Arrivederci

It’s been an honor and a pleasure writing, recording and filming for you guys all year. 2022 has been incredibly challenging as an investor, a financial advisor, an investment advisory CEO and a professional market commentator. Tough all around. Like everyone else, I’ve gotten some stuff right and some stuff wrong this year.

Based on this week’s reaction to large cap technology company earnings and the FOMC decision, it may turn out that I have been overly pessimistic about the second half. I guess we’ll see.

I know I haven’t been writing as much on this site as I used to. Most weeks I get one written post done but not if there’s nothing I really feel needs to be said or researched or explored further. I don’t hit “publish” just for the sake of putting content out. Your time is too valuable for that as is mine. When I do write, it’s because I think what I am saying is meaningful.

Additionally, the responsibility of running a firm with over fifty employees has gotten extremely time consuming. It’s ironic – for years I had plenty of time to read and write while wishing I had a bigger business. Now I have a big business – the fourth fastest growing RIA firm in America according to SmartAsset – and sometimes I find myself wishing I had more time to write!

One other thing keeping me from writing as much – the podcasts and YouTube shows we do have taken up a lot of my time and attention each week. We’ve got a large and growing fan base for the video and audio content, including many current clients who vastly prefer this medium to get their information.

The Compound and Friends is now a little over a year old and doing big numbers – on most weekends the new episode hits the top twenty investing podcasts in America. We’ve been as high as number seven recently. The show blows up on YouTube every weekend too, with over 30,000 views on a regular basis. Our Tuesday night YouTube show, What Are Your Thoughts, has been averaging over 40,000 views with a boisterous live audience watching every week and frequently becoming part of the episode. So we’re leaning into this stuff because people seem to love it and get a lot out of it. I get a lot out of the production of these two shows – they really force me to examine my own market and economic opinions and dive deeply into all of the most important ideas of the moment. I am a better advisor and CEO because of the deeper level of understanding that comes from this sort of work.

And today, as you’re reading this, my wife and I are taking our first vacation together (without the kids) in what seems like a million years. We were supposed to go to Italy in the summer of 2020, but obviously that trip couldn’t happen. So two years later we are on our way to the Amalfi Coast, a place neither of us has ever been before. Pray for our luggage!

So I wanted to say arrivederci as I leave you in the capable hands of Tadas Viskanta at Abnormal Returns and the rest of the Ritholtz Wealth All Stars for all of your daily financial content needs. Follow The Compound on Twitter or get the nightly email digest of all the stuff we’re reading and writing.

Arrivederci doesn’t mean “goodbye” in Italian, it means “until we meet again.” I’ll be back in August and will miss you all until then. Hope you’re having a great summer and thanks for being here.

And, as always, if we can help you with your financial planning or portfolio management, tell us here – certified financial planners are standing by to talk with you. Ciao!

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.

Wealthcast Media, 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. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.