Join Downtown Josh Brown (CEO, Ritholtz Wealth Management) and Michael Batnick (Managing Partner, Ritholtz Wealth Management) for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance!
Thanks to Rocket Money for sponsoring this episode! Go to https://rocketmoney.com/compound for more info.
►00:00 – Intro
►7:05 – The ‘flation – 75% probability of a shutdown
►18:00 – Risks to the Economy – “A year of surprisingly strong growth is about to be tested by a strike, the possibility of a government shutdown, student loans and oil prices”
►27:05 – New iPhone Friday – “Apple’s iPhone 15 Can Teach Us About the Economy.”
►32:40 – Real Yields – Highest yield since 2007.
►37:55 – Dumb Money Movie – Worth a watch?
►45:00 – Is This a Bull Market? – “It is certainly testing our patience.”
►50:50 – Make the Case
►56:37 – Mystery Chart
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Thanks to Rocket Money for sponsoring this episode! Go to https://rocketmoney.com/compound for more info.
Josh – forgot to post, but your interview with Jeremy Grantham was great. And he enjoyed it too. I have seen him interviewed a few times, and it was almost boring due to the interviewer.
I've been watching since 2020, and every year I think these 2 are getting less and less in touch with reality…
where is tbd?
such a great movie review
Batnick do you still own DG?
Remember when Josh was bullish on GM because of their cruise self driving technology 🤣🤣
10 corporations have borrowed at very low rates and are sitting on the cash. 30% of companies are zombies, when they have to refinance their debt they are bankrupt. Stop sugar coating this economy. We’re in deep shit , layoffs are starting and will kill the economy by end of first quarter 24
42:22 Big Short is an incredible movie/book. Shame on Michael for another terrible movie take.
45:40 Please, stop using charts like that, I can't see shit. Just plot them on the same graph, the axis are already relative anyway.
Josh's analysis of the titanium cooling situation with Apple was great 😂
Josh legit thinks he gets free phones from Verizon
it must be so nice to be so rich you don't check your bank statements to see what bills are going out
Cell phone broker 🤷♂️
Nick Colas channel is 🔥🔥🔥as well…
Nick Colas just said this was a bull market right lol?
“I think it’s just gas prices” 😂😂 No dude. Housing and rents are unaffordable, cars are unaffordable. Restaurants are hella expensive. It’s not just gas.
Thanks everyone. I always enjoy the show.
“ Yo, shout out ta all the gangsta ‘s in live chat” … What !!!! Josh, I love ya bro but you are like the whitest guy in the world and grew up in the suburbs. What about,, “ Whats up everyone”. Thats sound much more realistic. Please stop the inner city talk. Sounds silly.
As a Russian citizen I can guarantee you that you have ideal prices and conditions for buying cars. A new Tahoe will cost $ 130K here in Russia)
Epic banter today. The comment about Michael’s “trainer” from the viewer was fantastic. Great show as always.
Josh!! Please, STOP saying “LIKE” every-other-frickin-word!!!!!
Josh. Are you conscious of how many times you say “LIKE” in every sentence you mutter?!? Get self aware, PLEASE! Stop!!
There’s a difference between consumers being pissed and consumers not spending. Not correlated.
Easy…my mom works at rite aid. Hates every minute of it.
Down markets are very similar to the tide going out. Plus, you're right; down markets are no fun from an enjoyment perspective but it does provide some nice sales! I don't recall the name but do recall reading and to paraphrase: "The market is the only place where we're unhappy there's a sale." But a lot of people don't enjoy seeing their net worth drop by big numbers…or any numbers really.
Michael: "Oh my good, this is gonna fix the economy." That got me!
Buy a Tesla. Saves you way more money over time than an ICE car. Facts.
Too funny to hear Michael wondering if there is an interest rate component to new iPhone sales
of course Micheal didnt like the big short – evidently, he has an aversion to quality movies