Portfolio Rescue

By The Compound

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Description

Welcome to Portfolio Rescue, the show where Ben Carlson and a rotating cast of financial experts answer your questions about investing and personal finance.

See acast.com/privacy for privacy and opt-out information.


Episode Date
Is Real Estate the Best Inflation Hedge?
30:28

On episode 38 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CFO and tax specialist Bill Sweet to discuss what asset class outperforms during rising inflation, when to take profits, backdoor Roth conversions, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!


Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Sweet, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/


Inclusion of advertisements by podcast sponsors 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. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0.



See acast.com/privacy for privacy and opt-out information.

Jul 28, 2022
Is Wealth Destroyed or Reallocated During a Bear Market?
35:53

On episode 37 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Advisor and CFP Alex Palumbo to discuss if wealth is destroyed or allocated, changing risk tolerances, a $200k wedding gift, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!


Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Alex Palumbo, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/


Inclusion of advertisements by podcast sponsors 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. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0.



See acast.com/privacy for privacy and opt-out information.

Jul 21, 2022
Why You Should Buy Quickly and Sell Slowly
28:34

On episode 36 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by RWM COO and Data Specialist, Nick Maggiulli, to discuss planning for a home purchase, when to ditch the 401(k) match, the 4% rule, and much more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!


Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Nick Maggiulli, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/


Inclusion of advertisements by podcast sponsors 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. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0.



See acast.com/privacy for privacy and opt-out information.

Jul 14, 2022
What’s the Safest Thing to Buy During a Bear Market?
28:35

On episode 35 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz CFO and tax specialist, Bill Sweet to discuss: what to buy in a bear market, investing vs paying off a 401(k) loan, robo advisors vs target date funds, and more! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!


Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Sweet, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/


Inclusion of advertisements by podcast sponsors 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. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0.



See acast.com/privacy for privacy and opt-out information.

Jul 07, 2022
What’s the Best Travel Credit Card?
42:38

On episode 34 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Chris Hutchins to talk credit card points and travel tips! Chris is a life hacker, financial optimizer, and host of the All the Hacks podcast! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!


Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/


Inclusion of advertisements by podcast sponsors 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. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0.



See acast.com/privacy for privacy and opt-out information.

Jun 30, 2022
Is It Time to Sell Bonds?
31:22

On episode 33 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Director of Corporate Retirement Planning, Dan LaRosa, to discuss paying down debt, bond allocations, saving for a move, and tough 401K situations!! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!


Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Dan LaRosa, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/


Inclusion of advertisements by podcast sponsors 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. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0.



See acast.com/privacy for privacy and opt-out information.

Jun 23, 2022
How Can I Hedge Falling Housing Prices?
31:19

On episode 32 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth advisor, Ben Coulthard to discuss hedging the price of your home, de-risking your portfolio, the New Zealand housing market, investing in international stocks, and bear market allocations! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!


Thanks to Innovator for sponsoring this episode! Visit https://www.innovatoretfs.com/portfoliorescue to learn more about their ETF offerings.


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Ben Coulthard, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/


Inclusion of advertisements by podcast sponsors 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. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0.



See acast.com/privacy for privacy and opt-out information.

Jun 16, 2022
What’s More Important: Saving or Investing?
30:02

On episode 31 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Tax Manager, Bill Artzerounian to discuss helping dad with his finances, how to invest in an HSA, when to lower international exposure, benefits of REITs vs directly owning real estate rentals, and mega backdoor Roths! Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!


Sign up for The Compound newsletter to stay in the loop: https://email.thecompoundnews.com/subscribe


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Artzerounian, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/



See acast.com/privacy for privacy and opt-out information.

Jun 09, 2022
How Does Compounding Work in a Bear Market?
29:17

On episode 30 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth advisor Taylor Hollis to discuss how to get started writing, how compounding works in a down market, when to adjust your risk tolerance, and how to take advantage of an employee stock purchase plan. Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!


Sign up for The Compound newsletter to stay in the loop: https://email.thecompoundnews.com/subscribe


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Taylor Hollis, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/



See acast.com/privacy for privacy and opt-out information.

Jun 02, 2022
How Do I Buy During a Bear Market?
26:57

On episode 29 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth advisor Blair duQuesnay to discuss lump sum investing, hedging, being opportunistic in a bear market, and what to do with cash on the sidelines. Submit your Portfolio Rescue questions to askthecompoundshow@gmail.com!


Sign up for The Compound newsletter to stay in the loop: https://email.thecompoundnews.com/subscribe


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Blair duQuesnay, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/



See acast.com/privacy for privacy and opt-out information.

May 26, 2022
How Do I Max Out My Retirement Accounts?
30:32

On episode 28 of Portfolio Rescue, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth CFO and tax expert Bill Sweet! Submit your questions to askthecompoundshow@gmail.com!


Sign up for The Compound newsletter to stay in the loop: https://email.thecompoundnews.com/subscribe


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Sweet, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/



See acast.com/privacy for privacy and opt-out information.

May 19, 2022
How Do I Survive a Bear Market?
28:04

On episode 27 of Portfolio Rescue, Ben and Duncan are joined by Barry Ritholtz! Barry is the host of the Masters in Business podcast and Chairman and CIO of Ritholtz Wealth Management. Submit your questions to askthecompoundshow@gmail.com!


Sign up for The Compound newsletter to stay in the loop: https://email.thecompoundnews.com/subscribe


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Barry Ritholtz, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/



See acast.com/privacy for privacy and opt-out information.

May 12, 2022
Is 75/25 the New 60/40?
27:25

Welcome to Portfolio Rescue episode 26! On this episode, Ben and Duncan are joined by Ritholtz advisor Kevin Young to discuss moving from individual stocks to ETFs, rental properties, portfolio weighting, 401(k) contributions, and much more! Submit your questions to askthecompoundshow@gmail.com!


Sign up for The Compound newsletter to stay in the loop: https://email.thecompoundnews.com/subscribe


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Kevin Young, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by Ben and guests are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/



See acast.com/privacy for privacy and opt-out information.

May 05, 2022
Why Does the Stock Market Go Up?
28:37

Welcome to Portfolio Rescue episode 25! On this episode, Ben and Duncan are joined by financial educator and author Brian Feroldi to discuss the stock market, dollar-cost averaging, student loans, inflation, and much more! Submit your questions to askthecompoundshow@gmail.com!


Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribe


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by Ben and guests are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/



See acast.com/privacy for privacy and opt-out information.

Apr 27, 2022
Should I Average Down on Losing Investments?
26:08

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On this episode, Ben and Duncan are joined by Ritholtz Wealth COO and data expert, Nick Maggiulli to discuss the yield curve, the right amount of risk for IRAs, averaging down on losing stocks, and much more! Submit your questions to askthecompoundshow@gmail.com!


Pick up a copy of Nick's new book, Just Keep Buying.


Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribe


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Barry Ritholtz, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/



See acast.com/privacy for privacy and opt-out information.

Apr 21, 2022
How do Series I Savings Bonds Work?
28:02

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On episode 23, Ben and Duncan are joined by Ritholtz advisor, Ben Coulthard to discuss: series I savings bonds, when it's okay to splurge, how target date funds work, and much more! Submit your questions to askthecompoundshow@gmail.com!


Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribe


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Ben Coulthard, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/



See acast.com/privacy for privacy and opt-out information.

Apr 14, 2022
Should I Pay Down Student Loans or Invest in the Market?
25:04

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On episode 21, Ben and Duncan are joined by Ritholtz advisor, Matt Lohrius to discuss: rising interest rates, paying off a mortgage early, questions to ask a financial advisor, and more! Submit your questions to askthecompoundshow@gmail.com!


Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribe


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Matt Lohrius, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/



See acast.com/privacy for privacy and opt-out information.

Apr 07, 2022
How Much of My Net Worth Should I Use for a Down Payment?
32:06

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On episode 21, Ben and Duncan are joined by Ritholtz tax expert, Bill Sweet to discuss: how much to put down as a first-time homebuyer, taxes for investors, UTMAs, HSAs, and more! Submit your questions to askthecompoundshow@gmail.com!


Learn more about Animal Spirits NFTs for No Kid Hungry: https://awealthofcommonsense.com/2022/03/nfts-for-charity/


Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribe


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Sweet, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/



See acast.com/privacy for privacy and opt-out information.

Mar 31, 2022
How Do I Hedge Against Stagflation?
24:05

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On this episode Ben and Duncan are joined by Ritholtz advisor, Taylor Hollis to discuss: stagflation, automating your accounts, establishing a living trust, and Donor-Advised Funds. Submit your questions to askthecompoundshow@gmail.com!


Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribe


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Taylor Hollis, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/



See acast.com/privacy for privacy and opt-out information.

Mar 24, 2022
How Do I Prepare For a Recession?
26:03

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On this episode, Ritholtz Wealth tax expert Bill Artzerounian joins Ben and Duncan to discuss: preparing for a recession, how down markets can be a positive for investors, tax strategy, tax-loss harvesting, and more! Submit your questions to askthecompoundshow@gmail.com!


Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribe


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Artzerounian, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/



See acast.com/privacy for privacy and opt-out information.

Mar 17, 2022
Are We Heading For a Recession?
22:41

On episode 18 of Portfolio Rescue, Ben and Duncan are joined by Ritholtz advisor Kevin Young to discuss: inflation, prospects of a recession, SBLOCs, and where to invest a bunch of cash right now. Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com!


Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribe


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Kevin Young, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management. See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/



See acast.com/privacy for privacy and opt-out information.

Mar 10, 2022
How Should I Invest if I Have a Low Risk Tolerance?
27:33

On episode 17 of Portfolio Rescue, Ben Carlson is joined by Barry Ritholtz to discuss how aging investors might impact the market, lessons on investing, starting your own blog, and much more! Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com!


Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribe


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Barry Ritholtz, Ben Carlson, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.



See acast.com/privacy for privacy and opt-out information.

Mar 03, 2022
The Psychology of a Sell-Off
22:46

On episode 16 of Portfolio Rescue, Ben Carlson is joined by Bill Sweet to discuss: the sell-off, crypto taxes, and more! Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com!


Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribe


Get your own Compound gear: https://idontshop.com/


Check out our automated investing platform, Liftoff: http://liftoffinvest.com


Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Bill Sweet, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by Ben and guests are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management.

See a complete list of disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/



See acast.com/privacy for privacy and opt-out information.

Feb 24, 2022
How Much Do I Need For a Down Payment?
22:14

On episode 15 of Portfolio Rescue, Ben Carlson is joined by Blair duQuesnay to discuss: stablecoins, saving for a down payment, what to do with an IPO windfall, and 529 drawdown strategies. Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com!


Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribe


Get your own Compound gear: https://idontshop.com/


Check out our automated investing platform, Liftoff: http://liftoffinvest.com


Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Ben Carlson, Blair duQuesnay, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by Ben and guests are solely their own opinions and do not reflect the opinion of Ritholtz Wealth Management.

See a complete list of disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/



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Feb 17, 2022
Should I Let My Winners Ride?
23:00

Welcome to episode 14 of Portfolio Rescue, the show where we answer your questions about investing and personal finance. On today's show (recorded 2/3/2022), Ritholtz Advisor Kris Venne joins Ben Carlson to discuss the following questions: should I let my winners ride, is buying a rental property with my 401k a bad idea, am I taking too much risk, and should I treat my pension like the bond portion of my retirement portfolio? Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com!


Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribe


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Kris Venne, Ben Carlson, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/



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Feb 11, 2022
Investing is a Problem-Solving Exercise
5:00

"This is what makes investing so fascinating. Markets cycle, but no two cycles are identical. The world changes, technology advances, information travels at the speed of light. It is dynamic." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Feb 01, 2022
How Often Does the Stock Market Crash?
28:32

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On this episode, Ben Carlson is joined by Tony Isola (https://tonyisola.com) to discuss market crashes, diversification, saving for college, and more! Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com!


Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribe


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Tony Isola, Ben Carlson, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/



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Jan 22, 2022
Inflation and the Elephant
9:46

"One’s analysis and expectations about inflation can be too narrow, highly dependent upon the aspect of CPI data you choose to focus upon, the priors you bring to those observations, and (therefore) what it is you see in various prices." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Jan 20, 2022
When Should I Sell a Stock That’s Down?
23:12

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On this episode, Ben Carlson is joined by Ritholtz's own Nick Maggiulli (https://ofdollarsanddata.com/) to answer questions on when to sell a stock that's down, lump sum vs dollar-cost averaging, leveraged ETFs, and more! Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com!


Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribe


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Nick Maggiulli, Ben Carlson, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/



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Jan 15, 2022
Living Through a Crash
8:14

"Bull markets have a tendency to run much further and longer than even the most optimistic investors expect." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Jan 14, 2022
What is the Buffett Indicator Telling Us About Stocks?
22:30

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On today's show Ben Carlson is joined by Ritholtz advisor, Blair duQuesnay to answer questions about the Buffett Indicator, buying/leasing a car, when to hire a financial advisor or accountant, taking out a 401k loan, and more! Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com!


Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribe


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Blair duQuesnay, Ben Carlson, and Duncan Hill are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/



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Jan 07, 2022
What Does Equal Weight S&P 500 Say About Top 5 Stocks?
4:12

"When you hear people say it’s only 5 stocks driving the market, it is because they have not looked at actual market data, specific S&P sectors, or even something as simple as the equal-weighted S&P index." -Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Jan 03, 2022
Could Crypto Kill the Stock Market?
26:04

Welcome to Portfolio Rescue, the show where we answer your questions about investing and personal finance. On today's show Ben Carlson is joined by Ritholtz advisor and insurance expert, Jonathan Novy to answer questions about crypto's impact on the market, selling off an impressive Magic the Gathering collection, finding your way as a young financial advisor, and more! Want to see your question on a future episode? Submit to askthecompoundshow@gmail.com!


Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribe


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Josh Brown and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/



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Dec 30, 2021
7 Trends in Car Markets
9:25

"Car purchasing has been changed by the pandemic for the better and it is likely permanent; expect car buying in the future to look nothing like the past." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Dec 27, 2021
What Makes a Community Attractive?
4:12

"Public space fosters a stronger sense of community, shows evidence of civic planning (as opposed to merely maxing out land sales to developers). It creates space for recreation, reduces density, and generally impacts towns in positive ways." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Dec 23, 2021
How Do I Avoid Big Losers in the Stock Market?
26:10

Welcome to Portfolio Rescue, an all-new show from The Compound where Ben Carlson and special guests answer your questions on investing and finance! On this episode (12/2 air date), Ben is joined by Downtown Josh Brown to answer viewer questions on: when to take out a mortgage vs pay cash, how much inheritance to leave your kids, how many stocks is too many (even for a 17-year-old), and how to know when a stock has peaked for good. Submit your questions to askthecompoundshow@gmail.com and tune in every Thursday at 11:00am to watch the show live on YouTube!


Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribe


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Josh Brown and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/



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Dec 14, 2021
Survivorship Bias, Legos Edition
4:55

"The survivorship bias crew has the unfortunate tendency is to over-emphasize big winners while simultaneously excluding big losers." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Dec 13, 2021
Stop Listening to Pundits
6:41

"Pundits come into and out of fashion like, well fashion. Hemlines rise and fall, colors come in and go out of favor, styles change. The clothing industry changes fashion to drive consumers to make new purchases to refresh their wardrobes. The media sees the rise and fall of specific Pundits for the same reason: There is always a need for fresh meat to feed the daily beast." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Dec 09, 2021
It’s the Most Forecasty Time of the Year
6:01

"The future is always uncertain. Whenever you hear this phrase, you should automatically translate it into: “We are really nervous about what might happen.” Discussions about “Uncertainty” are far more revealing about the speaker than they are about the future" - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Dec 08, 2021
Corrections, Retracements, Crashes & Dips
3:41

"The NBER has a formal definition of “Recession,” but there are no similar definitions for any of the above phrases for market action. Indeed, that entire colorful list is squishy and imprecise." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Dec 07, 2021
Why You Shouldn't Max Out Your 401k
20:48

Welcome to Portfolio Rescue, an all-new show from The Compound where Ben Carlson and special guests answer your questions on investing and finance! On this episode (11/18 air date), Ben is joined by Nick Maggiulli to discuss navigating the housing market, why you might not want to max out your 401k, investing for your children, the smart way to spend money, and more! Submit your questions to askthecompoundshow@gmail.com and tune in every Thursday at 11:00am to watch the show live on YouTube!


Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribe


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Nick Maggiulli and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/



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Nov 29, 2021
Structural or Transitory?
10:08

"Prices have risen in many areas, and the question is whether the annualized rate of increase will stay high, or fall back to normal, from these elevated levels. I suspect we are two-thirds through a reset in prices, many of which will prove sticky, but are unlikely to continue at these elevated rates of change." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Nov 24, 2021
Who Is Quitting and Why?
5:40

"Instead of gradually raising the minimum wage over time nationally, first to $10, then $12, and putting it on a path towards $15, we have seen the pressure build for years . . . then during the pandemic lockdown, we experienced an 18 month period when low-wage workers reconsidered their careers. The dam broke, the results being both a sudden spike in wages and a shortage of workers." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Nov 22, 2021
Long Time Coming
7:16

"The current state of affairs has been a long time coming. Our instinct is to do something (anything!) to stop the short-term pain.But the reality is that the worst of it will work itself out over time. This too shall pass." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Nov 19, 2021
Where Should I Save For My Down Payment?
18:50

Welcome to Portfolio Rescue, an all-new show from The Compound where Ben Carlson and special guests answer your questions on investing and finance! On this episode (11/4 air date), Ben is joined by Blair duQuesnay to discuss saving for a downpayment, portfolio allocation, ESOPs, and more! Submit your questions to askthecompoundshow@gmail.com and tune in every Thursday at 11:00am to watch the show live on YouTube!


Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribe


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Bill Sweet and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/



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Nov 15, 2021
Should I Invest in Rental Properties?
17:42

Welcome to Portfolio Rescue, an all-new show from The Compound where Ben Carlson and special guests answer your questions on investing and finance! On the inaugural episode (10/28 air date), Ben is joined by Bill Sweet to discuss risk tolerance, investing in real estate, and what to do after you've maxed out contributions to your Roth IRA. Submit your questions to askthecompoundshow@gmail.com and tune in every Thursday at 11:00am to watch the show live on YouTube!


Sign up for The Compound newsletter: https://email.thecompoundnews.com/subscribe


Check out The Compound shop: https://www.idontshop.com


Learn more about Ritholtz Wealth's automated investing platform, Liftoff: http://liftoffinvest.com


Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Bill Sweet and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

See a complete list of disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/



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Nov 12, 2021
How We Experience Time
5:23

"Day after day, an endless firehose of news and punditry and data and noise. All of which, not coincidentally, actually confirm the original thesis that inflation caused by disrupted supply chains and vaccinated post-pandemic reopening would send prices spiking before they fell back to normal." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Nov 12, 2021
Productivity Is Offsetting Wage Gains
6:29

"Said differently: Supply chain price increases tend to be temporary, but productivity gains stick around." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Nov 10, 2021
In Praise of Profits with Ed Yardeni
54:12

Joshua Brown and Ben Carlson were joined on a special edition of Live From The Compound by Ed Yardeni of Yardeni Research to talk about his new book In Praise of Profits!


For more visit: YouTube


For more disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Nov 09, 2021
We’re Already at Dow 54,452
4:44

"It is truly astonishing how many of the things we take for granted are simply untrue. Much of our investment beliefs (indeed, our lives) are based on thinking things that turn out to be either unproven or outright false." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Nov 06, 2021
Stagflation LOL
5:52

"I am genuinely perplexed every time I hear someone compare the current circumstances of employment and prices to the stagflation era of the 1970s." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Nov 03, 2021
How News Looks When It's Old
5:03

"The Zeitgeist passes, but the shrieking headlines remain. Is it any wonder that investors can get confused?" - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Nov 02, 2021
Risking, Fast and Slow
5:40

"The simplest analogy to differentiate between fast risk and slow risk is heroin vs. cigarettes. Heroin is fast risk. Cigarettes are slow risk. Heroin tends to kill people quickly (especially in the event of an overdose), while cigarettes tend to kill people slowly." - Nick Maggiulli


For more visit: Of Dollars and Data


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Oct 28, 2021
The Confusing State of Inflation Inputs
9:49

"I am not blasé about inflation risks, and I can see where reasonable people can disagree. But on balance, we must consider the totality of the circumstances." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Oct 26, 2021
Radically Changing Labor Market
4:16

"These days, the labor market is even more unusually dynamic than typical. It is not an exaggeration to suggest it is in the midst of a radical transformation." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Oct 11, 2021
Gradually, Then Suddenly
5:04

"You probably have not realized we are in a golden age of innovation for investors and financial transactions. All of these little changes over 50 years are hardly noticeable. But your grandfather at 25-years old would not recognize what a bank is today; he probably would not understand your brokerage account or portfolio. It is so futuristic as to be nearly alien." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Oct 04, 2021
One-Sided Markets
6:38

"A one-sided market leads people to engage in increasingly risky behavior (rather than throttling back). This is what I call the earthquake insurance problem: After a big temblor, earthquake insurance sales spike — just as the odds of another quake go down precipitously." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Oct 01, 2021
Misunderstanding Narratives: The Hero’s Journey
5:36

"A snapshot of the economy at any given moment reveals billions of transactions, each with endless decisions behind them. Try as you will, it is all but impossible to find that one crucial decision that led to an epic crash or systemic failure." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Sep 27, 2021
What If Things Go Right?
6:42

"There are plenty of worst-case scenarios to consider if that is your preferred poison. Evolution has primed your brain to identify possible threats to your survival, hence our focus on the negative. But suppress that inherent bias for a few moments to try a simple thought experiment of inversion." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Sep 24, 2021
Abundance & Scarcity: The Enemies of Appreciation
4:43

"The good thing is no one has life completely figured out. There are workaholics who have miserable personal lives. There are people with great social lives who hate their job. People who take too much risk put themselves in the position to lose it all someday. People who don’t take enough risk are missing out on the joys of compounding." - Ben Carlson


For more visit: A Wealth of Common Sense


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Sep 22, 2021
Lessons from Our Origin Story
11:42

"This week was the 8th anniversary of RWM’s launch. This time of year usually leads me to think about the circumstances surrounding our beginning." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Sep 20, 2021
Boring is Beautiful
4:58

"Compound returns are the 9th Wonder of the World. I truly believe that. But they take time, an entire lifetime, to become a wonder. The path along the way is boring on most days. I liken it to watching paint dry. It seems like nothing is happening and the market is going sideways." - Blair duQuesnay


For more visit: The Belle Curve


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Sep 20, 2021
The 4 Financial Plotlines
9:47

"As a consumer of news and entertainment, I cannot help but notice the similarity between various storylines that seem to get told again and again. It is especially true in the world of finance, where the combination of vast sums of money and basic human emotions lead to the same plots repeating." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Sep 10, 2021
What Else Would You Call It?
31:56

In this special episode of The Goldmine you can hear Ritholtz Wealth Management CEO Joshua Brown talk about the firm's recent 'renaissance.'


For more visit: The Reformed Broker


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Sep 08, 2021
My Worst Trades
11:31

"In a career filled with other bad trades, missed opportunities and judgment errors, some decisions stand out, not just for the lost money, but for the lessons learned." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Sep 07, 2021
Fight the FOMO
2:46

"The moves that we’re seeing are absolutely mind-bending and are creating an unquantifiable amount of FOMO. If this is weighing on you, you are not alone." - Michael Batnick


For more visit: The Irrelevant Investor


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Aug 31, 2021
Wisdom I Wish I Knew 30 Years Ago
8:57

"Build your skillstack: Just because you finished your formal education does not mean you are finished learning. Education truly begins when you start working in the real world." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Aug 31, 2021
The Carrot and the Stick
4:39

"Which incentive is more powerful – The Carrot or The Stick? Any parent of a three-year-old can tell you that both are necessary. The trick is to find the right balance between the two." - Blair duQuesnay


For more visit: The Belle Curve


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Aug 24, 2021
Missing: Corporate Leadership on Vaccines
10:25

"If for no other reason than self-interest, it’s time for Corporate America to step up its Vax game – and fast. More than their new hires, companies need to get their customers, aka the public, vaccinated. " - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Aug 23, 2021
How Much Have Americans Increased their Homes’ Values?
7:09

"Not counting supply-constrained price increases or ordinary inflation, how much has the value of the real estate in the U.S. been increased due to our massive, nationwide renovation/addition/expansion mania?" - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Aug 20, 2021
Context Matters: Time Frames
4:32

"As of this week, the returns on the broad SPX index are up about 100% off of those same lows. This doubling is catnip to many, the kind of clickbait that cannot be ignored." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Aug 18, 2021
How Much is the Rule of Law Worth to Markets?
5:31

"There is a real possibility that China will soon be uninvestable to outsiders." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Aug 12, 2021
How Everybody Miscalculated Housing Demand
7:27

"Sure, the pandemic sent lots of urbanites out looking for a place in the ‘burbs or a vacation property where they could WFH. But the underlying structural conditions for a massive supply shock were decades in the making." - Barry Ritholtz


For more visit: The Big Picture


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Aug 11, 2021
Magic Beans
6:27

"Imagine the chutzpah it takes to say to yourself that you know definitively what the global economy is going to look like in six months." - Josh Brown


For more visit: The Reformed Broker


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Aug 09, 2021
Reduced Competition Costs American Families $5,000/year
6:17

"Industry consolidation and market concentration costs the average U.S. family about $5,000 per year, according to Brian Deese, the Director of the White House National Economic Council under President Joe Biden." - Barry Ritholtz


For more visit: The Big Picture


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Jul 21, 2021
Why Do We Always Focus on the Bad Stuff?
4:37

"Individual investors as a group are now better behaved than they have ever been at any time in history. They pay less in fees, they have more money in index funds and they take advantage of tax-deferred retirement accounts." - Ben Carlson


For more visit: A Wealth of Common Sense


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Jul 17, 2021
The Economic Risks from Anti-Vaxxers
11:52

"The risk here is we create a two-track economic recovery: A robust recovery for the vaccinated, and a weaker economic recovery for unvaccinated regions." - Barry Ritholtz


For more visit: The Big Picture


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Jul 16, 2021
Buying Mortgage Backed Securities is Boomer Stimulus
2:49

"I’m starting to think there may be no better form of stimulus for the rest of America than for the Fed to withdraw from the mortgage bond buying they’ve been doing. " - Josh Brown


For more visit: The Reformed Broker


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Jul 14, 2021
Unknown Unknowns
6:35

"I would argue that humility is the best trait an investor could have. True humility helps us avoid what I call ‘unforced errors’ like having too much conviction about any market prediction." - Blair duQuesnay


For more visit: The Belle Curve


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Jul 12, 2021
Top 10 Rules for Money
8:56

"This is the most important investment you can make. Educate yourself, develop expertise and add to your professional skill stack." - Barry Ritholtz


For more visit: The Big Picture


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Jul 08, 2021
Other People's Money
5:50

"Getting comfortable with interest rate risk opens a new frontier for maximizing wealth. It allows investors to manage the timing of tax payments and provides greater flexibility of cash flow." - Blair duQuesnay


For more visit: The Belle Curve


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Jun 25, 2021
What If EVERYTHING Is Narrative?
7:21

"Hence, the inherent power of storytelling is only part of the picture. Much of a narrative’s influence comes from a plot line’s virality. A good story might persuade you, but a great one can go viral." - Barry Ritholtz


For more visit: The Big Picture


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Jun 21, 2021
How To Prepare For a Lengthy Bull Market
4:43

"Bull markets can last way longer than you think." - Ben Carlson


For more visit: A Wealth of Common Sense


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Jun 17, 2021
Seismic Shift
7:28

"Change is happening in the financial markets. Can you feel it? It’s like the ground is shifting beneath my feet. Something new is happening, and maybe, just maybe, this time really is different." - Blair duQuesnay


For more visit: The Belle Curve


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Jun 15, 2021
Table Stakes
7:01

"WFH is not quite like working for yourself, but it’s very different than 9 to 5 in an office toiling for da boss man. When given an opportunity to choose, many people prefer the former over the latter. Some enough to vote with their feet. " - Barry Ritholtz


For more visit: The Big Picture


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Jun 14, 2021
The Inflation Reset
7:48

"Lots of current hot inflation calls are often accompanied by aggressive chart crimes. Perhaps the year-over-year measure of prices, from the depth of the Covid collapse to the peak of the re-opening, is the worst of these." - Barry Ritholtz


For more visit: The Big Picture


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Jun 03, 2021
The Great Reset
9:21

"Pandemic lockdowns are coming to an end in the U.S., and with them, a massive economic recovery has begun. The closest parallel is the post-World War II era. That period created a massive societal “reset” in terms of employment, housing, infrastructure, wages and financial markets — just like now." - Barry Ritholtz


For more visit: The Big Picture


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Jun 02, 2021
If You're Still Worried, You Aren't Wealthy
4:02

"Being content with what you have is a sure sign that you are living a rich life, in my mind. When you are content, a number doesn't matter as much as your mindset." - Ben Carlson


For more visit: A Wealth of Common Sense


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Jun 01, 2021
Cold Calling (finally) Dies
6:58

"Appealing to people’s own greed is a reliable tool to be used against them. In the pre-internet era, Fraud via telephone was how it was done." - Barry Ritholtz


For more visit: The Big Picture


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May 26, 2021
On The Bright Side
3:29

"The fraud coins are crashing this week. They’re getting hit like the major coins, only much, much harder. Which is as it should be." - Josh Brown


For more visit: The Reformed Broker


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May 19, 2021
Every Single Time
5:38

"Stocks can go down? How quickly we forget. I am amazed to see investors get spooked every single time." - Blair duQuesnay


For more visit: The Belle Curve


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May 14, 2021
10 Things You Shouldn't Care About as an Investor
6:06

"There will always be people with more success, prestige, money or accolades than you. Easier said than done, but not worrying about how much money other people are making will save you a lot of unnecessary stress and angst." - Ben Carlson


For more visit: A Wealth of Common Sense


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May 06, 2021
The Golden Age of Fraud is Upon Us
5:04

"If Charles Ponzi were alive today, I have no doubt that he would be able to raise capital from investors, probably in the form of a SPAC. Many investors would laud him for being a genius as he bilked investors out of millions of dollars." - Ben Carlson


For more visit: A Wealth of Common Sense


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Apr 29, 2021
The Case For a Having a Fun Portfolio
5:10

"The beauty of a small allocation to a fun bucket within your portfolio is it allows you to scratch an itch, therefore leaving the rest of your portfolio alone." - Ben Carlson


For more visit: A Wealth of Common Sense


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Apr 29, 2021
The Greatest Story Ever Told
5:06

"How could there be value created from ‘mining’ digits on a computer? Then again, how did paper currency derive value? The value lies in our collective belief and agreement in that value." - Blair duQuesnay


For more visit: The Belle Curve


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Apr 22, 2021
New Wealth Comes Along With New Emotions
5:07

"The nature of wealth seems to be changing. Not only is wealth inequality higher than in the past. The acquisition of wealth seems to be occurring at a more rapid pace. The idea of the 'millionaire next door' still exists but now seems passé." - Tadas Viskanta


For more visit: Abnormal Returns


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Apr 21, 2021
Accessing Losses via Direct Indexing
15:00

"Herein lies the huge advantage of direct indexing over ETFs and Mutual Funds: Accessing losers that would otherwise net out to zero." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Apr 16, 2021
Banks Make A Lot of Money When the Fed + Treasury Outlaw Losses
4:17

"It’s a bonanza. Retail bankruptcies didn’t show up. Corporate bankruptcies didn’t show up. Lots of stuff got worked out and renegotiated with the ubiquitous grease of easy money on slathered atop everyone’s palms, although most of the palliative financial treatments of this era occurred via DocuSign rather than physical handshake." - Josh Brown


For more visit: The Reformed Broker


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Apr 14, 2021
Leveraging Gifts with Life Insurance
6:13

"If done correctly, the life insurance policy pays out a death benefit that is tax free to their children and passes outside of the estate, avoiding estate tax as well. At no out of pocket expense, this family has leveraged ‘small’ annual gifts to provide a legacy to the grandchildren." - Blair duQuesnay


For more visit: The Belle Curve


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Apr 13, 2021
Smart Tickets: Creators Capturing Secondary Market Sales
9:56

"Bands used to tour to promote their albums, which was how they monetized their created works. Now, they put out an album so they can tour, which is where most of the monetization is today. If they could capture a higher percentage of the gate – including secondary market resales – it could change the economics dramatically." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Apr 08, 2021
Why This Isn't Another Housing Bubble
4:58

"Supply is constrained but not for the reasons you think." - Ben Carlson


For more visit: A Wealth of Common Sense


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Apr 08, 2021
Demise of the Dollar?
5:55

"Whenever someone starts talking about the dollar, your go to move should be to view the data." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Apr 06, 2021
Purposeless Capital
5:28

"Without a purpose, money is merely an entry in an accounting ledger. But capital tied to a useful purpose has magical powers." - Barry Ritholtz


For more visit: The Big Picture


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Apr 05, 2021
Not a Housing Bubble
6:04

"In a normal market, it does not take much of a shift to create an imbalance. Housing here is both too little supply and too much demand; these look like temporary issues, not a longer-lasting condition." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Apr 01, 2021
Bull Market Beset by Too Many Misconceptions
10:03

"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 Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Mar 31, 2021
Everyone is an Investor
4:24

"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 Batnick


For more visit: The Irrelevant Investor


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Mar 26, 2021
The Art of Calling a Market Top
6:34

"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 Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Mar 26, 2021
Non-Compete
4:12

"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 Brown


For more visit: The Reformed Broker


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Mar 25, 2021
Tech Bubble or Rotation?
6:05

"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 Ritholtz


For more visit: The Big Picture


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Mar 25, 2021
Get Rich versus Stay Rich
6:16

"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 duQuesnay


For more visit: The Belle Curve


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Mar 25, 2021
What's Changed For Now and What's Changed Forever
3:56

"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 Brown


For more visit: The Reformed Broker


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Mar 22, 2021
Not the Same Internet as the Dotcom Bubble
9:00

"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 Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Mar 19, 2021
Ray Dalio and the Power of Setting Defaults for Optimism
5:19

"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 Carlson


For more visit: A Wealth of Common Sense


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Mar 18, 2021
Is Measuring Wealth Using A Scorecard A Good Idea?
4:04

"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 Isola


For more visit: A Teachable Moment


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Mar 18, 2021
Macro Thinking
7:10

"You have to keep your head down when investors get manic over shiny objects. From Bitcoin, to GameStop, to NFTs, I would be slaughtered trying to speculate in these areas. Slow and steady, asset allocation with rebalancing, is the only way I know to grow and preserve wealth with any consistency." - Blair duQuesnay


For more visit: The Belle Curve


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Mar 16, 2021
How Lucky Was Your Birth Year?
5:10

"Some people can create alpha in real estate, equities, etc. but I think much of the strong returns we have been seeing lately is in no small part due to dumb luck." - Barry Ritholtz


For more visit: The Big Picture


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Mar 16, 2021
The Twenty Craziest Investing Facts Ever
6:03

"If you had invested from 1960-1980 and beaten the market by 5% each year, you would have made less money than if you had invested from 1980-2000 and underperformed the market by 5% a year " - Michael Batnick


For more visit: The Irrelevant Investor


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Mar 16, 2021
Owning Individual Stocks vs. Owning the Stock Market
4:39

"Yes, buying individual stocks offers the potential for greater gains but it also opens you up to all sorts of psychological pitfalls that don’t necessarily apply when owning the entire stock market." - Ben Carlson


For more visit: A Wealth of Common Sense


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Mar 12, 2021
They Will Flood The Market With Collectibles
12:11

"They will flood the market with collectibles. The earth itself will crack with the weight of what they place upon the table. They will not restrain themselves. I am as sure of this as I am about the color of my own eyes Because if a little of a good thing is good then a lot of a good thing is great and too much of a good thing is only a problem for the buyers, not the sellers." - Josh Brown


For more visit: The Reformed Broker


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Mar 10, 2021
The Most Important Chart of the Decade
6:27

"We just witnessed the only recession in the history of this planet where the personal savings rate hit a 50-year high." - Michael Batnick


For more visit: The Irrelevant Investor


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Mar 09, 2021
Peter Lynch is the GOAT
7:26

"Lynch makes a strong case for tapping out when you are at the top of your game, and not milking every last cent by overstaying your welcome. Not many people in life get to do this..." - Barry Ritholtz


For more visit: The Big Picture


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Mar 05, 2021
A Bleak Future For Long-Term Government Bonds
4:49

"But it is safe to say investors are going to experience much more volatility in long-term bonds in the years ahead and you’re not exactly being compensated for that increased volatility at current interest rate levels." - Ben Carlson


For more visit: A Wealth of Common Sense


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Mar 04, 2021
Dragging Out a College Degree is a Drag on Finances
4:02

"Parents might focus on tuition and room and board prices and ignore another culprit that makes school more expensive: staying in college for longer than four years." - Dina Isola


For more visit: RealSmartica


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Mar 03, 2021
How To Make A Million Dollars Day Trading
4:49

"Your best day trading strategy is – Don’t do it!" - Tony Isola


For more visit: A Teachable Moment


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Mar 02, 2021
What Is Top Shot?
11:07

"I’m pretty sure this is a bubble. I’m also pretty sure this is still early days. What’s happening now feels very strange. It’s hard to know what’s real and what’s just like an inside joke." - Michael Batnick


For more visit: The Irrelevant Investor


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Feb 27, 2021
Don’t Let Illusions Of Control Ruin Your Financial Goals
4:42

"The markets couldn’t care less about your financial goals. Fate is a financial mercenary." - Tony Isola


For more visit: A Teachable Moment


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Feb 25, 2021
Beware Economists Warning Against “Too Much Stimulus” (Again)
4:51

"If you want to blame a specific school of thought for why the post-financial crisis recovery was so weak, start with the group who opposed a trillion dollar fiscal response to the GFC." - Barry Ritholtz


For more visit: The Big Picture


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Feb 24, 2021
America’s CEOs Are Having a Good Year
9:35

"As a group, CEOs have a large impact on everything from technology to public policy. I tend more toward critic than cheerleader of the C-suite, but even I couldn’t help but notice the immense differences effective leadership made between the public and private sectors." - Barry Ritholtz


For more visit: The Big Picture


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Feb 23, 2021
Why Is College So Expensive?
4:40

"So where does all of that tuition money go? Roughly 70% of the cost of college goes to administrators and teachers. So the biggest cost of college is labor and I don’t see colleges deciding to scrimp on these costs anytime soon." - Ben Carlson


For more visit: A Wealth of Common Sense


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Feb 20, 2021
How Do You Know If You’re Saving Enough For Retirement?
4:34

"Having 12x income put away lets you withdraw 4-5% of your portfolio annually and adjust it to inflation. This is what most experts recommend retirees take out annually. This keeps retirees from running out of money too early in retirement." - Tony Isola


For more visit: A Teachable Moment


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Feb 17, 2021
The Catch-22 of Selling Your House Right Now
4:44

"Unfortunately, the price you sell your home for is only one side of the equation. You have to live somewhere so selling your house for a higher price simply means you would turn around and have to buy another house that’s also trading for a higher price, thus negating any windfall from the sale of your home." - Ben Carlson


For more visit: A Wealth of Common Sense


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Feb 15, 2021
How David Beats Goliath in Real Life
6:24

"David minds his own business and focuses on his work and enjoying his free time, investing based on his own goals and risk tolerance. He doesn’t throw away his time on provocative, negative information about politics, conspiracies, or class, gender and racial warfare." - Josh Brown


For more visit: The Reformed Broker


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Feb 12, 2021
Friends Don’t Leave Friends Holding the Bag
3:25

"Everybody, seriously everybody, on these platforms is talking their book. They are saying things, consciously or unconsciously, that will benefit them. Their needs may be emotional, financial or some combination thereof. It doesn’t matter. There isn’t necessarily anything wrong with talking your book. It is human nature." - Tadas Viskanta


For more visit: Abnormal Returns


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Feb 11, 2021
Oblivious
4:56

"We keep learning that much of the process by which we exercise judgment and make decisions is, shall we say, sub-optimal for the modern world." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Feb 09, 2021
How The Stock Market Works
7:07

"Many people compare the stock market to a casino but in a casino, the odds are stacked against you. The longer you play in a casino, the greater the odds you’ll walk away a loser because the house wins based on pure probability. It’s just the opposite in the stock market." - Ben Carlson


For more visit: A Wealth of Common Sense


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Feb 08, 2021
Managing Your Investments Late in the Cycle
8:49

"This rinse, lather, repeat cycle of market history is filled with epic stock narratives. A couple of the more recognizable ones in recent history include the dot-com boom of the late 1990s, real estate in the 2000s and the blockchain frenzy of 2010s. But what really makes them so fascinating is the underlying human psychology." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Feb 05, 2021
It Feels Like the Game is Rigged
9:18

"Right now, people are getting rich quick. But this will not last forever. And the worst thing about trying to get rich quick, aside from the fact that it usually backfires, is that when it doesn’t work, you’ll say that the game was rigged and leave forever." - Michael Batnick


For more visit: The Irrelevant Investor


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Feb 04, 2021
Delete Junk Food From Your Retirement Portfolio
5:35

"We are one of the world’s richest nations, but many investors own the investment equivalent of Corn Dogs in their retirement accounts." - Tony Isola


For more visit: A Teachable Moment


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Feb 03, 2021
Crowdsourced Pump and Dump
7:30

"This week, I witnessed the craziest thing I’ve ever seen in the stock market. A merry band of traders, congregating on the popular internet message board, Reddit, successfully pulled off a massive short squeeze on shares of retailer GameStop (GME)." - Blair duQuesnay


For more visit: The Belle Curve


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Feb 02, 2021
Late Cycle Bubblicious?
5:27

"Finding historical parallels to the pandemic ground hog day circumstances is all but impossible: Stuck at home, the usual in-person socializing non-existent, much of our favored live entertainments unavailable." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Jan 30, 2021
Stimulus, More Stimulus and Taxes
7:07

"Which matters more to equities, valuations or the economy? This is not an abstract academic question, but rather the core of the debate between the stock market’s bulls and bears. " - Barry Ritholtz


For more visit: The Big PIcture


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Jan 28, 2021
Reaching Your Financial Resolutions in 3 Easy Steps
5:16

"Just developing the habit of putting money aside – and accomplishing that goal right away – may be the momentum you need to move the needle in the right direction and keep going." - Dina Isola


For more visit: RealSmartica


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Jan 27, 2021
Dear Samantha
5:03

"By accepting the potential for losses today, we earn the potential returns of tomorrow. Once you have accepted this fact, you are ahead of most investors – both individuals and professionals..." - Josh Brown


For more visit: The Reformed Broker


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Jan 26, 2021
We Don’t Live In Our 401(k) Plans
4:35

"Learning to spend a little less in the present and a bit more in the future isn’t easy. We live in the moment, not in our 401(k) plans." - Tony Isola


For more visit: A Teachable Moment


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Jan 22, 2021
How to Make Millions in Bitcoin
5:53

"Perhaps the secret to long-term investing success is not to lose your password, but to entrust it to a neutral third-party who doesn’t allow you to pay attention to the short-term fluctuations in value." - Blair duQuesnay


For more visit: The Belle Curve


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Jan 21, 2021
Silicon Valley De-Platforming: Freedom & Censorship
6:23

"The constitution does not require you to turn over your home or businesses or any other property to allow anyone to communicate about anything." - Barry Ritholtz


For more visit: The Big Picture


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Jan 20, 2021
What is Wrong with These People?
6:01

"What is so striking about all of the people embracing unorthodox views isn’t that they are insane, but rather that they seem so normal." - Barry Ritholtz


For more visit: The Big Picture


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Jan 18, 2021
It's OK to Build Wealth Slowly
4:46

"So much of the success for any investment or wealth-building strategy comes down to your personality." - Ben Carlson


For more visit: A Wealth of Common Sense


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Jan 15, 2021
The Stock Market is Causing the Bubbles
6:20

"When speculation is running rampant, as I believe it currently is, people stop thinking about the future and only think about today." - Michael Batnick


For more visit: The Irrelevant Investor


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Jan 14, 2021
Eventual Failure of False Belief Systems
4:36

"What is the penalty for being wrong? It is a surprisingly complicated question." - Barry Ritholtz


For more visit: The Big Picture


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Jan 12, 2021
Two Simple Rules For Building Real Wealth
5:22

"Simple beats complex in investing and life." - Tony Isola


For more visit: A Teachable Moment


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Jan 11, 2021
When an Asset Goes Out of Style
4:00

"As with any ‘investment’ you need to go in with your eyes wide open and recognize that what you are doing is risky. Tastes change." - Tadas Viskanta


For more visit: Abnormal Returns


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Jan 08, 2021
Lock It In
3:21

"I might take a lot of heat for writing this, but I’m going to write it anyway. If you’ve made life-changing money in one or more of the high flying stocks this year, it’s time to lock in some gains." - Blair duQuesnay


For more visit: The Belle Curve


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Jan 06, 2021
A Short History of Chasing the Best Performing Fund
6:03

"Vanguard and iShares basically killed the star mutual fund manager in recent decades." - Ben Carlson


For more visit: A Wealth of Common Sense


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Jan 05, 2021
What if You Only Invested at Market Peaks?
5:07

"Regardless of which risky asset classes you have in your portfolio, as this post illustrates, buying near all-time highs should not be a cause for concern." - Nick Maggiulli


For more visit: Of Dollars and Data


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Dec 31, 2020
How to Avoid Bear Markets
12:12

"There’s a very simple way to avoid bear markets. What you do is pull all of your money out of the stock market and just let it accumulate in your bank account." - Josh Brown


For more visit: The Reformed Broker


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Dec 30, 2020
A Recovery Squandered
3:14

"The biggest issue: the failure of Congress to pass the broadest stimulus package in the depths of the GFC. Sure, they rescued the banks, but they hardly did very much for the rest of the economy." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Dec 23, 2020
"Take All Your Common Stocks And Sell Them"
6:45

"Had you followed Fred Schwed’s maxim for dying rich, you’d have been out of stocks long ago. And yes, you’d have watched them grow and grow and grow again in value. " - Josh Brown


For more visit: The Reformed Broker


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Dec 22, 2020
This Is Not The Way
5:52

"It feels like every day, I’m getting an email or a text from people outside the investing world asking me about speculative securities." - Michael Batnick


For more visit: The Irrelevant Investor


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Dec 21, 2020
Cape 2020 vs 1929
6:23

"One of the things that market analysts love to do is to compare recent market action with some prior historical era, and declare “The market today is just like ____.” Recall the 1987 parallels a few years ago or the more recent 1929 versions." - Barry Ritholtz


For more visit: The Big Picture


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Dec 20, 2020
How Are Normal People Supposed To Save For Retirement?
4:36

"Retirement investors needing the most help often get the least. Or worse!" - Tony Isola


For more visit: A Teachable Moment


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Dec 19, 2020
Asset Destruction
6:59

"For most of us who need life insurance, term life insurance will suffice. Term life insurance is cheap, easy to buy, and provides coverage for a set number of years. If you live past the term, you will no longer have life insurance coverage. And for most people, this is perfectly fine." - Blair duQuesnay


For more visit: The Belle Curve


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Dec 18, 2020
My 2020 Investing Lessons
5:36

"It’s counterintuitive that the best returns would come from investing when the economy is getting body-slammed but being uncomfortable when investing is typically a good sign." - Ben Carlson


For more visit: A Wealth of Common Sense


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Dec 17, 2020
Airbnb and DoorDash Showcase Best and Worst of Uber
7:26

"We have all heard “the next Uber” used to describe any hot company; each of this week’s hot IPOs — Airbnb and DoorDash — fit the description.: Both took a page from Uber when designing their own business models. One of them could very well fulfill that promise, the other, I find it highly doubtful." - Barry Ritholtz


For more visit: The Big Picture


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Dec 16, 2020
The Most Important Assumption
4:02

"Americans are living longer but not necessarily working longer. This means that retirement periods are longer. Retirees today must plan for their portfolio to sustain withdrawals for 20 or 30 years. " - Blair duQuesnay


For more: The Belle Curve


For disclosure information please visit: https://ritholtzwealth.com/blog-disclosures/



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Dec 14, 2020