Josh’s Stock Idea for 2022

Posted by

5:30pm ET LIVE premiere today – Subscribe for the alert!

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:

►So You Want to Be a Contrarian? – “You had to be a big shot, didn’t you? You had to prove it to the crowd” (Billy Joel to investors, probably)

►Stock Picker’s Market – In a year of greater dispersion, stock pickers somehow fared worse in 2021.

►Stock Idea for ‘22 – Josh reveals a new investment idea for the coming year.

►Growth Stocks Rekt – Discounted future class flows have been discounted, alright.

►Chamath vs V, MA – Will web3 disrupt the payment giants going forward?

►Negative Manipulation – The S&P 500 returned 27% in 2021, and got cheaper.

►Roth vs Pre-Tax – The crew is asked how they’d go about the “tax me now or tax me later” question in regards to Roth or pre-tax contributions.

►Mean Reversion – A viewer asks “can I now safely discard mean reversion along with the rest of my 1980s-era business school valuation models?”

And much more!

Josh and Michael (and Ben) use YCharts when creating visuals for this show, as well as for many aspects of their business. What Are Your Thoughts viewers can get a 20% discount for YCharts by clicking here (new users only):

http://go.ycharts.com/compound

Talk to us about your portfolio or financial plan here

Standard disclaimer

Check out the Goldmine podcast to hear more from Michael, Ben, Josh and the rest of the Ritholtz Mafia.

Sign up for The Compound newsletter and never miss out: https://email.thecompoundnews.com/subscribe

This content, which contains security-related opinions and/or information, is provided for informational purposes only and should not be relied upon in any manner as professional advice, or an endorsement of any practices, products or services. There can be no guarantees or assurances that the views expressed here will be applicable for any particular facts or circumstances, and should not be relied upon in any manner. You should consult your own advisers as to legal, business, tax, and other related matters concerning any investment.

The commentary in this “post” (including any related blog, podcasts, videos, and social media) reflects the personal opinions, viewpoints, and analyses of the Ritholtz Wealth Management employees providing such comments, and should not be regarded the views of Ritholtz Wealth Management LLC. or its respective affiliates or as a description of advisory services provided by Ritholtz Wealth Management or performance returns of any Ritholtz Wealth Management Investments client.

References to any securities or digital assets, or performance data, are for illustrative purposes only and do not constitute an investment recommendation or offer to provide investment advisory services. Charts and graphs provided within are for informational purposes solely and should not be relied upon when making any investment decision. Past performance is not indicative of future results. The content speaks only as of the date indicated. Any projections, estimates, forecasts, targets, prospects, and/or opinions expressed in these materials are subject to change without notice and may differ or be contrary to opinions expressed by others.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. 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. Investments in securities involve the risk of loss. For additional advertisement disclaimers see here: https://www.ritholtzwealth.com/advertising-disclaimers

Please see disclosures here.

What's been said:

Discussions found on the web
  1. Hold Porn commented on Jan 12

    First time here, haha

HowIInvestMyMoney