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Ask The Compound

The Compound
Retirement Planning
Investment Strategies
Stock Market
Financial Planning
Inflation
Housing Market
Investing
S&P 500
Financial Advisors
Personal Finance
Bonds
Bitcoin
Diversification
Recession
Real Estate
Artificial Intelligence
Interest Rates
Market Timing
Rocket Money
4% Rule

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

PublishesWeeklyEpisodes367Founded6 years ago
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Artwork for Ask The Compound

Latest Episodes

On this live episode of Ask The Compound from Future Proof in Huntington Beach, Ben Carlson, Alex Morris, Bill Sweet, and Barry Ritholtz tackle listener questions on bonds, luxury spending, generational wealth, and managing an actively traded portfol... more

YouTube

On episode 239 of Ask The Compound, Ben Carlson, Bill Sweet, and Duncan Hill tackle six listener questions on investing, retirement, and managing risk. They discuss the research behind trend-following and momentum strategies, how mega-backdoor Roth 4... more

YouTube

On episode 238 of Ask The Compound, Ben Carlson and Duncan Hill discuss how to prepare for a potential government debt crisis, choosing between stocks, bonds and cash, how much to allocate to international stocks, the best places to park short-term s... more

YouTube

On episode 237 of Ask The Compound, Ben Carlson, Bill Sweet and Duncan Hill discuss the most important things investors should know before buying stocks, how to transfer retirement accounts tax-efficiently, and managing large chunks of variable incom... more

YouTube

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Recent Guests

Jack Raines
Author of Young Money, A Field Guide to Wealth and Purpose in Your 20s
Author, Speaker
Episode: Is Buying a Home Still a Good Investment?
Jurrien Timmer
Director of Global Macro at Fidelity Investments
Fidelity Investments
Episode: What Are the Two Main Risks Right Now?
Ralph Ira
Tax expert invited to discuss the question from the inbox
Tax expert (presented as guest on show)
Episode: How Do You Sell Your Stocks Without a Big Tax Hit?
Bill Sweet
Guest who filled in for a previous episode
Episode: How Do You Protect Against a Bear Market?
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?
Joey Fishman
Resident stock option expert from Ritholtz Wealth Management
Ritholtz Wealth Management
Episode: How Will the $84 Trillion Wealth Transfer Play Out?
Nick Maggiulli
Author of The Wealth Ladder
Episode: How To Be Rich
Steve Quirk
Chief Brokerage Officer at Robinhood
Robinhood
Episode: Is Retail the Smart Money Now?

Hosts

Ben Carlson
Host of Ask The Compound; senior figure at Ritholtz Wealth Management; frequent questions and analysis on personal finance, investing, and wealth strategy.
Duncan Hill
Co-host; podcast producer; Director of Creative Media at The Compound; contributes host dynamics and production insight.

Reviews

4.8 out of 5 stars from 532 ratings
  • Good picture of the market

    Whether watching on YouTube or listening on Apple Podcasts, I always find this show highly valuable. It does a fantastic job of giving a much fuller, clearer picture of the market

    Apple Podcasts
    5
    AguirreM91
    United States4 months ago
  • Great Personal Finance Show

    The range topics are extremely valuable to those who hope to manage their way through life and come out on top with a comfortable retirement.

    Apple Podcasts
    5
    ChrisK225
    United States4 months ago
  • Go to podcast for finance

    In my weekly rotation. Great advice and commentary to real life financial situations and questions.

    Apple Podcasts
    5
    KnightNole77
    United States5 months ago
  • 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 States9 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 States9 months ago

Listeners Say

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

Audience notes diverse, guest-heavy episodes are informative but can lean heavy on macro topics.
Some feedback calls out occasional repetition or guest saturation but overall high value for investors and advisors.
Listeners praise actionable, practical finance guidance and clear host chemistry.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#76
United States/Business/Investing
Apple Podcasts
#243
United States/Business
Apple Podcasts
#69
Canada/Business/Investing
Apple Podcasts
#104
United Kingdom/Business/Investing
Apple Podcasts
#197
Canada/Business
Apple Podcasts
#56
Ukraine/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

How Does the Mega Backdoor Roth Conversion Work?
Q: Should I adjust my asset allocation due to AI-driven disruption affecting my job security as a software professional?
Consider human capital risk and your job stability; if your career is volatile or you anticipate disruption, increasing cash reserves or bonds can be a prudent hedge, while still maintaining long-term growth exposure.
How Does the Mega Backdoor Roth Conversion Work?
Q: What is the mega backdoor Roth 401(k) conversion and is it a good option if available through my employer?
It's a backdoor way to push after-tax dollars into a Roth 401(k) via post-tax contributions and then converting, which can significantly boost Roth savings if the plan allows it; however, availability depends on employer plan rules and access to cash balance plans can vary.
Best Investment Right Now: Stocks, Bonds or Cash?
Q: What would you recommend for US stock market exposure versus international, including both developed and emerging markets?
A global mix is prudent; keep a baseline around the global market allocation (roughly 65% US and 35% international) but tailor to risk tolerance and time horizon. Over time, a modest tilt toward international diversification helps reduce country-concentration risk, with consideration given to emerging markets as a growth complement to developed markets.
Best Investment Right Now: Stocks, Bonds or Cash?
Q: As an investor, I have a choice between accepting a gift of $1,000 in USD cash, $1,000 in VT ETF, or $1,000 in AGG. Which is worth more?
All three are worth the same in present value terms today, but their risk and return profiles differ: cash offers liquidity, VT provides equity diversification globally, and AGG offers bond exposure with yield; your choice should align with your risk tolerance and desire for diversification.
Best Investment Right Now: Stocks, Bonds or Cash?
Q: Option one, $1,000 in a stock market index fund. Option two, $1,000 in a bond market index fund. Or option three, $1,000 in cash. What do you do?
Stocks have the highest long-run return, cash offers flexibility, and bonds provide yield; in practice, the best answer depends on your goals, but generally some exposure across asset classes with a bias to stocks for growth and cash/bonds for buffer is prudent. In the hypothetical, I'd lean toward cash for flexibility unless you're optimizing for growth, in which case a diversified mix makes more sense.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Professions
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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 practical, listener-driven show that tackles money, investing, and personal finance through a straightforward, no-jonsense lens. Episodes frequently unfold around market strategy, macro context, and real-world financial planning—from tax planning and estate considerations to housing affordability and AI-driven shifts in the economy. Guests range from macro economists to authors and tax experts, adding diverse perspectives on how to navigate today's markets while keeping long-term wealth-building in focus. Expect candid Q&As, tactical tips, and a conversational style that blends data, anecdotes, and humor to help retail investors, advisors, and curious professionals make sense of complex financial decisions. A recurring strength is groundi... more

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Which podcasts are similar to Ask The Compound?

These podcasts share a similar audience with Ask The Compound:

1. Animal Spirits Podcast
2. The Compound and Friends
3. Talking Wealth
4. Facts vs Feelings with Ryan Detrick & Sonu Varghese
5. RiskReversal Pod

How many episodes of Ask The Compound are there?

Ask The Compound launched 6 years ago and published 367 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. Jack Raines
2. Jurrien Timmer
3. Ralph Ira
4. Bill Sweet
5. Joe DiCipio
6. Brian Jacobs
7. Joey Fishman
8. Nick Maggiulli

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