सर्वश्रेष्ठ Ritholtz Wealth पॉडकास्टस (2024)

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Ritholtz Wealth Management's Ben Carlson - bringing a wealth of common sense to asset allocation 52:13

3d ago52:13

52:13

Welcome back to the Alt Goes Mainstream podcast. Today’s show features a guest who brings a wealth of common sense to wealth management and asset allocation. We talk with Ben Carlson, the Director of Institutional Asset Management at Ritholtz Wealth Management, a $5B AUM wealth management firm. He’s managed institutional portfolios for his entire c…

1
Trading the Election 1:12:49

17h ago1:12:49

1:12:49

On episode 164 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jack Raines to discuss: earnings season, betting on the election, The Washington Post's subscriber exodus, red hot Reddit, Michael Saylor can't get enough Bitcoin, once a New Yorker always a New Yorker, and much more! This episode is sponsored by Publi…

1
How to Retire at Age 36 32:02

3d ago32:02

32:02

On episode 147 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Jill Schlesinger, CFP of Jill on Money to discuss reducing concentrated holdings, gold as an investment, utilizing Roth conversions, the argument for traditional contributions as opposed to Roth, and much more! Submit your Ask The Compound questions to askthecompoundshow@…

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The Real Reason Treasury Yields Rose With Nick and Jessica, Election Bets and Market Vol With Callie Cox 1:22:55

4d ago1:22:55

1:22:55

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss the Election, current market valuations, the Federal Debt, and more! Then, at 34:22, hear an all-new episode of What Are Your Thoughts with Michael Batnick and guest host Callie Cox! Thanks to Public for sponsoring this episode! L…

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The Intelligent Investor 1:23:32

9d ago1:23:32

1:23:32

On episode 163 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jason Zweig of the Wall Street Journal to discuss: the best investing book ever written, what Ben Graham would think about today's market, buffered ETFs, Jason's last conversation with Charlie Munger, and much more! Thanks to Public for sponsoring this…

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For Advisor By Advisors - Interview with Matt Middleton, Founder and CEO at Future Proof - The Greatest Festival in Financial Advisor History? Is it Future Proof? 50:42

6d ago50:42

50:42

In this episode, we speak with Matt Middleton, Founder and CEO at Future Proof. We go over the concept and the beginnings of Future Proof along with the what, when, why, where, and how. We spend time going over the start of the idea to now, 3 years later, the most recognized Financial Advisor “Festival” on the planet. We asked Matt a ton of questio…

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How to Write with Morgan Housel 33:24

10d ago33:24

33:24

On episode 146 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Morgan Housel, Partner at The Collaborative Fund and author of The Psychology of Money and Same as Ever to discuss how to produce engaging content at a high pace, utilizing data vs storytelling, if Ben is a permabull, and much more! Submit your Ask The Compound questions …

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Blue Owl GP Strategic Capital's Sean Ward - transforming GP stakes into an industry 1:06:27

10d ago1:06:27

1:06:27

Welcome back to the Alt Goes Mainstream podcast. Today’s podcast illustrates just how far private markets have come. We dive into the world of GP stakes with Sean Ward, Senior Managing Director from Blue Owl’s GP Strategic Capital Platform, where he was a founding partner and is responsible for helping to oversee the firm that has done the lion’s s…

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Going Out of Style? 'Verb-Your-Noun' Taglines. What You Can Learn from Famous Slogans 16:32

12d ago16:32

16:32

What is the difference between a tagline and a slogan? What are some of the best slogans of all time? I analyze the trend in taglines called "verb-your-noun" that I think is on its way out. You've seen it, like "Find your tribe" or "Maximize your space" or "Fund your dream." These are imperatives (commands) to a customer. You might be using this ta…

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The Battle for Pfizer Begins 26:44

12d ago26:44

26:44

On this special episode of The Compound and Friends, Robert Armstrong, US financial commentator for the Financial Times, joins Josh Brown to discuss the revelation that activist hedge fund Starboard Value has taken a billion dollar stake in Pfizer. Don't forget to sign up for The Compound Newsletter to receive Callie's free Election Chartbook! Inst…

1
Strength Leads to Strength 1:26:02

16d ago1:26:02

1:26:02

On episode 162 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Warren Pies and Fernando Vidal of 3Fourteen Research to discuss: the perfect backdrop for gold, when to fade strategist price targets, overall market valuations, the bifurcated economy, and much more! Thanks to Global X for sponsoring this episode! To …

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Marko Papic – GeoMacro Lens on U.S. Election, China Policy, & Markets 53:51

17d ago53:51

53:51

Today’s guest is Marko Papic, Marko leads BCA Research's BCA Access and developed GeoMacro Research, the first discretionary macro-geopolitical investment strategy in finance. He connects clients with a broad expert network and custom research, having founded BCA’s Geopolitical Strategy service. His book, Geopolitical Alpha, presents a framework fo…

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How Overvalued Is the Stock Market? 35:29

17d ago35:29

35:29

On episode 145 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Callie Cox, Chief Market Strategist at RWM and author of OptimistiCallie to discuss when diversification goes too far, timing the housing market, overcoming financial mistakes, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks t…

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HGGC's Steve Young & True North Advisors' Scott Wood - "the score takes care of itself" on the field and in investing 56:46

17d ago56:46

56:46

Welcome back to the Alt Goes Mainstream podcast. Today’s episode welcomes two elite performers in Steve Young of HGGC and Scott Wood of True North Advisors, where they talk about how they formed a partnership based on shared values. Steve’s private equity firm, $7B AUM HGGC, took a minority stake in Scott’s independent wealth management firm, $3.9B…

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Bill Sweet on the Tax Time Bomb, the Bull Market Turns Two 1:36:49

18d ago1:36:49

1:36:49

On this TCAF Tuesday, Ritholtz Wealth CFO Bill Sweet joins Josh Brown to discuss "The Tax Time Bomb", and what becomes of the tax cuts of late 2017, post election. Then, at 29:00, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! Thanks to YCharts for sponsoring this episode! Get 20% off your initial YCharts Professio…

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Living in a Post Cycle World 1:09:02

23d ago1:09:02

1:09:02

On episode 161 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by David Kelly, Chief Global Strategist at J.P. Morgan Asset Management, to discuss: inflation, the economy vs the market, the downside of a strong dollar, the problem with tariffs, and much more! Thanks to Public for sponsoring this episode! Visit: http:…

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When to Sell Your Big Winners 30:44

24d ago30:44

30:44

On episode 144 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Nick Maggiulli, RWM COO and author of Just Keep Buying and Of Dollars and Data to discuss bull and bear market definitions, if small cap exposure enhances diversification, valuing a pension, knowing when to take profits, and much more! Submit your Ask The Compound questio…

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Going Public Ep. 1 with Evercore's Glenn Schorr 54:30

24d ago54:30

54:30

Today marks the launch of a new show on Alt Goes Mainstream: Going Public with Evercore’s Glenn Schorr. 17 years ago, there wasn’t a single alternative asset manager that was part of the public markets. Today, not only are a number of the industry’s largest firms public, but in 2024, the industry’s largest alternative asset manager, Blackstone, ent…

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Tesla’s Taxi Day, Jobs Report Shocker, Dan Dolev on PayPal’s Comeback 1:47:51

25d ago1:47:51

1:47:51

On this TCAF Tuesday, Mizuho fintech analyst Dan Dolev joins Josh Brown to discuss the potential earthquake coming for Visa and Mastercard, the reasons behind PayPal's big rally this year, why Affirm's genius founder Max Levchin is important to watch and Accenture as a "picks and shovels" play for investing in AI. Then, at 44:47, hear an all-new ep…

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Are MBAs Still Relevant? An Entrepreneur's Advice. (Unfiltered Voice Memo) 8:02

27d ago8:02

8:02

Business education is a business. "And the biggest thing I don't do well with, and never did well with, was knowing that no matter how hard I worked, there would always be a cap to my success. And when I say success, I really mean the take-home, the revenue. Why are we there? This is not altruism. What do you get out of a job? You get money. Don Dr…

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Monthly Alts Pulse Ep. 12: Taking the pulse of private markets and the future of AI and automation in private markets with Eileen Duff, Managing Partner & Chief Client Success Officer at iCapital 26:15

29d ago26:15

26:15

Welcome to the 12th episode of the Monthly Alts Pulse, a collaboration between iCapital x Alt Goes Mainstream. This month’s episode features one of iCapital’s senior executives, Eileen Duff, Managing Partner & Chief Client Success Officer, and a private markets veteran who was Head of Alternative Investments, North America for Credit Suisse for a n…

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The Myth of Cash on the Sidelines 1:37:50

30d ago1:37:50

1:37:50

On episode 160 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Sam Ro and Dan Greenhaus to discuss: the future of podcasting, the surge in Chinese stocks, what an "average" year in the market looks like, streaming vs cable, and much more! This episode is sponsored by Pacer ETFs. To learn more about the Cash Cows s…

1
How to Spend Your Money 35:50

1M ago35:50

35:50

On episode 143 of Ask The Compound, Ben Carlson and Duncan Hill do a speed round to discuss pursuing a CFA, shifting to long-term bonds near retirement, utilizing home equity lines of credit, what it means to be over or underweight a stock, the most optimal way to get international equity exposure, and much more! Submit your Ask The Compound questi…

1
Sam Stovall on the Year-End Rally, Millennium Wins by Not Losing, CVS Gets an Activist 1:47:12

1M ago1:47:12

1:47:12

On this TCAF Tuesday, Josh Brown and Michael Batnick are joined by Sam Stovall, Chief Investment Strategist of CFRA Research for a live Q&A! Then, at 41:53, hear an all-new episode of What Are Your Thoughts! This episode is sponsored by KraneShares and Public. . Visit: http://public.com/compound and discover how you can lock in a 6+% yield until 20…

1
Tom Lee Strikes Back 1:29:47

1M ago1:29:47

1:29:47

On episode 159 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Tom Lee of Fundstrat to discuss: Tom's Q4 outlook, what usually happens after Fed cuts, geopolitical risks, Chinese stocks, a history of drawdowns, and much more! This episode is sponsored by Global X. Visit https://www.globalxetfs.com/ to explore a li…

1
Mentally Drained After Calls? My Voice + AI Note-Taking Tip (Google Gemini) 9:30

1M ago9:30

9:30

62% of the workday is lost to mundane tasks like email, chat, and note-taking, according to Asana's 'Anatomy of Work' 2023. I offer a valuable tip using Google Gemini for easier note-taking. I highlight Gemini's advantages over ChatGPT. Hear listener comments on "A Guy Named Money" about YOUR license plate frame game. Topics: (0:00) The cost of mun…

1
How to Manage Your Money When Retiring Early 37:26

1M ago37:26

37:26

On episode 142 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CFO and Head of the Tax team Bill Sweet to discuss retirement income planning, tax considerations when getting married, tax-advantaged solutions for selling property, minimizing taxes during an early retirement, and much more! Submit your Ask Th…

1
Cantilever Group's Todd Owens - the untapped opportunity in GP stakes 48:32

1M ago48:32

48:32

Welcome back to the Alt Goes Mainstream podcast. Today’s podcast dives into the continued innovation in the GP stakes space with someone who has advised some of the industry’s largest firms on their businesses and going public. We are joined by Todd Owens, the Co-Founder and Managing Partner of Cantilever Group. Cantilever is an independent firm fo…

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No Top in Sight, Chinese Stocks Explode, Nick Colas and Jessica Rabe on the Fed Cut 1:46:05

1M ago1:46:05

1:46:05

On this TCAF Tuesday, Josh Brown is joined by Nick Colas and Jessica Rabe, co-founders of DataTrek Research, to discuss the Fed cut, recession indicators, the outlook for tech, and more! Then, at 44:54, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! This episode is sponsored by Rocket Money and Public. . Visit: htt…

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For Advisors By Advisors - Interview with Joshua Brown, CEO at Ritholtz Wealth Management - Has Behavioral Finance Changed the Role of a Financial Advisor? Josh Brown Weighs In! 30:50

1M ago30:50

30:50

In this episode, we talk with Joshua Brown, CEO at Ritholtz Wealth Management. We go over a variety of topics such as how he started Ritholtz Wealth Management with $60 million in assets to just surpass $5 billion dollars today. We also spoke about behavioral finance and why today the fiduciary standard is all that is important. Josh is a fantastic…

1
Live from Future Proof with Peter Mallouk 37:52

1M ago37:52

37:52

On episode 158 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Peter Mallouk, President and CEO of Creative Planning. This episode was recorded in front of a live audience at Future Proof on 9/17/24. This episode is sponsored by Kraneshares. China Last Night powered by KraneShares is a daily note produced by the K…

1
What the Fed Rate Cut Means for Your Finances 26:46

1M ago26:46

26:46

On episode 141 of Ask The Compound, Ben Carlson and Duncan Hill discuss how bond math works, the best time to refinance your mortgage, what rate cuts mean for the economy, making a career change to wealth management, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Public for sponsoring this episode! …

1
Intapp's Ben Harrison - using data and automation to transform private markets 1:00:58

2M ago1:00:58

1:00:58

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is a special show with Ben Harrison, the Co-Founder of DealCloud, which is now part of Intapp, where he is President, Industries. Ben is a former banker and private equity professional at Falfurrias Capital Partners who went on to co-found DealCloud to make the process of managing dea…

1
For Advisor By Advisors - Interview with Lance Cibik, CFP® CIMA® AAMS®, Adversity into Fuel : Elite Performance in Wealth, Wellness, & Life Mastery | Transformational Speaking & Coaching - Why Should Financial ... 27:59

2M ago27:59

27:59

In this episode, we speak with Lance Cibik, CFP® CIMA® AAMS®, Adversity into Fuel : Elite Performance in Wealth, Wellness, & Life Mastery | Transformational Speaking & Coaching. We go over his past roles as an educator to financial advisors looking to change their process. We talk on a variety of subjects from keeping advice simple to keeping the c…

1
Earning Man 1:18:08

2M ago1:18:08

1:18:08

On episode 157 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jurrien Timmer to discuss: the Fed's first cut, the labor market, economic indicators, the fall of Carl Icahn, and much more! This episode is sponsored by Public. Discover how you can lock in a 6.8% yield until 2028 with a Bond Account at: https://publ…

1
Can Cash on the Sidelines Save the Stock Market? 32:32

2M ago32:32

32:32

On episode 140 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management advisor, investment committee member, and estate specialist Taylor Hollis to discuss if we are in a buy-the-dip market due to high cash balances, navigating trust and trustee conflict issues, financial planning around worst case scenarios and mu…

1
A Guy Named "Money" 13:28

2M ago13:28

13:28

The Importance of Personal Branding and Attention to Detail: In this episode, I will tell you about what I call a "discerning guy." Now, this term started out to describe drivers who take the dealership's ad off their bumper (watch part 1: the license plate / parking lot video). But now I use it for everyone regardless of gender and it's just a cat…

1
BlackRock Reduces Risk, Apple Reaction, the Case for eBay, Yield Curve Un-Inverts 1:01:21

2M ago1:01:21

1:01:21

On this TCAF Tuesday, hear Josh Brown and Michael Batnick discuss taking down risk, tech dilution, Apple reactions, and more on an all-new episode of What Are Your Thoughts! This episode is sponsored by YCharts! Subscribe to the YCharts blog to ensure you’re plugged into the latest insights, research, and market trends. Get 20% off your initial sub…

1
T. Rowe Price's Cheri Belski - how a $1.59T asset manager is approaching private markets: AGM x Pangea Private Markets Live Podcast 26:45

2M ago26:45

26:45

Welcome back to the Alt Goes Mainstream podcast. Recently, AGM partnered with Pangea to bring together a group of executives in private markets and wealth management in London for a live AGM podcast featuring Cheri Belski of T. Rowe Price, one of the largest asset managers in the world with over $1.59T AUM. Cheri is the Global Head of Product at T.…

1
A Career on Wall Street 1:31:52

2M ago1:31:52

1:31:52

On episode 156 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Jill Schlesinger and Tony Dwyer to discuss: Tony's distinguished career in finance, 31 years of market returns, the Fed, Nvidia, the labor market, how the market might react to Trump vs Harris, and much more! This episode is sponsored by Themes ETFs. T…

1
Why Is The Stock Market Going Down? 42:53

2M ago42:53

42:53

On episode 139 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CIO and Chairman Barry Ritholtz to discuss if the market is about to crash, if the U.S. economy is grinding towards recession, paying off a low-rate mortgage early, staying invested with large gains, and much more! Submit your Ask The Compound questions to askthecompo…

1
Jeremy Schwartz, CFA – Currency Hedging, Legacy of Professor Siegel & Innovation in ETF’s 49:35

2M ago49:35

49:35

Today’s guest is Jeremy Schwartz, CFA, Global Chief Investment Officer at WisdomTree. Before Jeremy started at WisdomTree in 2005, he was a head research assistant for Professor Jeremy Siegel and became his co-author on the sixth edition of the book Stocks for the Long Run. He received his B.S. in economics from the Wharton School of the University…

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Bernstein Private Wealth Management's Alex Chaloff - how the CIO of a $125B wealth manager navigates private markets 1:00:55

2M ago1:00:55

1:00:55

Welcome back to the Alt Goes Mainstream podcast. Today’s episode is with Alex Chaloff, the CIO of a large and sophisticated private wealth management firm that is very active in private markets. Alex is Chief Investment Officer of Bernstein’s $125B+ private wealth management unit within $725B AUM AllianceBernstein. He was previously the Head of Alt…

1
NVDA’s Mini-Crash, Dan Ives on AI, Josh’s New Book 1:30:55

2M ago1:30:55

1:30:55

On this TCAF Tuesday, Josh Brown is joined by Dan Ives of Wedbush Securities to discuss Nvidia's latest earnings report, what sets Jensen Huang apart, what it would take for anyone to catch the AI leader, and much more! Then, at 31:33, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! This episode is sponsored by Rock…

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Common Podcast Page Mistake + How to Brand Your Zoom Link: Vanity URL 9:37

2M ago9:37

9:37

I discuss a common mistake I see many podcasters and website owners making: not testing user experience as a lay user. I emphasize how crucial it is to have easy access links for Spotify and Apple Podcasts on your podcast home page (on your own website). And I talk about the value of using universal links like Plink. I'll share some practical tips …

1
Time Heals 1:25:15

2M ago1:25:15

1:25:15

On episode 155 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Gunjan Banerji of The Wall Street Journal and Paul Hickey of Bespoke Investment Group to discuss: Nvidia earnings, the AI led market boost, the Fed's impending cut, politics and investing, and much more! This episode is sponsored by Public. Discover ho…

1
Using Valuations to Time the Stock Market 37:06

2M ago37:06

37:06

On episode 138 of Ask The Compound, Ben Carlson and Duncan Hill are joined by RWM CFO and tax specialist Bill Sweet to discuss using valuation as a market timing tool, optimizing tax vs Roth contributions, tax considerations when moving abroad, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com! Thanks to Fabric B…

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[Repost] Animal Spirits: Alt Goes Mainstream with Michael Sidgmore 51:17

2M ago51:17

51:17

I went into The Compound and came out alive. Recently, I joined Michael Batnick and Ben Carlson of Ritholtz Wealth Management on their Animal Spirits podcast by The Compound. It is a fantastic show that produces frank and thoughtful conversations on markets and the wealth management world. They invited me on their show to discuss why alts are going…

1
The First Rate Cut, Dan Loeb Buys Apple, Previewing Nvidia’s Earnings 1:00:32

2M ago1:00:32

1:00:32

On this TCAF Tuesday, hear an all-new episode of What Are Your Thoughts with Josh Brown and Michael Batnick! They cover the upcoming Nvidia earnings report, the slowdown in leisure and hospitality spending, hedge fund manager Dan Loeb’s recent comments about Apple, an all-new make the case, mystery chart, and more! This episode is sponsored by Publ…

1
All the News That’s Fit to Print 1:29:07

2M ago1:29:07

1:29:07

On episode 154 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by New York Times economics reporter Talmon Smith, and The Compound's very own Ben Carlson to discuss: inflation, the Fed, economic policy, the labor market, and much more! This episode is sponsored by Public. Make your savings work harder and earn an ind…

पॉडकास्ट सुनने लायक

Ritholtz Wealth पॉडकास्टस

पॉडकास्ट सुनने लायक

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