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:
►Vanguard Growth Slows – the passive investing giant isn’t taking in nearly as much as it had been in prior years. What’s behind this slowing growth?
►Big Surprise for 2021 – Josh and Michael lay out what they think will be the thing that catches the market most by surprise in 2021.
►Stickiest Apps – Which apps have we been spending the most time on this year?
►Banks + Oil vs Tech – Josh lays out a thesis for 2021 that involves traditionally cyclical sectors taking over from this year’s big growth stocks.
►Chart of the Year – This is the chart that knocked us out. One of the craziest charts ever.
►Portfolio Weighting – What to do when your biggest winners overshadow the rest of your asset allocation.
►Where to Stash Cash – Michael lays out some options.
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):
I’m a New York City-based financial advisor at Ritholtz Wealth Management LLC. I help people invest and manage portfolios for them. For disclosure information please see here.
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