Welcome to the latest edition of What Are Your Thoughts - Michael Batnick and Downtown Josh Brown break down the biggest topics of the moment. On this episode:
* Private markets used to be thought of as "the smart money" while public markets were for retail shleps - but this time around, it's the public investors who are calling bullsh*t on the VCs, private equity firms and insiders.
* It's not just value investing that's out of favor - value commentary from the likes of Howard Marks seems to be on the wane as well.
* Is the breakout for international stocks finally going to happen?
* The big brokers' announcements about commission-free trading seems to left out the mutual fund wrapper in the cold. Is this just another nail in the coffin?
* Has inflation finally bottomed? A big anecdotal sign has come our way...
As always, we love your feedback and comments, let us know your thoughts on these topics below!
Be sure to subscribe to our channel so you never miss an update:
https://www.youtube.com/thecompoundrwm?sub_confirmation=1
Beginning Investors, check out Liftoff:
http://liftoffinvest.com
Follow us on Twitter:
https://twitter.com/RitholtzWealth
Follow us on Facebook:
https://www.facebook.com/ritholtzwealth/
Talk with us about your portfolio or financial plan here:
http://ritholtzwealth.com/
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:
https://thereformedbroker.com/terms-and-conditions/
