It's publication day for my new book!
Risk & Reward is now available
Tons of my favorite charts, stories and anecdotes
I read the audio version of the book myself
I had a lot of fun writing this
I think it's the best thing I've ever written
Most advisors outsource portfolios. The best ones scale them. Here’s how to improve client portfolios without losing control👇
@awealthofcs talks with @joseph_mallen (CEO of Modelist) about:
• Building custom portfolios at scale
• Why TAMPs aren’t one-size-fits-all
• The rise of direct indexing + AI
• DIY vs TAMP vs hybrid (what actually works)
If you manage money, this is a must-listen.
Why $NVDA is Going to $10T 👀
@michaelbatnick & @Downtown sit down with Adam Parker and @RobSechan to break down:
• Software stocks
• AI → profits
• Where value still exists and more!
Juicing Your Returns 💥
On Talk Your Book, @michaelbatnick and @awealthofcs sit down with Matt Kaufman of @Calamos to break down:
• How autocallable ETFs actually work
• The structured products boom
• A new way to target growth in your portfolio and more!
Why Bubble Talk is Totally Wrong
On episode 238 of The Compound & Friends, @michaelbatnick & @Downtown sit down with Dr. Ankur Crawford to break down:
• The strongest names in AI
• The future of the Mag 7
• What’s really happening in semis
• The case for Amazon and a lot more!
Sponsored by: @InvescoUS & @JHIAdvisors
The Biggest Active ETF👀
@michaelbatnick and @awealthofcs sit down with @JPMorganAM’s Hamilton Reiner to break down:
• How options can generate income
• Why covered calls are exploding
• What investors are missing and more!
Leveraged & inverse trading is becoming a core part of today’s market.
In a world of constant headlines, policy shifts, and volatility, traders are using these tools to move fast and express conviction.
New research from Compound Insights, @DirexionINV and @vandaresearch breaks down the trend👇
🗞️https://t.co/H2ketDOzjC
$124 TRILLION is moving. Not “someday". Right NOW.
Nearly 50% of clients plan to give while living. Advisors engaging the entire household report stronger next-gen retention. Those who don’t? Leaving growth on the table.👀
Our 2026 Living Legacy Report with @WeAreWealth breaks down how leading firms are scaling legacy planning with tech + automation.👇
Download the full report here:
🗞️https://t.co/wILmO40aQf
Nothing has misled the American people to the warped belief that the president can act like a king more than this stupid, boring, performative after-dinner speech from hell. #SOTU
What Tom Lee's Worried About in 2026 | TCAF 227🎙️
@fundstrat joins @Downtown and @michaelbatnick to discuss market headwinds in 2026, why Tom is still bullish, the precious metals rally, the crypto bear market, Tesla's big bet on robots, and more!🔥
YouTube⏯️https://t.co/2EASn8VK7C
Podcast🎧https://t.co/iqRiUtuvEL
Sponsored by: @FTI_US