Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance!
►00:00 - Intro
►04:07 - Berkshire Letter - Warren Buffett goes after the buyback people.
►14:14 - Bad Year for 401(k)s - New Fidelity data show a steep drop in seven-figure account balances.
►17:58 - Back to Basics - Cumulative returns on US and UK asset classes
►22:50 - Salesforce Earnings - Salesforce is facing a defining moment in its 24-year history.
►27:36 - It's Still Early - Goldman Sachs Offers Rich Clients Access to Stripe's Multibillion Fundraise
►36:05 - Stock-Bond Correlations - This is something that many investors today have never experienced in their professional lives.
►41:17 - Make The Case
►44:22 - Mystery Chart
???? This episode is sponsored by our friends at YCharts. For a free trial (limited to the first 100 Compound fans), visit: https://go.ycharts.com/the-compound-wayt-q1-2023
???? For the latest in financial blogger fashion: https://www.idontshop.com
????️ Listen to our podcasts:
The Compound and Friends: https://link.chtbl.com/compoundandfriends
Animal Spirits: https://podcasts.apple.com/us/podcast/animal-spirits-podcast/id1310192007
Portfolio Rescue: https://link.chtbl.com/totherescue
The Compound Newsletter: https://email.thecompoundnews.com/subscribe
The Compound Nightly Roundup: https://www.thecompoundnews.com/
Instagram: https://instagram.com/thecompoundnews
Twitter: https://twitter.com/thecompoundnews
Facebook: https://www.facebook.com/ritholtzwealth
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers.
“Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated. All thoughts and opinions expressed herein are those of the commentators, who may or may not be clients, and are not influenced or compensated by Ritholtz Wealth Management, or any of its affiliates, in any way.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
#investing #stockmarket #thecompound
►00:00 - Intro
►04:07 - Berkshire Letter - Warren Buffett goes after the buyback people.
►14:14 - Bad Year for 401(k)s - New Fidelity data show a steep drop in seven-figure account balances.
►17:58 - Back to Basics - Cumulative returns on US and UK asset classes
►22:50 - Salesforce Earnings - Salesforce is facing a defining moment in its 24-year history.
►27:36 - It's Still Early - Goldman Sachs Offers Rich Clients Access to Stripe's Multibillion Fundraise
►36:05 - Stock-Bond Correlations - This is something that many investors today have never experienced in their professional lives.
►41:17 - Make The Case
►44:22 - Mystery Chart
???? This episode is sponsored by our friends at YCharts. For a free trial (limited to the first 100 Compound fans), visit: https://go.ycharts.com/the-compound-wayt-q1-2023
???? For the latest in financial blogger fashion: https://www.idontshop.com
????️ Listen to our podcasts:
The Compound and Friends: https://link.chtbl.com/compoundandfriends
Animal Spirits: https://podcasts.apple.com/us/podcast/animal-spirits-podcast/id1310192007
Portfolio Rescue: https://link.chtbl.com/totherescue
The Compound Newsletter: https://email.thecompoundnews.com/subscribe
The Compound Nightly Roundup: https://www.thecompoundnews.com/
Instagram: https://instagram.com/thecompoundnews
Twitter: https://twitter.com/thecompoundnews
Facebook: https://www.facebook.com/ritholtzwealth
Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers.
“Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated. All thoughts and opinions expressed herein are those of the commentators, who may or may not be clients, and are not influenced or compensated by Ritholtz Wealth Management, or any of its affiliates, in any way.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
#investing #stockmarket #thecompound
- Catégories
- E commerce Formations
- Mots-clés
- tech, business, economy
Commentaires