Everyone Is Overweight Cash and Underweight Stocks

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:

►Lending Shock – Shocks to bank lending standards do not fade away quickly. They persist and cause recessions.

►Are Banks Screwed? – “Since peaking almost exactly one year ago, deposits at all domestic banks have fallen by $663bn”.

►The FDIC Rocks – One of the few capable institutions we have left.

►Debt Loads -“Those with the highest ratings have sold $59.9 billion in new bonds this month, compared with March’s five-year average of $179 billion.”

►Binance – “Here’s why CFTC suing Binance is a bigger deal than an SEC enforcement”

►Overweight Cash, Underweight Stocks – “The most hated asset is US stocks, while cash is the most loved.”

►Make The Case

►Mystery Chart

and more!

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