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Thursday, April 18, 2024

Buyers of the Lost ARKK

 

Buyers of the Lost ARKK

Courtesy of The Reformed Broker

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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:

  • Instagram Is Facebook – What if Instagram financials were broken out or a spinoff was attempted?
  • Too Much Supply – About 300 SPACs launched in Q1, raising almost $100 billion (more than all of last year!)
  • Buying the ARK Dip – Cathie fans were BUYING not selling the dip, as had been much prophesied.
  • Not Enough Supply – “Cars are 2021’s version of toilet paper in 2020.”
  • Revenge of the Winkelvii – “I’m 6’5” and there’s two of me.”
  • More on Roaring 20’s – Soaring business investment, manufacturing orders, and non-farm payroll numbers.
  • Stock Guru of The Family – What’s the best way to educate friends and family on investing?
  • New Dad Investing – How would you allocate dollars today to fund summer camps, bar mitzvahs, and weddings over the next 10-20 years?

And much more!

Josh and Michael (and Ben) use YCharts when creating visuals for this show, as well as for many aspects of their business. 

Standard disclaimer

Check out the Goldmine podcast to hear more from Michael, 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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