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
►02:21 - Silicon Valley Humiliated - Sit down, be humble. Maybe less tweets.
►08:45 - What Now for Banks? - "Interest rates on bank deposits have lagged the Fed"
►27:22 - Orange County - Fed was finished once Orange County literally blew up and filed for bankruptcy.
►31:36 - Fed Funds - "treasury rate volatility: highest since the GFC"
►40:13 - Meta Layoffs - New letter from Mark Zuckerberg - sees FB as less of a tech company and more of a real, grown up corporation.
►45:22 - CPI - Headline CPI underwhelms, in line with expectations.
►49:14 - Make The Case - Duration
►51:03 - Mystery Chart
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