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
►02:00 - Microsoft Buys Activision - Nadella makes a nice acquisition for just about $69 billion.
►10:12 - Bill Nygren vs Cathie Wood - Bill writes about staying sane in an insane market environment, among other things.
►22:23 - Market Concentration - The biggest companies have always represented a bigger portion of the market.
►26:44 - Amazon vs Visa - "Visa effectively called the bluff, dug its heels in and Amazon was first to flinch."
►31:20 - More Transparency - Regulators want more disclosure from private companies, and private companies argue that'd be burdensome.
►36:38 - $10 Trillion AUM - Meanwhile, BlackRock very quietly hits $10 trillion in assets.
►40:41 - Direct Indexing - Does direct indexing work in both bull and bear markets?
►46:18 - Finance Career Advice - The crew gives career advice to a particularly enterprising young person.

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