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The Year-End Melt-Up with Joe Terranova and John Roque, Momentum Stocks vs Small Caps, The Coin Flip You Won

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Manage episode 278157573 series 2498099
Content provided by Josh Brown and The Compound. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Brown and The Compound or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

All the ingredients seem to be in place for a melt-up in the stock market into year-end. John Roque of Wolfe Research and Joe Terranova of Virtus Investment Partners join Josh Brown for a discussion about small caps catching up with large caps, favoring quality and momentum in portfolio construction, what's going on with the US dollar sell-off, and more.


Plus, you may not realize it but you just won a cosmic coin flip. Many other people were not so lucky, they ended up on the other side of a bet they didn't even get a chance to make.


Josh's food drive for a signed copy of the book is here: https://thereformedbroker.com/2020/11/19/this-is-the-part-where-you-and-i-step-up-and-become-heroes/


Reviews and ratings go a long way, so if you like the show, leave us one today!


Hosted on Acast. See acast.com/privacy for more information.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

388 episodes

Artwork
iconShare
 
Manage episode 278157573 series 2498099
Content provided by Josh Brown and The Compound. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Josh Brown and The Compound or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

All the ingredients seem to be in place for a melt-up in the stock market into year-end. John Roque of Wolfe Research and Joe Terranova of Virtus Investment Partners join Josh Brown for a discussion about small caps catching up with large caps, favoring quality and momentum in portfolio construction, what's going on with the US dollar sell-off, and more.


Plus, you may not realize it but you just won a cosmic coin flip. Many other people were not so lucky, they ended up on the other side of a bet they didn't even get a chance to make.


Josh's food drive for a signed copy of the book is here: https://thereformedbroker.com/2020/11/19/this-is-the-part-where-you-and-i-step-up-and-become-heroes/


Reviews and ratings go a long way, so if you like the show, leave us one today!


Hosted on Acast. See acast.com/privacy for more information.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

388 episodes

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