Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week's episode, Josh and Michael discuss the biggest topics in investing and finance:
► 00:00 - Intro
► 02:10 - Magic # for Rates - Is 1.5% the level where 10-year Treasury rates become competitive with stocks? How about 1.75%? How about 2%?
► 05:44 - Weak Balance Sheets - Stocks with weak balance sheets are now outperforming the strongest companies.
► 09:23 - Berkshire Letter - Warren Buffett published his 2020 annual letter to shareholders this weekend, Michael and Josh react!
► 12:59 - This Ends Badly - "Everything ends badly otherwise it wouldn't end!" - Tom Cruise, Cocktail (1988).
► 18:23 - WandaVision - Seriously how f***ing good was this show?
► 21:52 - The Next Amazon - With billion dollar valuations out of the gates for hundreds of SPACs, doesn't this increase the likelihood of a new Amazon emerging from this year's new listings?
► 26:01 - Is Josh a Fed Apologist? - Why aren't the Compound boys more critical of the central bank?
► 29:20 - Bond ETFs - If rates have nowhere to go but up, why own a bond ETF right now?
And much more!
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