129 episodes

Downtown Josh Brown brings you the latest in finance, business, and investing. Learn about what's going on in the economy and the stock market each week, and meet some interesting guests along the way!
Josh is the CEO of Ritholtz Wealth Management, a financial advisory firm which manages over $1.5 billion for high net worth investors, foundations, endowments and corporate retirement plans.
New episodes go up every Friday morning! Visit https://thereformedbroker.com/podcast/ for more!


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The Compound Show with Downtown Josh Brown The Compound

    • Investing
    • 5.0 • 6 Ratings

Downtown Josh Brown brings you the latest in finance, business, and investing. Learn about what's going on in the economy and the stock market each week, and meet some interesting guests along the way!
Josh is the CEO of Ritholtz Wealth Management, a financial advisory firm which manages over $1.5 billion for high net worth investors, foundations, endowments and corporate retirement plans.
New episodes go up every Friday morning! Visit https://thereformedbroker.com/podcast/ for more!


See acast.com/privacy for privacy and opt-out information.

    The Portfolio Puzzle of Our Lifetime

    The Portfolio Puzzle of Our Lifetime

    This is the thing we all need an answer for - starting valuations for stocks have rarely been higher, while starting bond yields have never been lower. Can stocks return enough going forward to overcome this hurdle? Will bonds deliver the hedge against volatility investors are counting on? On this week’s podcast, I’ve brought on two thoughtful, accomplished asset allocators to answer these questions and suggest solutions to the puzzle. Bob Haber is the founder and CIO of Proficio Capital Partners, a veteran fund manager for Fidelity and part owner of the Boston Celtics. Mebane Faber is the founder and CIO of Cambria Investment Management, as well as the host of The Meb Faber Show podcast. We discuss value and growth stocks, international equity markets, gold, the dollar, Treasury bonds and a lot more.I hope you get a lot out of this week’s episode and wish you a Happy Thanksgiving. If you’re enjoying The Compound Show, please leave us a rating and review - they go a long way! 
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    • 1 hr 13 min
    The Year-End Melt-Up with Joe Terranova and John Roque, Momentum Stocks vs Small Caps, The Coin Flip You Won

    The Year-End Melt-Up with Joe Terranova and John Roque, Momentum Stocks vs Small Caps, The Coin Flip You Won

    All the ingredients seem to be in place for a melt-up in the stock market into year-end. John Roque of Wolfe Research and Joe Terranova of Virtus Investment Partners join Josh Brown for a discussion about small caps catching up with large caps, favoring quality and momentum in portfolio construction, what's going on with the US dollar sell-off, and more.
    Plus, you may not realize it but you just won a cosmic coin flip. Many other people were not so lucky, they ended up on the other side of a bet they didn't even get a chance to make.
    Josh's food drive for a signed copy of the book is here: https://thereformedbroker.com/2020/11/19/this-is-the-part-where-you-and-i-step-up-and-become-heroes/
    Reviews and ratings go a long way, so if you like the show, leave us one today!

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    • 1 hr 9 min
    "I'll Invest After The Dust Settles," Nick Colas On Why US Stocks Will Keep Outperforming, Brian Portnoy On How To Write A Book

    "I'll Invest After The Dust Settles," Nick Colas On Why US Stocks Will Keep Outperforming, Brian Portnoy On How To Write A Book

    On the latest episode of The Compound Show, Josh is joined by Nicholas Colas (DataTrek Research) to discuss the current stock market opportunities around the world, from the US to Europe to Japan to the Emerging Markets. We get Nick's take on autonomous vehicles, Chinese tech giants and some of the things he's learned from 30 years on Wall Street.
    Brian Portnoy joins to talk with Josh about the new book they edited together, "How I Invest My Money."
    Your ratings and reviews go a long way so please keep them coming!

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    • 1 hr 9 min
    The Most Powerful Man in Washington Stays Put, How to Buy a Correction (with Tony Dwyer)

    The Most Powerful Man in Washington Stays Put, How to Buy a Correction (with Tony Dwyer)

    This week, Josh is joined by the one and only Tony Dwyer, Chief Market Strategist at Canaccord Genuity and a fixture on Wall Street for over 30 years. Tony and Josh chop it up over the initial election results, the stock market's reaction and how to think about the year-end picture now taking shape.Check out Dwyer Strategy to learn about how you can receive Tony's commentary and investment insights:
    https://dwyerstrategy.canaccordgenuity.com/
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    • 48 min
    What Today's New Traders Don't Seem To Understand, Only The Vaccine Matters, The Best Investing App You've Never Heard Of (w/ Hadi Yousef)

    What Today's New Traders Don't Seem To Understand, Only The Vaccine Matters, The Best Investing App You've Never Heard Of (w/ Hadi Yousef)

    On this episode Josh explains why we're facing three worst case scenarios all at once, how markets are reacting and why the vaccine is the only thing that matters.
    Plus, today's new traders seem to not understand what has happened to prior generations of new traders. A brief history of daytrading - from the Turtle Traders to the SOES Bandits - seems to be in order.
    Then Josh talks with Hadi Yousef about how he created the best investing app of the year. It will totally change the way you keep track of your investments and learn about what's happening in the markets and the economy.
    Ratings and reviews go a long way so please, if you're enjoying the show, tell the Apple or Spotify or whatever app you're listening on!

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    • 1 hr 4 min
    My Election Bet With Barry Ritholtz + How To Make Your First Venture Capital Investment

    My Election Bet With Barry Ritholtz + How To Make Your First Venture Capital Investment

    This week on the pod, Josh talks to Barry Ritholtz and gets the rules straight for their 2020 election bet - who will win, what will happen afterwards. Plus, venture capital is now a $500 billion asset class, but gaining access to the top VC funds is pretty much impossible for ordinary investors and even most investment professionals. Josh talks to Phil Haslett, the founder of Equity Zen, about how this is changing. There could be a revolution coming, and Phil's firm is likely to be leading it. Here's how you can make your first investments in venture capital without starting at a huge dollar amount.
    You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!
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    • 1 hr 2 min

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