Join Research Affiliates’ Rob Arnott and I on a wide-ranging tour of the current state of markets.
Inflation expectations now above pre-Pandemic levels
We’re going to be talking as much about inflation next year as we were talking about disinflation in 2015 and deflation in 2016.
Clips From Today’s Halftime Report
Why this investor says to stick with a barbell approach, don’t go all in on cyclicals from CNBC.
Michael Burry shorting Tesla, Jason Zweig plays Robinhood, Snowflake valuation is out of control, did oil bottom?
Join Downtown Josh Brown and Michael Batnick for another round of their favorite game, What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including:
Charts of the Year 2020 – DTJB x YCharts
Some of your favorite market commentators and bloggers have submitted their picks for Chart of the Year, it’s going to be a lot of fun!
This Week on TRB
These were the most read posts on the site this week, in case you missed it:
RWMLand
Special thanks to Sue for sending this drawing, made me smile from ear to ear. Our fans are the best! Can’t wait to get this framed.
Here Comes the Digital Dollar!
On today’s episode of The Compound Show, Josh talks with Representative Patrick McHenry (R- NC) and Marc Rubinstein of the substack letter Net Interest
Clips From Today’s Halftime Report
Narrative the top five stocks are driving the market is gone: Josh Brown from CNBC.
Gold vs Bitcoin, German stocks at new highs, Biotech breaks half-decade of consolidation
The rotation into small caps and mid caps is the most important chart of the year
