Episodes
March 31, 2021
Bull Market Beset by Too Many Misconceptions
"If ever you needed proof that the day-to-day noise is a boon for traders but the bane of investors, 2020 was it. Had you missed the entire year, and not ever touched your portfolios, you would have been much better off." - …
March 26, 2021
Everyone is an Investor
"The best deals used to be reserved for the best investors. But as more liquidity entered private markets founders now have other factors to consider." - Michael Batnick For more visit: The Irrelevant Investor For disclosure…
March 26, 2021
The Art of Calling a Market Top
"This is important to all top-callers. If you manage capital for clients, your top call will raise all sorts of issues with them. You certainly can’t be long the markets after your top call. Remember what the great Barton Bi…
March 25, 2021
Non-Compete
"I’m in a moment right now. Putting pieces in place. Declining comment. Biding my time. Building my own lane. You can have all the rest. How can we be competitors when I don’t want what you want?" - Josh Brown For more visit…
March 25, 2021
Tech Bubble or Rotation?
"The key observation here is that behavior among different sectors changes at tops, bottoms and middles . That is true for markets, and it is true for economic cycles as well. For those who see bubbles, I suggest considering…
March 25, 2021
Get Rich versus Stay Rich
"I don’t help people get rich, I help them stay rich. My job as a wealth manager is to help clients hold on to their wealth and to preserve and grow it to keep pace with inflation. My number one priority is to ensure that mo…
March 22, 2021
What's Changed For Now and What's Changed Forever
"It will take time for the realization to set in that 2020 truly marked the end of a way of life we’ve known our whole lives. This doesn’t mean the new way of life will be worse. It may even be better (clean and hygienic!). …
March 19, 2021
Not the Same Internet as the Dotcom Bubble
"This era is fraught with misinformation, driven by social networks that iterate algorithms to expertly manipulate dopamine-driven human behavior. It presents a clear and present danger for investors." - Barry Ritholtz For m…
March 18, 2021
Ray Dalio and the Power of Setting Defaults for Optimism
"I do consider myself a glass-half-full kind of guy. I think I was just born this way. I have plenty of worries just like the next person, but I have a huge amount of faith in the power of the human spirit to figure things o…
March 18, 2021
Is Measuring Wealth Using A Scorecard A Good Idea?
"Because something is easy to measure doesn’t mean it’s important. In our haste to make life less complicated and predictable, we focus on measurable things. Just because we can." - Tony Isola For more visit: A Teachable Mom…
March 16, 2021
Macro Thinking
"You have to keep your head down when investors get manic over shiny objects. From Bitcoin, to GameStop, to NFTs, I would be slaughtered trying to speculate in these areas. Slow and steady, asset allocation with rebalancing,…
March 16, 2021
How Lucky Was Your Birth Year?
"Some people can create alpha in real estate, equities, etc. but I think much of the strong returns we have been seeing lately is in no small part due to dumb luck." - Barry Ritholtz For more visit: The Big Picture For discl…
March 16, 2021
The Twenty Craziest Investing Facts Ever
"If you had invested from 1960-1980 and beaten the market by 5% each year, you would have made less money than if you had invested from 1980-2000 and underperformed the market by 5% a year " - Michael Batnick For more visit:…
March 12, 2021
Owning Individual Stocks vs. Owning the Stock Market
"Yes, buying individual stocks offers the potential for greater gains but it also opens you up to all sorts of psychological pitfalls that don’t necessarily apply when owning the entire stock market." - Ben Carlson For more …
March 10, 2021
They Will Flood The Market With Collectibles
"They will flood the market with collectibles. The earth itself will crack with the weight of what they place upon the table. They will not restrain themselves. I am as sure of this as I am about the color of my own eyes Bec…
March 9, 2021
The Most Important Chart of the Decade
"We just witnessed the only recession in the history of this planet where the personal savings rate hit a 50-year high." - Michael Batnick For more visit: The Irrelevant Investor For disclosure information please visit: http…
March 5, 2021
Peter Lynch is the GOAT
"Lynch makes a strong case for tapping out when you are at the top of your game, and not milking every last cent by overstaying your welcome. Not many people in life get to do this..." - Barry Ritholtz For more visit: The Bi…
March 4, 2021
A Bleak Future For Long-Term Government Bonds
"But it is safe to say investors are going to experience much more volatility in long-term bonds in the years ahead and you’re not exactly being compensated for that increased volatility at current interest rate levels." - B…
March 3, 2021
Dragging Out a College Degree is a Drag on Finances
"Parents might focus on tuition and room and board prices and ignore another culprit that makes school more expensive: staying in college for longer than four years." - Dina Isola For more visit: RealSmartica For disclosure …
March 2, 2021
How To Make A Million Dollars Day Trading
"Your best day trading strategy is – Don’t do it!" - Tony Isola For more visit: A Teachable Moment For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ Learn more about your ad choices. Visit…