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:
►Dow Win Streak – “U.S. stocks closed higher, with the Dow posting its longest win streak in over six years”
►Earnings Recession – The earnings recession everyone’s talking about is backward looking.
►Nvidia $2 trillion – “Nvidia Jumps Higher as Mizuho Analysts See $300 Billion AI Chip Potential”
►Expensive Stocks – “The market looks a lot like 2021—right before stocks entered a deep slump”
►Movies Are Back – This was an important weekend for the entertainment biz and might have saved the movie theater chains.
►Diverging Sentiment – When sentiment is bearish and stocks are rising, trust the stock market, not the commentary.
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I’m a New York City-based financial advisor at Ritholtz Wealth Management LLC. I help people invest and manage portfolios for them. For disclosure information please see here.
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