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
► 05:02 - Big Tech Falls Hard - It feels so bad because these are the stocks we all talk about and trade.
► 16:59 - Berkshire Rundown - The Oracle fired some big bullets in Q1.
► 22:57 - Bezos Speaks - "Some things are unstoppable... until they aren't."
► 33:30 - Stop Crying - These flesh wounds are necessary if we ever want to get decent returns on fixed income.
► 39:40 - ARKK Flows - "Diamond Hands" and "Buy the Dip" have been taken to a new level.
► 45:33 - Melvin Capital - "I got this wrong and for that I apologize to each of you."
► 55:55 - Leveraged ETFs - If you believe in the long-term success of QQQ, why shouldn't you triple down with TQQQ as well?
► 59:27 - High PE Stocks - A viewer asks the crew to explain why Clorox is being awarded a higher PE ratio than Nvidia.
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