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
►05:33 - Einhorn, Burry, Buffett - David Einhorn and Michael Burry were buying regional banks in Q1.
►17:50 - Positive Surprises - "This will upset a lot of gloom and doomers, but oh well"
►21:00 - Wealth Transfer - "The Greatest Wealth Transfer in History Is Here, With Familiar (Rich) Winners"
►28:57 - Forward Returns - "the S&P broke a 12 month losing streak with negative rolling 1yr returns. Similar observations and forward returns below. Rare occurrence."
►31:39 - Hindenburg vs Icahn - "Icahn Has Faced Many Probes But Hindenburg Claims Stand Apart"
►41:23 - AI and the Stock Market - "AI-related stocks drove virtually all the returns of the S&P 500 this year"
►44:02 - Make The Case
►47:15 - Mystery Chart
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