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!
Thanks to Birddogs for sponsoring this episode! Enter promo code "THOUGHTS" and get a free Yeti style tumbler with every order: https://www.birddogs.com/collections/pants?utm_source=youtube&utm_medium=influencer&utm_campaign=whatareyourthoughts
►00:00 - Intro
►03:46 - Inflation Cooling - "Excluding food and energy, the Fed's preferred inflation gauge — the personal consumption expenditures price index — rose 0.3% in February after the prior month was revised down slightly."
►09:50 - Positioning - "Our best estimate of March performance has the industry down roughly 3%, with most of that loss being booked in the last week."
►14:25 - Apple and Microsoft - How did the stock market go up in March with the imminent arrest of a former US President and a wave of bank failures hanging over our heads?
►21:30 - Deep Inversions - For the past 40 years, the next Fed move has always been a cut. Not this time.
►24:25 - Money Market Bubble - The enthusiasm for money market funds is not driving up the price of money market funds nor is it setting up a crash.
►33:26 - Jamie Dimon Annual Letter - "In spite of the unsettling landscape, 2022 was somewhat surprisingly another strong year for JPMorgan Chase, with the firm generating record revenue for the fifth year in a row"
►42:03 - Make The Case
►47:35 - Mystery Chart
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