On episode 118 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Kevin Simpson to discuss: covered call strategies, the Fed, Warren Buffett's latest moves, and much more!
This episode is sponsored by Kraneshares. To learn more about the KraneShares Global Luxury Index ETF, visit: https://kraneshares.com/klxy/?adsource=wealth ... Show More
Nov 21
The Case for a Year-End Melt-Up
On episode 218 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies to discuss: Nvidia earnings, how the market will end the year, solutions to America's housing affordability crisis ... Show More
1 h
Nov 19
Only One Thing Can Stop the AI Crash, Worst Drawdowns, Blue Owl vs Apollo
On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Downtown Josh Brown and Michael Batnick!
This episode is sponsored by Public. Fund your account in five minutes or less by visiting http://public.com/WAYT
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1h 9m
Nov 14
Quality in the Streets, Momentum in the Sheets
On episode 217 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Joe Terranova to discuss: the market pullback, AI CapEx, historical trends in the market, rules based investing, and much more ... Show More
1h 2m
Feb 2024
The Fed Should Cut Already (EP.348)
On episode 348 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the people you see on every vacation, the cure for the loneliness epidemic, the biggest driver of stock market returns, the John Bogle expected returns formula, the best returning stock might surprise you, ... Show More
1 h
Sep 2023
Americans Love Borrowing Money (EP.326)
On episode 326 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Future Proof, how markets have changed over the past 70 years, why allocations to stocks are higher than they were in the past, small caps vs. large caps, trading options vs. gambling on sports, why people ... Show More
1h 10m
Nov 2023
Finally, a Slowdown (EP.333)
On episode 333 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the cooling labor market, why the 60/40 portfolio looks more attractive now, why the Fed is in a tough spot, why everyone hates this economy, how to become a millionaire, realtor commissions, reclining you ... Show More
1 h
May 2023
Something Has to Break (EP.310)
On today's show, Michael Batnick and Ben Carlson discuss Ben's guiding philosophy on life and markets, why people buy and sell stocks at the wrong times, NVIDIA's crazy run, why the economy remains so resilient, historic income gains at the bottom, greedflation, The Succession fi ... Show More
57m 36s
Jan 2024
Talk Your Book: What's Going on in the Bond Market?
On this episode of Talk Your Book, Michael Batnick and Ben Carlson are joined by Alex Morris, CIO of F/m Investments to discuss: 2024 rate cut possibilities, the difficulty of forecasting, and why everyone got 2023 so wrong, utilizing spreads as a forecasting tool, why solving fo ... Show More
37m 21s
Jun 2023
Talk Your Book: The Electrification of America
On today's show, Michael and Ben are joined by Timothy Kramer, Founder and CEO of CNIC Funds to discuss investing in electricity, how CNIC Funds work, volatility in the energy market, what a suitable commodity exposure looks like, and much more!
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26m 5s
Oct 2023
Talk Your Book: The State of Venture Capital
On today's show, Michael and Ben are joined by Samir Kaji, CEO, President, and Co-Founder of Allocate to discuss: what start-up prices look like today, if the free money era is gone forever, VC return dynamics and the power law, and much more!
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41m 30s
Oct 2023
Talk Your Book: Equities With Guardrails
On today's show, Michael and Ben are joined by Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management to discuss: how hedging ladders provide downside protection, the goal of the HELO ETF, hedged equity strategies vs traditional 60/40 portfolio ... Show More
31m 3s
Jun 2023
Talk Your Book: Advisor Best Practices
On today's show, Michael and Ben are joined by Chris Shuba, founder and CEO of Helios to discuss: ETFs vs. direct indexing, why differentiation matters for advisors, utilizing content to drive business, where the wealth management business goes from here, and much more!
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38m 49s
Nov 2023
You Can't Quantify Happiness (EP.335)
On episode 335 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the blowout year for the Nasdaq 100, how experience shapes investment decisions, transitory inflation arguments, where prices have risen the most, who got the biggest wage gains, why housing prices refuse ... Show More
1h 8m