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Thursday, April 25, 2024

The Spending Surge

 

The Spending Surge

Courtesy of The Reformed Broker, Josh Brown

 

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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:

  • Return to Manhattan? – “I could find few people, including myself, who think we are going to go back to the way it was.”
  • Malls Are Back – Batnick can’t wait to hit Applebee’s on his way to the movie theater again.
  • Money Market Funds – Josh reads between the lines on retail money market fund flow data.
  • Yield Shortage – A 50-50 portfolio of stocks and bonds now yields… well under 2%.
  • Roaring 20’s – Can we go on another economic bender without The Great Depression Hangover?
  • Rise of the Know-Nothings – Why waste time and energy educating yourself while sheer ignorance pays off so easily?
  • Margin – Are leveraged ETFs a better alternative to using margin loans?
  • More on Leveraged ETFs – “Can you lose more than 100%?”

And much more!

Standard disclaimer

Check out the Goldmine podcast to hear more from Michael, Josh and the rest of the Ritholtz Mafia.

NO Boiler Room this week for Good Friday – but we’re back next week!

Josh and Michael (and Ben) use YCharts when creating visuals for this show, as well as for many aspects of their business (http://go.ycharts.com/compound). 

 

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