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:

Professor Jeremy Siegel

Jeremy Schwartz

Contact us at [email protected] with any feedback, recommendations, or questions.

Follow us on Instagram and YouTube.

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.