Private Markets Look Like The Dumb Money Now: What Are Your Thoughts? (with Josh and Michael)

<p>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:&nbsp;</p><br /><p>* Private markets used to be thought of as "the smart money" while public markets were for retail shleps - but this time around, it's the public investors who are calling bullsh*t on the VCs, private equity firms and insiders.&nbsp;</p><br /><p>* It's not just value investing that's out of favor - value commentary from the likes of Howard Marks seems to be on the wane as well.&nbsp;</p><br /><p>* Is the breakout for international stocks finally going to happen?&nbsp;</p><br /><p>* The big brokers' announcements about commission-free trading seems to left out the mutual fund wrapper in the cold. Is this just another nail in the coffin?&nbsp;</p><br /><p>* Has inflation finally bottomed? A big anecdotal sign has come our way...</p><br /><p><a href="http://plinkhq.com/i/1456467014" target="_blank">1-click play or subscribe on your favorite podcast app</a></p><p>&nbsp;</p><p>Subscribe to the mini podcast on<a href="https://itunes.apple.com/us/podcast/the-compound/id1456467014?mt=2" target="_blank"> iTunes</a> or<a href="https://open.spotify.com/show/5VKsKPZUtwVylxslLie36k?si=W5sikLxWR0avObQlrLqlmw" target="_blank"> Spotify</a>&nbsp;</p><p>&nbsp;</p><p>Enable<a href="https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ" target="_blank"> our Alexa skill here</a> - "Alexa, play the Compound show!"</p><p>&nbsp;</p><p>Talk to us about your portfolio or financial plan here:&nbsp;</p><p><a href="http://ritholtzwealth.com/" target="_blank">http://ritholtzwealth.com/</a></p><p>&nbsp;</p><p>Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms &amp; conditions disclaimer:</p><p><a href="https://thereformedbroker.com/terms-and-conditions/" target="_blank">https://thereformedbroker.com/terms-and-conditions/</a></p><br /><hr /><p style="color: grey; font-size: 0.75em;"> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer" style="color: grey;" target="_blank">acast.com/privacy</a> for more information.</p>