This Week on The Compound
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EPISODES
On TCAF this week Josh and Michael spoke with returning guest Todd Sohn, Chief ETF Strategist at Baird Strategas. They discussed the record-breaking ETF boom, the rise of thematic and leveraged products, buffer and option-income ETFs, AI and compute as emerging investment themes, and where investor money is flowing now. (Listen)
CHART OF THE WEEK
There are ready comparisons between the Dotcom boom and AI boom. Two world-changing technologies. However there is a big difference between the two stock markets. Matt Cerminaro at Chart Kid Matt shows that back at the turn of the millennium the stock market’s P/E ratio was rapidly rising. In contrast, today the S&P 500’s forward P/E ratio is falling.
INSIDE THE COMPOUND
Even though the stock market is sitting right around all-time highs, so is the amount of total assets in money market funds. A Wall Street Journal article highlights advisors who are trying to transition clients with oversized cash holdings into longer term assets. Barry Ritholtz at The Big Picture takes a deep dive into this seeming conundrum and concludes:
The key to making a good cash management decision is understanding the trade-offs and the dollars involved. An informed, thoughtful process that considers all of these factors will lead you to the best decision for you and your individual circumstances.
MERCH
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COMING UP
Next week on TCAF, Josh and Michael will be joined by returning guest Michael Santoli, Senior Markets Commentator at CNBC.
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