This was one of those weeks where it really felt like a month. So much going on, from the inflation report rally to the start of Q2 earnings season. At Ritholtz Wealth we onboarded two new employees, an advisor in Charlotte, NC and a client service associate in Nashville, Tennessee. I’m off to the Hamptons for the weekend, but first! The best stuff we did on the site this week…
All new What Are Your Thoughts this week, posted above. If you want the alert for when we’re going live each Tuesday evening at 5:30pm EST, click this link and hit subscribe: The Compound on YouTube
We had Michael Cembalest on The Compound and Friends this week! Michael doesn’t do media – no TV, no radio, no interviews with the Wall Street Journal. He is the head of research for JPMorgan asset and wealth management, overseeing assets under supervision of somewhere between $3 and $ trillion. He works directly with Jamie on various projects and has spent the last 36 years at JPM. We’ve been told that this is one of the best episodes we’ve ever done. We discussed the economy, AI stocks, the worst experiment in capital markets, the biggest risks to the market, the 2024 election, and much more! Let us know what you think!
You can watch the new TCAF below or listen as a podcast.