Ritholtz Wealth Management

Joshua Brown

“I’m investing in AI stocks” used to be a thing you could say and everyone would know exactly what you meant. You’re buying the Mag 7 minus Apple, adding in Broadcom, Oracle, Dell and IBM. Basically you had the whole trade right there.  

I think it’s not going to be so simple in 2026. 

We finally got ourselves a horse race. I break down the big thing that happened this week between OpenAI vs Google here: 

https://lnkd.in/eq6e9KeH

Of all the things people are claiming AI will do within finance, this is the most impressive execution I've seen yet. The ability to instantly create a portfolio allocation or manufacture a custom investment product out of thin air merely by speaking it into existence is magical. 

There are boardrooms filled with people in suits coming up with ideas for ETFs. Public just unveiled a machine that makes everyone a portfolio creator, that makes every idea investable (yes, even the bad ones, get over it). No more calculators, no more spreadsheets, no more Google searches. Tell the AI what you want and it formulates a list of holdings, weightings, rankings, etc. Buy it with one touch, like you're buying share of Apple. 

The extra details included - like changing the weightings, clicking into a stock to learn why it was included, etc - are so well thought out. If you haven't seen this demo yet, you're going to be left behind. This is where everything is going. Think about what you would want to build using technology like this because it's about to become ubiquitous. 

Thanks to Jannick Malling and Leif Abraham for showing it to our audience early, only on The Compound

https://lnkd.in/eyk5BR4h

Wait til you see this demo. Legit mind blown. 

https://lnkd.in/eXr7STks

Public Leif Abraham Jannick Malling

Open video: They Just Invented the Agentic AI Brokerage on youtu.be

They Just Invented the Agentic AI Brokerage

Every Tuesday, thousands of people from all across America join Michael Batnick, CFA  and I at 5pm Eastern for the best investing livestream on YouTube. Last week, Ed Yardeni surprised the audience and over 50,000 people tuned in. 

Today’s new episode goes live in just a few hours. There’s a live chat you can be a part of, a mystery chart, new stock ideas and the most important market moving news of the week. 

Find out why The Compound’s YouTube is approaching a quarter of a million followers. Hit this link and subscribe for the alert. 

We’ll see you there. 

https://lnkd.in/eHNKes7n

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LPL Financial

Investment Executive

Waddell & Reed

Financial Advisor

Ameriprise Financial Services, Inc.

Associate Vice President Financial Advisor

Morgan Stanley

Second Vice President- Wealth Management

Merrill Lynch

Financial Manager

Account Executive

Armen Guleserian is a registered representative with and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to 'See Contact Info' section above.

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The Battle

Joshua Brown

Armen Guleserian,CFP®

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The Battle

Joshua Brown

Armen Guleserian,CFP®

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Joshua Brown's LinkedIn Performance

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Performance ScoreJoshua Brown's LinkedIn Performance