The Resurrection of Value Investing
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:
►Has Inflation Peaked? – Inflation sucks. It’s the reason why consumer sentiment is at an all-time low.*
►The Value Snapback – “Value Investors Bet Recent Market Leadership Is Just the Start.”
►Pandemic economic data – What do we do here?
►Marks is buying – “Time is ripe to snap up bargains, says debt investor Howard Marks.”
►Midyear outlook – “The rocky road to normal.”
►Wall Street overhired – “Wall Street layoffs likely ahead as two-year hiring boom turns to bust.”
►Margin – Could it make sense to buy an ETF on margin if the ETF yield is above the margin rate?
►Housing Market – What will happen if layoffs start to pick up stream?
This episode is sponsored by KraneShares. To learn more about KraneShares’ suite of China-focused and climate themed ETFs, visit: kraneshares.com/?adsource=wealthcast
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