Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including:
►Have Treasury Bonds Bottomed? – The crash in long-dated Treasurys since the pandemic now ranks as one of the most destructive financial crashes ever.
►Duration > Credit – “Bond market still being driven by duration risk over credit risk.”
►Pick a Mag 7 Stock – You can pick one to ride into year end with from today and why.
►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.
►Here Comes Earnings Season – “What’s In Store For The S&P 500’s Top Sectors”
►Relative Strength – What stocks are working.
►Make The Case
►Mystery Chart
and more!
Thanks to Public for sponsoring this episode! Go to public.com/compound to lock in a historic 5.5% yield on your cash.
Talk to us about your portfolio or financial plan here
Sign up for The Compound newsletter and never miss out: https://email.thecompoundnews.com/subscribe
Wealthcast Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.
