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
►01:30 - “Anything but Tech” - Almost half of the Nasdaq constituents have been cut in half over the last year.
►06:49 - Not the Late 90s - Pfizer ain't selling for 92x earnings, but it ain't the early '80s either.
►18:05 - Interest Rate Bet - Are you taking the over or under on a 0.50% federal funds rate following the Fed June meeting? Check it out at: https://kalshi.com/market-groups/FEDR1?utm_source=animal-spirits-01-12&utm_medium=newsletter&utm_campaign=growth-paid&utm_content=native
►25:25 - Building the Future - More funding for a16z, and more exits for investors and employees.
►35:07 - Decentraland - Josh had an epiphany about DeFi.
►38:15 - Merger Mania - Large merger transactions mooned in 2021.
►44:25 - Stablecoins - A viewer asks the crew if stablecoins are a better alternative to total bond funds or stable value funds.
►48:07 - Rebalancing - Should you trim outsized positions in your portfolio or continue to let them grow?
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