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
►03:04 - Tech Resurgence - Silicon Valley Bank event feels bottom-y. The ultimate anecdotal sign.
►12:08 - 1 Year Later - One year ago, the FOMC first hiked interest rates.
►20:06 - A Retail Graveyard - "Retail investors are losing billions buying stock options"
►23:13 - Office REITs - Will bank volatility have negative affects on commercial real estate?
►31:19 - How Big Is UBS Now? - A new banking power-house in Europe.
►36:33 - The Fed's Next Move - "A Fed pause/cut is not supported by the macro data"
►46:28 - Make The Case
►48:20 - Mystery Chart
Thanks to Public for sponsoring this episode. Go to https://public.com/ to start getting a 4.7% yield on your cash. Yield is gross of fees, see public.com/invest/treasuries website for terms, risks and assumptions.
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