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:
►The Bounce – “The S&P 500 has retraced 53% of its decline, and this is as far as bear market rallies go.”
►Normalization – Undergoing a normalization after a three year distortion.
►Profit Estimates – “Analysts took down S&P 500 EPS forecasts for each of the next 4 quarters during 2Q earnings season.”
►Factors – Is value just an interest rate bet?
►Not the Economy, But…. – “Goods and services split for U.S. economy and S&P 500 earnings.”
►There Go the Theaters – “AMC shareholders will begin trading their APE preferred dividends Monday amid the ongoing slump in meme-stock valuations.”
►Student Loans – What will happen to the economy when $18 billion in monthly student loan payments are turned back on?
►where’s the Alpha? – Why is there a group of people who believe they can attain alpha?
This episode is sponsored by our friends at Future Proof. Join the Compound team in CA September 11th-14th for the world’s largest wealth festival by visiting futureproof.advisorcircle.com
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