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Thursday, March 28, 2024

Of Course This Ends Badly

 

Of Course This Ends Badly

Courtesy of 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:

  • Magic # for Rates – Is 1.5% the level where 10-year Treasury rates become competitive with stocks? How about 1.75%? How about 2%?
  • Weak Balance Sheets – Stocks with weak balance sheets are now outperforming the strongest companies.
  • Berkshire Letter – Warren Buffett published his 2020 annual letter to shareholders this weekend, Michael and Josh react!
  • This Ends Badly – “Everything ends badly otherwise it wouldn’t end!” – Tom Cruise, Cocktail (1988)
  • WandaVision – Seriously how f***ing good was this show?
  • The Next Amazon – With billion dollar valuations out of the gates for hundreds of SPACs, doesn’t this increase the likelihood of a new Amazon emerging from this year’s new listings?
  • Is Josh a Fed Apologist? – Why aren’t the Compound boys more critical of the central bank?
  • Bond ETFs – If rates have nowhere to go but up, why own a bond ETF right now?

And much more!

Standard disclaimer

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!

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