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
►02:52 - What’s Priced In? - "Why Did The Market Not Go Down In The Face Of Incredibly Worsening Data"
►13:15 - Netflix Earnings - "Advertisers Were Locked Out of Netflix for Years. Now They Have Big Plans."
►24:28 - Individuals vs Institutions - "The market is plummeting, and some amateur investors see that as good reason to jump in"
►28:10 - The urgency is gone - This is kind of the silver lining from my perspective.
►32:18 - Everyone’s Bearish - "Defensive Price Momentum Is in a Rarified Space..."
►37:30 - Big Short II - "One Hedge Fund Is Up 223% This Year Thanks to a Big Bet Against Tech Stocks"
►40:52 - Big Losses - Dropping stocks vs riding it out.
►43:25 - Signs of Recovery - What's a good time to buy a lump sum of shares?
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