This was a kind of weeks the place it actually felt like a month. A lot happening, from the inflation report rally to the beginning of Q2 earnings season. At Ritholtz Wealth we onboarded two new workers, an advisor in Charlotte, NC and a consumer service affiliate in Nashville, Tennessee. I’m off to the Hamptons for the weekend, however first! The perfect stuff we did on the positioning this week…
All new What Are Your Ideas this week, posted above. If you’d like the alert for after we’re going stay every Tuesday night at 5:30pm EST, click on this hyperlink and hit subscribe: The Compound on YouTube
We had Michael Cembalest on The Compound and Buddies this week! Michael doesn’t do media – no TV, no radio, no interviews with the Wall Avenue Journal. He’s the top of analysis for JPMorgan asset and wealth administration, overseeing property underneath supervision of someplace between $3 and $ trillion. He works instantly with Jamie on numerous initiatives and has spent the final 36 years at JPM. We’ve been informed that this is without doubt one of the greatest episodes we’ve ever executed. We mentioned the economic system, AI shares, the worst experiment in capital markets, the largest dangers to the market, the 2024 election, and rather more! Tell us what you suppose!
You’ll be able to watch the brand new TCAF beneath or pay attention as a podcast.
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These are essentially the most learn posts on the positioning this week, in case you missed it: