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Ask The Compound

The Compound
Retirement Planning
Investment Strategies
Stock Market
Inflation
Financial Planning
Housing Market
Investing
S&P 500
Financial Advisors
Bonds
Personal Finance
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

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Latest Episodes

On episode 243 of Ask The Compound, Ben Carlson and Duncan Hill answer six listener questions on bonds, retirement, financial planning, and the psychology of spending. They discuss when it makes sense for long-term investors to own bonds, how to thin... more

On episode 242 of Ask The Compound, Ben Carlson and Duncan Hill discuss: when the next bear market and recession could hit, why rising Treasury yields haven’t rattled the stock market, and whether the AI boom could ultimately become the catalyst for ... more

YouTube

On episode 241 of Ask The Compound, Ben Carlson and Duncan Hill answer listener questions on whether private markets are capturing more of the economy’s biggest gains before companies go public, what that could mean for index funds and ETFs, whether... more

YouTube

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

Key Facts

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Accepts Sponsors
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Number of Listeners
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Recent Guests

Alex Morris
Bond expert from FM Investments
FM Investments
Episode: Should You Pick Stocks or Buy Index Funds?
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?
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 Artzerounian
Tax expert guest
CPA
Episode: Will Social Security Be Around in 2060?
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?
Barry Ritholtz
Macro commentator and financial expert
Ritholtz Wealth Management
Episode: Is the Stock Market Overvalued?
Jonathan Novy
Insurance expert with extensive experience in financial products
Ritholtz, Chicago
Episode: How Do You Fix the Housing Market?
Jurrien Timmer
Director of Global Macro at Fidelity Investments
Fidelity Investments
Episode: Why Is Gold Outperforming the Stock Market?

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 541 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 States5 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 States5 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 States6 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 States10 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.

Talking Points

Recent interactions between the hosts and their guests.

Should You Pick Stocks or Buy Index Funds?
Q: When might someone consider hiring an advisor, and how should education play into that relationship?
Advisors can educate and coordinate tax and estate planning, but the client should remain engaged; even with advice, you can outsource tasks while staying informed to maintain control and ensure alignment with broader goals.
Should You Pick Stocks or Buy Index Funds?
Q: What is the value of a temporary satellite or 'cowboy' account, and how much of a portfolio should it be?
A small satellite position, around 5% or less, can satisfy the itch for stock exposure without risking the core, and should be sized so that losses do not affect living standards or plans; long-term performance should still be measured against the main index, not the satellite bets.
Should You Pick Stocks or Buy Index Funds?
Q: First, how should a high-quality bond yield of around 5% be interpreted by individual investors?
A 5% yield is attractive relative to the last decade, but it depends on default risk, duration, and holding to maturity; tax considerations and inflation can erode real returns, and bond ETFs bring additional considerations like rebalancing and liquidity, so investors should view the yield in the context of total portfolio risk and expected inflation.
Why Do We Need Inflation?
Q: What do you think AI will mean for equity research and entry-level analyst roles? Is this a job AI will disrupt, or should the student look at other paths?
AI can automate a lot of data processing and routine research, potentially reducing the need for large numbers of entry-level analysts. However, human expertise—relationship building, interpretive analysis, and strategic thinking—remains valuable, especially at mid-to-senior levels. Opportunities may shift toward roles that involve directing AI, validating outputs, and focusing on high-impact analysis.
Why Do We Need Inflation?
Q: Would you ever change your mind about paying off a low-interest mortgage when inflation and bond yields are high?
I've generally argued against paying off sub-3% debt, especially when inflation is higher than the debt rate and you can earn more in high-quality bonds. But individual psychology matters; for some, the weight of debt is a meaningful constraint. The math should guide decisions, but personal preferences play a role.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
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Age Range
Household Income
Social Media Reach

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 370 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. Alex Morris
2. Jack Raines
3. Ralph Ira
4. Bill Artzerounian
5. Joe DiCipio
6. Brian Jacobs
7. Barry Ritholtz
8. Jonathan Novy

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