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, including:
►00:00 - Intro.
►02:03 - No way out - Unfortunately, there’s only one way inflation like this ends…at least historically.
►11:53 - Tech wreck - "% of Tech IPOs Trading Below Last Private Valuation"
►29:01 - KraneShares - KWEB loses 42% year to date, wipes out 9 years of gains.
►35:32 - SPAC redemptions - The current glut of SPACs is, in part, due to the difficulty these blank-check companies have had in hooking up with merger partners.
►39:55 - Where there’s smoke… -Defenses of Tether sound like defenses of subprime mortgage bonds.
►45:40 - A bullish nugget - "it feels like the reality of a market paradigm shift has set in w/ CEOs & CFOs of last stage companies."
►51:07 - Debt for buybacks - With interest rates so low, why don't dividend paying companies issue more debt and buy back their stock which is yielding more than their cost of borrowing?
►52:20 - IRA Strategy - Strategy thoughts of putting risky trades in Roth IRA due to the tax advantages.
This episode is sponsored by our friends at AcreTrader! Learn more about investing in farmland at: https://www.acretrader.com/?utm_campaign=What%20Are%20Your%20Thoughts&utm_source=what_are_your_thoughts&utm_medium=paid_sponsorship
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