Join Downtown Josh Brown (CEO, Ritholtz Wealth Management) and Michael Batnick (Managing Partner, Ritholtz Wealth Management) for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance!
Thanks to Future Proof for sponsoring this episode! Submit your Fintech Demo Drop application before July 7th here: https://9rcge6jsij8.typeform.com/to/HnyL5rOO and secure your ticket before August 15th: http://futureproof.advisorcircle.com/
►00:00 - Intro
►03:55 - Flows is Back - "ICI reported a $22B estimated net-inflow into domestic equity mutual funds plus ETFs"
►13:27 - Higher or Lower? - Our viewers believe the market will go up from here
►18:05 - Options Euphoria - "Trading activity has more than doubled since the start of the year"
►23:31 - Fed Pause - Will the Fed go on an extended pause, and for how long?
►27:57 - Travel Boom - "Delta raises guidance at Investor Day"
►33:07 - Luxury Markets - "Luxury is a very large and resilient industry"
►39:05 - Make The Case
►44:04 - Mystery Chart
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