On episode 67 of The Compound and Friends, Dan Greenhaus joins Michael Batnick and Downtown Josh Brown to discuss what constitutes a recession, the Fed, ramifications of a strong dollar, Tesla's earnings call, buybacks, the importance of interest rates, and more! BONUS: Barry Ritholtz makes a special appearance!Thanks to our friends at Kraneshares for sponsoring this episode. To learn more visit: www.kraneshares.comCheck out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comObviously 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/disclosures/Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0. Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Bloomberg Radio host Barry Ritholtz speaks with Ilana Weinstein, who is founder and chief executive officer of The IDW Group LLC, an executive search firm focused on placing senior hedge fund and business professionals across the investment landscape. Weinstein is also a frequent guest on Bloomberg and CNBC television programs, discussing market trends and the hedge fund universe. She holds an MBA from Harvard Business School and a bachelor’s degree from the University of Pennsylvania.See omnystudio.com/listener for privacy information.

Dr. Daniel Crosby, Chief Behavioral Officer at Orion Advisor Solutions and author of "The Laws of Wealth," teams up with finance leader Barry Ritholtz to explore why humans struggle with investing. They discuss how emotional biases, such as overconfidence, cloud our judgment and emphasize the need for a systematic, rules-based approach to investing. The importance of professional guidance is highlighted, showcasing how financial advisors can mitigate these biases and enhance decision-making, especially in unpredictable markets.

Bloomberg Opinion columnist Barry Ritholtz speaks with Tina Vandersteel, who is the head of GMO’s Emerging-Country Debt team. Prior to joining GMO in 2004, she worked at J.P. Morgan in fixed-income research developing quantitative arbitrage strategies for emerging debt and high-yield bonds. She began her career at Morgan Guaranty Trust, attending Morgan Finance Program #18, before establishing her career in emerging debt. See omnystudio.com/listener for privacy information.

Join Barry Ritholtz and Michael Parekh as they discuss market highs, EU regulations on big tech, data ownership in the AI era, all-time highs as bullish signals, challenges for small-cap companies and AI investments, changes in luxury markets, possible market shifts, EU regulations' impact on tech companies, and Goldman Sachs' analysis on AI investments.

Bloomberg Radio host Barry Ritholtz speaks with Graham Weaver, who is the founder and CEO of Alpine Investors, a PeopleFirst private equity firm in San Francisco which invests in software and services. Graham has been in private equity for over 20 years, having started Alpine in his dorm room at the Stanford Graduate School of Business. See omnystudio.com/listener for privacy information.

Financial expert Barry Ritholtz and Brian Portnoy discuss how human instincts and evolutionary history impact investment decisions. They explore the challenges of investing, including our tendency to trust fear instincts, seek safety in numbers, and be driven by emotions. The conversation sheds light on the importance of managing emotions and understanding evolutionary mismatches in the world of finance.

Barry Ritholtz, CIO of Ritholtz Wealth Management and host of Masters In Business, brings his wealth of knowledge to discuss the intersection of politics and investing. He shares insights on the tricky timing of selling real estate, emphasizing the importance of personal finance. Ritholtz also contrasts dollar cost averaging with lump-sum investments at market peaks, and reflects on past investing mistakes, particularly with a zero coupon bond ETF. Plus, he lightheartedly dives into converting a classic Porsche to electric power, blending nostalgia with innovation.

Joanne Hsu, Director of the University of Michigan Surveys of Consumers, reveals rising consumer confidence data, marking a seven-month high. Geetha Ranganathan discusses Paramount's earnings and the shift towards streaming strategies. Danielle DiMartino Booth analyzes the Federal Reserve's interest rate decision and its implications for markets. Erica York reviews potential tax policy impacts under a Trump presidency, while Barry Ritholtz explores voter behavior and election implications, emphasizing how narratives shape investor perceptions.

Soraya Darabi, a venture partner at TMV and early investor in notable firms, joins market expert Barry Ritholtz to explore the inefficiencies in private markets. They delve into the overlooked startup ecosystems outside traditional hotspots like California and New York. The conversation highlights the importance of investing in diverse founders and non-traditional geographies, revealing impressive returns from innovative investments in emerging cities. Darabi shares strategies for identifying promising opportunities beyond the usual VC narrative, encouraging a broader perspective in investment.