<p>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&amp;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.&nbsp;</p><br><p>Leave us a rating and review and we'll love you forever! It helps 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>

<p>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&amp;P, Elon Musk vs Warren Buffett, and much more!</p><br><p>Subscribe to the podcast and be sure to leave us a rating and review on iTunes, Spotify, or Google. Ratings help a lot! Thanks!</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>

<p>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.</p><br><p>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!</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>

<p>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?"</p><br><p>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!</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>

In the first half of this week's episode, Josh discusses the coronavirus resurgence, 5 stocks that now make up 22% of the S&amp;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.<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>

<p>On the new edition of What Are Your Thoughts with Michael Batnick and Josh Brown:&nbsp;</p><p>- Bubble behavior in a market crisis is nothing new or unusual.&nbsp;</p><p>- 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!&nbsp;</p><p>- With the Fed buying the investment grade bonds of Apple and Microsoft, do its critics have a point?&nbsp;</p><p>- What did we learn from this crisis?&nbsp;</p><p>- Eating at restaurants again - weird but satisfying.&nbsp;</p><p>- Does Michael watch movies just to torture himself? Plus, why Josh likes westerns.&nbsp;</p><p>- Apple's App Store facilitated over half a trillion dollars in commerce last year!&nbsp;</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>

<p><strong>A Degenerate Gambler Walks Into a Stock Exchange... What Are Your Thoughts?</strong></p><p>On an all-new What Are Your Thoughts - Michael Batnick and Downtown Josh Brown discuss the biggest topics in finance this week, including:</p><br><p>- What should we make of massive one-day rallies in the stock market?&nbsp;</p><p>- What if the stock market is doing a better job of tracking the real economy than we think?&nbsp;</p><p>- Which is more dangerous for a degenerate gambler - legal sports betting or discovering the stock market?&nbsp;</p><p>- How will restaurants and bars conform to the new health challenge and make a comeback?&nbsp;</p><p>- What's one thing you've changed your mind about since the crisis began?&nbsp;</p><p>- How come people seem to begin investing as bulls and then get bearish when they're older?&nbsp;</p><br><p><strong>Ten Rules for Retirement Investing</strong></p><p>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.</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>

<p>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.&nbsp;</p><br><p>You can find more of Michael's thoughts and charts on the topic at his post below: <a href="https://theirrelevantinvestor.com/2020/05/12/the-case-against-value-investing/" rel="noopener noreferrer" target="_blank">https://theirrelevantinvestor.com/2020/05/12/the-case-against-value-investing/</a>&nbsp;</p><br><p>You can find Josh's written rant on value investing here: <a href="https://thereformedbroker.com/2020/05/12/value-investing-is-immortal/" rel="noopener noreferrer" target="_blank">https://thereformedbroker.com/2020/05/12/value-investing-is-immortal/</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>

<p><strong>Unlimited Economic Stimulus: What Are Your Thoughts?</strong></p><p>Join Michael Batnick and Downtown Josh Brown for another all-new edition of What Are Your Thoughts? as they discuss:&nbsp;</p><p>- US stocks just had their best monthly performance in 30 years&nbsp;</p><p>- what was the catalyst?&nbsp;</p><p>- Has Warren Buffett's magic touch faded away? Why Berkshire's annual shareholder "meeting" was so underwhelming.&nbsp;</p><p>- Josh got the antibody test. Why wouldn't everyone? Maybe because it doesn't mean anything.&nbsp;</p><p>- Is there any limit to how much money the Fed and Treasury can throw at the economy? Do we have any choice?&nbsp;</p><p>- 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.&nbsp;</p><br><p><strong>The Yield Curve Indicator is UNDEFEATED</strong></p><p>Josh here - Okay, so now we're officially in recession. What happens next? How long will this go on for?&nbsp;</p><br><p>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!&nbsp;</p><br><p>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.</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>

<p><br></p><p>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!</p><br><p>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.</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>

<p><strong>Why Credit Card Losses Could Explode: What Are Your Thoughts?</strong></p><br><p>On an all new What Are Your Thoughts, Josh Brown and Michael Batnick tackle all the biggest topics of the moment.</p><br><p>In this edition:</p><p>* Five US stocks are now bigger than the entire developed world's stock markets combined, how can this be?</p><p>* What are the investor takeaways from the massive crash in oil prices?</p><p>* Did an oil ETF popular with retail traders contribute to negative oil prices this week?</p><p>* Are people more comfortable about ordering in food as a break from cooking at home now?</p><p>* How long would you stay in your home, no matter what the government says?</p><p>* Watching old NBA games</p><p>* Reactions to ESPN's The Last Dance</p><br><p><br></p><p><strong>What Does The Fed Actually Do?</strong></p><br><p>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.</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>

<p>On an all new What Are Your Thoughts - Michael Batnick and Downtown Josh Brown discuss:</p><br><p>* Are there any Crisis Stars being created on Wall Street during this bear market?</p><p>* Human behavior in a bear market has not changed much</p><p>* Why this won't be the next Great Depression</p><p>* Michael thinks he's one of those "business call from a Peloton" guys</p><p>* Why America needs Major League Baseball to come back</p><p>* ETF trading volume is not indicative of the "death of passive"</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>

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.<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>

<p>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.</p><br><p>You can check out Blair's blog at <a href="https://blairbellecurve.com/" rel="noopener noreferrer" target="_blank">https://blairbellecurve.com/</a> and reach out to her here: <a href="https://ritholtzwealth.com/contact/request-more-info/" rel="noopener noreferrer" target="_blank">https://ritholtzwealth.com/contact/request-more-info/</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>

<p>On an all new What Are Your Thoughts - Michael Batnick and Josh Brown discuss the biggest topics of the moment. Including:</p><br><p>* Do investors care at all about the details of Congressional stimulus plans?</p><p>* Mark Cuban just said what everyone's thinking.</p><p>* What do you with a Black Swan fund now that it's already Swanned?</p><p>* The biggest single day of retail investor stock selling.</p><p>* The fastest 30% bear market in history - just 22 days!</p><p>* Will Work From Home become the new normal?</p><p>* Did the stock market bottom?</p><br><p>...and much more! Let us know what your thoughts!</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>

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.<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>

<p>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.</p><br><p>We love all of our viewers and subscribers and are thinking of you as we have this discussion. Stay strong, we WILL return.</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>

<p>First up,<strong> </strong>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?</p><br><p>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.</p><ul><li>Josh's apology for rooting for corrections</li><li>Has the market bottomed or do we need a retest of the low?</li><li>Would rather know about a market bottom or a market top in advance?</li><li>Josh is reading about viruses and outbreaks around the clock, what's the point?</li><li>Zoom Media became a hot stock because of teleconferencing, and then traders bought the wrong ticker too - on purpose?</li><li>Why do people share their transactions on Venmo?</li><li>Every analyst now gets a base case, bull case and bear case - whatever happened to making a call and standing by it? </li><li>The Fed dropped a surprise interest cut of 50 basis points during our show - Michael and Josh react in real time.</li></ul><p><br></p><p>Be sure to subscribe to our channel so you never miss an update:</p><p><a href="https://www.youtube.com/thecompoundrwm?sub_confirmation=1" target="_blank">https://www.youtube.com/thecompoundrw...</a></p><br><p>Beginning Investors, check out Liftoff:</p><p><a href="https://www.youtube.com/redirect?event=video_description&amp;v=vWnsqHG_hXA&amp;redir_token=KaiSUSH5OVr_cxo4_njpIQpH6698MTU4MjU5NTEyOUAxNTgyNTA4NzI5&amp;q=http%3A%2F%2Fliftoffinvest.com" target="_blank">http://liftoffinvest.com</a></p><br><p>Follow us on Twitter:</p><p><a href="https://www.youtube.com/redirect?event=video_description&amp;v=vWnsqHG_hXA&amp;redir_token=KaiSUSH5OVr_cxo4_njpIQpH6698MTU4MjU5NTEyOUAxNTgyNTA4NzI5&amp;q=https%3A%2F%2Ftwitter.com%2FRitholtzWealth" target="_blank">https://twitter.com/RitholtzWealth</a></p><br><p>Follow us on Facebook:</p><p><a href="https://www.youtube.com/redirect?event=video_description&amp;v=vWnsqHG_hXA&amp;redir_token=KaiSUSH5OVr_cxo4_njpIQpH6698MTU4MjU5NTEyOUAxNTgyNTA4NzI5&amp;q=https%3A%2F%2Fwww.facebook.com%2Fritholtzwealth%2F" target="_blank">https://www.facebook.com/ritholtzwealth/</a></p><br><p>Talk with us about your portfolio or financial plan here:</p><p><a href="https://www.youtube.com/redirect?event=video_description&amp;v=vWnsqHG_hXA&amp;redir_token=KaiSUSH5OVr_cxo4_njpIQpH6698MTU4MjU5NTEyOUAxNTgyNTA4NzI5&amp;q=http%3A%2F%2Fritholtzwealth.com%2F" target="_blank">http://ritholtzwealth.com/</a></p><br><p>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 &amp; conditions disclaimer:</p><p><a href="https://www.youtube.com/redirect?event=video_description&amp;v=vWnsqHG_hXA&amp;redir_token=KaiSUSH5OVr_cxo4_njpIQpH6698MTU4MjU5NTEyOUAxNTgyNTA4NzI5&amp;q=https%3A%2F%2Fthereformedbroker.com%2Fterms-and-conditions%2F" target="_blank">https://thereformedbroker.com/terms-a...</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>

<p>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.</p><br><p>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.</p><br><p>You can follow Dan's renowned Twitter feed / alter-ego Super Mugatu here:</p><p><a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=XZFUpQqnJ9fRYVp7nUMVI51qLpV8MTU4MjU5NTEyNkAxNTgyNTA4NzI2&amp;q=https%3A%2F%2Ftwitter.com%2Fsupermugatu&amp;v=YJNnEUSnPC8" target="_blank">https://twitter.com/supermugatu</a></p><br><p>Tyro Partners homepage here:</p><p><a href="https://www.youtube.com/redirect?event=video_description&amp;redir_token=XZFUpQqnJ9fRYVp7nUMVI51qLpV8MTU4MjU5NTEyNkAxNTgyNTA4NzI2&amp;q=https%3A%2F%2Fwww.tyropartners.com%2F&amp;v=YJNnEUSnPC8" target="_blank">https://www.tyropartners.com/</a></p><br><p>You can follow Rich Bernstein's ongoing commentary via his Twitter account:</p><p><a href="https://www.youtube.com/redirect?event=video_description&amp;v=vWnsqHG_hXA&amp;redir_token=KaiSUSH5OVr_cxo4_njpIQpH6698MTU4MjU5NTEyOUAxNTgyNTA4NzI5&amp;q=https%3A%2F%2Ftwitter.com%2FRichLightShed" target="_blank">https://twitter.com/RichLightShed</a></p><br><p>...and check out his excellent blog here:</p><p><a href="https://www.youtube.com/redirect?event=video_description&amp;v=vWnsqHG_hXA&amp;redir_token=KaiSUSH5OVr_cxo4_njpIQpH6698MTU4MjU5NTEyOUAxNTgyNTA4NzI5&amp;q=https%3A%2F%2Flightshedtmt.com%2F" target="_blank">https://lightshedtmt.com/</a></p><br><p><br></p><p>Be sure to subscribe to our channel so you never miss an update:</p><p><a href="https://www.youtube.com/thecompoundrwm?sub_confirmation=1" target="_blank">https://www.youtube.com/thecompoundrw...</a></p><br><p>Beginning Investors, check out Liftoff:</p><p><a href="https://www.youtube.com/redirect?event=video_description&amp;v=vWnsqHG_hXA&amp;redir_token=KaiSUSH5OVr_cxo4_njpIQpH6698MTU4MjU5NTEyOUAxNTgyNTA4NzI5&amp;q=http%3A%2F%2Fliftoffinvest.com" target="_blank">http://liftoffinvest.com</a></p><br><p>Follow us on Twitter:</p><p><a href="https://www.youtube.com/redirect?event=video_description&amp;v=vWnsqHG_hXA&amp;redir_token=KaiSUSH5OVr_cxo4_njpIQpH6698MTU4MjU5NTEyOUAxNTgyNTA4NzI5&amp;q=https%3A%2F%2Ftwitter.com%2FRitholtzWealth" target="_blank">https://twitter.com/RitholtzWealth</a></p><br><p>Follow us on Facebook:</p><p><a href="https://www.youtube.com/redirect?event=video_description&amp;v=vWnsqHG_hXA&amp;redir_token=KaiSUSH5OVr_cxo4_njpIQpH6698MTU4MjU5NTEyOUAxNTgyNTA4NzI5&amp;q=https%3A%2F%2Fwww.facebook.com%2Fritholtzwealth%2F" target="_blank">https://www.facebook.com/ritholtzwealth/</a></p><br><p>Talk with us about your portfolio or financial plan here: </p><p><a href="https://www.youtube.com/redirect?event=video_description&amp;v=vWnsqHG_hXA&amp;redir_token=KaiSUSH5OVr_cxo4_njpIQpH6698MTU4MjU5NTEyOUAxNTgyNTA4NzI5&amp;q=http%3A%2F%2Fritholtzwealth.com%2F" target="_blank">http://ritholtzwealth.com/</a></p><br><p>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 &amp; conditions disclaimer: </p><p><a href="https://www.youtube.com/redirect?event=video_description&amp;v=vWnsqHG_hXA&amp;redir_token=KaiSUSH5OVr_cxo4_njpIQpH6698MTU4MjU5NTEyOUAxNTgyNTA4NzI5&amp;q=https%3A%2F%2Fthereformedbroker.com%2Fterms-and-conditions%2F" target="_blank">https://thereformedbroker.com/terms-a...</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>

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?<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>

<p>In this edition of What Are Your Thoughts, Michael Batnick and Josh Brown discuss:</p><br><p>* YouTube revenue growth is on fire, but who gets the money?</p><p>* Netflix vs Cable Subs - crossover imminent!</p><p>* The short squeeze in Tesla stock is probably the largest in the history of the stock market. </p><p>* The stock market is recovering from its worst week in a while</p><p>* What should investors make of the Coronavirus that seems to be roiling cross-border trade with China and the rest of the world? </p><p>* Amazon earnings</p><p>* Michael and Josh on the Super Bowl, did the right team win? </p><br><p><a href="http://plinkhq.com/i/1456467014" target="_blank">1-click play or subscribe on your favorite podcast app</a></p><p>&nbsp;</p><p>Subscribe to the mini podcast on<a href="https://itunes.apple.com/us/podcast/the-compound/id1456467014?mt=2" target="_blank"> iTunes</a> or<a href="https://open.spotify.com/show/5VKsKPZUtwVylxslLie36k?si=W5sikLxWR0avObQlrLqlmw" target="_blank"> Spotify</a>&nbsp;</p><p>&nbsp;</p><p>Enable<a href="https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ" target="_blank"> our Alexa skill here</a> - "Alexa, play the Compound show!"</p><p>&nbsp;</p><p>Talk to us about your portfolio or financial plan here:&nbsp;</p><p><a href="http://ritholtzwealth.com/" target="_blank">http://ritholtzwealth.com/</a></p><p>&nbsp;</p><p>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 &amp; conditions disclaimer:</p><p><a href="https://thereformedbroker.com/terms-and-conditions/" target="_blank">https://thereformedbroker.com/terms-and-conditions/</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>

<p>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.</p><br><p><a href="http://plinkhq.com/i/1456467014" target="_blank">1-click play or subscribe on your favorite podcast app</a></p><p>&nbsp;</p><p>Subscribe to the mini podcast on<a href="https://itunes.apple.com/us/podcast/the-compound/id1456467014?mt=2" target="_blank"> iTunes</a> or<a href="https://open.spotify.com/show/5VKsKPZUtwVylxslLie36k?si=W5sikLxWR0avObQlrLqlmw" target="_blank"> Spotify</a>&nbsp;</p><p>&nbsp;</p><p>Enable<a href="https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ" target="_blank"> our Alexa skill here</a> - "Alexa, play the Compound show!"</p><p>&nbsp;</p><p>Talk to us about your portfolio or financial plan here:&nbsp;</p><p><a href="http://ritholtzwealth.com/" target="_blank">http://ritholtzwealth.com/</a></p><p>&nbsp;</p><p>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 &amp; conditions disclaimer:</p><p><a href="https://thereformedbroker.com/terms-and-conditions/" target="_blank">https://thereformedbroker.com/terms-and-conditions/</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>

<p>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."</p><br><p>Pick up a copy of Ben's book:</p><p>https://www.amazon.com/Dont-Fall-Short-History-Financial/dp/1119605164</p><br><p><a href="http://plinkhq.com/i/1456467014" target="_blank">1-click play or subscribe on your favorite podcast app</a></p><p>&nbsp;</p><p>Subscribe to the mini podcast on<a href="https://itunes.apple.com/us/podcast/the-compound/id1456467014?mt=2" target="_blank"> iTunes</a> or<a href="https://open.spotify.com/show/5VKsKPZUtwVylxslLie36k?si=W5sikLxWR0avObQlrLqlmw" target="_blank"> Spotify</a>&nbsp;</p><p>&nbsp;</p><p>Enable<a href="https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ" target="_blank"> our Alexa skill here</a> - "Alexa, play the Compound show!"</p><p>&nbsp;</p><p>Talk to us about your portfolio or financial plan here:&nbsp;</p><p><a href="http://ritholtzwealth.com/" target="_blank">http://ritholtzwealth.com/</a></p><p>&nbsp;</p><p>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 &amp; conditions disclaimer:</p><p><a href="https://thereformedbroker.com/terms-and-conditions/" target="_blank">https://thereformedbroker.com/terms-and-conditions/</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>

<p>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.</p><br><p>Check out Scott's new book "The Ultimate Guide to Moving Averages:"</p><p>https://www.t3live.com/blog/scott-redler-free-ebook/</p><br><p><a href="http://plinkhq.com/i/1456467014" rel="noopener noreferrer" target="_blank">1-click play or subscribe on your favorite podcast app</a></p><p>&nbsp;</p><p>Subscribe to the mini podcast on<a href="https://itunes.apple.com/us/podcast/the-compound/id1456467014?mt=2" rel="noopener noreferrer" target="_blank"> iTunes</a> or<a href="https://open.spotify.com/show/5VKsKPZUtwVylxslLie36k?si=W5sikLxWR0avObQlrLqlmw" rel="noopener noreferrer" target="_blank"> Spotify</a>&nbsp;</p><p>&nbsp;</p><p>Enable<a href="https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ" rel="noopener noreferrer" target="_blank"> our Alexa skill here</a> - "Alexa, play the Compound show!"</p><p>&nbsp;</p><p>Talk to us about your portfolio or financial plan here:&nbsp;</p><p><a href="http://ritholtzwealth.com/" rel="noopener noreferrer" target="_blank">http://ritholtzwealth.com/</a></p><p>&nbsp;</p><p>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 &amp; conditions disclaimer:</p><p><a href="https://thereformedbroker.com/terms-and-conditions/" rel="noopener noreferrer" target="_blank">https://thereformedbroker.com/terms-and-conditions/</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>

<p>In this edition of What Are Your Thoughts, Michael Batnick and Josh Brown discuss:</p><br><p>* Gold vs Bitcoin, let the trolling begin!</p><p>* Google joins the Trillion Dollar Club, who's next? </p><p>* Can Bill Simmons sell The Ringer podcast network for $200 million?</p><p>* Actively managed US stock mutual funds had a great year in 2019, but most still couldn't catch the S&amp;P 500. So what? </p><p>* Will direct indexing disrupt the ETF business? </p><p>* Warren Buffett's preferred metric to gauge how expensive the stock market is.</p><br><p><a href="http://plinkhq.com/i/1456467014" target="_blank">1-click play or subscribe on your favorite podcast app</a></p><p>&nbsp;</p><p>Subscribe to the mini podcast on<a href="https://itunes.apple.com/us/podcast/the-compound/id1456467014?mt=2" target="_blank"> iTunes</a> or<a href="https://open.spotify.com/show/5VKsKPZUtwVylxslLie36k?si=W5sikLxWR0avObQlrLqlmw" target="_blank"> Spotify</a>&nbsp;</p><p>&nbsp;</p><p>Enable<a href="https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ" target="_blank"> our Alexa skill here</a> - "Alexa, play the Compound show!"</p><p>&nbsp;</p><p>Talk to us about your portfolio or financial plan here:&nbsp;</p><p><a href="http://ritholtzwealth.com/" target="_blank">http://ritholtzwealth.com/</a></p><p>&nbsp;</p><p>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 &amp; conditions disclaimer:</p><p><a href="https://thereformedbroker.com/terms-and-conditions/" target="_blank">https://thereformedbroker.com/terms-and-conditions/</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>