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:
►Have Treasury Bonds Bottomed? – The crash in long-dated Treasurys since the pandemic now ranks as one of the most destructive financial crashes ever.
►Duration > Credit – “Bond market still being driven by duration risk over credit risk.”
►Pick a Mag 7 Stock – You can pick one to ride into year end with from today and why.
►Extreme Pessimism – “SPY has made lower lows on 33 of the last 50 trading days. That’s tied for the most in the ETF’s history.
►Here Comes Earnings Season – “What’s In Store For The S&P 500’s Top Sectors”
►Relative Strength – What stocks are working.
►Make The Case
Thanks to Public for sponsoring this episode! Go to public.com/compound to lock in a historic 5.5% yield on your cash.
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