Welcome to the latest edition of What Are Your Thoughts – Michael Batnick and Downtown Josh Brown break down the biggest topics of the moment. On this episode:
Clips From Today’s Halftime Report
Steve Jobs would have been horrible CEO during today’s trade war: Josh Brown from CNBC.
Global Stocks Starting to Inflect Higher
Chart o’ the Day!
How Narrative Economics shape our world – Barry talks with Robert Shiller
Shiller’s new book, Narrative Economics, is definitely on my reading list this fall.
Clips From Today’s Halftime Report
Domino’s Pizza named best idea at Guggenheim from CNBC.
Headed to the 6ix
Today, I’m addressing a group of advisors who are in a much different market than ours
Barry and Michael on the Endowment Model circa 2019 and beyond
What is the right benchmark for a $40 billion pool of capital that is meant to last in perpetuity?
Here’s how the brokers will make money now that trading is free
My friend Dave Nadig, who runs ETF.com, had some really interesting takes on the recent wave of commission-free trading announcements
BAML’s Trade War Tracker
Following the course of the trade war with China and all of the associated developments has become something of a necessity for market participants
How I invest my own money
My asset allocation and outside bets make sense only for me, just like your portfolio ought to make sense only for you.
