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Ask The Compound

The Compound
Investment Strategies
Bonds
Bitcoin
S&P 500
Retirement Planning
Inflation
Financial Planning
Investing
Real Estate Market
Gold
Personal Finance
Investments
Housing
Financial Advisors
Mortgage Rates
Disney
Fire Movement
Generational Wealth
Small and Mid-Cap Stocks
Cryptocurrency

Got money questions? We’ve got answers. Join Ben Carlson, Duncan Hill, and a rotating lineup of financial pros as they break down your biggest questions about investing, markets, and personal finance. Ben is a leading financial writer and the Director of Institutional Asset Management at Ritholtz. Duncan is a podcast producer and the Director of Creative Media at The Compound. See our disclosures ... more

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Latest Episodes

On episode 214 of Ask The Compound, Ben Carlson, Duncan Hill and Nick Maggiulli discuss private markets vs real estate, is a guaranteed return worth it, 401k vs brokerage account, saving for college and more. Submit your Ask The Compound questions to... more

On episode 213 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Barry Ritholtz and Blair duQuesnay to discuss: the current market environment, the importance of the market to the Trump admin, odds of a recession, and more! Submit your A... more

YouTube

On episode 212 of Ask The Compound, Ben Carlson and Bill Sweet discuss managing risk in an uncertain environment, how much is too much Roth, how the BOXX ETF works, 529 accounts for adults and more. Submit your Ask The Compound questions to ⁠⁠askthec... more

YouTube

On episode 211 of Ask The Compound, Ben Carlson and Bill Sweet discuss how box spread loans work, taxes vs asset location, small business retirement plan options, how to coast FIRE, living on dividends and more. Submit your Ask The Compound questions... more

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Recent Guests

Joe DiCipio
Works for Air and Risk Advisors, expert on box spread loans.
Air and Risk Advisors
Episode: Can You Retire in Your 40s and Live Off the Dividends?
Brian Jacobs
Portfolio Manager at Aptis ETFs
Aptus ETFs
Episode: How Do You Hedge With Options?
Jurrien Timmer
Director of Global Macro at Fidelity Investments
Fidelity Investments
Episode: Why Is Gold Outperforming the Stock Market?
Joey Fishman
Resident expert in stock options and personal finance at Ritholtz Wealth Management
Ritholtz Wealth Management
Episode: What’s the Best Time to Invest?
Callie Cox
J-PAL strategist at RWB
Ritholtz Wealth Management
Episode: What Is the Expected Return for the Stock Market?
Bill Sweet
Roth IRA expert and guest speaker
Episode: How to Live Tax-Free in Retirement
Steve Quirk
Chief Brokerage Officer at Robinhood
Robinhood
Episode: Is Retail the Smart Money Now?
Michael Sidgmore
Host of the podcast All Goes to Mainstream and newsletter of the same name
Episode: Does Private Equity Belong in 401k Plans?
Blair Ducnay
An experienced financial advisor from Ritholtz Wealth Management
Ritholtz Wealth Management
Episode: Will Tariffs Tank the Economy?

Hosts

Ben Carlson
Host of Ask The Compound with focus on investment strategy and financial markets
Duncan Hill
Co-host and producer with a focus on creative media and show production

Reviews

4.8 out of 5 stars from 497 ratings
  • Merry Christmas Duncan!!

    Long time listener. First time reviewer. Appreciate the dynamic the guests and the clear advice given in a non judgmental way. Everyone could learn something by listening.

    Apple Podcasts
    5
    NolaJM1
    United States3 months ago
  • Great personal finance pod!!

    I listen to a lot of financial planning and investing podcasts. To me, this is the best one. The reason for that is that Duncan and Ben provide practical, actionable advice on a weekly basis. Keep up the good work, gents!

    Apple Podcasts
    5
    missmacreads
    United States3 months ago
  • One of the best financial podcasts!

    Michael and Duncan form a fantastic combination. A really good mix of honest and practical financial advice - well worth a listen!

    Apple Podcasts
    5
    Danny Sits
    Canada3 months ago
  • Josh is on a roll today…

    Please have Josh on every week, lol. He was on a heater today. So good!

    Apple Podcasts
    5
    KnightNole77
    United States5 months ago
  • I love the Grand Rapids hedge

    See title

    Apple Podcasts
    5
    gnatxela
    United States7 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Shows high-quality financial analysis with practical takeaways.
Hosts have great chemistry and balance humor with insights.
Guest diversity adds breadth to topics discussed.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

How Do You Prepare for Market Uncertainty?
Q: What does a portfolio look like today for a couple considering Roth, taxable, and 529 options, and how should they think about mega backdoor Roth versus taxable gains?
The hosts advocate for simplicity and caution against unnecessary complexity. They suggest aiming for tax diversification while considering future tax outcomes, and they weigh the benefits of converting to Roth now against the cost of paying taxes upfront. In the specific scenario, the recommendation leans toward prioritizing a sensible tax-efficient mix and not overloading on mega backdoor Roth given current tax costs and timeline, with a preference for reducing unnecessary complexity.
How Do You Prepare for Market Uncertainty?
Q: Question one, managing risk in an uncertain environment. Richard gets points for me, Ben. If you don't see it coming, how do you plan for it?
Starting from the premise that the realm of the possible is hard to worry about, the hosts emphasize excluding low-probability catastrophe scenarios from every plan, and instead focusing on broad, durable variables. They argue for basing plans on what is reasonably likely and keeping a wide range of outcomes in mind, rather than chasing rare events.
Should You Pay Off Your Mortgage Early or Invest in Stocks?
Q: How does the USD declining 10% in 2025 impact your investment thinking for 2026, if at all?
The devaluing dollar could be discussed concerning market trends and impacts, but specifics would come later in the show.
Should You Pay Off Your Mortgage Early or Invest in Stocks?
Q: Do you have a rule of thumb for when to prioritize paying down debt on a mortgage instead of investing?
If your mortgage is under 4%, you likely shouldn't pay it off; if it's around 6.375%, consider extra payments, but a mix with stocks is advised.
Should You Pay Off Your Mortgage Early or Invest in Stocks?
Q: Given the high valuations, should I pause my DCA into the S&P 500?
No, you should continue dollar cost averaging despite high valuations.

Audience Metrics

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Frequently Asked Questions About Ask The Compound

What is Ask The Compound about and what kind of topics does it cover?

A finance-focused show featuring Ben Carlson and Duncan Hill, with a rotating lineup of guests who are practitioners and researchers in investing, markets, and personal finance. Episodes consistently tackle retirement planning, investment strategies, mortgage and housing questions, options and risk management, and the impact of AI on markets. The hosts balance practical advice with thoughtful analysis, often inviting industry experts to illuminate complex topics. The format tends toward actionable guidance for retail investors, financial professionals seeking ideas, and listeners aiming to improve financial decision-making, with a approachable, conversational tone that blends humor and rigor.

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Which podcasts are similar to Ask The Compound?

These podcasts share a similar audience with Ask The Compound:

1. The Compound and Friends
2. The Long View
3. Bogleheads On Investing Podcast
4. Masters in Business
5. The Rational Reminder Podcast

How many episodes of Ask The Compound are there?

Ask The Compound launched 5 years ago and published 341 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Ask The Compound?

Recent guests on Ask The Compound include:

1. Joe DiCipio
2. Brian Jacobs
3. Jurrien Timmer
4. Joey Fishman
5. Callie Cox
6. Bill Sweet
7. Steve Quirk
8. Michael Sidgmore

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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