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
376
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
377
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
378
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
379
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
380
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
381
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
382
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
383
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
384
The Portfolio Puzzle of Our Lifetime
This is the thing we all need an answer for - starting valuations for stocks have rarely been higher, while starting bond yields have never been lower. Can stocks return enough going forward to overcome this hurdle? Will bonds deliver the hedge against volatility investors are counting on? On this week’s podcast, I’ve brought on two thoughtful, accomplished asset allocators to answer these questions and suggest solutions to the puzzle.&nbsp;Bob Haber is the founder and CIO of Proficio Capital Partners, a veteran fund manager for Fidelity and part owner of the Boston Celtics. Mebane Faber is the founder and CIO of Cambria Investment Management, as well as the host of The Meb Faber Show podcast.&nbsp;We discuss value and growth stocks, international equity markets, gold, the dollar, Treasury bonds and a lot more.I hope you get a lot out of this week’s episode and wish you a Happy Thanksgiving. If you’re enjoying The Compound Show, please leave us a rating and review - they go a long way!&nbsp;<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>
73 min
385
The Year-End Melt-Up with Joe Terranova and Joh...
<p>All the ingredients seem to be in place for a melt-up in the stock market into year-end. John Roque of Wolfe Research and Joe Terranova of Virtus Investment Partners join Josh Brown for a discussion about small caps catching up with large caps, favoring quality and momentum in portfolio construction, what's going on with the US dollar sell-off, and more.</p><br><p>Plus, you may not realize it but you just won a cosmic coin flip. Many other people were not so lucky, they ended up on the other side of a bet they didn't even get a chance to make.</p><br><p>Josh's food drive for a signed copy of the book is here:&nbsp;<a href="https://thereformedbroker.com/2020/11/19/this-is-the-part-where-you-and-i-step-up-and-become-heroes/" rel="noopener noreferrer" target="_blank">https://thereformedbroker.com/2020/11/19/this-is-the-part-where-you-and-i-step-up-and-become-heroes/</a></p><br><p>Reviews and ratings go a long way, so if you like the show, leave us one today!</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>
70 min
386
"I'll Invest After The Dust Settles," Nick Cola...
<p>On the latest episode of The Compound Show, Josh is joined by Nicholas Colas (DataTrek Research) to discuss the current stock market opportunities around the world, from the US to Europe to Japan to the Emerging Markets. We get Nick's take on autonomous vehicles, Chinese tech giants and some of the things he's learned from 30 years on Wall Street.</p><br><p>Brian Portnoy joins to talk with Josh about the new book they edited together, "How I Invest My Money."</p><br><p>Your ratings and reviews go a long way so please keep them coming!</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>
69 min
387
The Most Powerful Man in Washington Stays Put, ...
<p>This week, Josh is joined by the one and only Tony Dwyer, Chief Market Strategist at Canaccord Genuity and a fixture on Wall Street for over 30 years. Tony and Josh chop it up over the initial election results, the stock market's reaction and how to think about the year-end picture now taking shape.Check out Dwyer Strategy to learn about how you can receive Tony's commentary and investment insights:</p><p><a href="https://dwyerstrategy.canaccordgenuity.com/" rel="noopener noreferrer" target="_blank">https://dwyerstrategy.canaccordgenuity.com/</a></p><br><p>Be sure to leave us a rating and review, they go a long way!</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>
48 min
388
What Today's New Traders Don't Seem To Understa...
<p>On this episode Josh explains why we're facing three worst case scenarios all at once, how markets are reacting and why the vaccine is the only thing that matters.</p><br><p>Plus, today's new traders seem to not understand what has happened to prior generations of new traders. A brief history of daytrading - from the Turtle Traders to the SOES Bandits - seems to be in order.</p><br><p>Then Josh talks with Hadi Yousef about how he created the best investing app of the year. It will totally change the way you keep track of your investments and learn about what's happening in the markets and the economy.</p><br><p>Ratings and reviews go a long way so please, if you're enjoying the show, tell the Apple or Spotify or whatever app you're listening on!</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
389
My Election Bet With Barry Ritholtz + How To Ma...
<p>This week on the pod, Josh talks to Barry Ritholtz and gets the rules straight for their 2020 election bet - who will win, what will happen afterwards. Plus, venture capital is now a $500 billion asset class, but gaining access to the top VC funds is pretty much impossible for ordinary investors and even most investment professionals. Josh talks to Phil Haslett, the founder of Equity Zen, about how this is changing. There could be a revolution coming, and Phil's firm is likely to be leading it. Here's how you can make your first investments in venture capital without starting at a huge dollar amount.</p><br><p>You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!</p><br><p>And be sure to&nbsp;<a href="https://podcasts.apple.com/us/podcast/the-compound-show-with-downtown-josh-brown/id1456467014" rel="noopener noreferrer" target="_blank">leave a rating and review - they go a long way</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
390
Losing money is THE COOLEST, Larry Kudlow is no...
<p>Josh talks to Ben Carlson about how it is that over 400 companies in the Russell 3000 have lost money this year but posted an average stock market return of +57%. Over 100 companies that lost money in 2020 have actually seen their share price double! WTF is going on?</p><br><p>Dasarte Yarnway joins Josh to talk about his burgeoning financial advisory firm and the powerful message he's been sharing throughout the industry: Spend time doing the things you value and the rest will fall into place.</p><br><p>Plus: The Fastly blow-up this week may be more meaningful than you think, BlackRock says $1.4 trillion is sitting in mutual funds with negative 3-year returns, and is it Larry Kudlow's responsibility to help you trade the pandemic?&nbsp;Nope!</p><br><p>Be sure to leave us a rating and review, they go a long way! Thank you!</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
391
Too much money, nowhere to put it (with Joe Ter...
<p>On this week’s episode of The Compound Show, we’re looking at how the political landscape might impact the economy and the stock market. First, Josh talks economic stimulus and the Fed with Professor Tim Duy of the University of Oregon. Next, Josh catches up with Joe Terranova, of CNBC and Virtus Investment Partners, to discuss the supply and demand imbalance in the stock market and approaches to investing.</p><br><p>Thanks for listening and be sure to leave a rating and review!</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>
59 min
392
IPO Fever - a record breaking year for initial ...
<p>We're on pace to break the all-time record for IPOs set back in the year 2000. We could potentially see over $100 billion raised in initial public offerings and more than 200 newly listed companies by the end of 2020. If so, it would be one of the strangest, most unpredictable outcomes of the year - and that's really saying something this year!</p><br><p>Today's new episode of my podcast, The Compound Show, takes a look at the IPO Fever we're experiencing now. I have two of the most knowledgeable people in the country as my special guests. First, we talk to Kathleen Smith, the founding director of Renaissance Capital, the premiere research firm in IPOs and the sponsor of the IPO ETF. Then, we speak with Jay Heller, the head of US capital markets at Nasdaq, who has overseen the launch of approximately one hundred new issues so far this year - most of which he conducted from his kitchen table in suburban New Jersey! Kathleen and Jay have so much knowledge to share about initial public offerings and the watershed year that 2020 has become. You're really in for a treat this week :)</p><br><p>Thanks for listening and please leave a rating and review!</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
393
The Suburban Housing Boom is Only Getting Start...
<p>Are you a buyer? The sooner the better. Are you a seller? Ask high, and take your time.Because the boom in suburban real estate was going to happen, beginning this year, pandemic or not. And it could have legs for years. That's according to special guest Logan Mohtashami of HousingWire, who joins Downtown Josh Brown to discuss everything you need to know about homebuilders, existing home sales, demographics, realtors, real estate technology, mortgage rates and more.</p><br><p>And be sure to leave a rating and review - they go a long way!</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
394
Investor's Guide To The Election (Linette Lopez...
<p>This week Josh talks to Business Insider columnist Linette Lopez about what happens to the stock market if Trump loses and doesn't leave. And is Joe Biden so terrible for investors? Tax expert and Ritholtz Wealth CFO Bill Sweet weighs in. Plus, Josh's take on the explosive Snowflake IPO and a round of What Are Your Thoughts with Michael Batnick.</p><br><p>The Compound Show goes up every Friday morning, subscribe wherever you get your favorite podcasts! Leave us a rating and review, it goes a long way!</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>
95 min
395
Why Markets Crash In The Fall, The Luck Of Bill...
<p>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.</p><p>Leave us a rating and review, they really go a long way!</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>
67 min
396
The Biggest Threat to Apple, Amazon, Microsoft,...
<p>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).</p><p>&nbsp;</p><p>Make sure to check out Byrne's writing and research at The Diff!</p><p><a href="https://slack-redir.net/link?url=https%3A%2F%2Fdiff.substack.com%2F&amp;v=3" rel="noopener noreferrer" target="_blank">https://diff.substack.com/</a></p><br><p>Subscribe to The Compound Show podcast and be sure to leave a rating and review - they mean a lot!</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>
47 min
397
Six Lessons from Pandemic Summer, Josh's Vaccin...
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!<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>
59 min
398
When Berkshire Invests In Your Company, James A...
<p>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.</p><br><p>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.</p><br><p>Leave us a rating + review! They go a long way, we appreciate it!</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
399
The Roaring 2020's with Dr. Ed Yardeni, Tesla s...
<p>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.&nbsp;Could it happen again? Another boom decade fueled by high productivity and an onslaught of technological innovation?</p><br><p>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.</p><br><p>Plus, Michael Batnick returns to play What Are Your Thoughts - all of the biggest topics of this week in money and investing.&nbsp;Visit&nbsp;<a href="https://slack-redir.net/link?url=http%3A%2F%2Fthereformedbroker.com&amp;v=3" rel="noopener noreferrer" target="_blank">thereformedbroker.com</a>&nbsp;for full show notes, links and resources!</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>
59 min
400
Warren Buffett doesn't care about stock splits,...
This week Josh does a deep dive into stock splits and talks with Peter Boockvar, editor of&nbsp;<a href="https://slack-redir.net/link?url=http%3A%2F%2FBoockReport.com&amp;v=3" rel="noopener noreferrer" target="_blank">BoockReport.com</a>&nbsp;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!<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>
60 min