- The Irrelevant Investor
- Posts
- The Compound and Friends: Jeremy Spoke on TCAF Today
The Compound and Friends: Jeremy Spoke on TCAF Today
Today’s Compound and Friends is brought to you by Public:
See here to learn more about Public’s market-leading high-yield cash account
On today’s show, we discuss:
Stocks for the Long Run
Professor Siegel and the Fed
The Tech Bubble and market concentration
Earnings and factor performance
International stocks in 2024
Listen here:
Charts:
Tweets:
Forward 12m sales expectations for the S&P 500 Tech sector look strong/optimistic ... year/year change now up to +13.4%
— Kevin Gordon (@KevRGordon)
11:09 AM • Jun 20, 2024
Professor Jeremy Siegel
Jeremy Schwartz
Contact us at [email protected] with any feedback, recommendations, or questions.
Check out our t-shirts, coffee mugs, and other swag here.
Subscribe here:
Nothing in this blog constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees.
The Compound Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. 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. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.