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
►03:27 - Goldman/Netflix Earnings - Stocks edge higher.
►14:55 - Too Bearish - Has bearish equity positioning gone too far?
►22:20 - Small Business Stress - "Only 1 in 4 small businesses think they could stay open for 60 days in the event of a cash flow shortfall."
►30:19 - Dividend Growth - S&P 500 dividend growth up and to the right.
►33:37 - Universal Proxy - Will this serve shareholders in the end or be another situation where we are turning business interests into political / culture war battlegrounds?
►34:55 - Amazon Annual Letter - The new must-read shareholder letter.
►40:40 - Make The Case
►46:49 - Mystery Chart
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