Join Downtown Josh Brown (CEO, Ritholtz Wealth Management) and Michael Batnick (Managing Partner, Ritholtz Wealth Management) for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance!
►00:00 - Intro ►02:40 - Dow Win Streak - "U.S. stocks closed higher, with the Dow posting its longest win streak in over six years" ►17:52 - Earnings Recession - The earnings recession everyone’s talking about is backward looking. ►29:22 - Nvidia $2 trillion - "Nvidia Jumps Higher as Mizuho Analysts See $300 Billion AI Chip Potential" ►31:40 - Expensive Stocks - "The market looks a lot like 2021—right before stocks entered a deep slump" ►38:54 - Movies Are Back - This was an important weekend for the entertainment biz and might have saved the movie theater chains. ►48:45 - Diverging Sentiment - When sentiment is bearish and stocks are rising, trust the stock market, not the commentary. ►51:30 - Make The Case ►54:05 - Mystery Chart
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