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
►01:33 - Defense Stocks - The only thing we know for sure is that this number is going up across the board.
►14:07 - Earnings & Guidance - "Ratio of negative to positive guidance has spiked."
►16:55 - New Buffett Letter - Apple, Buybacks, & Cash.
►22:15 - Stock Pickers Are Back - "This trend continues to play out."
►26:34 - New Short-Seller Regs - SEC proposal for greater transparency.
►31:03 - Inflation - "Inflation is running above 4% across two-thirds of the consumption basket."
►35:34 - Good Reads - Josh and Michael recommend good books they have read lately.
►39:45 - Emergency Fund - Where should you keep your emergency funds?
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