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The Compound and Friends

Latest episodes

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Dec 22, 2023 • 1h 18min

12 Reasons to Be Bullish

Dan Nathan, financial expert and guest speaker, joins Michael Batnick and Downtown Josh Brown to discuss topics such as what to expect in 2024, 0DTE options, Tesla fundamentals, GDP growth, the rate hike cycle, best and worst days for the market in 2023, and more!
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Dec 20, 2023 • 1h 31min

2024 S&P Targets With Sam Ro, Dow All-Time Highs and the Gold Rally

Sam Ro, a financial market forecaster, joins Josh Brown on this episode to discuss 2024 market forecasts. They cover topics such as all-time highs in the stock market, the gold rally, M&A's comeback, and identifying the best sector. They also touch on job openings, stock performance, Paramount's challenges, Tans' unconventional stock buyback, and analysis of energy priced in S&P.
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Dec 15, 2023 • 1h 16min

Pricing In Cuts

Bob Elliott, financial expert, joins The Compound and Friends to discuss the eruption in the market, what to watch for in 2024, the outlook for regional banks, the stupidest piece of research, and hedge fund strategy ETFs. They also explore the impact of interest rates, bonds, and prospects for regional banks, as well as the stability of deposits in small and large banks. Finally, they discuss Netflix's power law structure and strategic promotion, comparing it to traditional cable systems and recommending non-finance podcast Hidden Forces.
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Dec 13, 2023 • 1h 39min

Shocking Housing Market With Logan Mohtashami, Buy and Hold vs Technicals, Merrill's Recruiting Drive

On this episode of TCAF Tuesday, Josh Brown is joined by Logan Mohtashami to discuss the housing market. Then, Josh joins Michael Batnick for an all-new episode of What Are Your Thoughts! Topics include: tech spending, 2024 recession odds, shorting Tesla, financials breaking out, and much more!Thanks to YCharts for sponsoring this episode! Secure a copy of "The Top 23 Charts of 2023" deck and remember, get 20% off your initial YCharts Professional subscription when you start your free YCharts trial and tell them WAYT sent you (new customers only): https://go.ycharts.com/the-top-23-charts-of-2023?utm_source=WAYTCheck 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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Dec 8, 2023 • 1h 19min

Fear Has Rizz with Brian Belski

Financial expert Brian Belski joins hosts Michael Batnick and Downtown Josh Brown to discuss the golden age of stockpicking, the outlook for financials, the relationship between interest rates and the stock market, and the new concept McDonald's is introducing to compete with Starbucks and Dunkin'. The conversation also covers contrarian thinking, embracing uncertainty in investing, market movements and tech rotations, and the impact of streaming platforms on exposing kids to older music.
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Dec 6, 2023 • 1h 37min

Bitcoin Breaks $40K, Jobs Report Preview, Top 10 Investing Terms of 2023 With Caleb Silver

Caleb Silver, Chief Editor at Investopedia, joins Josh Brown and Michael Batnick to discuss Investopedia's top investing terms of 2023. They explore topics such as Bitcoin, debt interest, a stock pick for year-end, the last jobs report of the year, Spotify layoffs, and more.
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Dec 1, 2023 • 1h 15min

It Turns Out the Fed Doesn’t Matter

David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, joins Michael Batnick and Downtown Josh Brown to discuss the post-pandemic economy, when economic indicators stop working, how AI saved the market, the 2024 stock market outlook, and more.
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Nov 29, 2023 • 1h 13min

Charlie Munger Passes, What’s in Warren Buffett’s Will With Gary Pulford, Year End Stock Rally

Advisor Gary Pulford joins the podcast to discuss Warren Buffett's philanthropy and impact. Topics discussed include Charlie Munger, market euphoria, record corporate profits, holiday sales, Amazon's advantage over FedEx and UPS, small cap tech in bull markets, volatility analysis, impact of a recession on spending habits and the labor market, performance of individual stocks, and the changing landscape of online commerce and its threat to credit card companies.
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Nov 24, 2023 • 47min

Things That Never Change With Morgan Housel

Renowned writer and partner at the Collaborative Fund, Morgan Housel, discusses his new book and the impact of his writing on investors. They explore the rapid dissemination of technologies, resistance to change, and a controversial decision made by OpenAI. The responsibilities of company boards and the gradual improvement in heart disease mortality are also discussed. They address the challenge of thinking about things that never change amidst a constantly changing news cycle.
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Nov 22, 2023 • 1h 11min

Sam Altman and OpenAI, SpaceX and Starlink, Nvidia Earnings

Tech experts Sam Altman, Michael Burry, and Jim Chanos join the podcast to discuss OpenAI, SpaceX, and Nvidia earnings. They explore SpaceX's potential as one of the largest companies in the world, OpenAI's challenges and valuation, and the future of Sam Altman. The hosts also delve into the rise in corporate buybacks and the performance of the stock market.

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