The Compound and Friends Welcome to 2026
82 snips
Jan 2, 2026 
Ben Carlson, Director of Institutional Asset Management at Ritholtz Wealth and host of 'A Wealth of Common Sense,' joins the discussion to analyze market trends as we head into 2026. He highlights the struggles and turnaround challenges faced by brands like Lululemon and Netflix. The panel debates the implications of generative AI on market dynamics and stock picking, as well as the performance of big tech stocks. They also explore the risks associated with private credit and keep an eye on potential IPOs and future market leaders.
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Fashion Turnarounds Take Time
- Turnarounds in fashion are rare and often take a very long time to materialize.
- Lululemon faces structural competition at low and high ends, making a swift comeback unlikely.
Let Price Put You Back In
- Use price triggers to re-enter a stock after an uncertain overhang resolves.
- Josh suggests placing a buy stop limit to auto-buy if the stock breaks out of a trapped range.
AVs Could Reframe Ride-Share Margins
- Autonomous vehicles will shift ride-share economics by removing driver payouts.
- Uber's strategy is to partner broadly with AV providers rather than own the tech.