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, including:

►00:00 - Intro
►02:55 - Billionaire Party is Over - Crypto lost $1 trillion in 6 months.
►21:36 - Time to Revisit the Relentless Bid - "The Ethics of Indexing Redux"
►28:24 - Stagflation - Jason Hsu is firmly in the stagflation camp.
►35:45 - What Matters When - What matters most over time: business performance or starting valuation?
►39:26 - Consumer Confidence - UMich survey plunges in May, lowest level outside a recession in decades.
►48:52 - Corporate Health - "$SPX Q1,'22 buybacks look like a record, Q2,'22 dividends maybe"
►55:02 - ETF Bubble? - ETFs seem to be holding up very well. Is this an indication that there is an ETF bubble?
►57:04 - Cash on the Sidelines - What % of your portfolio should you keep in cash?

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