Josh here - on today's Talk Your Book, my friend Aaron Schumm stops by to talk about the $28 trillion opportunity independent financial advisors and RIAs aren't paying enough attention to. That's how much investor capital is currently invested in retirement plans, many of which are outdated, clunky or poorly…
Let's say you had the ability of a god - you could determine the exact low point of the stock market each year], in real-time, and only put your cash in at that very moment. You might assume that this ability would guarantee you could outperform all other investors. And…
Josh here - Michael and I discuss one of our very favorite topics on today's Live From The Compound - should you buy and sell when the market crosses above or below the 200-day moving average? As in most market-related questions, the answer is yes, maybe, but maybe not. As…
Josh here - my colleague Blair is in town this week and we talked about the massive reaction that her New York Times op-ed generated throughout the wealth management industry. Blair makes the point that the industry must make the career trajectory more appealing and to do a better job…
Michael Batnick and Downtown Josh Brown play their favorite game, What Are Your Thoughts? Today's topics include: * What to make of Schumer and Sanders's stock buyback rule proposal? * Who has more control of the outcome, football team owners or a President managing the economy? * Bill Gross retires…
It's every trader's fantasy - being the only one to see a bear market coming and profiting off of it while everyone else loses money. It's hard to say why so many pundits, investors, macroeconomic experts, traders and portfolio managers fantasize about this scenario, but it's undeniable that they do.…
Josh here - I wrote this thing about how you can calculate the time it might take your money to double in the investment markets based on a simple rule, but that it's not that simple. If you watch and share just one video about long-term investing from us, it…
Josh here - for Talk Your Book this week, I chatted with Barry Ritholtz about a new piece he has at Bloomberg View describing the ways in which the Wall Street sales process has changed. Once upon a time, investors were sold stories about the individual holdings in a portfolio…
Michael's amazing post on dollar cost averaging went absolutely bonkers - because he's showing the effect of dollar cost averaging in an all new way - how many S&P 500 shares you could have bought each month of the last twenty years as the market rose and fell. Dollar cost…
On the new Talk Your Book - Josh Brown is joined by Leigh Drogen of Estimize, one of the leading providers of crowdsourced financial and economic data to talk about the trend in corporate profits that could potentially lead to an earnings recession later this year. What is the thing…
This week on What Are Your Thoughts, Michael Batnick and Josh Brown discuss: Do we expect too much from ordinary investors? Why do fund managers get fired easier than advisors? Netflix rallies 45% in 12 days! What is your desert island market indicator? Not a single 52 week high on…
What does it mean when the stock market makes a low and then stages a large bounce in a short period of time? Is that sort of price action meaningful? How should traders think about? How should long-term investors think about it? What are the signs that a big bounce…
Josh here - Whenever you hear people say things like "this is not how a bear market ends" or "this is a textbook bottom being formed," I want you to remember the lesson contained in this video. As Michael Batnick demonstrates with an examination of the various ways in which…
This week on What Are Your Thoughts, Michael Batnick and Josh Brown discuss: What if the Fed is done for the year? Did Apple's revenue and profit warning just blow up the universe? Birdbox, yes or no? What teams would make for the best Super Bowl? 2018 was one of…
Josh here - sorry, I really wasn't going to do this. I was going to bite my tongue and let the moment pass us all by. But then it got too obnoxious, and I couldn't help myself. The S&P 500 corrected 19.8% between September 21st and the third week of…
A discussion between Downtown Josh Brown, CEO of Ritholtz Wealth Management and three of the most promising up and coming voices in the industry: Tyrone Ross of Noble Bridge https://twitter.com/TR401 Doug Bonaparth of Bone Fide https://twitter.com/dougboneparth?lang=en Justin Castelli of RLS Wealth https://twitter.com/RLS_WM What is it like to build a financial…
Is the yield curve about to invert? If it does, are we guaranteed to have a recession in the US economy? What about a stock market crash? How do we separate fact from fiction, noise from signal regarding this important topic? Josh Brown and Michael Batnick break it down for…
Josh here... I was honored to have moderated a panel at the 2018 Consensus: Invest conference this week in Times Square in which we discussed whether or not crypto currencies and Bitcoin will ever become a wealth management topic. My panel, three gentlemen I invited personally: Tyrone Ross of Noble…
Michael Batnick and Josh Brown of Ritholtz Wealth Management play their favorite game, What Are Your Thoughts? In this episode: * So you got your market volatility, are you happy now? * What to make of this year's hedge fund returns. * What's worse, never being ahead or blowing a…
Ben Carlson looked at what every retiree's worst nightmare would look like under a range of stock market crash scenarios. Taking a hypothetical 60% stocks / 40% fixed income portfolio, assuming a steady annual withdrawal rate, Ben discusses what that might have been like, and what investors should take away…
Michael Batnick and Josh Brown of Ritholtz Wealth Management play their favorite game, What Are Your Thoughts - featuring special guest star Ben Carlson of A Wealth Of Common Sense and Animal Spirits fame. In this episode: * Michael picks his desert island news subscription * Which mean reversion is…
Michael and I read Lake Success at the same time and then got to spend some time with the book's author, Gary Shteyngart. We loved this novel and not only because it's set amongst the underperforming hedge fund titans of the twenty-teens. It's got tons of humor, great scenes and…
Everyone has a formative memory of something that happened early on in their investment career - and it becomes a memory they just can't shake. Whether it's inflation, deflation, bull or bear market, a bubble, a crash - these are the episodes that color our thinking forever. In Michael's latest…
Whenever a company offers something at no charge, that means the price is hidden and out of sight. This is Barry Ritholtz's message to investors considering the plethora of new fund and investing service options that purport to be "free" or have no cost. The cost may be hidden in…