Mega forces like AI are reshaping markets and economies, with multiple plausible outcomes ahead. Devan Nathwani, Portfolio Strategist at the BlackRock Investment Institute, explains why this evolving investment landscape necessitates a new portfolio approach built around exposures—not asset class labels.
Jan 2025
Why Brian Wesbury is Bearish
On episode 172 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Brian Wesbury, Chief Economist at First Trust Advisors to discuss his outlook on 2025, Recessions, Monetary Policy, Bitcoin, being an Eagle Scout and more!
This episode is sponsored ... Show More
1h 31m
Sep 2024
Talk Your Book: The Next Catalyst for Crypto Assets
On today's show, we are joined by Chris Kuiper, Director of Research, and Matt Horne, Head of Digital Asset Strategists for Fidelity Digital Assets to discuss narratives surrounding ETH and BTC, use cases around ETH, how advisors can work with Fidelity utilizing digital assets, d ... Show More
39m 43s
Feb 2024
Talk Your Book: Putting a Floor on the Nasdaq 100
On today's show, Ben Carlson and Michael Batnick are joined by Bruce Bond, Co-Founder and CEO of Innovator Capital Management to discuss: behavioral finance, and the popularity of defined outcome products during bull markets, how equity floor ETFs work, Innovator's latest defined ... Show More
38m 1s
Apr 2024
Talk Your Book: Hedging Your Portfolio with Options
On today's show, Ben Carlson and Michael Batnick are joined by Eric Metz, President, and Chief Investment Officer of SpiderRock Advisors to discuss, the pending acquisition by BlackRock, covered call performance in a bull market, tax benefits when utilizing options, what's drivin ... Show More
32m 11s
Jan 2025
Talk Your Book: 3 Reasons to Buy Bonds
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by Dave Braun, Managing Director and Generalist Portfolio Manager at PIMCO to discuss why rates have been moving higher, if the Fed will get us a soft landing, why mortgage bonds look at ... Show More
31m 53s
Nov 2024
DV239 - Warren Buffett buys Dominos and Pool, UK GDP disappoints, Alibaba reports earnings & Bitcoin stabilises just below $90K - November 15th
In today’s episode of The Daily Voice, Sam breaks down Warren Buffett’s recent moves, highlighting his investments in Domino’s and Pool Corporation, which saw gains following the announcement. He also covers the UK’s disappointing GDP data and previews Alibaba's highly anticipate ... Show More
5m 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
Oct 2024
DV216: US CPI comes in hot, AMD shares fall, oil rallies and what to watch from big banks - October 11th
On today's Daily Voice, Josh reviews the latest inflation data from the US, AMD's biggest fall in over a month, Oil's volatile start to October, and what to watch from US Bank earnings.
5m 30s