.com/" rel="noopener noreferrer" target="_blank">theirrelevantinvestor.com</a></p><p>Follow Amelia: <a href="https://twitter.com/Garlandgoeswest" rel="noopener noreferrer" target="_blank">twitter.com/Garlandgoeswest</a></p><p>Follow Jeremy: <a href="https://twitter.com/JeremyDSchwartz" rel="noopener noreferrer" target="_blank">twitter.com/JeremyDSchwartz</a></p><p>Follow Josh:&nbsp;<a href="http://thereformedbroker.com/" rel="noopener noreferrer" target="_blank">thereformedbroker.com</a></p><br><p>Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:&nbsp;<a href="https://ritholtzwealth.com/podcast-youtube-disclosures/" rel="noopener noreferrer" target="_blank">https://ritholtzwealth.com/podcast-youtube-disclosures/</a></p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
82 min
329
Get Back to Work
<p>On this week's episode of The Compound &amp; Friends, Michael Batnick, Doug Boneparth, and Downtown Josh Brown discuss: the Fed decision, universal basic income, Wall Street's return to the office, student loans, the health benefits of coffee, horror movies, and more!</p><br><p>Follow Michael's blog at&nbsp;<a href="http://theirrelevantinvestor.com/" rel="noopener noreferrer" target="_blank">theirrelevantinvestor.com</a></p><p>Follow Doug at <a href="http://www.bonefidewealth.com/" rel="noopener noreferrer" target="_blank">bonefidewealth.com</a></p><p>Follow Josh's blog at&nbsp;<a href="http://thereformedbroker.com/" rel="noopener noreferrer" target="_blank">thereformedbroker.com</a></p><br><p>Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:&nbsp;<a href="https://ritholtzwealth.com/podcast-youtube-disclosures/" rel="noopener noreferrer" target="_blank">https://ritholtzwealth.com/podcast-youtube-disclosures/</a></p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
77 min
330
Bitcoin Thirstmonsters
<p>Welcome to the second episode of The Compound &amp; Friends, a new podcast from your favorite financial and investing commentators. This week, Michael Batnick, Sam Ro, and Downtown Josh Brown discuss: Bitcoin Miami, circuit breakers, when stocks become unrate-able, rising wages, Chipotle price hike, May CPI, newspapers, and more!</p><br><p>Follow Michael's blog at&nbsp;<a href="http://theirrelevantinvestor.com/" rel="noopener noreferrer" target="_blank">theirrelevantinvestor.com</a></p><p>Follow Sam at <a href="https://www.axios.com/signup/markets" rel="noopener noreferrer" target="_blank">axios.com/signup/markets</a></p><p>Follow Josh's blog at&nbsp;<a href="http://thereformedbroker.com/" rel="noopener noreferrer" target="_blank">thereformedbroker.com</a></p><br><p>Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:&nbsp;<a href="https://ritholtzwealth.com/podcast-youtube-disclosures/" rel="noopener noreferrer" target="_blank">https://ritholtzwealth.com/podcast-youtube-disclosures/</a></p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
78 min
331
Pilot
<p>Welcome to the first episode of The Compound &amp; Friends, a new podcast from your favorite financial and investing commentators. This week, Michael Batnick, Packy McCormick and Downtown Josh Brown discuss: the Fed selling its pandemic-era corporate bonds and ETFs; Bitcoin, Ethereum, and NFTs; overdraft fees; banks vs DeFi; the "crummy" business of food delivery; Amazon and weed decriminalization; Vimeo's public listing; and more!</p><br><p>Follow Michael's blog at&nbsp;<a href="http://theirrelevantinvestor.com/" rel="noopener noreferrer" target="_blank">theirrelevantinvestor.com</a></p><p>Follow Packy's substack at&nbsp;<a href="http://notboring.co/" rel="noopener noreferrer" target="_blank">notboring.co</a></p><p>Follow Josh's blog at&nbsp;<a href="http://thereformedbroker.com/" rel="noopener noreferrer" target="_blank">thereformedbroker.com</a></p><br><p>Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:&nbsp;<a href="https://ritholtzwealth.com/podcast-youtube-disclosures/" rel="noopener noreferrer" target="_blank">https://ritholtzwealth.com/podcast-youtube-disclosures/</a></p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
86 min
332
Should I buy the Coinbase IPO?
<p>Josh Brown, Michael Batnick, Ben Carlson, and Packy McCormick discuss Coinbase going public and what it might mean for the broader cryptocurrency landscape.</p><br><p>To see the video version of this conversation, visit: <a href="https://youtu.be/O6EG_T1w-RA" rel="noopener noreferrer" target="_blank">https://youtu.be/O6EG_T1w-RA</a></p><br><p>Check out Packy's Substack at: <a href="https://www.notboring.co" rel="noopener noreferrer" target="_blank">https://www.notboring.co</a></p><br><p>Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: </p><p><a href="https://ritholtzwealth.com/podcast-youtube-disclosures/" rel="noopener noreferrer" target="_blank">https://ritholtzwealth.com/podcast-youtube-disclosures/</a></p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
29 min
333
RWM Crosses $2 Billion in AUM, A New Investable...
<p>This week on the podcast - it's the season finale of the Compound Show! We'll be back this summer with something big, everyone's hard at work behind the scenes building something new. For now, I just want to say thanks for listening, rating, reviewing, sharing, commenting and making this show a part of your weekly routine. When I started the podcast last summer, I had no idea where it was going. It started out as a pandemic project but quickly grew to over a million downloads.</p><br><p>My guest this episode is Dallas Tanner, CEO and founder of&nbsp;<a href="https://www.invh.com/corporate-profile/default.aspx" rel="noopener noreferrer" target="_blank">Invitation Homes</a>, which trades on the New York Stock Exchange under the ticker symbol INVH. Dallas was one of the first entrepreneurs in America to recognize the potential for systematizing and scaling the single family rental home business. He now controls a portfolio of over 80,000 suburban homes from coast to coast.</p><br><p>You can listen to the whole thing below, or find it&nbsp;<a href="https://thereformedbroker.com/podcast/" rel="noopener noreferrer" target="_blank">wherever you like to listen to your favorite pods!</a></p><br><p>DISCLOSURE: Josh is personally invested in shares of INVH and has been since 2017. Nothing said on this podcast is meant to be taken as a solicitation to buy or sell any securities nor does it constitute personalized financial advice. Please see my full disclaimer at the link below.</p><br><p>Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:&nbsp;<a href="https://ritholtzwealth.com/podcast-youtube-disclosures/" rel="noopener noreferrer" target="_blank">https://ritholtzwealth.com/podcast-youtube-disclosures/</a></p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
42 min
334
Wall Street Legend Joe Moglia's Next Act, Bill ...
<p>Joe Moglia went from being a college football coach to Merrill Lynch's top producer in the world to the Chairman of TD Ameritrade. And then, when the opportunity presented itself, he returned to his coaching roots and took over Coastal Carolina's football program. Now he's back in business, bringing OppFi public on the NYSE. Joe stops by to talk to Josh about the new stuff he's working on and the important stuff he's learned over the course of his legendary career.</p><p>Plus! Ritholtz Wealth Management CFO Bill Sweet jumps in to discuss the Biden tax proposals - what they mean for your household, your business, and your portfolio.</p><br><p>Please leave us a rating and review wherever you listen, it really means a lot!</p><br><p>Obviously, nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:&nbsp;<a href="https://ritholtzwealth.com/podcast-youtube-disclosures/" rel="noopener noreferrer" target="_blank">https://ritholtzwealth.com/podcast-youtube-disclosures/</a></p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
64 min
335
The Telehealth Revolution with Andrew Dudum (Hi...
<p>Josh here - On today's show, I practically beg you to stop crying over 10-year Treasury yields. The answer to rising rates is the same as the answer to falling rates. I will repeat it until it sinks in.&nbsp;</p><br><p>I talk to Andrew Dudum, the founder and CEO of&nbsp;<a href="https://www.forhims.com/" rel="noopener noreferrer" target="_blank">Hims &amp; Hers Health</a>&nbsp;(HIMS, NYSE) about the massive opportunity in telehealth. My friend Frankie Stella of&nbsp;<a href="https://precisionpharmacy.net/" rel="noopener noreferrer" target="_blank">Precision Pharmacy</a>&nbsp;joins the discussion. Andrew is 31 years old and founded Hims &amp; Hers about four years ago. It is one of the fastest-growing consumer health plays in America today and I learned so much from this conversation. I hope you do too!&nbsp;</p><br><p>Make sure to leave us a rating and review, we appreciate it!</p><br><p>Obviously, nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:&nbsp;<a href="https://ritholtzwealth.com/podcast-youtube-disclosures/" rel="noopener noreferrer" target="_blank">https://ritholtzwealth.com/podcast-youtube-disclosures/</a></p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
55 min
336
Stack the Odds in Your Favor (with Rich Bernste...
<p>On this week's episode of The Compound Show, Josh talks with veteran market strategist Rich Bernstein of Richard Bernstein Advisors about why long-term investors have a probabilistic advantage over short-term traders and why his firm focuses on top-down economic themes when constructing portfolios.</p><br><p>Tony Isola of Ritholtz Wealth stops by to talk about the kind of happiness and success that cannot be measured in numbers.</p><br><p>Be sure to leave us a rating and review if you're enjoying the show, it goes a long way!</p><br><p>Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:&nbsp;<a href="https://ritholtzwealth.com/podcast-youtube-disclosures/" rel="noopener noreferrer" target="_blank">https://ritholtzwealth.com/podcast-youtube-disclosures/</a></p><p><br></p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
75 min
337
"The Next Big Thing" and NFTs, Rising Rates, th...
<p>On this episode of The Compound Show, Josh welcomes Joe Terranova and his mentor, the legendary trader Mark Fisher, for a discussion about current markets, commodity rallies, how traders are navigating everything from short squeezes to breaking news and a lot more. Prepare for a heavy dose of Long Island accents!&nbsp;</p><br><p>Also, Josh's take on Non Fungible Tokens as "the next big thing" and what to make of this week's growth stock sell-off and spike in 10-year Treasury bond interest rates.&nbsp;</p><br><p>Be sure to leave us a rating and review wherever you listen! It means a lot.</p><br><p>Obviously, nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:&nbsp;<a href="https://ritholtzwealth.com/podcast-youtube-disclosures/" rel="noopener noreferrer" target="_blank">https://ritholtzwealth.com/podcast-youtube-disclosures/</a></p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
71 min
338
The Burning of Black Wall Street
<p>This week on The Compound Show, Josh talks to journalist and author Tim Madigan about his book The Burning, which chronicles the rise and fall of Black Wall Street in Tulsa, Oklahoma, which happened 100 years ago this June. Tim tells us the true story of one of the darkest days in American history - and it's a story you've likely never heard before.</p><br><p>If you like this week's episode, please leave us a rating and review, they go a long way.</p><br><p>Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:&nbsp;<a href="https://ritholtzwealth.com/podcast-youtube-disclosures/" rel="noopener noreferrer" target="_blank">https://ritholtzwealth.com/podcast-youtube-disclosures/</a></p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
46 min
339
My New Crypto Investment (with Greg King of Osp...
<p>Tyrone Ross stops by to discuss his new project,&nbsp;<a href="https://www.gofundme.com/f/learn-to-money" rel="noopener noreferrer" target="_blank">Learn to Money</a>, a crowdfunded video series that he hopes will revolutionize the way young people are taught about how the whole system works - from bank accounts to credit to building wealth. Check out more of Tyrone's initiatives&nbsp;<a href="http://tyroneross.io/" rel="noopener noreferrer" target="_blank">here</a>.</p><br><p>Then, Founder and CEO Greg King of Osprey Funds joins the show to discuss&nbsp;<a href="https://ospreyfunds.io/" rel="noopener noreferrer" target="_blank">Osprey's newly launched Bitcoin Trust</a>&nbsp;and a conversation about the adoption of Bitcoin within wealth management. Josh has accepted an advisory board role at Osprey Funds and has made an equity investment in the company.</p><br><p>This podcast is for informational purposes only and conversations about specific investments are not meant to serve as a solicitation to buy, sell or hold any security. This is not advice. Podcasts are not a substitute for financial advisors, so please consult yours before making any investment decisions.&nbsp;</p><br><p>Leave us a rating and review! It means a lot in Podcastland!</p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
54 min
340
The Options Market is a Circus (with Dan Nathan...
<p>This week on the Compound Show, Josh takes a look at the history you've never been taught - how failed policies from the 20th Century continue to tear our country apart today.</p><br><p>Plus, a discussion about the rise of retail options traders with CNBC Fast Money's Dan Nathan, author of the Risk Reversal blog. Full show notes at&nbsp;<a href="http://TheReformedBroker.com" rel="noopener noreferrer" target="_blank">TheReformedBroker.com</a>&nbsp;as always.</p><br><p>Leave us a rating and review - it goes a long way!</p><br><p>Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:&nbsp;<a href="https://ritholtzwealth.com/podcast-youtube-disclosures/" rel="noopener noreferrer" target="_blank">https://ritholtzwealth.com/podcast-youtube-disclosures/</a></p><p><br></p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
76 min
341
Wall Street's First Black Millionaire (with Sha...
<p>Josh is doing Black (Financial) History month on the podcast all month long, bringing on historians and authors to discuss some of the most pivotal economic moments for African Americans ever. Black History is AMERICAN history, don't get it twisted.</p><br><p>This week, University of Sydney history professor and author Shane White joins to discuss his award-winning&nbsp;<a href="https://www.amazon.com/Prince-Darkness-Jeremiah-Hamilton-Millionaire/dp/1250099811" rel="noopener noreferrer" target="_blank">book</a>&nbsp;about Wall Street's first black millionaire, 'The Prince of Darkness' Jeremiah G. Hamilton.</p><br><p>Before that, a chat with&nbsp;<a href="https://boockreport.com/" rel="noopener noreferrer" target="_blank">Peter Boockvar</a>&nbsp;(Bleakley Advisory) about the current stock market mania and the investment case for silver and silver stocks.</p><br><p>If you're feeling the pod, give us a rating and review. It's how new listeners discover what you already have.</p><br><p>Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:&nbsp;<a href="https://ritholtzwealth.com/podcast-youtube-disclosures/" rel="noopener noreferrer" target="_blank">https://ritholtzwealth.com/podcast-youtube-disclosures/</a></p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
74 min
342
Pigs Get Slaughtered, Doing The Work with Rache...
<p>Josh's take on Wall Street changing the rules to squirm out of the GameStop short squeeze plus an epic story from the annals of Wall Street history you've never heard before. Then, Josh talks to Rachel Robasciotti, founder and chief executive officer of Adasina Social Capital. Rachel is not just talking about the work - she's actually&nbsp;<em>doing</em>&nbsp;the work. You're going to love her story.&nbsp;</p><br><p>Be sure to leave us a rating and review - these help other listeners find us and join our booming podcast. Thanks!</p><br><p>Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:&nbsp;<a href="https://ritholtzwealth.com/podcast-youtube-disclosures/" rel="noopener noreferrer" target="_blank">https://ritholtzwealth.com/podcast-youtube-disclosures/</a></p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
79 min
343
How America Invests (with Vanguard's Ryan Barro...
<p>Join Downtown Josh Brown on an all-new episode of The Compound Show. This week, a conversation about How America Invests with Ryan Barrows (Vanguard) and a brief visit with Barry Ritholtz (Masters In Business) on the inauguration and winning the election bet with Josh.</p><br><p>If you're enjoying the show, leaving a rating and review is a powerful way to help us build the audience. Thank you, we appreciate it!</p><br><p>Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:&nbsp;<a href="https://ritholtzwealth.com/podcast-youtube-disclosures/" rel="noopener noreferrer" target="_blank">https://ritholtzwealth.com/podcast-youtube-disclosures/</a></p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
62 min
344
Good at the Cyber (with Crowdstrike CEO George ...
<p>This week on The Compound Show, Josh talks with George Kurtz, co-founder and CEO of Crowdstrike, one of the fastest growing technology companies in America. Crowdstrike's shares have nearly quadrupled over the past year as Wall Street has fallen in love with the company's growth prospects, business model and expanding TAM. George's official blog is here at Crowdstrike's corporate homepage:&nbsp;<a href="https://www.crowdstrike.com/blog/staff-member/george-kurtz/page/1/" rel="noopener noreferrer" target="_blank">https://www.crowdstrike.com/blog/staff-member/george-kurtz/page/1/</a></p><p>Next, Eric Jackson joins the show to discuss his top three stock ideas for 2021. Eric's hedge fund, EMJ Capital Ltd, reportedly gained over 100% last year, having invested in some of the biggest work from home winners. You can learn more about Eric's fund here:&nbsp;<a href="https://emjcapital.ltd/" rel="noopener noreferrer" target="_blank">https://emjcapital.ltd/</a></p><br><p>Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:&nbsp;<a href="https://ritholtzwealth.com/podcast-youtube-disclosures/" rel="noopener noreferrer" target="_blank">https://ritholtzwealth.com/podcast-youtube-disclosures/</a></p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
85 min
345
The Stock Market is Heartless
<p>Stocks soar to record highs as an armed insurrection invades Capitol Hill and millions of Americans remain susceptible to the worst pandemic in a century. How? How is this possible?Josh's guest is Allison Schrager, an economist, senior fellow at the Manhattan Institute, contributing editor at City Journal, co-founder of LifeCycle Finance Partners, LLC and the author of the book An Economist Walks Into a Brothel. Allison writes about risk, reward, retirement systems, pensions, the economy and political policies that affect all of our lives.</p><p>You can subscribe to her letter, Known Unknowns, here:&nbsp;<a href="https://www.allisonschrager.com/" rel="noopener noreferrer" target="_blank">https://www.allisonschrager.com/</a></p><br><p>If you enjoyed the show be sure to rate and review!</p><br><p>Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:&nbsp;<a href="https://ritholtzwealth.com/podcast-youtube-disclosures/" rel="noopener noreferrer" target="_blank">https://ritholtzwealth.com/podcast-youtube-disclosures/</a></p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
53 min
346
Have Some Fun in '21, Eddy Elfenbein's Buy List...
<p>This week on The Compound Show - getting ready for 2021!</p><p>Josh talks to Doug Boneparth of Bone Fide Wealth about surviving and thriving in the coming year. Financial advisor use of technology exploded this past year and now there's a significant increase in adoption, comfort and expectations on the part of their clients. Better get your tech right this year if you intend to compete. Plus - the regulators are pondering a big rule change for investment firm advertising, including the potential for customer testimonials - what does this mean? How gross will it get?</p><p>Visit Doug's site here:</p><p><a href="https://bonefidewealth.com/" rel="noopener noreferrer" target="_blank">https://bonefidewealth.com/</a></p><br><p>Next, Eddy Elfenbein drops in to talk about his 2021 Buy List. Eddy is the creator of the Crossing Wall Street blog and the manager of the AdvisorShares Focused Equity ETF. Eddy's got five new stocks on his Buy List for the coming year.</p><p>Check out Eddy's blog here to see all his Buy List names:</p><p><a href="http://www.crossingwallstreet.com/archives/2020/12/cws-market-review-december-25-2020.html" rel="noopener noreferrer" target="_blank">http://www.crossingwallstreet.com/archives/2020/12/cws-market-review-december-25-2020.html</a></p><br><p>If you enjoyed the show be sure to rate and review!</p><br><p>Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:&nbsp;<a href="https://ritholtzwealth.com/podcast-youtube-disclosures/" rel="noopener noreferrer" target="_blank">https://ritholtzwealth.com/podcast-youtube-disclosures/</a></p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
81 min
347
Custom Indexing is a Tidal Wave (with Patrick O...
<p>On the final episode of The Compound Show in 2020, Josh talks to Patrick O'Shaughnessy, CEO of O'Shaughnessy Asset Management about the wildly successful launch of his firm's proprietary custom indexing platform, Canvas. Please see the disclaimer below.</p><br><p>If you're enjoying the show, the best way to support it is to leave a rating or review:&nbsp;<a href="https://podcasts.apple.com/us/podcast/the-compound-show-with-downtown-josh-brown/id1456467014" rel="noopener noreferrer" target="_blank">https://podcasts.apple.com/us/podcast/the-compound-show-with-downtown-josh-brown/id1456467014</a></p><br><p>The opinions, viewpoints and analyses expressed herein are solely those of Patrick O’Shaughnessy of O’Shaughnessy Asset Management, LLC and should not be regarded as opinions or advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client. The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security.&nbsp;O’Shaughnessy Asset Management LLC is a sub advisor and independent money manager for Ritholtz Wealth Management. CANVAS® is a registered trademark of O’Shaughnessy Asset Management LLC. Ritholtz Wealth Management manages its clients’ accounts using a variety of investment techniques and strategies, in addition to CANVAS®, which are not necessarily discussed in the commentary. The views reflected in this commentary are subject to change at any time without notice. Nothing in this podcast constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.&nbsp;Ritholtz Wealth Management is a Registered Investment Advisor. Advisory services are only offered to clients or prospective clients where Ritholtz Wealth Management and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Ritholtz Wealth Management unless a client service agreement is in place. Ritholtz Wealth Management clients may also be charged fees for their investments that are allocated to O’Shaughnessy Asset Management LLC. The terms and conditions under which the client shall engage the third party investment advisory firm shall be set forth in a separate agreement between the client and O’Shaughnessy Asset Management LLC.</p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
55 min
348
Brian Wesbury's Dow 35,000 call, Twenty Rules f...
<p>This week on The Compound Show, Josh talks with Brian Wesbury, Chief Economist at First Trust Advisors about his Dow 35,000 call for 2021, what to make of recent stimulus negotiations, his latest take on the Federal Reserve, reopening and the resurgent virus, how vaccines will affect the economy and more. You can read more from Brian at his blog on the First Trust website:</p><p><a href="https://www.ftportfolios.com/" rel="noopener noreferrer" target="_blank">https://www.ftportfolios.com/</a></p><br><p>Ben Carlson (A Wealth Of Common Sense, Animal Spirits podcast) joins the show to reveal his twenty rules for retirement - how to save, how to invest and how to make all of your dreams for the future come true with the money you're earning today. Ben's book, 'Everything You Need To Know About Saving For Retirement', is available as paperback or Kindle on Amazon right now.</p><br><p>If you're enjoying the show, be sure to leave us a rating and a review - they mean a lot and go a long way! Thank you!</p><br><p>Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/</p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
76 min
349
Scaramucci Returns To Wall Street, Josh's Rant ...
<p>This week on The Compound Show, Josh talks with Anthony Scaramucci about his return to Wall Street, taking back the reins at his hedge fund business, North Shore vs South Shore Long Island, the difference between The Street and DC and a lot more.</p><br><p>Then Rob Arnott joins the show for a wide-ranging conversation about the growth stock bubble we're now in the midst of, the turning point for value stocks, the truth about interest rates and valuation, why Tesla is one of the biggest bubbles he's ever seen and a lot more. You can watch the full video of Josh's conversation with Rob, including charts, at&nbsp;<a href="http://www.youtube.com/thecompoundRWM" rel="noopener noreferrer" target="_blank">www.youtube.com/thecompoundRWM</a></p><br><p>Plus! Josh's rant about stock touting services and how to tell the difference between a reputable research product and a scam.If you're enjoying the show, be sure to leave us a rating and a review, they mean a lot and go a long way! Thank you!</p><br><p>Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/</p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
83 min
350
Here Comes the Digital Dollar!
<p>On today's episode of The Compound Show, Josh talks with Representative Patrick McHenry (R- NC), the Republican leader on the House Financial Services Committee about the current stimulus talks, the future of capital formation and the inevitability of a digital version of the US dollar.</p><br><p>Then, Marc Rubinstein of the substack letter Net Interest joins the show to discuss China's experiment with digital currency, the issues surrounding censorship of money, rogue traders, financial startups, hedge funds and much more.</p><br><p>If you like the show, tell the world by leaving us a rating and review!</p><br><p>Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/</p><br /><hr><p style='color:grey; font-size:0.75em;'> Hosted on Acast. See <a style='color:grey;' target='_blank' rel='noopener noreferrer' href='https://acast.com/privacy'>acast.com/privacy</a> for more information.</p>
74 min