This episode is sponsored by YCharts and Vanguard.
Learn more about Vanguard’s strategies at: https://vgi.vg/3GbOsYM
See here for YCharts 2025 Halftime Report
Sign up at Future Proof here
On today’s show, we discuss:
Listen here:
Charts:
Recommendations:
Tweets/Bluesky
So far this year, AI capex, which we define as information processing equipment plus software has added more to GDP growth than consumers’ spending. pic.twitter.com/D70FX2lXAW
— RenMac: Renaissance Macro Research (@RenMacLLC) July 30, 2025
Biggest $SPY volume day since April’s Tariff Tantrum, $86b is good size freak out, double any other ETF or stock = people tweaking portfolios. Market felt due. Bad timing tho on a Fri, traders’ stress prob build over wknd. On flip tho, long term who cares? VOO & Chill in effect. pic.twitter.com/de34W9SBm4
— Eric Balchunas (@EricBalchunas) August 1, 2025
Robinhood generated $265 million in Options Revenue this quarter.
That’s a quarterly record for the online brokerage platform.$HOOD pic.twitter.com/0TCIabXQCW
— Fiscal.ai (formerly FinChat) (@fiscal_ai) July 30, 2025
Two dif YieldMax ETFs in the Top 10 in 1D flows, never saw that before. Indie issuer on fire, +$12.5b in YTD flows (they only had like 4b aum to start yr) with 48 of their 50 ETFs taking in cash. This is all organic too. A bit surprised but then again ppl freakin love income. pic.twitter.com/y7tzfExg4E
— Eric Balchunas (@EricBalchunas) July 31, 2025
The -253K 2M downward revision to payroll employment is the largest since at least 1979, other than April 2020. pic.twitter.com/nwDHVZWlm9
— Ernie Tedeschi (@ernietedeschi) August 1, 2025
Per the Financial Times chart below, US wage growth for the lowest-paid has now slumped below that for the highest-paid, widening the considerable inequalities in total pay and wealth.#economy #inequality #wages @FT pic.twitter.com/whxSDU6r04
— Mohamed A. El-Erian (@elerianm) August 3, 2025
950 mm
The air is coming out of the Fartcoin bubble (for now). https://t.co/kIhceYlddG
— Clifford Asness (@CliffordAsness) August 1, 2025
US Crypto ETFs took in $12.8b in July, the best month ever, a $600m/day pace, about double avg. As a group that’s more than any single ETF did, incl the Mighty VOO. Further, every ETF in category took in cash (ex the converted Trusts) w/ Bitcoin and Ether making equal… pic.twitter.com/9bKvu6QysD
— Eric Balchunas (@EricBalchunas) August 1, 2025
👀 just jumped from a third to a half… pic.twitter.com/32dXX2MRMd
— Dario Perkins (@darioperkins) July 29, 2025
Redfin: U.S. housing market now 508,715 more home sellers than homebuyers
That’s the most home sellers have outmatched homebuyers in over a decade, according to Redfin pic.twitter.com/3kmfduePlh
— Lance Lambert (@NewsLambert) August 4, 2025
Me: sign up to buy 3000 $FIG shares on IPO@RobinhoodApp: Here’s 1.
Pretty ridiculous pic.twitter.com/5bRhucwlbQ
— Wiz (@nadavwiz) July 31, 2025
As predicted, FUBAR has been canceled after two seasons.
Why did it get canceled? Viewership fell 76% from seasons 1 to 2.
(more analysis: https://t.co/6ooLyGMOqI) pic.twitter.com/xj3XfW98uT
— What’s on Netflix (@whatonnetflix) August 2, 2025
Follow us on Facebook, Instagram, and YouTube.
Check out our t-shirts, coffee mugs, and other swag here.
Subscribe here:
Nothing in this blog constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Any opinions expressed herein do not constitute or imply endorsement, sponsorship, or recommendation by Ritholtz Wealth Management or its employees. https://twitter.com/ErikDavis/status/1949497172782641171
The Compound, Inc., an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product
This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.
The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.
References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.
The Compound Media, Inc., an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers
Please see disclosures here.