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
►02:46 - Has Inflation Peaked? - Inflation sucks. It’s the reason why consumer sentiment is at an all-time low.
►12:34 - The Value Snapback - "Value Investors Bet Recent Market Leadership Is Just the Start."
►22:00 - Pandemic economic data - What do we do here?
►28:30 - Marks is buying - "Time is ripe to snap up bargains, says debt investor Howard Marks."
►31:08 - Midyear outlook - "The rocky road to normal."
►36:15 - Wall Street overhired - "Wall Street layoffs likely ahead as two-year hiring boom turns to bust."
►39:19 - Margin - Could it make sense to buy an ETF on margin if the ETF yield is above the margin rate?
►42:53 - Housing Market - What will happen if layoffs start to pick up stream?
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