Bullish with a Chance of Civil War

Posted by

Subscribe!

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:

►Stimulus Priced In? – Did the rocket higher in small caps and cyclical stocks signify all of the optimism about larger federal spending?

►Small caps are up substantially from their lows – now eclipsing the returns for large cap stocks. Justified?

►BREAKING NEWS – Microsoft and GM’s Cruise unit forge a major strategic partnership, including a $2 billion equity investment from Mister Softee.

►How Much Debt is Too Much Debt? – at what point have we gone too far in using debt and deficits to stimulate the economy?

►Barron’s Roundtable – Josh thought this year’s Roundtable was lit. Michael was like “Okay whatever.”

►Ag Commodities – Should we be concerned about recent price increases in agriculture futures?

►Market Regret – when it seems like everyone around you is making easy money, it’s enough to drive you crazy. Some advice from Josh.

►Fixed Income – Michael answers a viewer topic about what to do with bonds right now and how we should think about their prospective returns.

And much more!

Hope you’re having fun on the new Beat the Compound game at Wealthbase this January – We’re going to host another YouTube livestream to catch up with all the players right here on Friday, Jan 22nd. Hit the alarm bell on the video above to get notified and make sure you’re subscribed!

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):

http://go.ycharts.com/compound

Talk to us about your portfolio or financial plan here

Standard disclaimer

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. 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. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

HowIInvestMyMoney