<![CDATA[Compounding Machines]]>https://joshbaylin.comhttps://joshbaylin.com/img/substack.pngCompounding Machineshttps://joshbaylin.comSubstackTue, 10 Nov 2026 22:14:01 GMT<![CDATA[Start Here]]>https://joshbaylin.com/p/start-herehttps://joshbaylin.com/p/start-hereTue, 10 Nov 2026 22:07:20 GMTNew here? This is the fastest way to see how I think.

My DailyWealth essays

Before Compounding Machines, I wrote for DailyWealth, Stansberry Research’s free daily letter. These are the essays I’d send a new reader first. They live on Stansberry’s site.

Market Swings

Market Swings is my show about investing and markets, filmed during a round of golf. Start with Kevin Kisner on the real economics of the PGA Tour, my most-watched episode, then browse every episode.

What’s next

Compounding Machines comes out every week. Subscribe and the next one lands in your inbox.

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]]><![CDATA[Josh Hansen on Taking Over a Legendary Family Surf Business | 19th Hole]]>https://joshbaylin.com/p/josh-hansen-on-taking-over-a-legendary-family-surf-business-19th-holehttps://joshbaylin.com/p/josh-hansen-on-taking-over-a-legendary-family-surf-business-19th-holeWed, 18 Mar 2026 07:00:00 GMTMarket Swings 19th Hole episode released March 18, 2026.

After a not-so-perfect (but very competitive) scramble with $100 and a couple of martinis on the line, I sat down with Josh Hansen of Hansen Surfboards.

We get into what it is really like to take over and run a legendary family business, in a post-round conversation that goes well beyond golf.

Watch on YouTube →

]]><![CDATA[Why Surf Retail Is Getting Crushed (While We Golf for $100)]]>https://joshbaylin.com/p/why-surf-retail-is-getting-crushed-while-we-golf-for-100https://joshbaylin.com/p/why-surf-retail-is-getting-crushed-while-we-golf-for-100Wed, 11 Mar 2026 07:00:00 GMTMarket Swings episode released March 11, 2026.

I teed it up with Josh Hansen of Hansen Surfboards on the North Course at Omni La Costa in Carlsbad.

Between shots, we get into why surf retail is getting squeezed and what it takes to keep a legendary family business going.

Watch on YouTube →

]]><![CDATA[Playing Through Volatility with Alissa Kacar | 19th Hole]]>https://joshbaylin.com/p/playing-through-volatility-with-alissa-kacar-19th-holehttps://joshbaylin.com/p/playing-through-volatility-with-alissa-kacar-19th-holeWed, 04 Mar 2026 08:00:00 GMTMarket Swings 19th Hole episode released March 4, 2026.

After a hot, windy scramble in Southern California (Santa Ana winds, tough lies and a short game that showed up), I sat down with Alissa Kacar, aka @newladygolfer.

She explains how she built such a loyal following by documenting every shot of her golf journey, including the ones most people would delete.

Watch on YouTube →

]]><![CDATA[How Social Media Made Alissa Kacar a PGA Tour Insider]]>https://joshbaylin.com/p/how-social-media-made-alissa-kacar-a-pga-tour-insiderhttps://joshbaylin.com/p/how-social-media-made-alissa-kacar-a-pga-tour-insiderThu, 26 Feb 2026 08:00:00 GMTMarket Swings episode released February 26, 2026.

Alissa Kacar, better known as @newladygolfer, went from teaching high school to becoming the face of a PGA Tour event.

We went inside the ropes to see how she built that reinvention over seven years, and what it says about where attention and money in golf are heading.

Watch on YouTube →

]]><![CDATA[Clubs Down, Drinks Up: 19th Hole Rapid Fire]]>https://joshbaylin.com/p/clubs-down-drinks-up-19th-hole-rapid-firehttps://joshbaylin.com/p/clubs-down-drinks-up-19th-hole-rapid-fireWed, 18 Feb 2026 08:00:00 GMTMarket Swings 19th Hole episode released February 18, 2026.

We recap a private nine-hole round on a closed course, with a few robots quietly working in the background.

The post-round hang turns into rapid-fire takes: GOAT debates, a dream foursome with Scottie Scheffler and Tiger Woods, and whether autonomous carts are where the game is headed. Walk or ride? Music or silence? Early tee times or sunset shadows? We settle all of it.

Watch on YouTube →

]]><![CDATA[24/7 Autonomous Mowers: Inside a Fully Robotic Golf Course]]>https://joshbaylin.com/p/24-7-autonomous-mowers-inside-a-fully-robotic-golf-coursehttps://joshbaylin.com/p/24-7-autonomous-mowers-inside-a-fully-robotic-golf-courseWed, 11 Feb 2026 08:00:00 GMTMarket Swings episode released February 11, 2026.

We went to The Santaluz Club to see whether autonomous mowers are ready to take over maintenance across the 20,000-course golf industry.

Having helped build autonomous robots at Brain Corp, I wanted to see whether the payback math actually works on a real course.

Watch on YouTube →

]]><![CDATA[Golf, Business, and Deals: An Uncut CEO Conversation | 19th Hole]]>https://joshbaylin.com/p/golf-business-and-deals-an-uncut-ceo-conversation-19th-holehttps://joshbaylin.com/p/golf-business-and-deals-an-uncut-ceo-conversation-19th-holeWed, 04 Feb 2026 08:00:00 GMTMarket Swings 19th Hole episode released February 4, 2026.

After a scramble round in Las Vegas, we put our guests in the hot seat with rapid-fire questions on golf, business, money and life.

The post-round banter turns into a real conversation about how relationships get built on the course, why deals get done between shots and why the fairway might be the most honest boardroom there is.

Watch on YouTube →

]]><![CDATA[Thrive Cannabis CEO Tried to Pay the IRS $2.3 Million in Cash. They Turned Him Away.]]>https://joshbaylin.com/p/thrive-cannabis-ceo-tried-to-pay-the-irs-2-3-million-in-cash-they-turned-him-awayhttps://joshbaylin.com/p/thrive-cannabis-ceo-tried-to-pay-the-irs-2-3-million-in-cash-they-turned-him-awayWed, 28 Jan 2026 08:00:00 GMTMarket Swings episode released January 28, 2026.

I played Southern Highlands in Las Vegas with Mitch Britten, CEO of Thrive Cannabis.

He tried to pay a $2.3 million tax bill in cash, and the IRS turned him away. That one story says a lot about how strange the economics of legal cannabis still are.

Watch on YouTube →

]]><![CDATA[Inside the $1.7 Trillion Retirement Business]]>https://joshbaylin.com/p/inside-the-1-7-trillion-retirement-businesshttps://joshbaylin.com/p/inside-the-1-7-trillion-retirement-businessWed, 14 Jan 2026 08:00:00 GMTMarket Swings episode released January 14, 2026.

Pete Katkov, Mitch Mammini and Orlando Quevas join me for 18 holes of competitive golf and candid talk about entrepreneurship, financial literacy, insurance and AI.

Along the way, we get a rare look inside a $1.7 trillion retirement business.

Watch on YouTube →

]]><![CDATA[Why Pro Golfers Take the LIV Money: Kevin Kisner Explains]]>https://joshbaylin.com/p/why-pro-golfers-take-the-liv-money-kevin-kisner-explainshttps://joshbaylin.com/p/why-pro-golfers-take-the-liv-money-kevin-kisner-explainsWed, 31 Dec 2025 08:00:00 GMTMarket Swings episode released December 31, 2025.

In part two of our round at Sage Valley, Kevin Kisner explains why so many players took the LIV money.

He also explains why he now tracks NBC's TV ratings the way he used to track the world rankings. The scoreboard in pro golf is changing, and the money is following it.

Watch on YouTube →

]]><![CDATA[Kevin Kisner Reveals the REAL Economics of the PGA Tour]]>https://joshbaylin.com/p/kevin-kisner-reveals-the-real-economics-of-the-pga-tourhttps://joshbaylin.com/p/kevin-kisner-reveals-the-real-economics-of-the-pga-tourWed, 24 Dec 2025 08:00:00 GMTMarket Swings episode released December 24, 2025.

I walked Sage Valley with four-time PGA Tour winner Kevin Kisner to talk about the business side of the Tour.

Only about 30% of tour winnings actually make it home. Kevin breaks down where the rest goes and what it takes to run a pro career like a business.

Watch on YouTube →

]]><![CDATA[Dylan Menante Exposes the Harsh Economics of the Korn Ferry Tour]]>https://joshbaylin.com/p/dylan-menante-exposes-the-harsh-economics-of-the-korn-ferry-tourhttps://joshbaylin.com/p/dylan-menante-exposes-the-harsh-economics-of-the-korn-ferry-tourWed, 17 Dec 2025 08:00:00 GMTMarket Swings episode released December 17, 2025.

In the first episode of Market Swings, Korn Ferry Tour player Dylan Menante walks through what it really costs to chase a PGA Tour card.

Six figures in earnings sounds great until you add up what it costs to play. It is a candid look at professional golf as a small business.

Watch on YouTube →

]]><![CDATA[🔮 Why I Think You Can Still See the Future — If You Know Where to Look]]>https://joshbaylin.com/p/why-i-think-you-can-still-see-the-future-if-you-know-where-to-lookhttps://joshbaylin.com/p/why-i-think-you-can-still-see-the-future-if-you-know-where-to-lookThu, 06 Nov 2025 08:00:00 GMTThis week’s DailyWealth piece explores how technology itself can act as a window into tomorrow’s biggest investment winners.

How to Predict the Future Today... With Tomorrow's Tech | Stansberry Research

Most traditional analysts find trends in quarterly reports. But one strategy can reveal which stocks will matter most in the future – and help you find some lucrative opportunities...

stansberryresearch.com/dailywealth/how-to-predict-the-future-today-with-tomorrows-tech

❝

Published via Stansberry Research’s DailyWealth — reposted here for readers who want updates when I write.

]]><![CDATA[Hello]]>https://joshbaylin.com/p/hellohttps://joshbaylin.com/p/helloWed, 29 Oct 2025 17:33:18 GMTwhat does this do?

Thanks for reading! Subscribe for free to receive new posts and support my work.

]]><![CDATA[Retail Robotics Revolution: Brain Corp and the Future of Automated Retail | Brick & Mortar Reborn]]>https://joshbaylin.com/p/retail-robotics-revolution-brain-corp-and-the-future-of-automated-retail-brick-mortar-rebornhttps://joshbaylin.com/p/retail-robotics-revolution-brain-corp-and-the-future-of-automated-retail-brick-mortar-rebornSun, 20 Feb 2022 08:00:00 GMTPodcast interview on Brick & Mortar Reborn, released February 20, 2022, while I was Vice President of Product and Marketing at Brain Corp.

I joined Brick & Mortar Reborn to talk about how robotics works in retail today and where it’s headed. Brain Corp makes the software that turns manual machines into robots.

We get into who Brain Corp’s customers are, how they use its products, the biggest use cases and what changes as more robot technology makes its way into stores.

Listen on Apple Podcasts →

Listen on Spotify →

]]><![CDATA[Use of Robotics Technology In-Store | Retail Focus Podcast]]>https://joshbaylin.com/p/use-of-robotics-technology-in-store-retail-focus-podcasthttps://joshbaylin.com/p/use-of-robotics-technology-in-store-retail-focus-podcastMon, 10 May 2021 07:00:00 GMTPodcast interview on The Retail Focus Podcast, released May 10, 2021, while I was Senior Director of Strategy at Brain Corp.

I joined The Retail Focus Podcast to talk about the technology behind the autonomous mobile robots now working in retail stores, including the machines that clean floors and scan shelves.

We cover how much that technology advanced over the prior two years and what goes into making sure robots actually fit into a busy store environment.

Listen on Podbean →

]]><![CDATA[Why Robots Are the Ultimate IoT Play for Retailers | Retail Refined]]>https://joshbaylin.com/p/why-robots-are-the-ultimate-iot-play-for-retailers-retail-refinedhttps://joshbaylin.com/p/why-robots-are-the-ultimate-iot-play-for-retailers-retail-refinedTue, 24 Nov 2020 08:00:00 GMTPodcast interview on Retail Refined with Melissa Gonzalez, released November 24, 2020, while I was Senior Director of Strategy at Brain Corp.

I joined Melissa Gonzalez on MarketScale’s Retail Refined to explain why autonomous mobile robots are the ultimate IoT play for retailers. Brain Corp’s AI software, BrainOS, powers robots that take on routine work in grocery stores, retail chains, airports and malls. That frees employees for higher-value work and gives managers a new stream of data on how their stores actually run.

We get into what set Brain Corp’s approach apart, how shelf-scanning robots map stores and help with planogram planning, real retail case studies and their results, lessons from 2020 and where retail robotics was headed through 2025.

Listen on Apple Podcasts →

Listen on Spotify →

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