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:
►Billionaire Party is Over – Crypto lost $1 trillion in 6 months.
►Time to Revisit the Relentless Bid – “The Ethics of Indexing Redux”
►Stagflation – Jason Hsu is firmly in the stagflation camp.
►What matters when – “What matters for different holding periods”
►Consumer Confidence – UMich survey plunges in May, lowest level outside a recession in decades.
►Corporate Health – “$SPX Q1,’22 buybacks look like a record, Q2,’22 dividends maybe”
►ETF Bubble? – ETFs seem to be holding up very well. Is this an indication that there is an ETF bubble?
►Cash on the Sidelines – What % of your portfolio should you keep in cash?
And much more!
Thanks to FTX for sponsoring this episode! Use referral code “compound” to earn free crypto on every trade over $10 at FTX. Sign up on the web at: https://ftx.us/home/#a=TheCompound or download the app: https://apps.apple.com/us/app/ftx-crypto-exchange/id1095564685
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