The Compound and Friends

On episode 33 of The Compound & Friends, Michael Batnick, Tony Dwyer, and Downtown Josh Brown discuss: Tony's 2022 core thesis, demographic tailwinds, corporate credit, Bitfinex crypto heist, bonus season on Wall Street, Super Bowl picks, 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.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/disclosures/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Welcome to a special episode of The Compound & Friends, a podcast featuring your favorite financial and investing commentators.Tim Dillon is one of the hottest comedians in America right now, with a podcast that reaches over a million listeners each week, and sold out theater and club dates across the country. In this episode, Tim joins Josh Brown and Michael Batnick to discuss his experience working in the mortgage business, the creator economy, his views on crypto, and what's wrong with Long Island.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/disclosures/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Peter Boockvar, an investment and economy expert, shares his insights on the current state of the economy, particularly focusing on the $30 trillion U.S. debt and its complex relationship with interest rates. He discusses venture funding trends and consumer behavior in the wake of recent market volatility. The market's reactions to major tech earnings, such as Facebook and Spotify, reveal deeper truths about investor psychology and economic recovery. Tune in for a blend of finance and entertaining insights!

Packy McCormick, author of the popular Substack "Not Boring," shares his insights on the current state of the crypto market, discussing the recent crashes of Bitcoin and Ethereum. He reflects on reaching 100k subscribers, the pressures of audience growth, and the challenges of public perception in finance. The conversation also touches on Robinhood's earnings woes, the potential impact of rising interest rates on investments, and the innovative future of decentralized finance. Plus, a humorous take on personal anecdotes adds a light-hearted touch to the serious financial insights!

In a dynamic discussion, Kai Wu, founder of Sparkline Capital and an expert in intangible assets, dives into the importance of company culture in today’s market. He explores the impact of rising interest rates on investment strategies and how blockchain technologies are reshaping finance. Key highlights include Solana's rapid growth and the challenges investors face in the evolving landscape of digital assets. Wu also emphasizes the role of social media in shaping brand perception and the shifting dynamics of the workforce post-'great resignation'.

On this week's episode of The Compound & Friends, Michael Batnick, Dasarte Yarnway, Emlen Mattingly, and Downtown Josh Brown discuss: inflation, how passive funds could be hiding a bear market, the Onyx Advisor Network for underrepresented financial advisors, the death of mutual funds, and much more!Thanks to Fundrise for sponsoring this episode. Visit fundrise.com/compound to learn more about the future of real estate investing!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/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 & Friends, Michael Batnick, Pierce Crosby, and Downtown Josh Brown discuss: lessons learned in 2021, predictions for 2022, the growth of TradingView, the Elizabeth Holmes verdict, and much more!Thanks to Fundrise for sponsoring this episode. Visit fundrise.com/compound to learn more about the future of real estate investing!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/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 & Friends, Michael Batnick, Doug Boneparth, Jenn Ablan, and Downtown Josh Brown discuss: favorites of 2021, Investopedia Terms of the Year, biggest trends in asset management, the great resignation, Omicron, holiday traditions, and much more!Thanks to our sponsor Cadre! Invest in a portfolio of professionally-curated commercial real estate in minutes, check out: http://go.cadre.com/compoundObviously 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 this week's episode of The Compound & Friends, Michael Batnick, Tom Lee, and Downtown Josh Brown discuss: the biggest surprises of 2021, the resiliency of the market, 2022 outlook, record buybacks, junk bonds, and much more!Thanks to our sponsor Cadre! Invest in a portfolio of professionally-curated commercial real estate in minutes, check out: http://go.cadre.com/compoundObviously 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 this week's episode of The Compound & Friends, Michael Batnick, Ben Carlson, Shannon Saccocia and Downtown Josh Brown discuss: unemployment, earnings, expected returns, international stocks, asset price inflation, tech IPOs, fintech, and more!Thanks to our sponsor Cadre! Invest in a portfolio of professionally-curated commercial real estate in minutes, check out: http://go.cadre.com/compoundObviously 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