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
►04:10 - Earnings Revisions - "Oppenheimer cuts year-end S&P target to 4800, from prior 5330."
►13:16 - Tech Earnings - Six reasons to be concerned.
►17:47 - Everything must fall - "Low quality leads but "Generals" need to go down also."
►25:07 - Auto Repossessions - "Car Repos Are Exploding. That’s a Bad Omen."
►31:08 - Buy the dip - "A lot of chances to buy the (big) dip."
►32:13 - Alpha is Back- Active managers having a good year so far via Savita Subramanian/ Bank of America Securities.
►36:50 - Why fight inflation? - Why would I want the government to be so aggressive about fighting inflation?
►40:20 - Inflation and P/E - What's the average PE ratio for the S&P 500 when CPI is greater than 8%?

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