Only Halfway Through the Bull Market

Posted by

5:30pm ET LIVE premiere today – Subscribe for the alert!

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:

►What if 2020 was 1987? – The events of 2020 did not derail the current secular bull market from 2013.

►Apple’s Monopoly – “I believe that, when you get to sufficient size, regulation is good.”

►Crypto Crash – Another 50% drawdown brings another test of hodlers’ collective faith.

►No More Cold Calls – Merrill Lynch executives say that less than 2% of cold calls are answered to begin with.

►Live Events – “We’re just seeing demand beyond any other historic moment.”

►Earnings Revisions – 2021 U.S. earnings have already been revised up to $196 from $175 per share.

►Borrowing For Free – “If I can borrow at ~3% to invest in companies paying dividends of 5-6%, why wouldn’t I?”

►Buying the Haystack – How much diversification is too much diversification?

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):

http://go.ycharts.com/compound

Talk to us about your portfolio or financial plan here

Standard disclaimer

Check out the Goldmine podcast to hear more from Michael, Josh and the rest of the Ritholtz Mafia.

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