Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including:
►Instagram Is Facebook – What if Instagram financials were broken out or a spinoff was attempted?
►Too Much Supply – About 300 SPACs launched in Q1, raising almost $100 billion (more than all of last year!)
►Buying the ARK Dip – Cathie fans were BUYING not selling the dip, as had been much prophesied.
►Not Enough Supply – “Cars are 2021’s version of toilet paper in 2020.”
►Revenge of the Winkelvii – “I’m 6’5” and there’s two of me.”
►More on Roaring 20’s – Soaring business investment, manufacturing orders, and non-farm payroll numbers.
►Stock Guru of The Family – What’s the best way to educate friends and family on investing?
►New Dad Investing – How would you allocate dollars today to fund summer camps, bar mitzvahs, and weddings over the next 10-20 years?
And much more!
Josh and Michael (and Ben) use YCharts when creating visuals for this show, as well as for many aspects of their business. What Are Your Thoughts viewers can get a 20% discount for YCharts by clicking here (new users only):
Check out the Goldmine podcast to hear more from Michael, Josh and the rest of the Ritholtz Mafia.
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