When Momentum Breaks

This Week on The Compound

March 23, 2025

This Week on The Compound

Don’t Leave Yield on the Table

Investing only in AAA-rated CLOs means missing out on higher yield from across investment grade tranches. The VanEck CLO ETF (CLOI), sub-advised by PineBridge Investments, actively seeks the most attractive investment grade CLOs, from AAA to BBB.

This week on TCAF, Josh and Michael were joined by returning guest Joe Terranova, Senior Managing Partner and Chief Market Strategist at Virtus Investment Partners. They discussed the bear market in momentum stocks, the benefits of a diversified portfolio, looking past the headlines, and Joe’s ETF. (Listen)

BOOK LAUNCH

Barry Ritholtz’s new book How Not to Invest was released this week. Barry is on a virtual book tour that includes recent hits with Josh, Meb Faber, Christine Benz, and Scott Galloway. Barry also wrote a post this week with the ten biggest insights from the book, including:

Everyone makes investing mistakes, and the wealthy and ultra-wealthy make even bigger ones. We don’t understand the relationship between risk and reward; we fail to see the benefits of diversification. Our unforced errors haunt our returns.

Barry Ritholtz

MERCH

idontshop.com is back up! You can now order your favorite Compound merch like our The Compound and Friends t-shirt.

COMING SOON

This week on TCAF, Josh and Michael will be joined live by Andrew Beer, Managing Member at DBi, and returning guest Sam Ro of Tker.

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