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 Public for sponsoring this episode! Go to https://public.com/compound to lock in a historic 5.5% yield on your cash.
►00:00 – Intro
►02:56 – Have Treasury Bonds Bottomed? – The crash in long-dated Treasuries since the pandemic now ranks as one of the most destructive financial crashes ever.
►19:17 – Duration Over Credit – “Bond market still being driven by duration risk over credit risk.”
►23:12 – Pick a Mag 7 Stock – You can pick one to ride into year end with from today and why.
►32:42 – Extreme Pessimism – “SPY has made lower lows on 33 of the last 50 trading days. That’s tied for the most in the ETF’s history.
►38:10 – Here Comes Earnings Season – “What’s In Store For The S&P 500’s Top Sectors”
►50:30 – Relative Strength – What stocks are working.
►52:12 – Make The Case
►55:17 – Mystery Chart
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
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