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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:
►Hedge Fund 13Fs – What the most legendary investors were buying and selling in the first quarter of 2021.
►The Big Short Part II – Famed short seller Michael Burry buys over $500 million in put options on Tesla.
►TimeWarner Merger – “There’s no way this deal doesn’t make AT&T look like fools.”
►Investing Through Inflation – Michael offers his rebuttal to the Barron’s cover story.
►First Knicks Playoffs Since ‘13 – A lot has happened since the Knicks last reached the postseason.
►Credit Card Debt – Is responsible consumer behavior threatening the profitability of credit card issuers?
►Different Standards – A viewer asks why Bill Miller’s track record is more heavily criticized than his peers.
►All Aboard Cathie’s ARKK – Is it reckless to have 100% of your retirement account riding on ARKK?
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 Michael, Josh and the rest of the Ritholtz Mafia.