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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Altis Technology

Senior Account Executive, IT Services

Account Executive & Recruitment Specialist, IT Services

emergiTEL

Responsible for Managing the TELUS Account in Western Canada for the hiring and onboarding of Professional  Consultants.

Senior Account Executive / Recruiter

Annex Consulting Group

Annex Consulting Group is a full service IT and management consulting firm, specializing in staff augmentation contracting, permanent staffing and outsourced solutions. Responsible for managing the BC Government and Public Sector Practice. 
*Position cut short due to COVID-19*

Senior Client Manager / Recruiter

Flextrack Inc

Flextrack is a fully automated MSP, VMS and back-office processing services company that helps Global 2000 clients and employment agencies manage their contingent workforce. We offer talent acquisition management, streamlined processes, risk mitigation and cost optimization strategies. Flextrack allows companies to transform their contingent workforce into an instrument for driving their overall business strategy.

Personally responsible for managing the Flextrack Program for the Government of British Columbia and British Columbia Crown Corporation, BC Pension. As a Program Manager I work closely with our clients to manage their contingent labor staffing program from end to end as well as working with hundreds of qualified vendors. 

Job duties include: Providing one on one and group training to clients to best utilize the Flextrack VMS program, speaking and presenting to procurement groups and different business leaders.  Advising of procurement guidelines to hiring managers, sharing best practices, and providing and presenting detailed reports to stakeholders. Provide recruitment subject matter expertise, user counselling, problem resolution, and management reporting. Conduct regular follow up with managers to ensure contract success and to provide early mitigation of issues. Supporting new and current vendors, setting up interviews, presenting offers and facilitating the on boarding process.

Key accomplishment has been to grow the business spend over the past two years consecutively.

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The Battle

Joshua Brown

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The Battle

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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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