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
►01:39 - So You Want to Be a Contrarian? - "You had to be a big shot, didn't you? You had to prove it to the crowd" (Billy Joel to investors, probably)
►07:34 - Stock Picker's Market - In a year of greater dispersion, stock pickers somehow fared worse in 2021.
►17:22 - Stock Idea for ‘22 - Josh reveals a new investment idea for the coming year.
►21:14 - Growth Stocks Rekt - Discounted future class flows have been discounted, all right.
►26:05 - Chamath vs V, MA - Will web3 disrupt the payment giants going forward?
►32:10 - Negative Manipulation - The S&P 500 returned 27% in 2021, and got cheaper.
►36:45 - Roth vs Pre-Tax - The crew is asked how they'd go about the "tax me now or tax me later" question in regards to Roth or pre-tax contributions.
*Portfolio Rescue with Bill Sweet on Roth question: https://youtu.be/0z49u_b6PmE
*Animal Spirits with Bill Sweet on Roth vs Pre-tax: https://podcasts.apple.com/bw/podcast/should-i-use-a-roth-or-a-traditional-ira/id1310192007?i=1000504960046
►39:35 - Mean Reversion - A viewer asks "can I now safely discard mean reversion along with the rest of my 1980s-era business school valuation models?

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