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:
►Earnings Revisions – “Oppenheimer cuts year-end S&P target to 4800, from prior 5330.”
►Tech Earnings – Six reasons to be concerned.
►Everything must fall – “Low quality leads but “Generals” need to go down also.”
►Auto Repossessions – “Car Repos Are Exploding. That’s a Bad Omen.”
►Buy the dip – “A lot of chances to buy the (big) dip.”
►Alpha is Back- Active managers having a good year so far via Savita Subramanian/ Bank of America Securities.
►Why fight inflation? – Why would I want the government to be so aggressive about fighting inflation?
►Inflation and P/E – What’s the average PE ratio for the S&P 500 when CPI is greater than 8%?
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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