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
►02:26 - Make or break moment - "Weak Earnings Reports Aren’t Fazing Investors After Brutal Year for Stocks"
►22:55 - Recession is Consensus - Food price inflation crowding out spending on other goods, most notably apparel.
►30:45 - The next rate cut - "Investors Bet Fed Will Need to Cut Interest Rates Next Year to Bolster the Economy."
►36:32 - Downgrades - Big Tech is acutely exposed to the dollar given the industry’s overseas footprint.
►40:55 - Flipping Air Jordans - "The resale value of limited-edition sneakers defied gravity in 2021. Now they’re crashing back to Earth."
►44:57 - Sentiment washout - "U.S. Brokerage Account Margin Down 27%."
►50:31 - Profit taking - Is it worth selling portions of a stock when it's up and taking some profits, or, is it best to stay "all-in" regardless of the ups and downs?
►54:50 - Taking Control - I know that y’all advise to take advantage of an employer’s 401k match; however, what would your rebuttal be to those that say “hope is not a strategy” and that it’s better to have control of what you’re invested in?
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