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:
►Meme stocks collapse – Josh doesn’t like to say “I told you so” but…
►Taking down exposure – Hedge funds were forced to sell long positions and shrink or close out short positions because of the wild activity of the past week.
►WeWork SPAC – Sure, why not? Make it worth a trillion f***ing dollars, who’s even counting anymore?
►Robinhood Valuation – Did Robinhood win or lose as a result of all the publicity this week?
►Tiger Woods HBO Doc – Josh and Michael react to the amazing two-part documentary.
►Ray Dalio on Bitcoin – I’m not an expert but y’all reporters need to stop misquoting me…
►Why hedge – when you can simply just take the right amount of risk in the first place?
►ETF overlap – Does it make sense to put on sector ETFs or just own the whole index?
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):
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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