Earning Stock Rewards With Bill Capuzzi, Indian Stocks Hit New Highs, Jamie Dimon vs Private Credit

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 4 June 2024

⏱️ 98 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this TCAF Tuesday, Josh Brown is joined by Bill Capuzzi, CEO of Apex Fintech Solutions to discuss the future of fintech and how shopping can earn you free shares of stock. Then, at 38:55, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! Thanks to YCharts for sponsoring this episode! Visit https://go.ycharts.com/compound to get 20% off your initial YCharts Professional subscription when you start your free YCharts trial through The Compound (new customers only). The Compound x Tropical Bros: https://tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: LinkedIn: https://www.linkedin.com/company/the-compound-media/ Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Ladies and gentlemen welcome to the compound and friends tonight's show is brought to you by the folks at why charts
0:07.2	Why charts built a really cool tool for financial advisors it's their transition analysis tool. Financial advisors are frequently looking for ways to
0:16.6	help their clients with tax situations when an advisor transfers in a new client's portfolio, oftentimes there will be embedded
0:27.2	gains in positions, and if an advisor is a fiduciary, the one thing she or he cannot do is start whacking positions
0:37.2	out of the portfolio, willy-nilly, creating all sorts of tax consequences for a client, of course.
0:44.7	So YCharts will be releasing its new transition analysis tool and advisors get a shot to take
0:50.6	a look at it.
0:51.9	And if you are a new YCharts user 20% off your initial
0:57.1	YCharts professional subscription when you start your free trial through the
1:01.5	compound go to go dot yacharts.com slash
1:06.1	compound to learn more. Okay on the show tonight I'm talking to Bill
1:11.4	Kapuzi who is the CEO of a company that's really important
1:16.7	to the backbone of the financial system and growing in importance.
1:21.9	Bill is the CEO of Apex FinTech Solutions. Apex is the
1:27.9	technology behind some of your favorite financial apps and Bill and I talk about stock rewards which is
1:35.4	something that Apex has a patent on. Basically you're running around town
1:40.4	you're spending money at YCharts, excuse me you're spending money at Why Charts, excuse me, you're spending money at Home Depot and at Starbucks and at various stores and airlines.
1:50.0	And what if you could, in the course of that spending earn shares in those company
1:56.8	stocks so those of you who have been watching me for a long time on TV know
2:01.9	that a lot of the companies I own are also companies where I am a big
2:06.2	user of the product. I believe in that. I try to teach my kids about that. Why just be a customer
2:11.9	when you could be a customer end a shareholder so this
	...

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