S&P 6,000, Elon wins, replacing gensler, remembering Mac McQuown with Robin Wigglesworth

The Compound and Friends

Josh Brown

News, Business, Business News, Investing

4.8 • 1.9K Ratings

🗓️ 12 November 2024

⏱️ 96 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this TCAF Tuesday, Robin Wigglesworth of the Financial Times joins Josh Brown to discuss the passing of Mac McQuown, the founding Director of Dimensional Fund Advisors, and the history of market indexing. Then, at 33:18, hear an all-new episode of What Are Your Thoughts with Josh and Michael Batnick! Thanks to YCharts for sponsoring this episode! Make sure to catch Josh on the next YCharts webinar by signing up at: https://ycharts.zoom.us/webinar/register/6617303217309/WN_NtP3oRGISTqI39HztpCajw#/registration Sign up for The Compound newsletter and never miss out: https://www.thecompoundnews.com/subscribe Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews 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 sponsored by our friends
0:05.9	at Y-charts. Guys, Y-charts is an incredible tool, and it has been for a really long time, and
0:13.6	Michael and I have a really long history of using Y-charts to not only produce all of the shows
0:20.5	that we're doing on YouTube and
0:22.6	elsewhere, but to power our business.
0:26.2	And I'm quoting now from my friend Sean Brown's annual CEO letter to Y charts,
0:33.5	shareholders and employees.
0:34.6	The things that they introduced just in the last 11, 10 months of
0:40.1	this year, quick extract, which is a tool that allows you to extract portfolio data and text
0:47.9	from PDFs and from images in order for, you know, as an advisor to really give clients intel on what's going on with their
0:57.1	portfolio. The capital gains valet tool, which can show you your anticipated capital gains
1:03.9	distributions for mutual funds. They launched an upgraded report builder this year. They launched
1:08.6	a portfolio optimizer, a tax transition analysis tool,
1:13.3	better quote pages, enhanced dashboard, interactive analysis tool so much. And they just,
1:20.0	they're relentless. So if you're a financial advisor and you want to make better use of your
1:27.0	time and have better data at your fingertips and better
1:30.5	tools to run your practice. I urge you to check out Y charts and tell them the compound sent
1:36.3	you. I also want to tell you that this show is going to be a lot of fun. First of all,
1:41.7	it's Michael Batnik and I doing what are your thoughts, but we're
1:45.4	doing one of your thoughts from Ambler, Pennsylvania, which is our new, it's Philadelphia.
1:52.5	So this is our new tax hub. And basically, we built RWM tax, which I think this year will do more than 500 families taxes for them.
2:04.8	And these families are wealth management clients at Riddholz wealth.
	...

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