
duncan@ritholtzwealth.com
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Episodes: 360
Frequency: Weekly
Rating: 4.7/5.0
Estimated listeners: 1k-10k
Gender skew: Unknown
Location: USA
duncan@ritholtzwealth.com
For verified host and producer emails, sign up to view.
Ben Carlson - Financial writer and Director of Institutional Asset Management at Ritholtz Wealth Management.
Duncan Hill - Podcast producer and Director of Creative Media at The Compound.
Jurrien Timmer - Market Concentration, Interest Rates, Earnings, Speculative Capital, Staying Invested During Bull Markets, Bubble Risk, And Barbell Approaches To Artificial Intelligence And Value Investing.
When Should You Turn Bearish on the Stock Market?
July 29, 2026
On episode 233 of Ask The Compound, Ben Carlson, Duncan Hill, and Josh Brown tackle your investing and financial planning questions, including whether Shake Shack's recent collapse is a buying opportunity, how active management fits alongside indexing, what would actually make a long-term bull turn bearish, how to promote disciplined investing in a speculative market, and whether an expected inheritance should influence your financial plan. They discuss: Is Shake Shack a value opportun...
What Are the Two Main Risks Right Now?
July 22, 2026
On episode 232 of Ask The Compound, Ben Carlson is joined by Jurrien Timmer to discuss: whether the Magnificent 7's recent underperformance is a healthy sign of broader market leadership, why concentration risk and higher interest rates remain key risks for investors, how long the current earnings boom can continue, where speculative capital could flow next after Bitcoin, gold, and semiconductor stocks, and how to stay invested during a bull market while protecting against the risk of an even...
Can Your Portfolio Survive Market Timing?
July 15, 2026
On episode 231 of Ask The Compound, Ben Carlson, Taylor Hollis, and Duncan Hill answer your investing and financial planning questions, including whether the world's worst market timer could still build wealth, how to tackle $90,000 in credit card debt, and why estate planning should be part of every financial plan. They also discuss how to navigate difficult family conversations about wills and succession planning, whether financial advisors should hire advisors of their own, and the best...
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