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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:
►“Anything but Tech” – Almost half of the Nasdaq constituents have been cut in half over the last year.
►Not the Late 90s – Pfizer ain’t selling for 92x earnings, but it ain’t the early ’80s either.
►Interest Rate Bet – Are you taking the over or under on a 0.50% federal funds rate following the Fed June meeting? Bet on Kalshi here.
►Building the Future – More funding for a16z, and more exits for investors and employees.
►Decentraland – Josh had an epiphany about DeFi.
►Merger Mania – Large merger transactions mooned in 2021.
►Stablecoins – A viewer asks the crew if stablecoins are a better alternative to total bond funds or stable value funds.
►When to Rebalance – Should you trim outsized positions in your portfolio or continue to let them grow?
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, Ben, Josh and the rest of the Ritholtz Mafia.
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Josh and Michael are investors in Kalshi. Please do not engage in any activity based on their opinions without first considering your own financial situation. Josh and Michael’s opinions are subject to change without prior notice. See full terms and conditions here: https://ritholtzwealth.com/podcast-youtube-disclosures/
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