How Would You Invest $14 Million?

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  • เผยแพร่เมื่อ 30 มิ.ย. 2024
  • On episode 127 of Ask The Compound, Ben Carlson and Duncan Hill are joined by Ritholtz Wealth Management CEO and CNBC Halftime panelist Josh Brown to discuss Ben and Josh’s personal portfolios, transitioning to an index-only portfolio, hedging against AI, indexing vs buying Magnificent 7 stocks, and much more! Submit your Ask The Compound questions to askthecompoundshow@gmail.com!
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    ►00:00 - Intro
    ►02:13 - Ben and Josh’s personal portfolios
    ►09:55 - Transitioning to an index-only portfolio
    ►13:47 - Figuring out what stock-to-bond allocation suits your financial plan
    ►18:04 - Should you hedge your portfolio against possible side effects of AI?
    ►25:10 - Indexing vs buying Magnificent 7 stocks
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    Investing involves the risk of loss. This podcast is for informational purposes only and should not be relied upon for investment decisions and is not a solicitation or recommendation to buy or sell any securities. Ben Carlson, Josh Brown, and Duncan Hill 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. See additional disclosures: www.ritholtzwealth.com/podcas.... “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated.
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ความคิดเห็น • 45

  • @TheCompoundNews
    @TheCompoundNews  25 วันที่ผ่านมา +5

    The Compound x Tropical Bros: tropicalbros.com/products/super-stretch-the-compound-hawaiian-shirt

  • @hillmadaris
    @hillmadaris 25 วันที่ผ่านมา +17

    Duncan should write a book called How a Bachelor's in Film & a Master's in Photography (add a couple of years as a professor) can lead to a job in finance.

  • @supafly8
    @supafly8 25 วันที่ผ่านมา +9

    @23:42 Finally! Someone explained LLMs in a way that makes sense. Josh's breakdown was exactly what I needed to hear

    • @Anonymous-ld7je
      @Anonymous-ld7je 24 วันที่ผ่านมา +1

      It's actually an amazing way to describe it, we've had calculators for numbers for a long time and now we have word calculators too.

  • @Pug318
    @Pug318 25 วันที่ผ่านมา +4

    Honestly, I can’t say enough how much I enjoy this show compound and friends you guys make finance enjoyable, funny and entertaining as well as I learned so much and I really do appreciate all this knowledge through the series of podcasts and TH-cam videos

  • @davidwysocki1004
    @davidwysocki1004 25 วันที่ผ่านมา +5

    Good show, with interesting questions, and responses from Josh and Ben.

  • @joshziegel9299
    @joshziegel9299 25 วันที่ผ่านมา +2

    josh brown is the man. Just got into his blogs and podcasts this week -- as a 23 y/o who invests into his 401K and Roth + probably $1,000 spread across different group etf's on fidelity. this is giving me huge piece of mind.

  • @steplaland
    @steplaland 25 วันที่ผ่านมา +12

    $14m @ 5%, that's 700k per annum in interest. Sleep and enjoy life at 60.

    • @markkao9954
      @markkao9954 25 วันที่ผ่านมา +2

      How would you lock in the 5%? Long term bonds?

    • @brunomanco7529
      @brunomanco7529 24 วันที่ผ่านมา

      With that kind of money i would do a mix of utilities, staples and 3 to 5 year bonds. With my kind of money i will mostly do boring transmission utilities and not longer than 2 year treasuries and corporates

  • @jakechizzle007
    @jakechizzle007 25 วันที่ผ่านมา +1

    Knights of the round table Josh Brown goes well with any co-host.. thanks for the humor, insight, and game 💪🏾

  • @cedrickmingle510
    @cedrickmingle510 21 วันที่ผ่านมา

    Ben and Josh are sooo informative together and I love Mike no shade at all 😂

  • @gassman55
    @gassman55 24 วันที่ผ่านมา +1

    They nailed it with saying young people today have such an opportunity to learn the basics compared to those of us graduating from college in 1978. While you have the opportunity to build a Roth account (before they get rid of it) you should definitely be maxing it out. I understand that in your late 20s 30s and 40s there are other savings goals, i.e. college and a home but even an additional few dollars per month as a disciplined behavior will shock you when you are 65. My 35 y/o niece who recently purchased a condo is boosting her saving by opening a brokerage account and buying VTI and QQQ every month. Good for her. Dont give up your youth but learn a bit about finance and investing. Good luck.

  • @c-note
    @c-note 24 วันที่ผ่านมา +2

    I go wherever Josh Brown is.

  • @anadollcrazy
    @anadollcrazy 25 วันที่ผ่านมา +6

    To start thinking about retirement at 48 is not that young, specially if you work at a job you hate and you already accumulated $3M.

    • @Faben202
      @Faben202 24 วันที่ผ่านมา +1

      Exactly! Josh asks: “and then what??” Well, whatever the F he wants to do! Lol. We don’t live to work, we work to live.

    • @ramire7heavenz252
      @ramire7heavenz252 21 วันที่ผ่านมา +1

      ​@@Faben202👏🏾👏🏾👏🏾👏🏾👏🏾☝🏾

    • @moniquemichelle7295
      @moniquemichelle7295 21 วันที่ผ่านมา

      A lot of people who do really well actually don’t retire. They work a long time because they enjoy building. 48 is young when you have a healthy and robust career/business. If you’re miserable in your job then 35 is old. lol It’s all relative.

  • @korbutni
    @korbutni 25 วันที่ผ่านมา +3

    Great content! One of the best episodes .

  • @Miggy2j
    @Miggy2j 25 วันที่ผ่านมา +2

    Great show guys

  • @thibeault11
    @thibeault11 22 วันที่ผ่านมา

    "Owning individual stocks is not like smoking cigarettes" I'm getting that tattooed somewhere, love it !

  • @Stavros_Steve_Deriziotis
    @Stavros_Steve_Deriziotis 24 วันที่ผ่านมา +1

    Great episode guys!

  • @murraypassarieu9115
    @murraypassarieu9115 25 วันที่ผ่านมา

    More relatable content from Ask The Compound 😂

  • @ZoffPhx
    @ZoffPhx 25 วันที่ผ่านมา

    Josh great spot Del rey stayed there for the Super Bowl in 2020. Cafe Luna Rosa nice spot and the Seagate beach club

  • @eh7599
    @eh7599 25 วันที่ผ่านมา +4

    Cool shirt

  • @hardybros21
    @hardybros21 25 วันที่ผ่านมา +2

    Pool party bois

  • @endofquoterepeattheline7516
    @endofquoterepeattheline7516 11 วันที่ผ่านมา

    Most 401Ks
    /403Bs don’t allow stocks no?

  • @ZoffPhx
    @ZoffPhx 25 วันที่ผ่านมา

    Stawks all the way

  • @johngibson2026
    @johngibson2026 25 วันที่ผ่านมา

    SEA!!!!!!

  • @Bobventk
    @Bobventk 24 วันที่ผ่านมา

    Imagining the future taxes when Josh keeps talking about his 401k…. Roth is daddy

  • @alexprine6030
    @alexprine6030 21 วันที่ผ่านมา

    A million in each: Qyld, ryld, xyld, jepi, jepq, spyi, qqqi, tltw, kbwd, o, jnj.
    3 million in VTSAX.
    Then I’d sit fat and happy collecting that paycheck each month and wouldn’t work!

  • @WallStreetIceCream
    @WallStreetIceCream 2 วันที่ผ่านมา

    How to invest 100k and never work again?

  • @midwestcannabis
    @midwestcannabis 25 วันที่ผ่านมา +2

    🎉🎉🙏🥳

  • @Joshahrens04
    @Joshahrens04 24 วันที่ผ่านมา

    The concept that you need to own the small number of stocks that drive index returns is false. Supermicro hasn’t contributed to SPY, but if you owned that you’d be well off. The reason only a few stocks contribute to the index returns is both their performance, AND market cap

  • @JG-hz5kh
    @JG-hz5kh 25 วันที่ผ่านมา +1

    That shirt makes you look like you’re wearing a pillowcase. I don’t think it screams success.

  • @thumper823
    @thumper823 25 วันที่ผ่านมา +1

    Josh is too arrogant

    • @endofquoterepeattheline7516
      @endofquoterepeattheline7516 25 วันที่ผ่านมา +2

      lol

    • @Miggy2j
      @Miggy2j 25 วันที่ผ่านมา +8

      What you perceive as arrogance is his humour

    • @MatthewMS.
      @MatthewMS. 25 วันที่ผ่านมา +3

      chill. Down Town JB is 👑 king, and funny.

    • @Anonymous-ld7je
      @Anonymous-ld7je 24 วันที่ผ่านมา +5

      Nah he's quite humble for a New Yorker, I think what you're misinterpreting as arrogance is actually just him being a smartass (which he is). Give a few more episdoes a try, he's actually pretty funny

    • @ramire7heavenz252
      @ramire7heavenz252 21 วันที่ผ่านมา +1

      He's successful and knowledgeable. Comes with the territory