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
►03:04 - Uber Earnings - "Based on data from Bloomberg, 262 companies in the $spx have reported, sales growth in 1Q is 4% and earnings growth is -2.69%"
►13:26 - Cap Weighted Rules - "It's rare for the cap weighted S&P 500 to outperform the equal-weight S&P by more in the first four months of the year than it is this year."
►17:29 - JPMorgan Steals First Republic - Seized and sold.
►25:50 - Bank Lending Slows - "In the past 50 years of data, only after Lehman collapsed in 2008 and following the Sept. 11 attacks on the US did banks cut lending as sharply as they did in the four weeks through April 12"
►33:06 - FOMC Look Ahead - FOMC decision Wednesday
►37:31 - Economic Lags - "we should begin to see the unemployment rate increase within the next couple of months."
►39:50 - Make The Case
►43:20 - Mystery Chart
👕 For the latest in financial blogger fashion: https://www.idontshop.com
🎙️ Listen to our podcasts:
The Compound and Friends: https://link.chtbl.com/compoundandfriends
Animal Spirits: https://podcasts.apple.com/us/podcast/animal-spirits-podcast/id1310192007
Ask The Compound: https://link.chtbl.com/totherescue
The Compound Newsletter: https://email.thecompoundnews.com/subscribe
The Compound Nightly Roundup: https://www.thecompoundnews.com/
Instagram: https://instagram.com/thecompoundnews
Twitter: https://twitter.com/thecompoundnews
Tik Tok: https://www.tiktok.com/@thecompoundnews
Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers.
“Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated. All thoughts and opinions expressed herein are those of the commentators, who may or may not be clients, and are not influenced or compensated by Ritholtz Wealth Management, or any of its affiliates, in any way.
Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/
#finance #stockmarket #thecompound
