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Be a 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:
►“Something however Tech” – Nearly half of the Nasdaq constituents have been reduce in half during the last yr.
►Not the Late 90s – Pfizer ain’t promoting for 92x earnings, but it surely ain’t the early ’80s both.
►Curiosity Fee Guess – Are you taking the over or beneath on a 0.50% federal funds price following the Fed June assembly? Guess on Kalshi right here.
►Constructing the Future – Extra funding for a16z, and extra exits for buyers and staff.
►Decentraland – Josh had an epiphany about DeFi.
►Merger Mania – Massive merger transactions mooned in 2021.
►Stablecoins – A viewer asks the crew if stablecoins are a greater different to complete bond funds or steady worth funds.
►When to Rebalance – Do you have to trim outsized positions in your portfolio or proceed to allow them to develop?
And way 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):
Take a look at the Goldmine podcast to listen to extra from Michael, Ben, Josh and the remainder of the Ritholtz Mafia.
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Josh and Michael are buyers in Kalshi. Please don’t have interaction in any exercise based mostly on their opinions with out first contemplating your personal monetary scenario. Josh and Michael’s opinions are topic to vary with out prior discover. See full phrases and circumstances right here: https://ritholtzwealth.com/podcast-youtube-disclosures/