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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:
►Ackman Bought What? – We now know what Pershing Square’s SPAC is doing, and, well, it’s super weird.
►Euphoria – A widely followed sentiment indicator shows investor euphoria at an all-time high.
►Housing Supply – Home prices are skyrocketing, but Josh begs to differ that we are in another bubble.
►Bank Disruption – “No one borrows from lenders anymore. And soon, no one will bank with banks.”
►Crypto Frauds – Investors have lost over $80 million to crypto scams since October, which should surprise nobody.
►The Rich Avoid Taxes – The only thing less shocking than crypto frauds is ultra wealthy people avoiding taxes.
►When To Get Advice – After a recent windfall, a viewer debates hiring an advisor or just going all-in on SPY.
►Quality Growth – A beleaguered value investor asks what to look for in quality growth stocks.
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.