The Compound

Hedging vs Diversification🎙️ ▶️https://lnkd.in/e_ina4rn David Kelly, Joshua Brown, Michael Batnick, CFA

Living in a Post Cycle World | TCAF 161🎙️ Joshua Brown and Michael Batnick, CFA are joined by David Kelly, Chief Global Strategist at J.P. Morgan Asset Management to discuss: inflation, the economy vs the market, the downside of a strong dollar, the problem with tariffs, and more!🔥 ▶️https://lnkd.in/e_ina4rn Sponsored by: Public

When Did the Bull Market Begin? ▶️https://lnkd.in/dGNMsyGh 🎙️Ben Carlson, CFA, Duncan H. #BullMarket #BearMarket #StockMarket

Appreciated the chance to join Joshua Brown on The Unlock to talk about the concerns from the financial planning community about the CFP Board's recent new ad campaign. To me the issue isn't just that the static ads were botched and just need to be fixed. It's that the campaign just doesn't seem to be targeting those who would really be mostly likely to succeed in a career as a financial planner. Otherwise we're just spending our dollars on a public awareness campaign to bring in young people who aren't really a fit for the career and will just churn right back out a few years from now? :(

The S&P 500 closed at a new all-time-high today. +3.72% above its 7/11 closing price 👀 And since 7/11, the sector participation may surprise you. - Financials and Industrials contributed nearly half of the entire 3.72% move - The only sector detracting? Tech. Bottom line? The market is rotating. And rotation is the lifeblood of a bull market👇 📈Matt Cerminaro

Premiering at 5pm ET🆕🔓 Michael Kitces joins Joshua Brown to discuss the CFP Boards latest student ad campaign and the reaction that followed👇 ⏯ 🎥https://lnkd.in/eTqmzteN

LIVE ON YOUTUBE AND X AT 1PM ET🆕🎙️ Nick Maggiulli joins Ben Carlson, CFA and Duncan H. to discuss bull and bear market definitions, if small cap exposure enhances diversification, valuing a pension, knowing when to take profits, and more!🔥 ▶️https://lnkd.in/dGNMsyGh Sponsored by: Rocket Money

Money Buys Happiness | Ep 381🎙️ Ben Carlson, CFA & Michael Batnick, CFA discuss calling a top in the stock market, why people don't trust data, why yields are rising in a rate cutting environment, a bigger innovation than AI, the impact of climate change on the housing market, a nation of trucks, how money actually does buy happiness, and more!💸 ▶️https://lnkd.in/eGFyXaHy Sponsored by: Global X ETFs, CME Group

Geographical diversification🎙️ Dan Greenhaus, Sam Ro, CFA, Joshua Brown, Michael Batnick, CFA ▶️https://lnkd.in/e9NA3G6k

Nobody Is Rushing for the Exit ▶️https://lnkd.in/eSUV7Y8c 🎙️Michael Batnick, CFA, Ben Carlson, CFA