Join Downtown Josh Brown and Michael Batnick for another round of their favorite game, What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including:
*The stock market’s reaction to the vaccine could have been scripted perfectly in advance by just about anyone
*Was there really a reaction to the result of the election, or just a feeling that people are glad it’s over
*Corporate profit expectations for 2021 are ramping up as US companies exceed their 2020 estimates
*How ridiculous is the latest reading in the Crash Confidence Index, kept by Professor Robert Shiller?
*The stay at home trade is unwinding
*Can you find a a bond substitute in a time of low rates that does all of the things for your portfolio a bond used to do?
*Where are the next FANGs most likely to come from?
And much more!
Josh and Michael 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):