Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts! Tune in to see Josh and Michael discuss the biggest topics in investing and finance, including:

►00:00 - Intro
►01:46 - Inflation is Overhyped - If prices rise and incomes rise, isn’t that a push?
►09:18 - Anti-ARKK - "For every investment product, there is an equal and opposite investment product." (Isaac Newton, probably)
►12:08 - Early Sign of Defensiveness? - The clean narrative of easy comps, Fed support, economic mass reopening, and stimulus checks, is at an end.
►15:42 - PFOF - Payment for Order Flow revenue falls sharply across the board in the second quarter of 2021.
►19:29 - Crypto Tax - Does bitcoin now have too many constituents for politicians to be casually playing around with new laws?
►24:36 - Hard to Hold - "Buy and Hold" is an easy strategy, except for the "hold" part.
►32:14 - Recovery - A viewer asks the crew whether or not this is still a K-shaped recovery.
►35:49 - Resisting the Urge - How should individual investors think about staying the course and resisting the urge to leverage up their portfolios?

And much more!

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