Everybody knows you never go full Weimar
Courtesy of The Reformed Broker
Join Downtown Josh Brown and Michael Batnick [Ben Carlson is standing in for Michael] for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael [Ben] discuss the biggest topics in investing and finance, including:
- Burry Goes Weimar – One of the most respected investors in the game started doing these inflation shriek tweetstorms, never a good sign.
- Do Rising Rates Matter? – Wall Street has found its new Panic du Jour, which is nice.
- Is Berkshire Relevant? – Not sure the next generation is paying any attention to what Berkshire Hathaway is doing, and why would they?
- Correction Needed? – Everything’s gotten a little too silly.
- EV Stocks Crushed – Nio, Tesla, Churchill (Lucid Motors) etc all crushed this past week. What’s going on?
- Star Fund Managers – Are there any star hedge fund managers left or did they all wisely decide to just shut the f*** up and make money.
- Big Tech Regulation – Should we sell Apple and Google over the concern about new regulations?
- Buying a Home – What if the stock market is simply a better deal?
And much more!
Check out the Goldmine podcast to hear more from Ben, Josh and the rest of the Ritholtz Mafia.
Join Josh for a new round of The Boiler Room on Clubhouse. Come prepared to raise your hand and pitch us your favorite stock if you’d like. We’re ready for you!
