Ask The Compound

The Compound
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Mar 31, 2021 • 10min

Bull Market Beset by Too Many Misconceptions

"If ever you needed proof that the day-to-day noise is a boon for traders but the bane of investors, 2020 was it. Had you missed the entire year, and not ever touched your portfolios, you would have been much better off." - Barry RitholtzFor more visit: The Big PictureFor disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 26, 2021 • 4min

Everyone is an Investor

"The best deals used to be reserved for the best investors. But as more liquidity entered private markets founders now have other factors to consider." - Michael BatnickFor more visit: The Irrelevant InvestorFor disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 26, 2021 • 7min

The Art of Calling a Market Top

"This is important to all top-callers. If you manage capital for clients, your top call will raise all sorts of issues with them. You certainly can’t be long the markets after your top call. Remember what the great Barton Biggs, Morgan Stanley’s former strategist, said: “Bullish and wrong and clients are angry; bearish and wrong and they fire you.” - Barry RitholtzFor more visit: The Big PictureFor disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 25, 2021 • 4min

Non-Compete

"I’m in a moment right now. Putting pieces in place. Declining comment. Biding my time. Building my own lane. You can have all the rest. How can we be competitors when I don’t want what you want?" - Josh BrownFor more visit: The Reformed BrokerFor disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 25, 2021 • 6min

Tech Bubble or Rotation?

"The key observation here is that behavior among different sectors changes at tops, bottoms and middles. That is true for markets, and it is true for economic cycles as well. For those who see bubbles, I suggest considering the possibility of a rotation." - Barry RitholtzFor more visit: The Big PictureFor disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 25, 2021 • 6min

Get Rich versus Stay Rich

"I don’t help people get rich, I help them stay rich. My job as a wealth manager is to help clients hold on to their wealth and to preserve and grow it to keep pace with inflation. My number one priority is to ensure that money is there to meet their goals, when they are ready to spend it." - Blair duQuesnayFor more visit: The Belle CurveFor disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 22, 2021 • 4min

What's Changed For Now and What's Changed Forever

"It will take time for the realization to set in that 2020 truly marked the end of a way of life we’ve known our whole lives. This doesn’t mean the new way of life will be worse. It may even be better (clean and hygienic!). Either way, it will not be the same." - Josh BrownFor more visit: The Reformed BrokerFor disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 19, 2021 • 9min

Not the Same Internet as the Dotcom Bubble

"This era is fraught with misinformation, driven by social networks that iterate algorithms to expertly manipulate dopamine-driven human behavior. It presents a clear and present danger for investors." - Barry RitholtzFor more visit: The Big PictureFor disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 18, 2021 • 5min

Ray Dalio and the Power of Setting Defaults for Optimism

"I do consider myself a glass-half-full kind of guy. I think I was just born this way. I have plenty of worries just like the next person, but I have a huge amount of faith in the power of the human spirit to figure things out." - Ben CarlsonFor more visit: A Wealth of Common Sense For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Mar 18, 2021 • 4min

Is Measuring Wealth Using A Scorecard A Good Idea?

"Because something is easy to measure doesn’t mean it’s important. In our haste to make life less complicated and predictable, we focus on measurable things. Just because we can." - Tony IsolaFor more visit: A Teachable MomentFor disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

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