This was a kind of weeks the place it actually felt like a month. A lot happening, from the inflation report rally to the beginning of Q2 earnings season. At Ritholtz Wealth we onboarded two new staff, an advisor in Charlotte, NC and a shopper service affiliate in Nashville, Tennessee. I’m off to the Hamptons for the weekend, however first! One of the best stuff we did on the positioning this week…
All new What Are Your Ideas this week, posted above. If you would like the alert for after we’re going reside every Tuesday night at 5:30pm EST, click on this hyperlink and hit subscribe: The Compound on YouTube
We had Michael Cembalest on The Compound and Pals this week! Michael doesn’t do media – no TV, no radio, no interviews with the Wall Avenue Journal. He’s the pinnacle of analysis for JPMorgan asset and wealth administration, overseeing belongings below supervision of someplace between $3 and $ trillion. He works straight with Jamie on varied tasks and has spent the final 36 years at JPM. We’ve been advised that this is without doubt one of the finest episodes we’ve ever carried out. We mentioned the economic system, AI shares, the worst experiment in capital markets, the most important dangers to the market, the 2024 election, and far more! Tell us what you suppose!
You’ll be able to watch the brand new TCAF beneath or hear as a podcast.
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These are probably the most learn posts on the positioning this week, in case you missed it: