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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:
►The Everything Rally – Tom Lee from Fundstrat says to buy anything you can get your hands on.
►Beating Estimates – Full-year 2021 earnings estimates for the S&P 500 have now round-tripped back to original 2019 expectations.
►Are Financial Crises Predictable? – “Behavioral economists at Harvard say the answer might be yes.”
►Magic Beans – Batnick talks with Josh about his latest hit, “Magic Beans.”
►Salesforce+ – Every business is in the media business, and attention is the only scarce commodity left.
►A Terrible Time for Savers – Money market and savings accounts are not going to get the job done for Mom and Pop.
►Relentless Bid Theory – With millions of people consistently buying stocks through 401k/retirement plans, are prolonged bear markets a thing of the past?
►SPAC Wreck – Are profitable companies being punished simply for coming public via SPAC?
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.