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
►02:38 - A Horrible First Half - "The worst H1 since 1788!"
►13:10 - Bad news is Good News - Under normal circumstances, a waterfall-like collapse in commodity prices would not be seen as "good news" for the economy's near-term prospects. But these are not normal circumstances.
►19:00 - Checking in on Savings - "Most Americans Are Doing Well. For Now."
►24:28 - Sell Side Indicator - Sixth month of declining sentiment.
►28:09 - Downgrades, Finally - During the past five years (20 quarters), the average decline in the bottom-up EPS estimate during a quarter has been 2.4%.
►33:01 - Money Has to Go Somewhere - Healthcare sector is outperforming everything this year, even utilities.
►38:51 - "The Market" - When discussing the market I feel like you guys typically focus on the S&P 500. Is this what you take to mean 'the market', and with all things being equal is this where you'd advise the average person to invest?
►43:48 - Bear Market Strategy - Should we be doubling or even tripling our normal DCA amount? Should we invest aggressively until we exit Bear territory? Are there any guidelines you would suggest?

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