Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week's episode, Josh and Michael discuss the biggest topics in investing and finance, including:
► 00:00 - Intro
► 01:13 - Top 10 of 2020
► 06:07 - Vanguard Growth Slows - the passive investing giant isn't taking in nearly as much as it had been in prior years. What's behind this slowing growth?
► 10:24 - Big Surprise for 2021 - Josh and Michael lay out what they think will be the thing that catches the market most by surprise in 2021.
► 13:58 - Stickiest Apps - Which apps have we been spending the most time on this year?
► 18:34 - Banks + Oil vs Tech - Josh lays out a thesis for 2021 that involves traditionally cyclical sectors taking over from this year's big growth stocks.
► 20:55 - Chart of the Year - This is the chart that knocked us out. One of the craziest charts ever.
► 23:21 - Portfolio Weighting - What to do when your biggest winners overshadow the rest of your asset allocation.
► 24:47 - Where to Stash Cash - Michael lays out some options.
► 24:47 - Investing Mistakes - Make them now, not later!
And much more!
Plus, you can join us on the new Beat the Compound game at Wealthbase this January - sign up and grab your spot now!
https://www.wealthbase.com/games/january-beat-the-compound-challenge
You can contribute a topic to the show by emailing us here: askthecompoundshow@gmail.com
Josh and Michael used YCharts to create some of the visuals you saw in the show. From fundamentals to technicals and everything in-between, YCharts is our go to site. WAYT viewers can get a 20% discount (new users only). Check it out: http://go.ycharts.com/compound
Check out Nick's article referenced in the video: https://ofdollarsanddata.com/how-to-save-for-a-big-purchase/
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