Talk Your Book: What’s Working in the Stock Market?

Active Trader Report: Use of Leveraged & Inverse ETFs Way Up

Direxion partnered with Compound Insights and Vanda to explore what’s driving the evolution of active trading
and how active traders are using leveraged and inverse funds across equities, single stocks, commodities, and volatility.

Today’s Talk Your Book is brought to you by Franklin Templeton:

To hear more from Chris Galipeau and the Franklin Templeton Institute, click here for the latest insights.

On today’s show, we discuss:

  • Franklin Templeton’s S&P 500 outlook and the case for broadening beyond mega-cap names
  • The AI-driven repricing in software and the challenge of valuing businesses with uncertain terminal value
  • The earnings catalysts driving international and small-cap outperformance after 15 years of underperformance
  • How AI is driving margin expansion at companies like Walmart without adding headcount
  • Why midterm year weakness has historically been a buying opportunity
  • The macro conditions that cause bear markets, and why we’re not there yet

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https://podcasts.thecompoundnews.com/show/animalspirits/

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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, Inc., 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.

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

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