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Why Credit Card Losses Could Explode: What Are Your Thoughts?
On an all new What Are Your Thoughts, Josh Brown and Michael Batnick tackle all the biggest topics of the moment.
In this edition:
* Five US stocks are now bigger than the entire developed world's stock markets combined, how can this be?
* What are the investor takeaways from the massive crash in oil prices?
* Did an oil ETF popular with retail traders contribute to negative oil prices this week?
* Are people more comfortable about ordering in food as a break from cooking at home now?
* How long would you stay in your home, no matter what the government says?
* Watching old NBA games
* Reactions to ESPN's The Last Dance
What Does The Fed Actually Do?
Michael Batnick talks with Cullen Roche about what the federal reserve actually does, what their critics get right, and how their actions today compare with what they did during the Great Financial Crisis.
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On an all new What Are Your Thoughts - Michael Batnick and Downtown Josh Brown discuss:
* Are there any Crisis Stars being created on Wall Street during this bear market?
* Human behavior in a bear market has not changed much
* Why this won't be the next Great Depression
* Michael thinks he's one of those "business call from a Peloton" guys
* Why America needs Major League Baseball to come back
* ETF trading volume is not indicative of the "death of passive"
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On this week's episode, Ben sits down with investor, author, and market historian William Bernstein to put the current crash into perspective with history's worst crises.
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Josh here - I asked my colleague Blair duQuesnay about what's happening on our investment committee these days and what the decision making process is like given recent circumstances. We also talk about what it's like to live and work in New Orleans these days, a city that has joined New York on the list of US epicenters for COVID-19 cases. Blair is a Certified Financial Planner (CFP) working with clients of the firm and a Chartered Financial Analyst (CFA) who serves with four other members of Ritholtz Wealth on the Investment Committee.
You can check out Blair's blog at https://blairbellecurve.com/ and reach out to her here: https://ritholtzwealth.com/contact/request-more-info/
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On an all new What Are Your Thoughts - Michael Batnick and Josh Brown discuss the biggest topics of the moment. Including:
* Do investors care at all about the details of Congressional stimulus plans?
* Mark Cuban just said what everyone's thinking.
* What do you with a Black Swan fund now that it's already Swanned?
* The biggest single day of retail investor stock selling.
* The fastest 30% bear market in history - just 22 days!
* Will Work From Home become the new normal?
* Did the stock market bottom?
...and much more! Let us know what your thoughts!
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I made a decision. We are not going to participate in this recession. There's too much work to be done. Bank of America Merrill Lynch anticipates something like 3.5 million American jobs lost by the end of the 2nd quarter and a doubling of the unemployment rate. We have no control over that. We only have control over our response to it.
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Michael Batnick and Downtown Josh Brown discuss all of the recent market volatility from the COVID-19 situation, including some takes on stock buybacks, what 13Fs might look like, the 10 stocks that have raised their dividends for 50 years straight, the overall damage so far and why we need to be bullish on treatments, and save the enthusiasm for vaccines for a later time.
We love all of our viewers and subscribers and are thinking of you as we have this discussion. Stay strong, we WILL return.
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First up,Michael Sonnenshein, Managing Director of Grayscale Investments, stopped by The Compound to discuss bitcoin with Josh and Michael. Grayscale runs the largest bitcoin fund in the world, with nearly $3 billion in AUM. What does the future of bitcoin look like?
And then on today's episode of What Are Your Thoughts, Michael Batnick and Josh Brown get into all the hottest topics in investing and finance.
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First up, Dan McMurtrie. He and his partners founded Tyro Partners, a New York City-based hedge fund, at a time when hedge fund closings are much more common than emerging fund launches. Dan lists some of the most important things he's figured out on his journey. He also talks about how one of the most under-appreciated sources of alpha is being nice to people.
Later on we bring in Rich Greenfield, one of the most widely followed and respected analysts in the technology, media and telecom (TMT) space on Wall Street. Michael Batnick and Josh Brown got a chance to talk to him about the launch of Disney+, the rise of over-the-top streaming apps like Netflix, why Roku is such a hot stock and what we can expect for the next generation of video launches. One thing Rich is certain of is that while there may be winners among streaming services, traditional broadcast TV is sure to be the biggest loser.
You can follow Dan's renowned Twitter feed / alter-ego Super Mugatu here:
https://twitter.com/supermugatu
Tyro Partners homepage here:
You can follow Rich Bernstein's ongoing commentary via his Twitter account:
https://twitter.com/RichLightShed
...and check out his excellent blog here:
Be sure to subscribe to our channel so you never miss an update:
https://www.youtube.com/thecompoundrw...
Beginning Investors, check out Liftoff:
Follow us on Twitter:
https://twitter.com/RitholtzWealth
Follow us on Facebook:
https://www.facebook.com/ritholtzwealth/
Talk with us about your portfolio or financial plan here:
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:
https://thereformedbroker.com/terms-a...
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Apple warns of Coronavirus slowdown - Financial advisors never actually retire in real life - Is February too early to be citing year-to-date performance? - Reactions to the NBA’s All Star Break - How many bagels is too many? - Josh is rooting for stocks to go flat-on-year - Cruises - what’s the deal with that? Why do people like them?
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