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Welcome to Ask The Compound, the weekly show where Ben Carlson, Duncan Hill, and a rotating cast of financial experts answer your questions about investing and personal finance. Ben is a leading financial writer and the Director of Institutional Asset Management at Ritholtz Wealth Management. Duncan is a podcast producer and the Director of Creative Media at Ritholtz Wealth Management. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
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Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Friday for expert insight and hot takes on the latest in business and investing. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
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For Advisors by Advisors looks to better financial advisors while educating and entertaining them on current events, new ideas, and concepts. This will be a weekly show covering many topics that can be used to maximize your practice and make you shine with your clients. We will also be interviewing leaders in the industry including many financial advisors, recruiters, money managers, and insurance professionals. Come Join and grow with us!
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The most protein per calorie of any podcast you'll binge: covering marketing, branding, business and innovation. 5-10 minutes about once a week. Topics range from marketing to branding, voice / AI and podcasting tips, psychology, product design, and more. Episodes are evergreen, designed to be concise, thought provoking, and entertaining. Everything comes back business, marketing, and/or psychology but you'll come to enjoy the variety and style unlike any other business podcast. About your h ...
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The award* winning Investors First Podcast is a service of CFA Society Orlando. Subject matter experts from our Society interview Founders, Chief Executive Officer’s, Chief Investment Strategists, Fed Presidents and more to discuss timely and relevant topics in finance. Our mission is to educate investors and investment professionals in Florida, the Americas and beyond, with a focus on making you a more informed investor and/or advisor. *The CFA Institute awarded CFA Society Orlando the 2020 ...
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For Advisors By Advisors - Interview with Joshua Brown, CEO at Ritholtz Wealth Management - Has Behavioral Finance Changed the Role of a Financial Advisor? Josh Brown Weighs In!
30:50
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In this episode, we talk with Joshua Brown, CEO at Ritholtz Wealth Management. We go over a variety of topics such as how he started Ritholtz Wealth Management with $60 million in assets to just surpass $5 billion dollars today. We also spoke about behavioral finance and why today the fiduciary standard is all that is important. Josh is a fantastic…
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Mentally Drained After Calls? My Voice + AI Note-Taking Tip (Google Gemini)
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62% of the workday is lost to mundane tasks like email, chat, and note-taking, according to Asana's 'Anatomy of Work' 2023. I offer a valuable tip using Google Gemini for easier note-taking. I highlight Gemini's advantages over ChatGPT. Hear listener comments on "A Guy Named Money" about YOUR license plate frame game. Topics: (0:00) The cost of mun…
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How to Manage Your Money When Retiring Early
36:26
36:26
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On episode 142 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and Head of the Tax team Bill Sweet to discuss retirement income planning, tax considerations when getting married, tax-advantaged solutions for selling property, minimizing taxes during an early retirement, and much more! Submit your Ask Th…
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No Top in Sight, Chinese Stocks Explode, Nick Colas and Jessica Rabe on the Fed Cut
1:46:05
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1:46:05
On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss the Fed cut, recession indicators, the outlook for tech, and more! Then, at 44:54, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! This episode is sponsored by Rocket Money and Public. . Visit: htt…
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Live from Future Proof with Peter Mallouk
37:52
37:52
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On episode 158 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Mallouk, President and CEO of Creative Planning. This episode was recorded in front of a live audience at Future Proof on 9/17/24. This episode is sponsored by Kraneshares. China Last Night powered by KraneShares is a daily note produced by the K…
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What the Fed Rate Cut Means for Your Finances
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25:46
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On episode 141 of Ask The Compound, Ben Carlson and Duncan Hill discuss how bond math works, the best time to refinance your mortgage, what rate cuts mean for the economy, making a career change to wealth management, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Public for sponsoring this episode! …
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For Advisor By Advisors - Interview with Lance Cibik, CFP® CIMA® AAMS®, Adversity into Fuel : Elite Performance in Wealth, Wellness, & Life Mastery | Transformational Speaking & Coaching - Why Should Financial ...
27:59
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In this episode, we speak with Lance Cibik, CFP® CIMA® AAMS®, Adversity into Fuel : Elite Performance in Wealth, Wellness, & Life Mastery | Transformational Speaking & Coaching. We go over his past roles as an educator to financial advisors looking to change their process. We talk on a variety of subjects from keeping advice simple to keeping the c…
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On episode 157 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jurrien Timmer to discuss: the Fed's first cut, the labor market, economic indicators, the fall of Carl Icahn, and much more! This episode is sponsored by Public. Discover how you can lock in a 6.8% yield until 2028 with a Bond Account at: https://publ…
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Can Cash on the Sidelines Save the Stock Market?
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On episode 140 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management advisor, investment committee member, and estate specialist Taylor Hollis to discuss if we are in a buy-the-dip market due to high cash balances, navigating trust and trustee conflict issues, financial planning around worst case scenarios and mu…
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The Importance of Personal Branding and Attention to Detail: In this episode, I will tell you about what I call a "discerning guy." Now, this term started out to describe drivers who take the dealership's ad off their bumper (watch part 1: the license plate / parking lot video). But now I use it for everyone regardless of gender and it's just a cat…
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BlackRock Reduces Risk, Apple Reaction, the Case for eBay, Yield Curve Un-Inverts
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On this TCAF Tuesday, hear Josh Brown and Michael Batnick discuss taking down risk, tech dilution, Apple reactions, and more on an all-new episode of What Are Your Thoughts! This episode is sponsored by YCharts! Subscribe to the YCharts blog to ensure you’re plugged into the latest insights, research, and market trends. Get 20% off your initial sub…
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On episode 156 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jill Schlesinger and Tony Dwyer to discuss: Tony's distinguished career in finance, 31 years of market returns, the Fed, Nvidia, the labor market, how the market might react to Trump vs Harris, and much more! This episode is sponsored by Themes ETFs. T…
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On episode 139 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CIO and Chairman Barry Ritholtz to discuss if the market is about to crash, if the U.S. economy is grinding towards recession, paying off a low-rate mortgage early, staying invested with large gains, and much more! Submit your Ask The Compound questions to askthecompo…
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Jeremy Schwartz, CFA – Currency Hedging, Legacy of Professor Siegel & Innovation in ETF’s
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49:35
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Today’s guest is Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree. Before Jeremy started at WisdomTree in 2005, he was a head research assistant for Professor Jeremy Siegel and became his co-author on the sixth edition of the book Stocks for the Long Run. He received his B.S. in economics from the Wharton School of the University…
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NVDA’s Mini-Crash, Dan Ives on AI, Josh’s New Book
1:30:55
1:30:55
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On this TCAF Tuesday, Josh Brown is joined by Dan Ives of Wedbush Securities to discuss Nvidia's latest earnings report, what sets Jensen Huang apart, what it would take for anyone to catch the AI leader, and much more! Then, at 31:33, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! This episode is sponsored by Rock…
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Common Podcast Page Mistake + How to Brand Your Zoom Link: Vanity URL
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9:37
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I discuss a common mistake I see many podcasters and website owners making: not testing user experience as a lay user. I emphasize how crucial it is to have easy access links for Spotify and Apple Podcasts on your podcast home page (on your own website). And I talk about the value of using universal links like Plink. I'll share some practical tips …
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On episode 155 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Gunjan Banerji of The Wall Street Journal and Paul Hickey of Bespoke Investment Group to discuss: Nvidia earnings, the AI led market boost, the Fed's impending cut, politics and investing, and much more! This episode is sponsored by Public. Discover ho…
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Using Valuations to Time the Stock Market
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37:06
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37:06
On episode 138 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and tax specialist Bill Sweet to discuss using valuation as a market timing tool, optimizing tax vs Roth contributions, tax considerations when moving abroad, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Fabric B…
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The First Rate Cut, Dan Loeb Buys Apple, Previewing Nvidia’s Earnings
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On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They cover the upcoming Nvidia earnings report, the slowdown in leisure and hospitality spending, hedge fund manager Dan Loeb’s recent comments about Apple, an all-new make the case, mystery chart, and more! This episode is sponsored by Publ…
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On episode 154 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by New York Times economics reporter Talmon Smith, and The Compound's very own Ben Carlson to discuss: inflation, the Fed, economic policy, the labor market, and much more! This episode is sponsored by Public. Make your savings work harder and earn an ind…
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On episode 137 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth's Chief Market Strategist, Callie Cox! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! This episode is sponsored by Public. Make your savings work harder and earn an industry-leading 5.1% APY with a high-yield cash account on Public…
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A bad omen, why Bitcoin moves with Nick and Jessica, Starbucks new CEO
1:33:50
1:33:50
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On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe of Datatrek, to discuss: what happened with the Japan carry trade, what to do with an elevated Vix, bitcoin vs gold, and much more! Then, at 39:14, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! This episode is sponsored by Public. Visit http…
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Are you marketing to a generic blurry face or to 47 year-old Charlie living in Seattle? "In 2023, global ad spending of traditional media, when compared to the previous year, declined by 4%, totaling $266 billion. Magna cites economic uncertainty as one reason for the drop-off. On the other hand, in 2023, the ad spending for digital “pure-play” rea…
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On episode 136 of Ask The Compound, Ben Carlson and Duncan Hill are joined by CFP and RWM Advisor Alex Palumbo to discuss how well bonds hedge stocks, when to diversify out of company stock, how to benchmark financial service performance, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Rocket Money f…
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On this TCAF Tuesday, join Michael Batnick and Callie Cox for an all-new episode of What Are Your thoughts! They discuss: recession odds, bearish sentiment, household spending, individual stocks outperforming the S&P, and much more! Thanks to Rocket Money for sponsoring this episode! Visit http://rocketmoney.com/compound and cancel your unwanted su…
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On episode 153 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by fan favorites and TCAF legends JC Parets and Joe Fahmy to discuss: the Nikkei, buying green in a sea of red, the opportunity in industrials, the VIX spike, tips for traders during market corrections, and much more! This episode is sponsored by Global X…
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On episode 135 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and tax extraordinaire Bill Sweet to discuss investing in bonds before a rate-cutting cycle, how wash sale rules work, selling investment property in a tax-optimized way, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks…
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Stock Market Freakout, Claudia Sahm on the Sahm Rule, Buffett Sells Apple
1:27:44
1:27:44
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On this TCAF Tuesday, Josh Brown is joined by Claudia Sahm, Chief Economist at New Century Advisors and Founder of Sahm Consulting for a deep dive into the Sahm Rule and how it's shaking up the market. Then, at 27:18, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! Thanks to Public and YCharts for sponsoring this ep…
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On episode 152 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bryn Talkington of Requisite Capital Management and Athanasios Psarofagis of Bloomberg Intelligence to discuss: Fed day, the tech unwind, who is buying levered ETFs, nonfarm payroll, small caps, and much more! This episode is sponsored by Calamos. To l…
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What Does a Fed Rate Cut Mean for My Portfolio?
36:55
36:55
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36:55
On episode 134 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Sr. Advisor Jonathan Novy to discuss portfolio implications of a rate-cutting cycle, owning life insurance vs contributing to retirement, paying down a high-interest loan vs investing, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.c…
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Biggest Week Ever, Surprises With Nick and Jessica, IPOs Are Back With Aaron Dillon
1:42:09
1:42:09
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On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss how the market fares in election years, the seasonality of the Vix, and much more! Then, at 34:05, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick with a special appearance by Aaron Dillon to talk I…
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Myth Marketing is Out: Lessons from Y2K Shampoo, Cereal, & CPG
11:47
11:47
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Myth marketing worked in the 1900s but you should change strategy at this point. Fun case studies from Herbal Essences shampoo ads to the biggest lie you ate about breakfast, to the mythical (financial) narratives about marriage. Watch this episode on YouTube.com/emilybinder. The narratives behind some the most profitable institutions are a house o…
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On episode 151 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Matt Hougan, CIO of Bitwise Asset Management, to discuss: the launch of Ethereum ETFs, Bitcoin vs USD, crypto regulation, tokenized money market funds, and much more! This episode is sponsored by Public. Make your savings work harder and earn an indust…
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How Much Should You Invest in Alternatives?
35:55
35:55
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On episode 133 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM Advisors Cameron Rufus, CFP, and Dan LaRosa, QPFC, AIC to discuss 20-year expected returns, tips for renewing insurance, starting a defined benefit plan, pros and cons of alternative investments, and much more! Submit your Ask The Compound questions to askthecompounds…
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Consumer Delinquencies Rise, Alphabet and Spotify Earnings, the Wolf Is at the Door for AUM Fees
1:30:49
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On this TCAF Tuesday, Josh Brown is joined by Sean Allocca, Senior Editor for The Daily Upside to discuss wealth management, the future of AUM fees, cash sweep, and much more! Then, at 32:00 hear all about Tesla, Google, and Spotify earnings on an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! Thanks to Rocket Money for sp…
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On episode 150 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Todd Sohn, ETF and Technical Strategist at Strategas, to discuss: small cap stocks, the odds of tech stocks faltering, semiconductors, cash off the sidelines, thematic ETFs, Trump economics, and much more! This episode is sponsored by STF Management. L…
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The Pros & Cons of Owning a Vacation Home
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On episode 132 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and Tax Specialist Bill Sweet to discuss dying with zero, tax-optimizing retirement distributions, diversifying bond fund exposure, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Public for sponsoring this episode.…
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For Advisor By Advisors - Interview with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James - What is it Like for an Employee Advisor to Switch Channels in their Own Firm and ...
20:30
20:30
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In this episode we talk with Todd Fosnow, Wealth Management Specialist, The Infinity Group, Raymond James. We discussed why advisors make the move from the employee side of the business to the independent side. With many firms offering multiple platforms, the ability to move from one to the other can make a lot of sense. We also discussed how Todd …
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The Stock Market Votes Trump, Bank Earnings, AI Skeptics
1:00:53
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On this TCAF Tuesday, join Josh Brown and Michael Batnick for an all-new episode of What Are Your Thoughts! They discuss bank earnings, AI skeptics, housing stocks, the presidential election, stock market news, and more! Thanks to Public for sponsoring this episode. Visit https://public.com/ to learn more about how you can earn 5.1% APY with a high…
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On episode 149 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Neil Dutta, Head Economist at Renaissance Macro Research, to discuss: the Federal Reserve, small caps catching a bid, how worried we should be about recession, the economic implications of the presidential election, and much more! This episode is spons…
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On episode 131 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Jill Schlesinger, CFP and Host of Jill On Money to discuss if the 4% rule actually works, the best part-time side hustles, stock picking tips and tricks, when to stop contributing for retirement, and much more! Submit your Ask The Compound questions to askthecompoundshow@…
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Michael Mauboussin – Market Concentration, Buybacks & Luck vs. Skill
1:05:46
1:05:46
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In this episode, we have the pleasure of hosting Michael Mauboussin, Michael is a highly respected figure in finance, celebrated for his deep insights into decision-making, behavioral economics, and investing. Michael is currently the Head of Consilient Research at Counterpoint Global (part of Morgan Stanley Investment Management). He also serves a…
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Buffalo Marketing: How to Maximize Every Part of Your Content
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7:15
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Buffalo marketing is a content strategy that maximizes the value of your podcast by repurposing every part of the content—like clips, shorts (vertical videos), audiograms, social media posts, and blogs—over time, much like the Native American practice of using every part of the buffalo so nothing goes to waste. This approach involves strategic plan…
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The Most Bullish Thing, CrowdStrike CEO George Kurtz, the Case for Financial Stocks
1:31:36
1:31:36
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On this TCAF Tuesday, Josh Brown is joined by George Kurtz, founder, president and CEO of CrowdStrike for a wide-ranging discussion about cyber security, delivering for shareholders, the opportunities around AI, and more. Then, at 38:55 hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! Thanks to YCharts for sponsoring…
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For Advisor By Advisors - Interview with Paul G. McManus, Book Author, and Founder of MCMF Publishing - Does Writing Books Help Financial Advisors Gain Clients? Only if Marketed Correctly!
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23:27
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In this episode, we speak with Paul G. McManus, Book Author, and Founder of MCMF Publishing. We went over how books can be a marketing concept that financial advisors should consider. Also, how to use the book to market to the segment you want to attract. We also spent some time going over how to use LinkedIn effectivity to market yourself and get …
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Wall Street Reacts to Trump vs Biden, Nike Blows Up, Summer Storms Are Coming
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On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They discuss the blow up in Nike, BlackRock's new acquisition, Trump vs Biden, US stocks > EU stocks, and much more! Thanks to Rocket Money for sponsoring this episode! Visit: http://rocketmoney.com/compound and cancel your unwanted subscrip…
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"America's Sweethearts" Pay, Brand Equity, Early 20s Career Advice | Dallas Cowboys Cheerleaders
18:35
18:35
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The Complex World of Dallas Cowboys Cheerleaders: Pay Disparity, Brand Value, and Gender Dynamics. I discuss the surprisingly low pay of #DCC, despite being the face of the world's most valuable sports franchise ($9 billion via Forbes). Watch this episode: youtube.com/emilybinder Netflix documentary "America's Sweethearts." 1) Brand value and talen…
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On episode 148 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Professor Jeremy Siegel, the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania, and Jeremy Schwartz, CIO of Wisdom Tree, to discuss: Professor Siegel's legendary book Stocks for the Long Run, what the Fed sh…
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On episode 130 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and ATC favorite Bill Sweet, to discuss AI advisors, Roth account inheritance and tax treatments, considering future tax brackets when tax planning, Roth 401k tax treatments, and much more! Submit your Ask The Compound questions to askthecom…
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Hottest Stocks of the Year, Nvidia Tops Out, Predicting Recessions With Nick and Jessica
1:28:29
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On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss the biggest misconceptions in the market, Nvidia and tech overcrowding, energy and oil stocks, the Sahm Rule Recession Indicator, and more! Then, at 37:22, hear an all-new episode of What Are Your Thoughts with Josh and Michael Ba…
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