Private Markets Look Like The Dumb Money Now: What Are Your Thoughts?

Posted by

Welcome to the latest edition of What Are Your Thoughts – Michael Batnick and Downtown Josh Brown break down the biggest topics of the moment. On this episode:

* Private markets used to be thought of as “the smart money” while public markets were for retail shleps – but this time around, it’s the public investors who are calling bullsh*t on the VCs, private equity firms and insiders.

* It’s not just value investing that’s out of favor – value commentary from the likes of Howard Marks seems to be on the wane as well.

* Is the breakout for international stocks finally going to happen?

* The big brokers’ announcements about commission-free trading seems to left out the mutual fund wrapper in the cold. Is this just another nail in the coffin?

* Has inflation finally bottomed? A big anecdotal sign has come our way…

Let us know what you think in the comments here!

Subscribe to The Compound, get this delivered right to you whenever we post!

 

Follow us on Twitter

Check us out on Facebook

Talk to us about your portfolio or financial plan here

Standard disclaimer

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

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. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

What's been said:

Discussions found on the web
  1. fake watches commented on Dec 31

    … [Trackback]

    […] Info to that Topic: thereformedbroker.com/2019/10/22/private-markets-look-like-the-dumb-money-now-what-are-your-thoughts/ […]

  2. what are tangerine logins commented on Jan 06

    … [Trackback]

    […] Read More here on that Topic: thereformedbroker.com/2019/10/22/private-markets-look-like-the-dumb-money-now-what-are-your-thoughts/ […]

HowIInvestMyMoney