Join Downtown Josh Brown, Michael Batnick, and a rotation of their friends every Tuesday and Friday for expert insight and hot takes on the latest in business and investing. See our disclosures here - https://ritholtzwealth.com/podcast-youtube-disclosures/
The private credit market's potential risks, particularly its connection to the life insurance industry, are examined. Nick Nemeth, author of Mispriced Assets, argues that private credit returns appear smoother than they are due to manager-marked valuations, which may not accurately reflect the current economic environ...
The podcast explores current market conditions through the lens of value investing, questioning whether recent market behavior signals a return to normalcy after an extended period of aberration. The discussion highlights opportunities arising from misunderstood or undervalued stocks, particularly in the tech sector, w...
The co-hosts analyze the current economic landscape, highlighting concerns about its direction despite seemingly stable indicators. They point to a "mid" economy potentially worsening, evidenced by decelerating GDP growth, troubling inflation metrics, and a softening labor market, with private payrolls declining when e...
The podcast explores the current volatile stock market, marked by unique conditions such as numerous companies experiencing significant share price declines despite the S\&P 500 remaining near all-time highs. The discussion highlights concerns about potential impacts from geopolitical tensions in the Straits of Hormuz,...
Rick Wurster, President and CEO of Charles Schwab Corporation, discusses Schwab's growth, its support for RIAs, and the evolving financial landscape. Wurster credits Schwab's success to prioritizing clients and supporting advisors, noting the growth in advisory assets and the firm's increasing market share through brea...
The podcast explores Donald Trump's leadership strategies through the lens of Jeffrey Sonnenfeld's new book, "Trump's Ten Commandments." Sonnenfeld, a Yale professor and leadership expert, argues Trump's behavior isn't chaotic but follows predictable patterns, such as "divide and conquer," which aims to neutralize pote...
The podcast episode centers on market reactions to geopolitical events, particularly focusing on cybersecurity, energy, and software stocks. It highlights CrowdStrike's earnings beat and its potential as an AI security player, alongside Michael Batnick's successful trade. The discussion explores the surprising resilien...
The conversation centers on international stock outperformance, particularly in Europe, and the potential for a shift away from reliance on U.S. technology and policy. Matthew Tuttle, CEO and chief investment officer of Tuttle Capital Management, argues that investors are missing the thematic opportunities within inter...
The central question revolves around how long investors will continue to support Big Tech's heavy capital expenditure on AI before demanding tangible returns. Nick Colas argues that Big Tech has approximately 12 months to demonstrate the value of its AI investments, pointing out that stock performance has already plate...
Hunterbrook Media's business model, which combines investigative journalism with financial trading, is the central focus. The discussion explores how Hunterbrook identifies and reports on under-covered stories, aiming to profit from the market impact of their findings. Sam Koppelman and Nathaniel Horwitz detail their a...
The podcast explores the concept of "HALO" (Heavy Assets, Low Obsolescence) stocks as a dominant investing theme in the post-AI era, contrasting them with disruptible, asset-light businesses. It highlights that HALO stocks aren't confined to traditional value or growth sectors, but rather pass a litmus test of whether ...
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