Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh, Michael, and special guest Tom Lee discuss the biggest topics in investing and finance, including:
►Consensus – “Consensus thinking isn’t necessarily wrong. Consensus thinking is just what’s already priced into the markets.”
►Opportunity – Six reasons why next year has the highest probability of a double digit stock market gain since 2020.
►Inflation – Why we should be paying attention to 3-month core inflation annualized as opposed to year-over-year headline CPI
►Bearish Narrative – The arguments sound more reasonable to the casual observer and they echo what we’re hearing from most business leaders.
►Volcker Era – The 40% move that erased stock market losses preceding the end of the inflation war.
►S&P Fair Value – Profit margins higher in 2022.
►After a Decline – 21 down years for stocks. In 18 of them the following year was positive.
►Four Themes for 2023
This episode is sponsored by KraneShares. Visit https://kraneshares.com/ to learn more.
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