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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CNBC

Senior editor, personal finance

InvestmentNews

Editorial Director

Editor

Nielsen Company

National Jeweler, editor-in-chief (June 2001 to June 2003)
Leisure Travel News, editor-in-chief (June 2000  to June 2001) *magazine folded
Bank Systems + Technology, editor-in-chief (Oct. 1993 to June 2000)

Editor in Chief

New York Daily News

Copy desk editor (sports)

St. John's University

Adjunct professor, english/journalism (1988 to 1991)

The National Sports Daily

National editor (paper folded 6/91)

Staten Island Advance

Assistant night city editor (news side)

Reporter (sports)

As a senior editor at CNBC Digital, I oversee all personal finance and financial advisor news coverage. My role is to lead in the development of cross-platform coverage focused on individual investors and financial advisors, with an emphasis on long-term investment planning and strategies. I oversee a variety of special reports focused on personal finance. I also produce the weekly Your Wealth newsletter and the Money Matters newsletter, which is exclusive to FPA members. James.Pavia@nbcuni.com. Twitter: @jimpavia. 917-678-7147.

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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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