Hi, I'm Josh Brown.
But when I'm not on the desk discussing the markets with Scott and the gang, I am the CEO of a wealth management firm based in midtown Manhattan, serving investment clients from coast to coast.
We get all kinds of questions from our clients about how markets work, what economic information we factor in to our investment process, how to construct a portfolio, how to build inflation hedges, what types of accounts are best for after tax dollars and a lot more.
Sometimes we know the answers and sometimes we're forced to do our own research in order to help. A lot of the research we do makes its way onto our blogs, our TV appearances and our social media accounts.
But we also wanted to try tried something totally new: We took questions from investors live on Twitter and tried to give them the most helpful context we can in response. Specifically, we tackled earnings season and investing in IPOs.
Earnings season produces a lot of volatility in individual equities, and loads of juicy headlines for the media to chew on. But how should individual investors approach these periods? What information should they be armed with? What trading strategy makes the most sense for people with a time horizon that extends past the current week?
And with the recent pickup of the IPO calendar, investors are asking all sorts of questions about whether or not they ought to be involved. While I can't give you a buy or sell opinion on any specific deal that's coming out, I tried to give you some helpful information so that you are better informed before making this decision.
I hope you get something out of our live Twitter Q&A. My friend Dominic Chu helped me out. We got lots of great questions on earnings and IPOs, but also on FinTech, ETFs and I even had to get a littler personal at the end.
Check out the tweet below to replay the whole live show. It was a lot of fun and we'll be doing another one soon.