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:
►Make or break moment – “Weak Earnings Reports Aren’t Fazing Investors After Brutal Year for Stocks”
►Recession is Consensus – Food price inflation crowding out spending on other goods, most notably apparel.
►The next rate cut – “Investors Bet Fed Will Need to Cut Interest Rates Next Year to Bolster the Economy.”
►Downgrades – Big Tech is acutely exposed to the dollar given the industry’s overseas footprint.
►Flipping Air Jordans – “The resale value of limited-edition sneakers defied gravity in 2021. Now they’re crashing back to Earth.”
►Sentiment washout – “U.S. Brokerage Account Margin Down 27%.”
►Profit taking – Is it worth selling portions of a stock when it’s up and taking some profits, or, is it best to stay “all in” regardless of the ups and downs?
►Taking Control – I know that y’all advise to take advantage of an employer’s 401k match; however, what would your rebuttal be to those that say “hope is not a strategy” and that it’s better to have control of what you’re invested in?
I’m a New York City-based financial advisor at Ritholtz Wealth Management LLC. I help people invest and manage portfolios for them. For disclosure information please see here.
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