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/
In a live recording from Fidelity Investments, Josh Brown and Michael Batnick host Denise Chisholm, Director of Quantitative Market Strategy at Fidelity, to discuss market trends and investment strategies. Chisholm shares her data-driven insights on CEO sentiment, the impact of tariffs, and the potential for a continue...
This podcast features Downtown Josh Brown interviewing legendary investor Peter Lynch. The discussion covers Lynch's career, his investment philosophy, key lessons for investors, and his views on the current market. Lynch shares insights on risk management, portfolio construction, the importance of understanding the co...
In this episode of The Compound and Friends, Steve Romick, co-portfolio manager for FPA Crescent, discusses his value investing strategy and experiences. He recounts his early career, the creation of his "Go Anywhere Fund," and navigating the dot-com bubble, emphasizing the importance of risk management and security se...
In this episode of The Compound and Friends, Jenny Johnson, the CEO of Franklin Templeton, is interviewed by Josh Brown and Michael Batnick about the financial industry, Franklin Templeton's approach to serving financial advisors, and the firm's investment strategies. Johnson discusses the importance of trust, client f...
In this episode of The Compound and Friends, Josh Brown and Michael Batnick interview Michael Sidgmore, a partner at Broadhaven Ventures and founder of Alt Goes Mainstream, about the alternative investing market. They discuss the size and scale of the alternative investing market, which Sidgmore estimates to be around ...
In episode 206 of "The Compound and Friends," Josh Brown and Michael Batnick host Jan van Eck, CEO of Van Eck, to discuss various investment topics. They begin by discussing Van Eck's 70th anniversary and its history of thematic investing, highlighting the firm's gold fund and GDX ETF. The conversation shifts to Nvidia...
In this episode of "The Compound and Friends," hosts Josh Brown and Michael Batnick interview Tom Lee from Fundstrat about the current state and future of the stock market and crypto. They discuss the resilience of the stock market despite various economic challenges, the impact of AI on different sectors, and the pote...
In this episode of The Compound and Friends, Michael Batnick, Shannon Saccocia, and Todd Sohn discuss the current state of the stock market, addressing why it's up despite global uncertainties. They explore factors such as tariff clarity, strong earnings, and the anticipation of rate cuts, while also considering the in...
Josh Brown and Michael Batnick discuss the current state of the stock market, focusing on earnings season, inflation data, and potential bear cases. They analyze better-than-expected earnings growth, the K-shaped economy, and the impact of tariffs and AI on various companies. They also touch on consumer spending trends...
In this episode of "The Compound and Friends," the hosts discuss a range of topics including the Federal Reserve's monetary policy, the performance and valuation of tech companies like Microsoft and Meta, and the impact of AI on the job market. They analyze earnings reports, debate the effectiveness of valuation as an ...
In this episode of The Compound and Friends, Josh Brown, Michael Batnick, Nick Maggiulli, and Caleb Silver discuss various financial topics, including the possibility of stock market manipulation with the Open Door stock, meme stocks, and the increasing trend of retail investors participating in non-profitable ventures...
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