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This Week on The Compound
In Case You Missed It...
Nicole Samoroukova
October 27, 2023
Talk Your Book: Equities With Guardrails
Michael and Ben are joined by Hamilton Reiner, MD, PM, and Head of US Equity Derivatives at J.P. Morgan Asset Management to discuss: how hedging ladders provide downside protection, the goal of the HELO ETF, hedged equity strategies vs traditional 60/40 portfolios, the impact of volatility on the strategy, and much more!
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Why You Shouldn’t Sell Your Losers Yet | What Are Your Thoughts?
On this week's episode, Josh and Michael discussed the biggest topics in investing and finance, including: small caps, Chevron buying Hess, why gold is working, M&A vs IPOS, tax loss harvesting, and more!
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Keep reading for next week’s TCAF Guest - DTJB
Animal Spirits 331: Higher for Longer
On episode 331 of Animal Spirits, Michael Batnick and Ben Carlson discuss: higher growth and higher rates vs. lower growth and lower rates, why there is so much focus on 60/40 portfolios, bears vs. doomers, the annoyance economy, why no one is happy about the economy right now (or ever), a record jump in net worth, renting vs. buying, and much more!
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Ask The Compound 97
On episode 97 of Ask The Compound, Ben Carlson and Duncan Hill are joined by WisdomTree’s CIO, Jeremy Schwartz, to discuss owning stocks for the long run, if international diversification is worth it, why inflation is lower than it seems, and much more! Submit your Ask The Compound questions to [email protected]!
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The Compound and Friends episode 115: The Trillion Dollar Question
On episode 115 of The Compound and Friends, Michael Batnick and Downtown Josh Brown are joined by Rick Brink (Senior Vice President and Market Strategist at Alliance Bernstein) to discuss: inflation, what constitutes a recession, monetary policy, going long duration, the biggest risks to the market, and much more!
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NEXT WEEK’S TCAF GUEST IS…
Eric Jackson, President and Portfolio Manager of EMJ Capital!
Stay tuned…