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:
►Inflation Cooling – “Excluding food and energy, the Fed’s preferred inflation gauge — the personal consumption expenditures price index — rose 0.3% in February after the prior month was revised down slightly.”
►Positioning – “Our best estimate of March performance has the industry down roughly 3%, with most of that loss being booked in the last week.”
►Apple and Microsoft – How did the stock market go up in March with the imminent arrest of a former US President and a wave of bank failures hanging over our heads?
►Deep Inversions – For the past 40 years, the next Fed move has always been a cut. Not this time
►Money Market Bubble – The enthusiasm for money market funds is not driving up the price of money market funds nor is it setting up a crash.
►Jamie Dimon Annual Letter – “In spite of the unsettling landscape, 2022 was somewhat surprisingly another strong year for JPMorgan Chase, with the firm generating record revenue for the fifth year in a row”
►Make The Case
Thanks to Birddogs for sponsoring this episode. See here for birddogs stretch khakis, joggers, shorts, and more!
Talk to us about your portfolio or financial plan here
Sign up for The Compound newsletter and never miss out: https://email.thecompoundnews.com/subscribe
Wealthcast Media, 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.