Inflation is Overhyped

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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:

►Inflation is Overhyped – If prices rise and incomes rise, isn’t that a push?

►Anti-ARKK – “For every investment product, there is an equal and opposite investment product.” (Isaac Newton, probably)

►Early Sign of Defensiveness? – The clean narrative of easy comps, Fed support, economic mass reopening, and stimulus checks, is at an end.

►PFOF – Payment for Order Flow revenue falls sharply across the board in the second quarter of 2021.

►Crypto Tax – Does bitcoin now have too many constituents for politicians to be casually playing around with new laws?

►Hard to Hold – “Buy and Hold” is an easy strategy, except for the “hold” part.

►Recovery – A viewer asks the crew whether or not this is still a K-shaped recovery.

►Resisting the Urge – How should individual investors think about staying the course and resisting the urge to leverage up their portfolios?

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

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

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