Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including:
►What’s Priced In? – “Why Did The Market Not Go Down In The Face Of Incredibly Worsening Data”
►Netflix Earnings – “Advertisers Were Locked Out of Netflix for Years. Now They Have Big Plans.”
►Individuals vs Institutions – “The market is plummeting, and some amateur investors see that as good reason to jump in”
►The urgency is gone – This is kind of the silver lining from my perspective.
►Everyone’s Bearish – “Defensive Price Momentum Is in a Rarified Space…”
►The Big Short II – “One Hedge Fund Is Up 223% This Year Thanks to a Big Bet Against Tech Stocks”
►Big Losses – Dropping stocks vs riding it out.
►Signs of Recovery – Good time to buy a lump sum of shares.
This episode is sponsored by KraneShares. To learn more about KraneShares’ suite of China-focused and climate themed ETFs, visit: kraneshares.com/?adsource=wealthcast
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