Bullish with a Chance of Civil War
Courtesy of Joshua Brown, The Reformed Broker
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:
- Stimulus Priced In? – Did the rocket higher in small caps and cyclical stocks signify all of the optimism about larger federal spending?
- Small caps are up substantially from their lows – now eclipsing the returns for large cap stocks. Justified?
- BREAKING NEWS – Microsoft and GM’s Cruise unit forge a major strategic partnership, including a $2 billion equity investment from Mister Softee.
- How Much Debt is Too Much Debt? – at what point have we gone too far in using debt and deficits to stimulate the economy?
- Barron’s Roundtable – Josh thought this year’s Roundtable was lit. Michael was like “Okay whatever.”
- Ag Commodities – Should we be concerned about recent price increases in agriculture futures?
- Market Regret – when it seems like everyone around you is making easy money, it’s enough to drive you crazy. Some advice from Josh.
- Fixed Income – Michael answers a viewer topic about what to do with bonds right now and how we should think about their prospective returns.
And much more!
Hope you’re having fun on the new Beat the Compound game at Wealthbase this January – We’re going to host another YouTube livestream to catch up with all the players right here on Friday, Jan 22nd. Hit the alarm bell on the video above to get notified and make sure you’re subscribed!
