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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:
►Defense Stocks – The only thing we know for sure is that this number is going up across the board.
►Earnings & Guidance – “Ratio of negative to positive guidance has spiked.”
►New Buffett Letter – Apple, Buybacks, & Cash.
►Stock Pickers Are Back – “This trend continues to play out.”
►New Short-Seller Regs – SEC proposal for greater transparency.
►inflation – “Inflation is running above 4% across two-thirds of the consumption basket.”
►Good Reads – Josh and Michael recommend good books they have read lately.
►Emergency Fund – Savings accounts vs Bond ETFs.
And much more!
Josh and Michael (and Ben) use YCharts when creating visuals for this show, as well as for many aspects of their business. What Are Your Thoughts viewers can get a 20% discount for YCharts by clicking here (new users only):
Talk to us about your portfolio or financial plan here
Check out the Goldmine podcast to hear more from Michael, Ben, Josh and the rest of the Ritholtz Mafia.
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