Renowned investor Barry Ritholtz shares his thoughts on the current market (1:10). Trajectory of the US dollar (11:50). Fiscal stimulus era, Powell vs Trump, problematic tariffs (17:30). Don't pay attention to earnings (24:40). What economic data investors should focus on (29:15). Most important metrics are external, not internal (33:15). Tesla, Nvidia, and whether valuation matters (37:05). On Bitcoin and gold (46:00).

Show Notes:
Trump Playing Chicken With The World?
How Not To Invest
Masters in Business

Episode transcripts

For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions