109 episodes

Downtown Josh Brown brings you the latest in finance and investing.


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The Compound Show with Downtown Josh Brown Josh Brown

    • Investing
    • 4.8, 120 Ratings

Downtown Josh Brown brings you the latest in finance and investing.


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    Chinese stocks soar, the New Nifty Fifty, how Acorns taught 7 million people to save and invest

    Chinese stocks soar, the New Nifty Fifty, how Acorns taught 7 million people to save and invest

    On this episode of The Compound Show, Josh discusses this summer's huge rally in Chinese stocks, and the implications for investors when Europe and Asia seem to have done a better job addressing the pandemic. Vitaliy Katsenelson joins to talk about the problem with paying any price for growth stocks. Noah Kerner, the founder and CEO of Acorns joins Josh for a discussion about how he's taught 7 million people how easy it is to start investing at any age, with any dollar amount.
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    • 1 hr 4 min
    Long warehouses, short office buildings, What Are Your Thoughts with Michael Batnick, Hot Dogs and Jetskis

    Long warehouses, short office buildings, What Are Your Thoughts with Michael Batnick, Hot Dogs and Jetskis

    On this episode of The Compound Show, Josh talks about the 4.8 million jobs added back in June, the wild dispersion within the Real Estate sector of the stock market, warehouses vs office buildings, and some plans for July 4th weekend. Michael Batnick joins for another round of What Are Your Thoughts to answer the question "Why would anyone invest right now?"
    Subscribe to the podcast and make sure to leave us a rating and review on iTunes, Spotify or Google. Ratings help a lot! Thank you!

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    • 40 min
    The Giant Five, Undropping the Bomb, Interview with the Founder of Public

    The Giant Five, Undropping the Bomb, Interview with the Founder of Public

    In the first half of this week's episode, Josh discusses the coronavirus resurgence, 5 stocks that now make up 22% of the S&P 500, the precedent set by the Federal Reserve's pandemic response, and the growing interest in ESG investing. In the second half of the show, Josh talks with Jannick Malling, co-Founder and co-CEO of Public, about the measures his social investing app has taken to protect and educate young investors.
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    • 45 min
    One Fifth of Investors Sold All Their Stocks: What Are Your Thoughts?

    One Fifth of Investors Sold All Their Stocks: What Are Your Thoughts?

    On the new edition of What Are Your Thoughts with Michael Batnick and Josh Brown: 
    - Bubble behavior in a market crisis is nothing new or unusual. 
    - Fidelity says 18% of investors sold out of all their stocks during the last few months, and a third of investors over 65 years old! 
    - With the Fed buying the investment grade bonds of Apple and Microsoft, do its critics have a point? 
    - What did we learn from this crisis? 
    - Eating at restaurants again - weird but satisfying. 
    - Does Michael watch movies just to torture himself? Plus, why Josh likes westerns. 
    - Apple's App Store facilitated over half a trillion dollars in commerce last year! 

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    • 29 min
    A Degenerate Gambler Walks Into a Stock Exchange and Ten Rules for Retirement Investing

    A Degenerate Gambler Walks Into a Stock Exchange and Ten Rules for Retirement Investing

    A Degenerate Gambler Walks Into a Stock Exchange... What Are Your Thoughts?
    On an all-new What Are Your Thoughts - Michael Batnick and Downtown Josh Brown discuss the biggest topics in finance this week, including:
    - What should we make of massive one-day rallies in the stock market? 
    - What if the stock market is doing a better job of tracking the real economy than we think? 
    - Which is more dangerous for a degenerate gambler - legal sports betting or discovering the stock market? 
    - How will restaurants and bars conform to the new health challenge and make a comeback? 
    - What's one thing you've changed your mind about since the crisis began? 
    - How come people seem to begin investing as bulls and then get bearish when they're older? 
    Ten Rules for Retirement Investing
    Josh here - my colleague Anthony Isola put together this list of ten rules for retirement. Tony spends a lot of his time giving advice to people who aren't typically savvy about investing or finance in general. Many of his clients are teachers but these rules are truly universal.

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    • 42 min
    Why Value Investing Will Never Die

    Why Value Investing Will Never Die

    Josh Brown and Michael Batnick discuss the recent rash of commentary about the "Death of Value Investing," a discipline that has already died a thousand deaths before and yet is continually resurrected. Michael points out that growth investing is currently on a 30-year win streak versus value investing, while the distance between cheap stocks and expensive stocks has never been more stretched. Josh's take is that the idea of buying an asset for less than it's worth is immortal, but the inputs we base these decisions on might need to change. Perhaps it's not a problem with the concept, but with the measurements. 
    You can find more of Michael's thoughts and charts on the topic at his post below: https://theirrelevantinvestor.com/2020/05/12/the-case-against-value-investing/ 
    You can find Josh's written rant on value investing here: https://thereformedbroker.com/2020/05/12/value-investing-is-immortal/

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    • 17 min

Customer Reviews

4.8 out of 5
120 Ratings

120 Ratings

logicalprogressions ,

DTJB has great insight.

I like the show, and the newsletters

drshakal ,

Uber Cred!

Building an amazing culture right under the big guys noses!

drdad1111 ,

The compound

LISTEN....Josh is great... insights and thoughtful discussion of markets and the changing world..AND entertaining!!!

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