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Downtown Josh Brown and Michael Batnick go head-to-head for a brand new What Are Your Thoughts!
In the final episode of 2019, Josh and Michael cover:
* It was almost impossible to lose money this year
* Does the success of DoubleLine over the last decade prove that building an active management company is still possible?
* The five best performing stocks in the S&P 500 this year were AMD, Lam Research, KLA-Tencor, Chipotle and....Target?
* Why does Michael get bullied online more than Josh?
* 2020 analyst forecasts
* Josh's anti-coffee rant was trash
* Apple is the most emblematic stock of 2019
Let us know your thoughts on these topics! We love to hear from you.
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Nick Maggiulli is the data scientist at Ritholtz Wealth Management and author of the Of Dollars and Data blog. He tells Michael Batnick about a simple trick he uses to avoid feeling guilty while spending money.
Michael talks about how he funds his Liftoff account at the same time as he makes a large purchase. You can have a Liftoff account too, follow the link below - there's no minimum to get started!
http://liftoffinvest.com
Read "How to Spend Money" by Nick here:
https://ofdollarsanddata.com/how-to-spend-money/
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Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:
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Nina O'Neal stops by The Compound to discuss the work-life balancing act of a financial advisor. Nina is a Partner and Investment Advisor at Archer Investment Management in Raleigh, NC.
Follow Nina and the Female Advisor Network on Twitter:
https://twitter.com/female_advisors
Read Nina's blog:
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Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:
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On this edition of What Are Your Thoughts, Michael Batnick and Josh Brown of Ritholtz Wealth Management discuss:
-1,000 zombie ETFs have been put of their misery this year
-How many minutes early for a meeting is too early?
-Would you invest directly into a college student's future success?
-Stocks are up over 20% this year, what's the simple reason?
-The 60/40 delivered its best annual performance since 1998
-Private equity firms have three quarters of a trillion in cash to deploy
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https://www.youtube.com/thecompoundrwm
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:
https://thereformedbroker.com/terms-and-conditions/
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The incredibly bright and insightful Morgan Housel of the Collaborative Fund drops by the Compound to discuss some of the biggest mistakes and misconceptions that plague investors year after year - and what can be done about them.
Morgan talks with Michael Batnick and Barry Ritholtz about:
* how there is no such thing as an optimized portfolio
* why recent trends are more instructive about the near term future, but long term trends are the ally of most investors
* the fact that investing is one of the only endeavors in which the application of more effort doesn't equate to better results
* the hindsight bias that all of us fall victim to
* the reality behind some of the most famous investor track records
* the inconsistency you are required to put up with in the pursuit of long term outperformance
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Check out our video channel, "The Compound," over on YouTube:
https://www.youtube.com/thecompoundrwm
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:
https://thereformedbroker.com/terms-and-conditions/
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Ted Seides stopped by the Compound to talk with Michael Batnick about the struggles the hedge fund industry has faced over the last decade, and what might happen to stem the tide.
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Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:
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Charles Schwab is merging with one of its largest competitors, TD Ameritrade in a $26 billion all-stock deal that should close in the second half of 2020. Michael Batnick and Downtown Josh Brown of Ritholtz Wealth Management discuss what this will mean for the thousands of financial advisors who use one or both of these custodian brokers for their clients' assets.
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Check out our channel "The Compound" over on YouTube:
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Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:
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John Roque joins Barry Ritholtz at The Compound to explain why technical trading signals stopped working and how he has adapted his trading style to the new landscape.
Follow John Roque on Twitter:
https://twitter.com/WolfeDailyHowl
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Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:
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Ben Hunt joins Michael Batnick and Downtown Josh Brown at The Compound to explain what he's so angry about - he sees wealth inequality as being driven by hijacked narratives about capitalism, stock buybacks, central banks and the managerial overclass orchestrating it all.
Follow Ben on Twitter:
https://twitter.com/EpsilonTheory
Stay up to date on Ben's thoughts:
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Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:
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Ed Yardeni, of Yardeni Research, joins Michael Batnick and Barry Ritholtz at The Compound to explain why we're looking at the wrong data all wrong, what the real data is, and what it means for the current narrative surrounding share buybacks.
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Enable our Alexa skill here - "Alexa, play the Compound show!"
Talk to us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:
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