We're So Back | WAYT?

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
►02:28 - S&P 6000
►14:14 - Unified Government
►31:12 - We're So Back
►42:26 - Fidelity Roars
►49:22 - Elon Won
►55:45 - Make The Case
►57:27 - Mystery Chart

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#thecompound #investing #stockmarket #finance

[bornballa]

Great pod as always! Gotta say, this sounds super toppy 😆

[markhoffman]

I picked up Josh's book at the airport, I've got a 10 hour layover in Singapore. I'm looking forward to reading it.

[BaileyMxX]

Hi Josh, you mentioned no companies internationally being at a trillion+ dollars market cap but have missed Saudi Aramco that has far succeeded this.

Wont be long until TSMC also surpasses the mark either.

[mrdev]

This whole Pod sounds just like a Classic Contrarian Market Top Indicator sounds, inclunding the Top Sounding Title.

[mrdev]

ILL be back in 12months and point out that my last post about this being a contrain call for a top was Spot On. I always follow up. Aftr that ill come back in 24months and call the bottom of the Market Pullback. Nothing Trump can do about it as the Recession is on its way and the Market Top will only add to its presence.

[eddiemunster]

I just can't wrap my head around the idea of giving somebody money for a Bitcoin that has no actual value. How can you label something as an asset or a security or a currency that has no measurable value? The dollar has value as a currency because of the ability to tax the population to back up the currency. What does Bitcoin have? Cryptocurrency has to be the best example of the greater fool theory of investing

[camerontempleton]

So funny to listen to them talk about Trump and Elon I could have sworn I just turned on MSNBC

[ValderramaHaynes]

Thanks for the analysis! I have a quick question: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How can I transfer them to Binance?

[moosejoose]

we're not going to talk about how the owner of that one bank IPO is named Dick Handler?

[leesmith]

7:58 why does Alphabet add up to more than Nvidia?

[sergeyyakubovsky]

Nvda will continue the overal market mania with next quarter guidance!

[matt.stevick]

missed this live, was in the air coming back to usa 🇺🇸. go nova knicks. 🏀. downtown looks like a snurf. going to be a fun 4 years. 📈💰

[seangrealish]

The real gains were the friends we made along the way from the 2020 lows

[Orwellsghost]

40:04 we all need some more Michael in us 😂

[fahernandezp]

Hi guys, thanks a lot for what you do, very informative and I am learning lots with your podcast. Josh I am reading your book "You weren't supposed to see that" great book with lots of reflective insight, I really appreciate it. I just wanted to say, I am politically neutral in regards to american politics, but I wanted to be factual. I think you mentioned that Donald Trump had incarcerated enemies in the past, and I was curious about these instances, so I asked Copilot about this. This is the result: "There is no evidence that Donald J. Trump has directly incarcerated his political opponents. While he has made numerous threats to investigate, prosecute, and punish his perceived enemies, there are no verified instances of him successfully imprisoning them. His threats and rhetoric have often been a point of contention and concern, but actual legal actions resulting in imprisonment have not been documented]". I tried google and duckduckgo and couldn't find anything. Other than that, keep up the good work!

[fundamentalEarnings]

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