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:
►Magic # for Rates – Is 1.5% the level where 10-year Treasury rates become competitive with stocks? How about 1.75%? How about 2%?
►Weak Balance Sheets – Stocks with weak balance sheets are now outperforming the strongest companies.
►Berkshire Letter – Warren Buffett published his 2020 annual letter to shareholders this weekend, Michael and Josh react!
►This Ends Badly – “Everything ends badly otherwise it wouldn’t end!” – Tom Cruise, Cocktail (1988)
►WandaVision – Seriously how f***ing good was this show?
►The Next Amazon – With billion dollar valuations out of the gates for hundreds of SPACs, doesn’t this increase the likelihood of a new Amazon emerging from this year’s new listings?
►Is Josh a Fed Apologist? – Why aren’t the Compound boys more critical of the central bank?
►Bond ETFs – If rates have nowhere to go but up, why own a bond ETF right now?
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):
Check out the Goldmine podcast to hear more from Ben, Josh and the rest of the Ritholtz Mafia.