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:
►A Textbook Buyable Dip – “Developing as a Textbook Seasonal Correction”
►Higher Rates? NBD – “S&P 500 Companies Are Still Benefiting From the Era of Low Interest Rates”
►Reasons to Worry – Ed Yardeni made a list of hardlander worries that are still legit…
►Still Spending – Consumer spending on goods increases while services spending slows.
►Buffett vs Icahn – Two models for how to grow old in the investment business.
►Earnings Reactions – “Companies that are beating estimates are being rewarded less than typical, while those that are missing estimates are being penalized by more than average.”
►Make The Case
►Mystery Chart
and more!
Thanks to Public for sponsoring this episode! Go to Public.com/compound to lock in a historic 5.5% yield on your cash.
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.
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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