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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:
►Dimon’s Inflation Bet – JPM’s strategy to prepare for higher inflation is… hoarding cash?
►The New Investors – “The earlier you build a customer relationship, the longer you have it.”
►FANG From Here – Big Tech has lagged for nine months, which may be a bullish sign.
►No Good Billionaires – Buffett gets dragged for avoiding billions in taxes while being lauded for donating billions in proceeds.
►Buy Now Pay Later – Literally any business in the world could allow you to buy now and pay later, if they wanted to.
►Netflix Store – The streaming giant takes a page out of Disney’s playbook by connecting merchandise with content.
►$1 Million – A viewer in their 30’s asks if retiring on $1 million in a balanced portfolio is plausible.
►The Deficit Myth – Why isn’t Modern Monetary Theory a more prominent discussion in the political realm?
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):
Talk to us about your portfolio or financial plan here
Check out the Goldmine podcast to hear more from Michael, Josh and the rest of the Ritholtz Mafia.