[embedded content] 5:30pm ET LIVE premiere today – Subscribe for the alert! Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Why Would Anyone Sell? – Securities-based loans provide all the benefits of […]
My custom indexing call plays out
I called custom indexing THE investing mega trend of 2021 back in December. You can read what I had to say here. This morning, Vanguard announced their entrance into the field via acquisition. If you know Vanguard, you know that they don’t make acquisitions. Which should tell you how strategically important they think this technology […]
Safety Tip
I had a conversation (if you could call it that) with someone the other day who was saying the spread of the Delta variant of Covid-19 is proof that the “vaccines are bullshit.” I had to explain to this future Nobel laureate that the clinical tests which led to approval of the vaccines were demonstrating […]
Community
“Used to be one of these robinhood/wsb daytraders, during 2018 it completely killed the atmosphere after seeing red for 3 months straight. Entire communities disbanded and friend groups dissolved. Any extended drawdown will absolutely kill the sentiment around investing but eventually new people come back in to fill the space because someone on tiktok or […]
A New Era of Investing and Financial Advice
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Ultra High Net Worth
Welcome to the sixth episode of The Compound & Friends, a new podcast from your favorite financial and investing commentators. This week, Michael Batnick, Jason Snipe of Odyssey Capital Advisors and Downtown Josh Brown discuss: ►Retail Investors Power the World ►Dissatisfied advisors ►Biggest takeaways from the CapGemini Ultra High Net Worth survey ►Under-rated & under-followed […]
Succession season 3 teaser hits!
[embedded content] Thank god this show is coming back. It’s my favorite thing on TV over the last couple of years after Billions of course. The last time they were dropping a season, I got to hang with Logan Roy (thanks to my pal Lisa, also pictured, for reminding me of this glorious day): Counting […]
The stock market just doubled.
Ben Carlson took a look at the fact that in the fifteen months since mid-March 2020, the S&P 500 has doubled on a total return basis (includes dividends). Ben found that this has never happened before, this fast, after a crash, outside of the 1930’s. In the early 30’s, stocks had fallen ninety-something percent (!) […]
Corporate Profits and Workers’ Wages on Fire
[embedded content] 5:30pm ET LIVE premiere today – Subscribe for the alert! Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Roaring Labor Market – Is this really the sort of “inflation” that […]
Robinhood IPO, the wrong kind of liquidity, etc
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