Season 1

"Home ownership is often called both the American Dream and the biggest investment of your life. It’s debatable whether a house is truly an investment or not, especially when we’re talking about your primary residence."

Ben Carlson, institutional asset management chief at Ritholtz We…

Josh's guest today is portfolio manager Drew Dickson, who manages a concentrated portfolio of favorite stocks for Albert Bridge Capital. In a recent blog post, Drew explains the four "tools" he uses to overcome the biases that can cloud an investor's judgement and threaten a portfolio manager's …

Enable the skill on Amazon - "Alexa, play The Compound Show"

Josh here - I had so much fun hanging out with my friend Allison Schrager this week on the eve of her gigantic book…

Bloomberg reporter Tara LaChapelle asks whether or not Warren Buffett will complete one last "elephant-sized" deal before calling it a career. He's 88 years old, so the clock is ticking.

Join Michael Batnick and Downtown Josh Brown as they discuss the possibilities and a recent hist…

Josh makes a big announcement to the staff of Ritholtz Wealth Management.

https://ritholtzwealth.com/

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March 17, 2019

Selling Big Winners (with Josh, Michael and Blair)

There you are, sitting on a massive gain in a big winning stock. And now it's become a large portion of your portfolio and your net worth increasingly depends upon that stock staying up. Now what?

Diversification will rarely look as attractive in hindsight versus the huge gains that …