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/
This podcast episode of "The Compound and Friends" primarily discusses the economic impact of President Trump's reinstated tariffs on Canadian, Mexican, and Chinese imports. The hosts debate the motivations behind the tariffs, exploring various theories ranging from a deliberate attempt to trigger a recession and lowe...
This podcast features Josh Brown interviewing Brian Belski, chief investment strategist at BMO, about current market conditions and investment strategies. The discussion covers Belski's long-term bullish outlook, his skepticism towards market sentiment surveys, and his preference for a domestically focused, fundamenta...
This podcast episode of "The Compound and Friends" analyzes the surprising outperformance of European and Chinese equities compared to the US market in 2024. The hosts discuss technical and fundamental analyses supporting this trend, citing various market indicators and expert opinions. They also examine the signific...
This podcast features a discussion among three hosts and a guest, Robert Frank, CNBC's wealth editor, about the evolving landscape of wealth and its impact on the economy. The conversation covers the rise of family offices, generational wealth disparities (particularly within millennials), the wealth effect, and the i...
This podcast features an interview with David Adelman, CEO of Campus Apartments and part-owner of the Philadelphia 76ers, discussing his entrepreneurial journey. The conversation begins with Adelman's early involvement in the family business, progressing through his expansion of Campus Apartments into a billion-dollar...
This podcast features an interview with David Giroux, a portfolio manager at T. Rowe Price, focusing on his investment strategies and outlook for the market. The conversation covers his long tenure at T. Rowe Price, his participation in the Barron's Roundtable, and his current moderately bearish market outlook, citing...
This podcast episode of "The Compound and Friends" primarily discusses the market's reaction to President Trump's announced tariffs on Canada and Mexico, and the implications of a cheaper Chinese AI model, DeepSeek, on the US tech sector. The hosts and guests analyze the market's relatively calm response to the tariff...
This interview podcast features Dan Ives, a tech equity analyst, discussing the implications of China's new AI model, DeepSeek, on the tech market. The hosts and Ives explore the immediate market reactions, including a significant drop in Nvidia's stock price, and then delve into the long-term implications for various...
This interview podcast features Josh Brown discussing the crypto industry with Franklin Bi, a partner at Pantera Capital. The conversation begins with an overview of President Trump's recent executive order on crypto and digital assets, focusing on its implications for the industry and the potential for increased regu...
This panel discussion-style podcast centers on current market trends and investment strategies. The hosts and guest, Bob Elliott (co-founder and CIO of Unlimited Funds), begin by discussing recent AI advancements and their potential impact on various sectors. The conversation then shifts to broader macroeconomic fact...
This interview podcast features Michael Batnick interviewing Steve Strazza of All Star Charts. The discussion begins with a review of market performance in late December 2023, focusing on market breadth and the subsequent rally. They then analyze various market indicators, including the Russell 2000 and the performan...
In this episode of "The Compound and Friends," the hosts dive into the recent rise in 10-year Treasury yields and how this trend could affect the stock market, particularly as the bull market continues. They start by exploring the reasons behind the increasing yields before discussing what this means for investors, esp...
In the podcast "The Compound and Friends," the hosts explore the rising influence of AI spending on the US economy and its investment implications. They emphasize AI's widespread impact across different industries and present data showing that AI-related expenditures are approaching 6% of the US GDP, potentially exceed...
In this podcast, Downtown Josh Brown chats with Brian Wesbury, Chief Economist at First Trust Advisors, about Wesbury's pessimistic views on the economy and the stock market. They delve into his "capitalized profits model" for stock valuation, which suggests that stocks are currently overvalued. Wesbury argues that the...
This podcast features an engaging conversation with Harvey Schwartz, the CEO of Carlyle, a prominent global investment firm. Schwartz reflects on his unique career journey, detailing his unconventional beginnings and his rise to fame at Goldman Sachs during the 2008 financial crisis. He shares insights about his curren...
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