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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:
►Roaring Labor Market – Is this really the sort of “inflation” that destabilizes an economy?
►Corporate Earnings – If you think the labor market is on fire, you should take a look at corporate earnings.
►New AMC Shortseller – How long can you really prop up a stock with call options?
►Record Highs – Big jump in bullish sentiment as the S&P 500 marches to new all-time highs.
►Another “Buy Europe” Call – The annual Barron’s recommendation to buy European stocks comes on 4th of July weekend (LOL).
►Getting Lucky – Michael and Josh discuss how luck plays a role when building a business.
►SPAC Wreckage – A viewer asks if the drop in price of some SPACs might be an opportunity for retail investors to take advantage.
►Concentration – How should younger investors think about the concentration versus diversification debate?
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.