The Compound and Friends

Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Tuesday and 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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Episodes

Best Ideas portfolio (with Josh and Michael)

In a recent study, Vanguard took a look at the last 30 years worth of data for the Russell 3000 index, which represents the total stock market. They found something remarkable - over the last 30 years, 47% of stocks were unprofitable investments and almost 30% lost more than half their value. They also found, and this is the big one, that 7% of stocks had cumulative returns over 1,000%. But imagine how hard it would have been to identify that winning 7% and concentrate only on those holdings in ...

Apr 05, 2019•8 min•Season 1Ep. 109

Your House versus the Stock Market with Josh and Ben Carlson

"Home ownership is often called both the American Dream and the biggest investment of your life. It’s debatable whether a house is truly an investment or not, especially when we’re talking about your primary residence." Ben Carlson, institutional asset management chief at Ritholtz Wealth Management did a post about why comparing the price appreciation in housing with the stock market is not a great idea. Downtown Josh Brown gets him on the phone to explain exactly why investors and home owners s...

Apr 03, 2019•8 min•Season 1Ep. 108

Overcoming Biases with Josh and Drew Dickson

Josh's guest today is portfolio manager Drew Dickson, who manages a concentrated portfolio of favorite stocks for Albert Bridge Capital. In a recent blog post, Drew explains the four "tools" he uses to overcome the biases that can cloud an investor's judgement and threaten a portfolio manager's ability to look at holdings objectively. Josh talks to Drew briefly about these ideas in today's The Compound mini podcast. You can read Drew's post here: https://www.albertbridgecapital.com/drew-views/20...

Apr 01, 2019•10 min•Season 1Ep. 107

An Economist Walks Into a Brothel (with Josh and Allison Schrager)

Enable the skill on Amazon - "Alexa, play The Compound Show" Josh here - I had so much fun hanging out with my friend Allison Schrager this week on the eve of her gigantic book launch for An Economist Walks Into a Brothel. Allison spent time with big wave surfers, Nevada prostitutes, Hollywood film producers, paparazzi cameramen, horse breeders, magicians and other real world practitioners to discover the way they handle risk. It's one of the most fascinating books I've ever read and Allison has...

Mar 29, 2019•13 min•Season 1Ep. 106

What will Warren Buffett do next (with Michael and Josh)

Bloomberg reporter Tara LaChapelle asks whether or not Warren Buffett will complete one last "elephant-sized" deal before calling it a career. He's 88 years old, so the clock is ticking. Join Michael Batnick and Downtown Josh Brown as they discuss the possibilities and a recent history of Buffett's acquisitions. Please jump in with your comments too, we'd love to hear what you think! You can read the full article here: https://www.bloomberg.com/opinion/articles/2019-03-25/warren-buffett-s-next-b...

Mar 27, 2019•6 min•Season 1Ep. 105

Emergency Broadcast - Josh's announcement

Josh makes a big announcement to the staff of Ritholtz Wealth Management. https://ritholtzwealth.com/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Mar 25, 2019•11 min•Season 1Ep. 104

Selling Big Winners (with Josh, Michael and Blair)

There you are, sitting on a massive gain in a big winning stock. And now it's become a large portion of your portfolio and your net worth increasingly depends upon that stock staying up. Now what? Diversification will rarely look as attractive in hindsight versus the huge gains that are possible from a big winning stock. And regret minimization is one of the most important strategies in finance given how our behavior affects our long term returns. In this episode of Live from the Compound, Certi...

Mar 17, 2019•8 min•Season 1Ep. 103

Tadas Viskanta and Josh Brown on Voice and Mini-pods

Tadas Viskanta and Josh Brown discuss the future of communications within the investment business, and how the home speaker phenomenon is sure to change the game as it proliferates. If investors are using the voice-enabled internet more and more, it stands to reason that their financial advisors and asset managers will want a way to communicate with them there. Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices...

Feb 19, 2019•6 min•Season 1Ep. 102

Ben Carlson on the Dreaded Earnings Recession

Ben Carlson and Josh Brown discuss the earnings recession. Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Feb 19, 2019•5 min•Season 1Ep. 101

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