First up, Dan McMurtrie. He and his partners founded Tyro Partners, a New York City-based hedge fund, at a time when hedge fund closings are much more common than emerging fund launches. Dan lists some of the most important things he's figured out on his journey. He also talks about how one of the most under-appreciated sources of alpha is being nice to people.Later on we bring in Rich Greenfield, one of the most widely followed and respected analysts in the technology, media and telecom (TMT) space on Wall Street. Michael Batnick and Josh Brown got a chance to talk to him about the launch of Disney+, the rise of over-the-top streaming apps like Netflix, why Roku is such a hot stock and what we can expect for the next generation of video launches. One thing Rich is certain of is that while there may be winners among streaming services, traditional broadcast TV is sure to be the biggest loser.You can follow Dan's renowned Twitter feed / alter-ego Super Mugatu here:https://twitter.com/supermugatuTyro Partners homepage here:https://www.tyropartners.com/You can follow Rich Bernstein's ongoing commentary via his Twitter account:https://twitter.com/RichLightShed...and check out his excellent blog here:https://lightshedtmt.com/Be sure to subscribe to our channel so you never miss an update:https://www.youtube.com/thecompoundrw...Beginning Investors, check out Liftoff:http://liftoffinvest.comFollow us on Twitter:https://twitter.com/RitholtzWealthFollow us on Facebook:https://www.facebook.com/ritholtzwealth/Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com/Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer: https://thereformedbroker.com/terms-a... Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple warns of Coronavirus slowdown - Financial advisors never actually retire in real life - Is February too early to be citing year-to-date performance? - Reactions to the NBA’s All Star Break - How many bagels is too many? - Josh is rooting for stocks to go flat-on-year - Cruises - what’s the deal with that? Why do people like them? Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this edition of What Are Your Thoughts, Michael Batnick and Josh Brown discuss:* YouTube revenue growth is on fire, but who gets the money?* Netflix vs Cable Subs - crossover imminent!* The short squeeze in Tesla stock is probably the largest in the history of the stock market. * The stock market is recovering from its worst week in a while* What should investors make of the Coronavirus that seems to be roiling cross-border trade with China and the rest of the world? * Amazon earnings* Michael and Josh on the Super Bowl, did the right team win? 1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify  Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael Batnick sits down with Data Scientist Nick Maggiulli to talk about one of the most commonly asked questions in the world of money, “When is the best time to invest?” The answer will definitely surprise you, check it out.1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify  Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Barry and Michael sit down with Ben to discuss financial fraud and his new book "Don't Fall For It: A Short History of Financial Scams."Pick up a copy of Ben's book:https://www.amazon.com/Dont-Fall-Short-History-Financial/dp/11196051641-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify  Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Josh recently met up with Scott Redler at the New York Stock Exchange to discuss moving averages, and trading vs investing. Scott is the Chief Strategic Officer at T3 Live.Check out Scott's new book "The Ultimate Guide to Moving Averages:"https://www.t3live.com/blog/scott-redler-free-ebook/1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify  Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

In this edition of What Are Your Thoughts, Michael Batnick and Josh Brown discuss:* Gold vs Bitcoin, let the trolling begin!* Google joins the Trillion Dollar Club, who's next? * Can Bill Simmons sell The Ringer podcast network for $200 million?* Actively managed US stock mutual funds had a great year in 2019, but most still couldn't catch the S&P 500. So what? * Will direct indexing disrupt the ETF business? * Warren Buffett's preferred metric to gauge how expensive the stock market is.1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify  Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Josh here - Michael Batnick and I discuss the recent milestones for the Dow Jones Industrial Average and the incredibly slow grind that's gotten us here. According to the Wall Street Journal "hasn’t moved 1% or more in either direction since mid-October, its sixth-longest streak since the end of 1969 and third-longest since the end of 1995."We ran the numbers and looked at the absolute change in daily stocks prices. It turns out that on a rolling 30-day basis, stocks have almost never been this calm.1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify  Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

The recent flare-up in the Middle East has investors asking questions about what might happen to their portfolios if a war breaks out. While every scenario is different and the variables change, there are some important things to understand about how wars have historically affected the Dow Jones Industrial Average.Ben Carlson is the Director of Institutional Asset Management at Ritholtz Wealth Management. This past week, he took a look at how US stocks have acted during WWI, WWII, the Korean War, Vietnam, the Gulf War, etc. Ben shares his findings in a new article at Fortune Magazine and in this video with Josh Brown.Read Ben's full article here:https://fortune.com/2020/01/03/iran-us-conflict-stock-market-oil-prices/1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify  Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

On a new edition of What Are Your Thoughts, Josh Brown and Michael Batnick discuss the hottest topics in finance and investing: * Is there any such thing as the optimal time to rebalance your portfolio? * Is Instagram ad targeting weirding you out or doing you a favor?* Vanguard started the year off slashing commissions on options trades and mutual funds.* The median IPO has underperformed the stock market by 20 percentage points this decade!* Josh says 'Uncut Gems' starring Adam Sandler is actually a personal finance movie.* What was the biggest surprise of 2019? * Bill Ackman delivered a 58% comeback performance in 2019, how'd he do it? Let us know what your thoughts are on these topics, we love your feedback and comments! Happy New Year! 1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify  Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:https://thereformedbroker.com/terms-and-conditions/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices