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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:
►So You Want to Be a Contrarian? – “You had to be a big shot, didn’t you? You had to prove it to the crowd” (Billy Joel to investors, probably)
►Stock Picker’s Market – In a year of greater dispersion, stock pickers somehow fared worse in 2021.
►Stock Idea for ‘22 – Josh reveals a new investment idea for the coming year.
►Growth Stocks Rekt – Discounted future class flows have been discounted, alright.
►Chamath vs V, MA – Will web3 disrupt the payment giants going forward?
►Negative Manipulation – The S&P 500 returned 27% in 2021, and got cheaper.
►Roth vs Pre-Tax – The crew is asked how they’d go about the “tax me now or tax me later” question in regards to Roth or pre-tax contributions.
►Mean Reversion – A viewer asks “can I now safely discard mean reversion along with the rest of my 1980s-era business school valuation models?”
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, Ben, Josh and the rest of the Ritholtz Mafia.
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