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Playing Offense and Defense
This Week on The Compound
This Week on The Compound
This week on TCAF, Josh and Michael were joined in Florida by Brian Belski, Chief Investment Strategist at BMO Capital Markets. In front of a live audience, they discussed portfolio construction, picking dividend stocks, the beneficiaries of AI, and the case for Canadian stocks (Listen)
OUTSIDE THE COMPOUND
The world has changed. Dave Nadig writes, “You are on your own. There are few left to trust.” ETF issuers used to be the good guys. That is no longer the case. The past few years have seen a wave of products that have very little to do with ETFs' original mission. There is more in his post at Echo Beach.
Are you an investor? Turtle up. I don’t mean run for cash and sell all your stocks. I mean know exactly what every dollar you have allocated is supposed to do, and then ask your self if your partners are wearing white hats. Size and brand don’t matter at all anymore. Asset managers are not categorically on your side. They’re on their shareholders and executive compensation committee’s side. Ask yourself who you trust — at a personal, genuine, human level. That’s going to narrow your options a lot. Appropriately.
UPDATES
This week’s Animal Spirits is Michael and Ben’s 400th episode! We recommend you read Ben’s post There Goes My Hero before listening.
Barry Ritholtz’s forthcoming book How Not to Invest ranks among the top new stock market-related releases on Amazon.
MERCH
idontshop.com is back up! You can once again order your favorite Compound merch like our Compound x PeterPaid official hoodie.
COMING SOON
This week on TCAF, Josh and Michael will be joined by James Lebenthal, Partner and Chief Equity Strategist at Cerity Partners.
FEEDBACK
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