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:
►Einhorn, Burry, Buffett – David Einhorn and Michael Burry were buying regional banks in Q1.
►Positive Surprises – “This will upset a lot of gloom and doomers, but oh well”
►Wealth Transfer – “The Greatest Wealth Transfer in History Is Here, With Familiar (Rich) Winners”
►Forward Returns – “the S&P broke a 12 month losing streak with negative rolling 1yr returns. Similar observations and forward returns below. Rare occurrence.”
►Hindenburg vs Icahn – “Icahn Has Faced Many Probes But Hindenburg Claims Stand Apart”
►AI and the Stock Market – “AI-related stocks drove virtually all the returns of the S&P 500 this year”
►Make The Case
Thanks to Public for sponsoring this episode. Go to public.com/compound to learn more.
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