Ask The Compound

Dive into discussions on AI's surprising impact on the economy, including its role in both deflation and job displacement. Explore the complexities of private equity in 401(k) plans and the advantages of ETFs for long-term growth. The hosts weigh the emotional and financial value of personal investments like swimming pools. Plus, they tackle strategies like 'buying the dip,' patience in investing, and why expert financial advice is crucial for navigating tricky market conditions.

On episode 173 of Ask The Compound, Ben Carlson and Duncan Hill discuss using stocks as an emergency fund, optimizing RMDs, factoring in pensions as income, fictional book recommendations and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Public. Find out more by visiting: http://public.com/ATC Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! ⁠⁠⁠https://www.thecompoundnews.com/subscribe⁠⁠⁠ If you're a financial advisor, sign up for advisor-focused content at: ⁠⁠⁠https://www.advisorunlock.com/⁠⁠⁠ 🎥 Watch this episode on YouTube: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://youtube.com/live/Pdsz1TMqzaU Talk with us about your portfolio or financial plan here: ⁠⁠⁠http://ritholtzwealth.com⁠⁠⁠ Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *Rate as of 3/5/25. APY is variable and subject to change.  **Terms and Conditions apply. Investing 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. Ben Carlson and Duncan Hill 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. See our disclosures here: ⁠https://ritholtzwealth.com/podcast-youtube-disclosures/⁠ The Compound Media, Incorporated, 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

On episode 172 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Steve Quirk, Chief Brokerage Officer at Robinhood to discuss when buy the dip will stop working, the future of retail trading, AI as an advisor, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Rocket Money. Cancel your unwanted subscriptions today by downloading the Rocket Money app. Enter "Ask the Compound" in the survey so they know we sent you!  More from Steve: https://x.com/stevequirk_ Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! ⁠⁠https://www.thecompoundnews.com/subscribe⁠⁠ If you're a financial advisor, sign up for advisor-focused content at: ⁠⁠https://www.advisorunlock.com/⁠⁠ 🎥 Watch this episode on YouTube: ⁠⁠⁠⁠https://youtube.com/live/U4yAJyFix0A Talk with us about your portfolio or financial plan here: ⁠⁠http://ritholtzwealth.com⁠⁠ Investing 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. Ben Carlson and Duncan Hill 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. See our disclosures here:https://ritholtzwealth.com/podcast-youtube-disclosures/ The Compound Media, Incorporated, 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 Learn more about your ad choices. Visit megaphone.fm/adchoices

On episode 171 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Bill Sweet, tax specialist and RWM CFO to discuss tax-optimizing a portfolio rebalance, 60/40 portfolio drawdowns, moving or finding a new remote job, feeling stuck after selling too early, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Public. You can now boost your IRA with a 1% match – when you open an IRA on Public by visiting: http://public.com/ATC Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! ⁠⁠https://www.thecompoundnews.com/subscribe⁠⁠ If you're a financial advisor, sign up for advisor-focused content at: ⁠⁠https://www.advisorunlock.com/⁠⁠ 🎥 Watch this episode on YouTube: ⁠⁠⁠⁠https://youtube.com/live/-7UT67gtqnQ Talk with us about your portfolio or financial plan here: ⁠⁠http://ritholtzwealth.com⁠⁠ Public Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  *Rate as of 3/5/25. APY is variable and subject to change.  **⁠Terms and Conditions⁠ apply. Investing involves the risk of loss. This podcast is for informational purposes only and should not be relied upon for investment decisions and is not a solicitation or recommendation to buy or sell any securities. Ben Carlson, Bill Sweet and Duncan Hill 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. See additional disclosures: https://www.ritholtzwealth.com/podcast-youtube-disclosures.  “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated. The Compound Media, Incorporated, 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 with, Ritholtz Wealth Management or any of its employees. See disclaimers: https://www.ritholtzwealth.com/podcast-youtube-disclosures Learn more about your ad choices. Visit megaphone.fm/adchoices

On episode 170 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Michael Sidgmore, Co-Founder and Partner at Broadhaven Ventures to discuss diversification using private markets, how tariffs affect private credit, at what net worth private assets make sense, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Betterment Advisor Solutions. Grow your RIA, your way by visiting: http://Betterment.com/advisors Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! ⁠https://www.thecompoundnews.com/subscribe⁠ If you're a financial advisor, sign up for advisor-focused content at: ⁠https://www.advisorunlock.com/⁠ 🎥 Watch this episode on YouTube: ⁠https://youtube.com/live/XKCs_f3N60I Talk with us about your portfolio or financial plan here: ⁠http://ritholtzwealth.com⁠ The Compound Media, Incorporated, 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. Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill and Ben Carlson 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. 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

The hosts dive into the fluctuating strength of the U.S. dollar and its impact on investments. They explore the nuances of investing in bonds versus high-yield savings accounts, alongside strategies for managing debt and liquidity during tough times. A heartwarming mission to educate high school students about personal finance is also highlighted. Plus, they discuss the importance of effective financial habits, the advantages of credit cards, and innovative ways to teach young people about the power of compounding wealth.

On episode 168 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Chief Investment Officer and Masters in Business host Barry Ritholtz to discuss staying invested amidst bearishness, the best case scenario around tariffs, preparing for a recession, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!This episode is sponsored by Rocket Money. Download the Rocket Money App and tell them Ask The Compound sent you! Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! https://www.thecompoundnews.com/subscribeIf you're a financial advisor, sign up for advisor-focused content at: https://www.advisorunlock.com/🎥 Watch this episode on YouTube: https://youtube.com/live/XQytCd9MEcITalk with us about your portfolio or financial plan here: http://ritholtzwealth.comThe Compound Media, Incorporated, 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.Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Ben Carlson and Barry Ritholtz 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.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

On episode 167 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Chief Market Strategist Callie Cox to discuss dealing with policy uncertainty, the bull case for tariffs, politics affecting portfolios, planning for the future amidst chaos, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!This episode is sponsored by Public. Fund your account in five minutes or less at http://public.com/ATC and earn up to $10,000 when you transfer your old portfolio.Subscribe to The Compound Newsletter for all the latest Compound content, live event announcements, find out who the next TCAF guest is, get updates on the latest merch drops, and more! https://www.thecompoundnews.com/subscribeIf you're a financial advisor, sign up for advisor-focused content at: https://www.advisorunlock.com/🎥 Watch this episode on YouTube: https://youtube.com/live/8jP3CsSk54UTalk with us about your portfolio or financial plan here: http://ritholtzwealth.comPublic Disclosure: All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. *Rate as of 3/5/25. APY is variable and subject to change. **Terms and Conditions apply.The Compound Media, Incorporated, 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.Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Duncan Hill, Ben Carlson and Callie Cox 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.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

In this episode, Bill Sweet, RWM CFO and tax expert, breaks down the interplay between politics and consumer sentiment in investment strategies. He highlights how many investors shift their portfolios based on political approval rather than economic data. Sweet dives into the tax implications of Treasury Inflation-Protected Securities (TIPS) and provides guidance for those uncertain about what to do after selling a home. Additionally, he discusses the nuances of seeking financial advice from friends and navigating the complex world of mortgages.

Join Josh Brown, CEO of Ritholtz Wealth Management and CNBC star, as he dives into real estate trends and investment strategies. He discusses when housing prices might decline and the importance of wage growth versus housing costs. The conversation also touches on recognizing when to hire a financial advisor, managing illiquid investments, and the need for innovative solutions to foster homeownership among younger generations. Tune in for insightful tips on navigating complex financial landscapes!