Investing Experts

Make fewer investing errors with Barry Ritholtz

61 snips
May 12, 2025
Barry Ritholtz, a renowned investor and co-founder of Ritholtz Wealth Management, dives into the intricacies of the market. He discusses the current trajectory of the US dollar and reflects on the fiscal stimulus era, addressing issues like tariffs and economic policies. Ritholtz argues that investors should focus on external metrics over earnings and explores the valuation of tech giants like Tesla and Nvidia. He also shares insights on volatile investments like Bitcoin and gold, emphasizing the importance of reducing errors in investing.
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INSIGHT

Remarkable 15-Year Market Performance

  • The past 15 years is the third best 15-year market period in US history, averaging 16% annual returns. - Markets have been remarkably strong since World War II, showing American leadership and economic success.
INSIGHT

2% Inflation Target is Arbitrary

  • The 2% inflation target is arbitrary and not grounded in strong economic principles. - Fed independence is critical; political interference and conflicting policies can be counterproductive.
ADVICE

Ignore Earnings Noise Now

  • Don't focus heavily on recent earnings or guidance amid tariff uncertainty. - Many companies have been given a 'free pass' due to market disruptions and volatility.
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