Sam Ro

Andrew Beer, a hedge fund replication pioneer, and Sam Ro, founder of the investment newsletter Ticker, dive into the complexities of market dynamics and the evolving landscape of alternative investments. They discuss the challenge of navigating trade wars and the real value of hedge funds. The conversation shifts to the intriguing effects of corporate greed on capitalism and how this influences investor behavior. They also explore the intricacies of private credit ETFs and the implications of ongoing tariff negotiations on the U.S. economy.

Sam Ro, a financial market forecaster, joins Josh Brown on this episode to discuss 2024 market forecasts. They cover topics such as all-time highs in the stock market, the gold rally, M&A's comeback, and identifying the best sector. They also touch on job openings, stock performance, Paramount's challenges, Tans' unconventional stock buyback, and analysis of energy priced in S&P.

On episode 102 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Sam Ro and Jack Raines to discuss: AI and the market, the meme economy, Nvidia's rollercoaster year, the earnings recession, financial charlatans, Berkshire's massive bet on Apple, and much more!Thanks to Kraneshares for sponsoring this episode. Be sure to check out Kraneshares COO, Jonathan Shelon, on a recent episode of Animals Spirits: Talk Your Book. For more information on KLIP, visit: https://kraneshares.com/klip/Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.comInvesting 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. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. 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.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/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Sam Ro, founder of Ticker, brings insights into long-term investment themes, while Dan Greenhaus, a chief economist at Solace Alternative Asset Management, shares his expertise in event-driven investing. They delve into the recent surge in Chinese stocks and tackle common misconceptions about cash on the sidelines, emphasizing its active role in markets. The conversation also highlights market dynamics, economic resilience amid strikes, and the shift towards streaming in media consumption, blending humor with valuable economic insights.

Allison Schrager, an economist known for her expertise on the economic impacts of global conflicts, and Sam Ro, a financial journalist and market analyst, dive into the repercussions of corporations withdrawing from Russia. They unpack the SEC's actions on Chinese ADRs, inflation trends, and how geopolitical tensions reshape market dynamics. The discussion also touches on the balance of corporate social responsibility and economic sanctions, highlighting consumer behavior in uncertain times.