The Compound and Friends

In this conversation, Eric Balchunas, a Bloomberg Intelligence ETF analyst and author, shares insights on his book, 'The Bogle Effect,' focusing on Jack Bogle's substantial impact on low-cost investing and the ETF industry. They delve into the innovative rise of direct indexing and its potential to outperform traditional investment methods. The discussion also takes a turn toward current market dynamics, exploring ESG's influence on investment strategies. Balchunas provides a humorous take on the evolving landscape of finance and the competitive shifts within major firms.

In this engaging discussion, Adam Parker, the CEO of Trivariate Research and former leader at Morgan Stanley, shares his insights on small-cap stocks versus large caps and the current economic landscape, highlighting key factors like inflation and supply chain challenges. The conversation also touches on the legacy of Ned Johnson at Fidelity, the rise of private equity, and strategic stock selection amidst market uncertainties. Additionally, there's a light-hearted banter on personal reading recommendations and reflections on personal development in finance.

In this discussion, Nick Colas, Director of Research at DataTrek and veteran Wall Street analyst, shares insights from his three-decade career. He dives into retail investor sentiment, contrasting it with institutional trends amidst economic uncertainty. The conversation explores the impacts of rising inflation on the S&P 500 and the evolving landscape of bank stocks and technology investments. Colas also sheds light on the intersection of quantum computing and cryptocurrency, and the future of the electric vehicle market, emphasizing the need for innovative solutions.

On this special episode of Live from the Compound, Mary Childs joins Josh Brown, Michael Batnick, and Ben Carlson to discuss her new book, The Bond King. Mary Childs is an author and co-host of NPR's Planet Money podcast.Order The Bond King: https://amzn.to/37rP3UxCheck out The Compound shop: https://idontshop.comFollow The Compound on Instagram: https://instagram.com/thecompoundnewsFollow The Compound on Twitter: https://twitter.com/thecompoundnewsObviously 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

The hosts dive into their Irish roots, sharing entertaining stories and cultural quirks. Hilarious tales from Las Vegas highlight the balance between fun and responsibilities. They analyze investment trends, focusing on value stocks and shifting market dynamics, with a nod to cryptocurrencies. Discussion shifts to Nicolas Cage's filmography, where they humorously debate his unique style. They also tackle cultural representation in sports and the complexities of humor tied to ethnicity. Overall, it's a mix of finance, fun, and fascinating anecdotes!

Allison Schrager, an economist known for her expertise on the economic impacts of global conflicts, and Sam Ro, a financial journalist and market analyst, dive into the repercussions of corporations withdrawing from Russia. They unpack the SEC's actions on Chinese ADRs, inflation trends, and how geopolitical tensions reshape market dynamics. The discussion also touches on the balance of corporate social responsibility and economic sanctions, highlighting consumer behavior in uncertain times.

In this engaging discussion, guests JC Parets and Dan Nathan share their insights on market trends and investing. JC highlights chart analysis, while Dan delves into the dynamics of buying dips and retail investor behavior. They also tackle the shifting landscape of venture capital and corporate withdrawals from Russia. And in a delightful twist, they debate the best burgers in NYC, reminiscing about culinary favorites like the Black Label Burger at Minetta Tavern, all while weaving in humor and pop culture. It's a mix of serious finance and fun foodie banter!

Ian Bremmer, President of Eurasia Group and a renowned expert on Eastern Europe, joins the hosts for a deep dive into the implications of Russia's invasion of Ukraine. He discusses the severe economic and humanitarian fallout, exploring potential refugee crises and geopolitical tensions that could spark a new cold war. The conversation highlights how sanctions affect Russia and global markets, while also examining Europe's energy challenges and inflation. Bremmer provides insightful perspectives on the complex interplay of military actions and economic realities.

On episode 35 of The Compound & Friends, Michael Batnick, Linette Lopez, Phil Pearlman, and Downtown Josh Brown discuss: Russia's invasion of Ukraine, the washout, the one year anniversary of meme stock mania, Apple and Google vs Web3, Facebook's fall, new trading rules for Fed officials, and much more!This episode is brought to you by our friends at Masterworks. Visit https://masterworks.art/compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x.Check out the latest in financial blogger fashion at: 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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

On episode 34 of The Compound & Friends, Michael Batnick, Carleton English, Kris Sidial, and Downtown Josh Brown discuss: earnings season, market liquidity, inflation risk declining, regulating short-sellers, and much more!This episode is brought to you by Masterworks. Visit https://masterworks.art/compound to skip the 10,000 person waitlist. See disclaimer at mw-art.co/x.Check out the latest in financial blogger fashion at: 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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices