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Be part of Downtown Josh Brown and Michael Batnick for an additional spherical of What Are Your Ideas? On this week’s episode, Josh and Michael talk about the most important matters in investing and finance, together with:
►So You Wish to Be a Contrarian? – “You needed to be a giant shot, didn’t you? You needed to show it to the group” (Billy Joel to traders, most likely)
►Inventory Picker’s Market – In a 12 months of higher dispersion, inventory pickers in some way fared worse in 2021.
►Inventory Concept for ‘22 – Josh reveals a brand new funding thought for the approaching 12 months.
►Development Shares Rekt – Discounted future class flows have been discounted, alright.
►Chamath vs V, MA – Will web3 disrupt the fee giants going ahead?
►Destructive Manipulation – The S&P 500 returned 27% in 2021, and acquired cheaper.
►Roth vs Pre-Tax – The crew is requested how they’d go in regards to the “tax me now or tax me later” query with reference to Roth or pre-tax contributions.
►Imply Reversion – A viewer asks “can I now safely discard imply reversion together with the remainder of my Eighties-era enterprise faculty valuation fashions?”
And rather more!
Josh and Michael (and Ben) use YCharts when creating visuals for this present, in addition to for a lot of features of their enterprise. What Are Your Ideas viewers can get a 20% low cost for YCharts by clicking right here (new customers solely):
Try the Goldmine podcast to listen to extra from Michael, Ben, Josh and the remainder of the Ritholtz Mafia.
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