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.
►03:30 - The Bounce - "The S&P 500 has retraced 53% of its decline, and this is as far as bear market rallies go."
►20:56 - Normalization - Undergoing a normalization after a three year distortion.
►26:18 - Profit Estimates - "Analysts took down S&P 500 EPS forecasts for each of the next 4 quarters during 2Q earnings season."
►28:25 - Factors - Is value just an interest rate bet?
►36:23 - Not the Economy, But... - "Goods and services split for U.S. economy and S&P 500 earnings."
►41:28 - There Go the Theaters - "AMC shareholders will begin trading their APE preferred dividends Monday amid the ongoing slump in meme-stock valuations."
►49:41 - Student Loans - What will happen to the economy when $18 billion in monthly student loan payments are turned back on?
►51:09 - where's the Alpha? - Why is there a group of people who believe they can attain alpha?
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