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
►02:26 - Fintech Earnings Week - SoFi is out, stock is rallying.
►11:34 - The Dow is Back - The Dow had its best month since January 1976.
►20:20 - November FOMC - Can they really let us think they are about to chill? Are Financial Conditions already easing too much?
►26:48 - No VIX Spikes - This year has been painful, but not necessarily surprising.
►29:01 - Musk's Management - What if Zuckerberg and Pichai could learn something from what Elon is doing at Twitter?
►36:54 - The Tech Crash Is Good - "History shows that downturns are when the industry shifts focus from flashy novelties to things that are truly useful."
►40:07 - Make the Case
►44:05 - Mystery Chart
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or 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.
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