Why Won’t the Market Dip? | WAYT?

Join Michael Batnick (Managing Partner, Ritholtz Wealth) and Callie Cox (Chief Market Strategist, Ritholtz Wealth) 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
►05:35 - The Election and Investing
►15:50 - Sitting out vs. staying in
►22:00 - The Casino Market
►28:15 - The 10-year is MOVEing
►34:25 - Mega Mega Cap
►38:20 - Profit margins



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#thecompound #investing #stockmarket

[seangrealish]

Great show boys and girls. Congrats to Michael for only one F bomb

[yuvraj]

Best hire for this team was Callie. One of the best financial communicator out there.

[DismalScience]

Callie is so cool. Give her a show of her own!

[JuiceTradesTV]

Great episode and love the guest everytime she is on. Discounting betting markets I don't agree with but other than that, VIX rising because election makes sense. Love it

[warrenbuffet]

Tough episode for us Canadians 😂

I absolutely must see the revenue comparison between Nvidia and Canada so please don’t forget that follow up.

Thank you guys for all your hard work and commentary. Without a doubt the best finance content on YouTube.

[andrews]

Great show, great charts! But it didn’t feel the same with out make the case and mystery chart! I like Callie as a sub host though!

[Mantraflip]

Nick Murray would say stay invested until you need the money. David McKight recommended a buffer account. Just some areas to do research.

[rossofilmsinternational]

Guys !!!! Josh Where Are You Brother ! Come Back !

[colewalker]

Callie has a lot of foundational knowledge about market movements it's impressive. At first I was like ugh another voice I have to filter, but smart people are hard to ignore.

[derrickcummings]

3x leverage etf……No thanks.

Options on a 3x leverage etf…. Now you got my attention!

[kennethmeacham]

For those interested, Canada's 2023 GDP Was 2.1 Trillion while Nvidia's Revenue for TTM is 96.31 Billion, so not quite there, but interesting thought nonetheless.

[skot]

I am once again asking that you skip ANYTHING but

[Username_CC_]

I know they wont read this but i think the huge money buying 0DTE options is noticeably supressing the market volatility. Hedging the vol makes it calm right?

[jsssm]

Welp... last day of Oct and SPY is -1.6% right now, so I guess we most likely don't make it through Oct!!!!

[FergusDavignon]

Thanks for the analysis! A bit off-topic, but I wanted to ask: My OKX wallet holds some USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). What's the best way to send them to Binance?

[edmundlively]

Makes you wonder what Cali would be saying if Michael would slow down for a moment?. 😐😐😐😐

[jsssm]

I think Micheal over estimates the 'smartness' of these traders... most of them might KNOW what they are doing, but they still know nothing about managing risks. If they make money they are just getting lucky and its only time till they get wiped out.

[SebastienMigneault]

Funny when you talk about Canada, how much you are not informed about your neighbour! The most traded canadian stocks are banks and pipeline stocks. How boring is that!!! Boring, but long terms wealthy for so many.