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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:
►Unforced Error – Why is China crashing its own stock market?
►Securities-Based Lending – Why pay capital gains tax when you can take a 2-year loan off of your portfolio at 1.4%?
►Hard Seltzer Topped – All of the Brads and Chads in the world couldn’t put a dent in the overly saturated hard seltzer market.
►Can’t Be Bearish – When all five FAAMG stocks are within 5% of their market cap highs, the trend has been higher.
►The White Lotus – Josh and Batnick are all-in on HBO’s new limited series.
►Hotel Depression – NYC’s hotel industry is still in an “economic depression,” with revenues down 67% versus 2019.
►Shots Fired – A viewer asks if Millennials have any concept of valuation LOL
►Treasuries Risk/Reward – Does the risk of rising rates outweigh the downside protection in regards to holding intermediate Treasury bonds?
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.