The Reformed Broker

OCTOBER 31, 2023

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►4th Quarter Rally? – Positive economic surprises say we are due for a Q4 meltup. ►Great News – American wealth hitting new highs. ►Effective Interest Rates – “This increased cost of capital is.

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The Reformed Broker

OCTOBER 28, 2023

ALERT: Michael, Barry, Ben and about twenty of our most highly skilled advisor / client service superstars are coming to North Carolina from November 6th through 8th to meet with clients and celebrate our new branch office in downtown Charlotte. I’ll be there too, of course. If you’d like to chat with us about your financial plan and portfolio in-person and you’re within driving distance of CLT, hit us u.

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The Reformed Broker

OCTOBER 24, 2023

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Small Caps are F*cked – “But as with everything, there is more to the story…” ►Chevron Buys Hess – Second major domestic oil deal in a month after Exxon agreed to buy Pioneer.

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The Reformed Broker

OCTOBER 24, 2023

Final Trades: Wynn, McDonald’s & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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The Reformed Broker

OCTOBER 24, 2023

Conservatory at Biltmore, by Ann Vasilik via Our State There are four million households in North Carolina. Approximately half of those households (1.922 million) are comprised of a married male and female with children. Another half million are a female head of household with kids. There’s 180,000 or so male-led homes with children and then 1.4 million non-family households.

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The Reformed Broker

OCTOBER 20, 2023

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Tom Lee, and Downtown Josh Brown discuss earnings, the liquidity starved bull market, economic indicators, the Fed’s next move, housing, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods! Listen here: Apple podcasts Spotify podcasts Google podcasts Everywhere el.

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The Reformed Broker

OCTOBER 17, 2023

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Earnings – “Average commercial and consumer loans were both down from the second quarter as higher rates and a slowing economy have weakened loan demand, and we’ve continued to take some credit tighteni.

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The Reformed Broker

OCTOBER 13, 2023

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Jan Van Eck, and Andrew Beer discuss the bond market, the national debt, private-credit, alts, managed futures, the Sam Bankman-Fried trial, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods! Listen here: Apple podcasts Spotify podcasts Google podcasts Everywhere else.

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The Reformed Broker

OCTOBER 10, 2023

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Have Treasury Bonds Bottomed? – The crash in long-dated Treasurys since the pandemic now ranks as one of the most destructive financial crashes ever.

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The Reformed Broker

OCTOBER 10, 2023

If you want to understand what’s happening in the US stock market these days, you need to understand what’s happening with the largest companies that make up such a heavy part of the index weighting. And to do that, you have to understand Big Tech. Which is where my friend Alex Kantrowitz comes in. He’s one of the foremost authorities on everything going on in the space.

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The Reformed Broker

OCTOBER 10, 2023

This was a lot of fun, hope you get something interesting from it. Thanks so much to the Professor. The post Catch me on Scott Galloway’s show appeared first on The Reformed Broker.

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The Reformed Broker

OCTOBER 9, 2023

This summer we opened a physical office location in North Carolina. It’s staffed with three of our Certified Financial Planners in Charlotte who’ve been taking care of our clients in the area. To celebrate, I’m bringing twenty of my people down for a week of client meetings and to see our local friends and colleagues. We’ve kept some time on the schedule to meet with prospective clients too.

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The Reformed Broker

OCTOBER 8, 2023

And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. These are the most read posts on the site this week, in case you missed it: . The post This Week on TRB appeared first on The Reformed Broker.

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The Reformed Broker

OCTOBER 8, 2023

My partner Barry Ritholtz speaks to Michael Lewis, whose latest book is “Going Infinite: The Rise and Fall of a New Tycoon,” on FTX founder Sam Bankman-Fried. Lewis has been the subject of a massive uproar on social media for the way his book portrays SBF and the way he’s spoken about his subject during the promotion tour, specifically on ’60 Minutes’ last Sunday.

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The Reformed Broker

SEPTEMBER 30, 2023

Hey everyone, thanks for checking out the best stuff we did this week… And if you haven’t subscribed yet, don’t wait. Check it out below or wherever fine podcasts are played. These are the most read posts on the site this week, in case you missed it: . The post This Week on TRB appeared first on The Reformed Broker.

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The Reformed Broker

SEPTEMBER 29, 2023

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Perth Tolle, Gunjan Banerji, and Downtown Josh Brown discuss Amazon’s antitrust issues, a coming secular rotation in equities, investing in emerging markets and China, meme stocks are back, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!

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The Reformed Broker

SEPTEMBER 27, 2023

Stocks stage late-day comeback amid September slump from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.

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The Reformed Broker

SEPTEMBER 26, 2023

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►The ‘flation – 75% probability of a shutdown. ►Risks to the Economy – “A year of surprisingly strong growth is about to be tested by a strike, the possibility of a government shutdown, student loans.

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The Reformed Broker

SEPTEMBER 26, 2023

The NFL is not spending enough time developing leadership: Former NFL GM Michael Lombardi from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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The Reformed Broker

SEPTEMBER 20, 2023

Kristen Oliveri wrote this at the new Crain Currency – a magazine covering family offices and wealth management – yesterday afternoon: Enter Future Proof: a wealth management festival that’s decided to shake things up. Founders Josh Brown and Matt Middleton of Ritholtz Wealth Management knew the industry was due for some change, so they boldly decided to lead the way.

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The Reformed Broker

SEPTEMBER 19, 2023

Amazon doesn’t need the hype of AI for its stock to trade higher, says Ritholtz’s Josh Brown from CNBC Fed kicks off 2-day meeting: What investors should expect from CNBC Intel core processors expected to bring AI to PCs by December 14 from CNBC Final Trades: Uber, Cisco & more from CNBC

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The Reformed Broker

SEPTEMBER 19, 2023

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Where’s the Recession? – Biggest mystery on Wall Street. ►Oil Prices – “Surging oil prices could sour soft landing hopes, but it won’t spark a crisis like the 1970s” ►Earnings, Bef.

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The Reformed Broker

SEPTEMBER 16, 2023

We had Rob Arnott on The Compound and Friends this week live at Future Proof! We discussed lessons from the tech bubble, smart beta, big tech valuations, Tesla and Nvidia, how AI might impact markets and the economy, and much more! You can watch the new TCAF below or listen as a podcast. Podcast version: And if you haven’t subscribed yet, don’t wait.

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The Reformed Broker

SEPTEMBER 9, 2023

Hey everyone, preparations have been full speed ahead for this coming week’s Future Proof aka the World’s Largest Wealth Festival. We’re at 3,000 attendees, a big leap from last year’s inaugural event which clocked in at around 1700 and change. But we’re ready. Our footprint is physically about 50% larger than last year’s and we’re staffed up to accommodate the crowds.

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The Reformed Broker

SEPTEMBER 8, 2023

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Nick Colas, and Downtown Josh Brown discuss Q2 earnings, Moore’s law, interest rates, the future of the automotive market, Steve Cohen, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods! Listen here: Apple podcasts Spotify podcasts Google podcasts Everywhere els.

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The Reformed Broker

SEPTEMBER 7, 2023

Final Trades: Oracle, Zoom, Berkshire Hathaway & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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The Reformed Broker

AUGUST 31, 2023

Arista Networks upgraded to a buy from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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The Reformed Broker

AUGUST 30, 2023

Final Trades: Alphabet, Transocean & more from CNBC. The post Clips From Today’s Closing Bell appeared first on The Reformed Broker.

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The Reformed Broker

AUGUST 29, 2023

U.S. appeals court rules in favor of Grayscale over bitcoin ETF dispute with the SEC from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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The Reformed Broker

AUGUST 29, 2023

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Goldman/Grayscale – They found a buyer. Sounds like it took a week of discussions. ►Earnings Revisions – “Stock prices correcting as earning estimates continue to rise” ►Value Stocks – N.

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The Reformed Broker

AUGUST 22, 2023

Final Trades: NextEra Energy, Stryker & Zimmer Holdings from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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The Reformed Broker

AUGUST 22, 2023

Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including: ►Tech Stock Roundup – Nvidia goes into earnings as the best performing stock this year, plus 221%. ►Beats Get Smoked – “The reward for EPS beats has been close to 10Y lows.” ►Musk’s Shado.

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The Reformed Broker

AUGUST 21, 2023

The Relative Strength Index or RSI is typically expressed as a 14-day reading to determine the degree to which a stock or an index is overbought or oversold, if at all. It was created in 1978 by J. Welles Wilder Jr. (here’s the book) who was a mechanical engineer by trade before turning his mathematical mind to stock and commodity trading, subsequently developing some of the most widely traded tools in technical ana.

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The Reformed Broker

AUGUST 19, 2023

Just wanted to say thanks to everyone who’s been watching the Friday night show I’ve been hosting with Michael Santoli for CNBC each week. Last night we had Cameron Dawson and Adam Parker on to talk about whether or not the August pullback is just a seasonal swoon or something more. Neither of them thought it was the start of some larger correction just yet.

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The Reformed Broker

AUGUST 18, 2023

Barry’s new piece for Bloomberg is really good. I had a good laugh at this section: Inflation Expectations Surveys Are Useless The world is more complex, random and global than ever before. Multiplying unknowns have made economic forecasting even more difficult. But for hilariously wrong predictions, nothing beats surveying random people about where they think inflation will be in five years.

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The Reformed Broker

AUGUST 18, 2023

Welcome to the latest episode of The Compound & Friends. This week, Michael Batnick, Eric Balchunas, Jeremy Schwartz, and Downtown Josh Brown discuss the magnificent seven, the bond market, defined outcome ETFs, inflation, the spot bitcoin ETF saga, and much more! You can listen to the whole thing below, or find it wherever you like to listen to your favorite pods!

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The Reformed Broker

AUGUST 17, 2023

Final Trades: Apple, 3M & more from CNBC. The post Clips From Today’s Halftime Report appeared first on The Reformed Broker.

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