On today's show, we are joined again by Brett Hillard, CIO of GLASfunds to discuss: wealth managers vs. institutions investing in alternatives, how advisors are utilizing GLASfunds, investing in alts in a rising-rate environment, how private investments could be improved, and much more!
Learn More at: https://glasfunds.com/
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Oct 14
Are Higher Rates Worse Than ZIRP? (EP. 486)
On episode 486, Michael Batnick and Ben Carlson discuss: stock market concentration worries, how to hedge AI market risk, maxing out your 401k, who got richer this decade, AI is crowding out the economy, tariffs didn't work, higher rates are crushing the hou ... Show More
1h 14m
Mar 2025
How Not to Invest With Barry Ritholtz, Dip Buyers Winning, Coreweave
On this TCAF Tuesday, Downtown Josh Brown is joined by Barry Ritholtz, Co-founder and Chairman of Ritholtz Wealth Management to discuss his new book release "How Not to Invest". Then at 39:18, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! ... Show More
1h 50m
Jun 2024
How Would You Invest $14 Million?
On episode 127 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CEO and CNBC Halftime panelist Josh Brown to discuss Ben and Josh’s personal portfolios, transitioning to an index-only portfolio, hedging against AI, indexing vs buying Magni ... Show More
34m 55s
Feb 2024
They don't usually ring a bell at the top, but...
On this TCAF Tuesday, Join Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! On this episode they discuss: CPI, an update on earnings, Nvidia, Amazon stock, mystery charts, ... Show More
1h 1m
Jun 2025
Why Defensive Stocks Have Disappeared
On this special episode of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Matt Cerminaro and Todd Sohn for the ultimate CHART ON session! They discuss: the Fed, market sentiment, the future of Apple, and much more! This episode ... Show More
59m 2s
Jun 2025
Statement Risk
On episode 197 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Cole Wilcox, Founder, CEO and CIO of Longboard Asset Management to discuss: all things trend following, using systems to overcome emotion, technical analysis, Nvidia, ... Show More
1h 15m
Nov 2021
Life, Liberty, and the Pursuit of Tokens
On this week's episode of The Compound & Friends, Michael Batnick, Jim O'Shaughnessy, Phil Huber, and Downtown Josh Brown discuss: selling a business, tail risks, tech innovations and politics, FinTechs buying media companies, financial influencers, investing in collectibles, Phi ... Show More
1h 24m
Jan 2025
The Blue Chips of Junk
On episode 175 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Bob Elliott, Co-Founder, CEO, and CIO of Unlimited Funds to discuss: Netflix earnings, the labor market, tariff winners and losers, the case for TIPs, the right gold allocation, hedg ... Show More
1h 38m
Jun 2024
Get out of Cash
On episode 146 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Alicia Levine, Head of Investment Strategy & Equities at BNY Wealth, to discuss: the FOMC meeting, inflation, rising valuations, the biggest risk to the market, GameStop, and much mo ... Show More
1h 22m
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carl ... Show More
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson ... Show More
