“Big Short” Investor Bets on a Crash

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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:

►Retail Earnings – Consumers are still spending.

►Stock Picker’s Delight – Sector correlation and valuation disparities are providing value opportunities.

►Michael Burry Loves Attention – Fully acknowledging Michael Burry made one of the hardest to execute, hardest to stick with, greatest trades of all time. He did it.

►Interest Rates – Ten-year treasury rips to a new 2023 high. Higher for longer is the new consensus bet in the futures market…

►Best/Worst Summer? – Who is having the best/worst summer on Wall Street?

►Margins Improving – Revenues are down, profits are up.

►Make The Case

►Mystery Chart

and more!

Thanks to YCharts for sponsoring this episode! Go to https://go.ycharts.com/animal-spirits-referral to learn more about their scenarios tool.

Talk to us about your portfolio or financial plan here

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