On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by JD Gardner, CIO and Founder of Aptus Capital Advisors to discuss who Aptus is, shifting to riskier portfolios using options, using single stock options to hedge risk, misconceptions about option-based strategies, and much more!
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Oct 7
Sudden Wealth Syndrome (EP. 485)
On episode 485, Michael Batnick and Ben Carlson discuss: what can stop the hyperscalers from spending, why the stock market is neat all-time highs again, speedball capitalism, how capex cycles work, it's a high beta decade, how to lie with statistics, young peop ... Show More
1h 3m
Sep 30
Will Higher Rates Kill the Stock Market? (EP. 484)
On episode 484, Michael Batnick and Ben Carlson discuss: the stock market has an excuse to sell off, valuations are falling across the board, the cause of the next correction, 5% bond yields, the worst bond market of all-time, incomes are rising, the wealth ef ... Show More
1 h
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 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
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
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
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
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
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
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson ... Show More
