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The Compound and Friends

Latest episodes

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Nov 17, 2023 • 1h 10min

The Fed’s Gonna Cut

Topics discussed in this episode include covered call strategies, the Federal Reserve's potential actions, Warren Buffett's latest moves, and the debate around returning pandas to China. The hosts also touch upon investing strategies, dividend growth, and the connection between earnings performance and stock market prospects.
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Nov 15, 2023 • 1h 48min

Why Americans Hate Joe Biden’s Economy

Rob Copeland, author of 'The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling of a Wall Street Legend,' joins Michael Batnick and Downtown Josh Brown. They discuss Bridgewater's strange culture, Ray Dalio's influence and bullying tactics, and the challenges of asset management. They also analyze transitory inflation, AI's impact on jobs, and the economy's future projections.
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Nov 10, 2023 • 1h 25min

The Recession We Deserve

Topics discussed include market sentiment, Robinhood earnings, Warren Buffett's cash holdings, interest rates, recession calls, weight loss drugs, bathroom usage, travel experiences, investing in the music industry, challenges of traditional stocks and bonds in 2022, discrepancy between financial media and tech world experiences, financial performance and user growth of a company, impact of low interest rates on cash holdings, credit card debt and cash in the bank, potential of Uber as an 'everything app', changing consumer preferences and stock implications, books, radical changes, running, and spooky financial terms for Halloween.
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Nov 8, 2023 • 1h 5min

The Credit Crunch Is Just Beginning

Speakers discuss the state of the economy, the yield curve indicator, the next recession, held to maturity securities and banking risks, the rise of quants and algorithms in money management, the rise of machine learning tools in equity markets, and analyzing the stock market's ability to predict economic growth.
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Nov 3, 2023 • 1h 32min

The AI Moment Comes to Wall Street

Financial expert and AI enthusiast Eric Jackson joins Michael Batnick and Downtown Josh Brown to discuss the market's strong start to November, using AI and machine learning to find alpha, fintech stocks, the court ruling impacting real estate stocks, the potential impact of AI on the financial industry, and the increasing market and demand for Nvidia chips in the AI field
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Oct 31, 2023 • 1h 35min

Fixing PayPal With Dan Dolev, Stop Crying and Buy Bonds

On this episode of TCAF Tuesday, Downtown Josh Brown is joined by Dan Dolev to discuss Paypal, SoFi, Affirm, and the latest in Fintech! Then Josh teams up with Michael Batnick for an all-new episode of What Are Your Thoughts. See what they have to say about a 4th quarter rally, the American economy, interest rates, dumb money, Apple's M3 chips, and much more!Thanks to Public for sponsoring this episode! Go to https://public.com/compound to lock in a historic 5.5% yield on your cash.Watch this episode on YouTube: https://youtube.com/live/p_l---n_BhkCheck out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comInvesting involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements 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 see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.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/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Oct 27, 2023 • 1h 38min

The Trillion Dollar Question

Rick Brink, Senior VP and Market Strategist at Alliance Bernstein, joins Michael Batnick and Downtown Josh Brown to discuss inflation, recessions, monetary policy, long duration investing, risks to the market, and more! They also touch on powerlifting, exploring leg strength imbalances, challenges of relocating financial workers, analyzing GDP numbers, and the impact of monetary policy and economic events on the stock market. They debate the risks of cash vs. duration risk, analyze stock performance and market gaps, and discuss tail risk and its implications for the stock market.
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Oct 24, 2023 • 1h 26min

Why You Shouldn’t Sell Your Losers Yet

Discussion on 'Killers of the Flower Moon' film adaptation and Netflix's streaming success. Insight into the challenges of parenthood. Analysis of Microsoft and Google earnings, small caps, gold, M&A vs IPOs, and tax loss harvesting. Examination of interest rate scenarios and benchmark series ETFs. Exploration of tech giants' financial performance, Snapchat's decline, and Morgan Stanley's investment banking revenue. Consideration of Exxon and Chevron as potential investments.
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Oct 20, 2023 • 1h 10min

Entering Year Two of the Bull Market with Tom Lee

Tom Lee joins Michael Batnick and Downtown Josh Brown to discuss the liquidity starved bull market, earnings season, the Fed's next move, housing, and changing the mindset of persistently bearish individuals in the stock market.
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Oct 17, 2023 • 1h 4min

No Recession - Wall Street Economists Flip

In this podcast, the hosts discuss the start of earnings season, the importance of proper cash allocation, retail investors' trading activity, the changing economic data, the discrepancy between S&P 500 and Russell 2000, and provide updates on Animal Spirits and Ask the Compound.

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