Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance!
► 00:00 - Intro.
► 02:20 - Things Changed - Less than a year ago, Zoom had a larger market cap than Netflix has today.
► 23:19 - Apple is Make or Break - "Apple Is the Last FAANG Standing."
► 35:11 - Thinking about Inflation - "One of the most common arguments made about inflation with respect to your income isn't exactly correct."
► 37:49 - Can Tesla Sell Insurance? - "Tesla recently began underwriting auto insurance for customers"
► 40:39 - Sell bonds buy stocks - “We could see long-term yields rising further as investors demand higher compensation."
► 43:24 - Massive Crypto Hacks. - "One per week, last week's was the fifth largest on record"
► 49:18 - Preventing Recession - Can the government prevent a recession by sending checks at the first sign of economic weakness?
► 52:56 - The New Rev Growth - Investors were primarily concerned with a company's revenue growth. That has changed. What is behind this change in sentiment? What stat do investors care most about now?
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