Join Downtown Josh Brown (CEO, Ritholtz Wealth Management) and Michael Batnick (Managing Partner, Ritholtz Wealth Management) for another round of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance!
Thanks to US Benchmark Series for sponsoring this episode. Go to https://www.ustreasuryetf.com/ to learn more.
► 00:00 - Intro
► 04:15 - Corporate Bonds - "One of Vanguard’s Biggest Credit ETFs Bleeds Record $5.5 Billion"
► 10:08 - 52-Week Highs - "the NASDAQ-100 made a new 52-wk high after going at least 6 months without one."
► 18:53 - The Case for Gold - "Rising US recession risks may prompt safe-haven flows."
► 26:18 - Where Are the Bulls? - "Large speculators/hedge funds have boosted net short S&P 500 futures positions even more, surpassing 2011 extreme and moving to 2007 territory"
► 28:34 - JPMorgan Chase - "America’s Biggest Bank Is Everywhere—and It Isn’t Done Growing"
► 38:36 - Commercial Real Estate - "Commercial Real Estate Prices in the US Fall for First Time Since 2011"
► 44:03 - Make The Case
► 50:52 - Mystery Chart
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