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Ask The Compound

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

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 225 of Ask The Compound, Ben Carlson discusses: the SpaceX IPO and whether it's a threat to index fund investors, the potential market impact of AI-driven job losses, balancing savings goals in your 20s, and much more! Submit your Ask The ... more

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On episode 224 of Ask The Compound, Ben Carlson, Ritholtz Wealth CFO Bill Sweet and Duncan Hill discuss: whether it’s time to sell energy stocks before the next oil crash, the smartest way to rebalance risk heading into retirement, Jeff Bezos’s idea ... more

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On episode 223 of Ask The Compound, Ben Carlson and Duncan Hill discuss: energy stocks vs. the S&P 500, building the perfect portfolio, overcoming the fear of investing aggressively when you’re young, whether it’s worth sacrificing passion for higher... more

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On episode 222 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz CFO Bill Sweet to discuss: if this market makes sense, S&P 500 returns, value added tax, foreign tax credits, how to save for college, small bussiness retirement a... 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?
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?
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?
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
Co-host, Host of Ask The Compound, financial writer and asset-management professional
Duncan Hill
Co-host, podcast producer and financial media professional

Reviews

4.8 out of 5 stars from 515 ratings
  • 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 States2 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 States5 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 States6 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
    Canada6 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 States8 months ago

Listeners Say

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

Some criticism exists about coverage repetition or niche topics.
High-quality guest mix and data-driven discussions are frequently praised.
The dynamic between hosts and guests is engaging and informative.
Overall, the show is seen as a valuable resource for financial planning and investing.
Listeners appreciate the actionable, practical financial guidance.

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 the Bottom 50% Pay Taxes?
Q: What should you do with new money or in a bear market when planning withdrawals?
Adopt a disciplined asset allocation, contribute to accounts that fill favorable tax brackets, and consider timing potential Roth conversions to maximize tax efficiency without sacrificing future growth.
Should the Bottom 50% Pay Taxes?
Q: Is the 4% rule good to follow for both pre-tax and post-tax accounts?
The hosts outline a practical withdrawal framework, focusing on tax-efficient ordering of withdrawals, filling low tax brackets first from traditional accounts, and supplementing with Roth distributions when advantageous, to minimize overall taxes while preserving portfolio longevity.
Should the Bottom 50% Pay Taxes?
Q: Why wouldn't someone invest 100% in stocks from the start and switch to cash before retirement?
The hosts discuss sequence of returns risk, longevity, and inflation, noting that staying invested and gradually balancing risk is generally more prudent than a dramatic cash-off ramp, as cash underperforms due to inflation over long horizons.
Why Is the Stock Market Going Up?
Q: If someone has a massive, highly appreciated position in a stock like Applied Materials, what strategies could they consider to manage taxes and diversify?
The hosts outline several options including timing sales to realize gains with tax planning over the year, tax-loss harvesting with long/short programs, donor-advised philanthropy or gifting to children/grandchildren, and the use of exchange funds or forward prepay contracts to manage basis and cash flow while preserving upside.
Why Is the Stock Market Going Up?
Q: What does your data say about whether the current one-year return ranks among the best on record?
Using long-run data, the hosts show that a 12-month return around 31% places the period in a high percentile (roughly 88th percentile) of 12-month returns since 1975, indicating this strength is unusually strong but not unprecedented historically.

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 practical, data-driven show focused on investing, markets, and personal finance, balancing macro insights with actionable planning tips. Hosts regularly tackle tax planning, retirement strategies, and portfolio construction, often featuring guests who bring tax, macro, or wealth-management perspectives. Noteworthy is the mix of in-depth analysis, real-world questions from listeners, and candid banter, which helps translate complex topics into approachable guidance for both retail investors and finance professionals. The format blends chart-driven discussion, live audience Q&As, and sponsor integrations, making it useful for listeners who want both broad market context and concrete financial planning steps.

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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 5 years ago and published 352 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. Jonathan Novy
4. Jurrien Timmer
5. Joey Fishman
6. Callie Cox
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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