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.
Sign up for The Compound newsletter and never miss out: https://email.thecompoundnews.com/subscribe
Wealthcast Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.