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
►02:23 - Was that it? - Epic bounce. Stopped at Vix 20 and reversed. Pattern still holds.
►13:25 - Expecting worse - "S&P 500 - Average stock price % change to earnings misses"
►16:58 - Coinbase
►24:43 - Pity the Homesellers? - "Home Sellers Cut Prices as Housing Market Cools"
►31:06 - Not a Recession - "The S&P 500 is on track to show a record quarterly profit in Q2 ($56.45/share)."
►38:10 - Buyback Tax - Carried interest loophole survives (for now), but a new tax on buybacks is on the menu.
►42:24 - Fed Pivot - "Wishful Thinking Won’t Help the Fed Beat Inflation"
►46:48 - Another 1929? - Could a 1929 style crash happen again? If so, what would it take for that to occur?
►50:24 - What is a recession? - What actually defines a recession?

Josh and Michael use YCharts when creating visuals for this show, as well as for many aspects of their business. What Are Your Thoughts viewers can get a 20% discount for YCharts by clicking here (new users only): http://go.ycharts.com/compound

Listen to podcasts from The Compound:
The Compound and Friends: https://link.chtbl.com/compoundandfriends
Animal Spirits: https://podcasts.apple.com/us/podcast/animal-spirits-podcast/id1310192007
Portfolio Rescue: https://link.chtbl.com/totherescue

Get the latest in financial blogger fashion: https://idontshop.com/

Check out our automated investing platform, Liftoff: http://liftoffinvest.com

Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com

The Compound Newsletter: https://email.thecompoundnews.com/subscribe
The Compound Nightly Roundup: https://www.thecompoundnews.com/
Instagram: https://instagram.com/thecompoundnews
Twitter: https://twitter.com/thecompoundnews
Facebook: https://www.facebook.com/ritholtzwealth

Inclusion of advertisements by podcast sponsors does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers: https://abnormalreturns.us5.list-manage.com/track/click?u=f8843b0fc6f0ed7d35e67dcf5&id=33b07916d1&e=4e0f612ef0.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:
https://ritholtzwealth.com/podcast-youtube-disclosures/

#investing #stocks #thecompound