The Compound and Friends

On this week's episode of The Compound & 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! Follow Michael's blog at theirrelevantinvestor.com Follow Doug at bonefidewealth.com Follow Josh's blog at thereformedbroker.com 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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the second episode of The Compound & 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! Follow Michael's blog at theirrelevantinvestor.com Follow Sam at axios.com/signup/markets Follow Josh's blog at thereformedbroker.com 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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to the first episode of The Compound & 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! Follow Michael's blog at theirrelevantinvestor.com Follow Packy's substack at notboring.co Follow Josh's blog at thereformedbroker.com 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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Josh Brown, Michael Batnick, Ben Carlson, and Packy McCormick discuss Coinbase going public and what it might mean for the broader cryptocurrency landscape. To see the video version of this conversation, visit: https://youtu.be/O6EG_T1w-RA Check out Packy's Substack at: https://www.notboring.co 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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. My guest this episode is Dallas Tanner, CEO and founder of Invitation Homes, 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. You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods! 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. 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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. 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. Please leave us a rating and review wherever you listen, it really means a lot! 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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. I talk to Andrew Dudum, the founder and CEO of Hims & Hers Health (HIMS, NYSE) about the massive opportunity in telehealth. My friend Frankie Stella of Precision Pharmacy joins the discussion. Andrew is 31 years old and founded Hims & 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! Make sure to leave us a rating and review, we appreciate it! 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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Tony Isola of Ritholtz Wealth stops by to talk about the kind of happiness and success that cannot be measured in numbers. Be sure to leave us a rating and review if you're enjoying the show, it goes a long way! 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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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! 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. Be sure to leave us a rating and review wherever you listen! It means a lot. 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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. If you like this week's episode, please leave us a rating and review, they go a long way. 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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Tyrone Ross stops by to discuss his new project, Learn to Money, 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 here. Then, Founder and CEO Greg King of Osprey Funds joins the show to discuss Osprey's newly launched Bitcoin Trust 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. 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. Leave us a rating and review! It means a lot in Podcastland! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. 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 TheReformedBroker.com as always. Leave us a rating and review - it goes a long way! 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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. This week, University of Sydney history professor and author Shane White joins to discuss his award-winning book about Wall Street's first black millionaire, 'The Prince of Darkness' Jeremiah G. Hamilton. Before that, a chat with Peter Boockvar (Bleakley Advisory) about the current stock market mania and the investment case for silver and silver stocks. If you're feeling the pod, give us a rating and review. It's how new listeners discover what you already have. 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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 doing the work. You're going to love her story. Be sure to leave us a rating and review - these help other listeners find us and join our booming podcast. Thanks! 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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. 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! 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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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: https://www.crowdstrike.com/blog/staff-member/george-kurtz/page/1/ 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: https://emjcapital.ltd/ 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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. You can subscribe to her letter, Known Unknowns, here: https://www.allisonschrager.com/ If you enjoyed the show be sure to rate and review! 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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week on The Compound Show - getting ready for 2021! 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? Visit Doug's site here: https://bonefidewealth.com/ 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. Check out Eddy's blog here to see all his Buy List names: http://www.crossingwallstreet.com/archives/2020/12/cws-market-review-december-25-2020.html If you enjoyed the show be sure to rate and review! 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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. If you're enjoying the show, the best way to support it is to leave a rating or review: https://podcasts.apple.com/us/podcast/the-compound-show-with-downtown-josh-brown/id1456467014 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. 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. 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. Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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: https://www.ftportfolios.com/ 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. 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! 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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. 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 www.youtube.com/thecompoundRWM 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! 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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. 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. If you like the show, tell the world by leaving us a rating and review! 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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. 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. 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! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. 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. Josh's food drive for a signed copy of the book is here: https://thereformedbroker.com/2020/11/19/this-is-the-part-where-you-and-i-step-up-and-become-heroes/ Reviews and ratings go a long way, so if you like the show, leave us one today! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Brian Portnoy joins to talk with Josh about the new book they edited together, "How I Invest My Money." Your ratings and reviews go a long way so please keep them coming! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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: https://dwyerstrategy.canaccordgenuity.com/ Be sure to leave us a rating and review, they go a long way! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. 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. 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. 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! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods! And be sure to leave a rating and review - they go a long way! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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? 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. 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? Nope! Be sure to leave us a rating and review, they go a long way! Thank you! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Thanks for listening and be sure to leave a rating and review! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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! 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 :) Thanks for listening and please leave a rating and review! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. And be sure to leave a rating and review - they go a long way! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. 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! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Leave us a rating and review, they really go a long way! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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). Make sure to check out Byrne's writing and research at The Diff! https://diff.substack.com/ Subscribe to The Compound Show podcast and be sure to leave a rating and review - they mean a lot! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Josh spoke at the Riskalyze Fearless Week virtual conference and relayed the six biggest lessons he learned during Pandemic Summer. Some are business lessons and some are personal - but for Josh, business has always been personal. Plus, Michael Batnick returns for an all new edition of What Are Your Thoughts - Josh put a trade on he wants to be talked out of, Apple has added almost three quarters of a trillion dollars in market cap over 56 trading sessions, how to survive an investment idea you're too early to, why market crashes, recessions and recoveries speeding up makes sense and a lot more! Leave us a rating and review, they go a long way! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

What does it feel like when Warren Buffett's Berkshire Hathaway makes an investment in your company? STORE Capital President and CEO Christoper Volk joins Josh to explain, plus insights on what's happening on Main Street USA with business owners, services business, restaurants and stores. Plus! New York City may be down, but it's not out! It's never out. Josh's take on the James Altucher post that went viral this week. Leave us a rating + review! They go a long way, we appreciate it! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

As World War I came to an end, the Spanish Flu pandemic of 1918 raced around the globe, infecting as many as 500 million people and killing an estimated 50 million. Shortly after it ran its course, the United States experienced one of the biggest booms in history, the Roaring 20’s. Could it happen again? Another boom decade fueled by high productivity and an onslaught of technological innovation? Dr. Ed Yardeni is the President of Yardeni Research, Inc. He’s served as a chief strategist on Wall Street as well as an economist at both the New York Fed and the Treasury. He’s been writing about the parallels and contrasts between the 1920’s and the 2020’s and I’ve asked to come on and talk to us about it. Plus, Michael Batnick returns to play What Are Your Thoughts - all of the biggest topics of this week in money and investing. Visit thereformedbroker.com for full show notes, links and resources! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week Josh does a deep dive into stock splits and talks with Peter Boockvar, editor of BoockReport.com and CIO of Bleakley Advisory, about the economy, stagflation, and the bull market in gold. Leave us a rating and review if you like the show, it helps a lot! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week Josh talks with Brendan Ahern, Chief Investment Officer of KraneShares, to find out how US investors can get involved with TikTok, the hottest social network on earth. They discuss the opportunity in Chinese internet stocks, the massive size and scale of Ant Financial, which will be coming public soon, and how US investors can stay updated on all of the biggest developments in China. You can subscribe to Brendan's daily morning note at ChinaLastNight.com to get up to speed. Michael Batnick joins for a new edition of What Are Your Thoughts to tackle the best 90 day period for diversified investors ever, the biggest earnings day of the year, the rally in gold and Bitcoin, when plumbers have stock tips and more! Leave us a rating and review if you like the show, it helps a lot! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

On the newest episode of the Compound Show, join Downtown Josh Brown for a discussion about the bubble in belief. The rise of "Special Purpose Acquisition Corp 2.0" involves the backdoor IPOs of DraftKings, Nikola, Utz Potato Chips, the Golden Nugget Online, Virgin Galactic and many other well known companies. Pershing Square's Bill Ackman just launched the largest SPAC ever this week. What does it mean? What does it signify about the current market environment? Plus, a conversation with Larry McDonald (A Colossal Failure of Common Sense) about whether or not the S&P 500 index committee can keep ignoring Tesla, now that it's reported four straight quarters of GAAP profits and its market cap is larger than almost all the other holdings. Leave us a rating and review and we'll love you forever! It helps a lot! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this week's episode of The Compound Show, Josh discusses the Covid-19 economy and why Universal Basic Income (UBI) might be the inevitable and necessary solution. Next, Michael Batnick joins Josh for an all new round of What Are Your Thoughts. They discuss gold vs the S&P, Elon Musk vs Warren Buffett, and much more! Subscribe to the podcast and be sure to leave us a rating and review on iTunes, Spotify, or Google. Ratings help a lot! Thanks! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of The Compound Show, Josh discusses this summer's huge rally in Chinese stocks, and the implications for investors when Europe and Asia seem to have done a better job addressing the pandemic. Vitaliy Katsenelson joins to talk about the problem with paying any price for growth stocks. Noah Kerner, the founder and CEO of Acorns joins Josh for a discussion about how he's taught 7 million people how easy it is to start investing at any age, with any dollar amount. Subscribe to the podcast and make sure to leave us a rating and review on iTunes, Spotify or Google. Ratings help a lot! Thank you! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

On this episode of The Compound Show, Josh talks about the 4.8 million jobs added back in June, the wild dispersion within the Real Estate sector of the stock market, warehouses vs office buildings, and some plans for July 4th weekend. Michael Batnick joins for another round of What Are Your Thoughts to answer the question "Why would anyone invest right now?" Subscribe to the podcast and make sure to leave us a rating and review on iTunes, Spotify or Google. Ratings help a lot! Thank you! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

In the first half of this week's episode, Josh discusses the coronavirus resurgence, 5 stocks that now make up 22% of the S&P 500, the precedent set by the Federal Reserve's pandemic response, and the growing interest in ESG investing. In the second half of the show, Josh talks with Jannick Malling, co-Founder and co-CEO of Public, about the measures his social investing app has taken to protect and educate young investors. Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

On the new edition of What Are Your Thoughts with Michael Batnick and Josh Brown: - Bubble behavior in a market crisis is nothing new or unusual. - Fidelity says 18% of investors sold out of all their stocks during the last few months, and a third of investors over 65 years old! - With the Fed buying the investment grade bonds of Apple and Microsoft, do its critics have a point? - What did we learn from this crisis? - Eating at restaurants again - weird but satisfying. - Does Michael watch movies just to torture himself? Plus, why Josh likes westerns. - Apple's App Store facilitated over half a trillion dollars in commerce last year! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

A Degenerate Gambler Walks Into a Stock Exchange... What Are Your Thoughts? On an all-new What Are Your Thoughts - Michael Batnick and Downtown Josh Brown discuss the biggest topics in finance this week, including: - What should we make of massive one-day rallies in the stock market? - What if the stock market is doing a better job of tracking the real economy than we think? - Which is more dangerous for a degenerate gambler - legal sports betting or discovering the stock market? - How will restaurants and bars conform to the new health challenge and make a comeback? - What's one thing you've changed your mind about since the crisis began? - How come people seem to begin investing as bulls and then get bearish when they're older? Ten Rules for Retirement Investing Josh here - my colleague Anthony Isola put together this list of ten rules for retirement. Tony spends a lot of his time giving advice to people who aren't typically savvy about investing or finance in general. Many of his clients are teachers but these rules are truly universal. Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Josh Brown and Michael Batnick discuss the recent rash of commentary about the "Death of Value Investing," a discipline that has already died a thousand deaths before and yet is continually resurrected. Michael points out that growth investing is currently on a 30-year win streak versus value investing, while the distance between cheap stocks and expensive stocks has never been more stretched. Josh's take is that the idea of buying an asset for less than it's worth is immortal, but the inputs we base these decisions on might need to change. Perhaps it's not a problem with the concept, but with the measurements. You can find more of Michael's thoughts and charts on the topic at his post below: https://theirrelevantinvestor.com/2020/05/12/the-case-against-value-investing/ You can find Josh's written rant on value investing here: https://thereformedbroker.com/2020/05/12/value-investing-is-immortal/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Unlimited Economic Stimulus: What Are Your Thoughts? Join Michael Batnick and Downtown Josh Brown for another all-new edition of What Are Your Thoughts? as they discuss: - US stocks just had their best monthly performance in 30 years - what was the catalyst? - Has Warren Buffett's magic touch faded away? Why Berkshire's annual shareholder "meeting" was so underwhelming. - Josh got the antibody test. Why wouldn't everyone? Maybe because it doesn't mean anything. - Is there any limit to how much money the Fed and Treasury can throw at the economy? Do we have any choice? - Michael Jordan talked about the downside of fame in this week's 'The Last Dance' - the press tears our idols down on Wall Street too. The Yield Curve Indicator is UNDEFEATED Josh here - Okay, so now we're officially in recession. What happens next? How long will this go on for? Last fall we had Professor Campbell Harvey, partner and senior advisor to Research Affiliates, on The Compound to discuss the inverted yield curve, an economic indicator he had discovered in the 1980's. Cam explained that this indicator - when Treasury interest rates on shorter-term bonds rise above those being paid on longer-dated bonds - has been successful at predicting recessions 7 out of 7 times with zero false signals along the way. This recession means it's now 8 for 8! Join us for a discussion about the way the signal should be thought about now with the Fed's overnight rate back at zero. We also discuss whether or not the economy is bottoming, what has to happen for the recession to end, and why this environment is like nothing we've ever seen before in history. Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode starts with Josh asing his friend Jeff Macke to pop on and tell us about what's happening with America's largest retailers, and how the coronavirus ended up being both a challenge and an opportunity for them. Jeff is an expert in all things big box retailing and ecommerce, He's also hilarious and one of the nicest guys I know. Hope you enjoy and learn some stuff from this! Later, Michael Batnick talks with Logan Mohtashami, columnist for HousingWire, about where the housing market was prior to COVID-19, how quickly the market reacted, and what it will look like when the economy reopens. Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices