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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:
►Berkshire Hathaway – Josh’s take on the annual meeting hosted by Warren and Charlie.
►Record Earnings – “Monstrous beat, no reaction.”
►Robinhood Revenues – Robinhood is on track to make over $1 billion in revenue this year on ~20 billion in assets.
►All In – U.S. households increased their stock ownership in April to the highest level on record.
►Inflation Head Fake – Scott Minerd of Guggenheim says inflation will turn back into disinflation by 2022.
►Amazon Web Services – What would a standalone AWS be worth?
►How Long is “Long”? – A viewer asks Josh what a reasonable long term investment timeframe looks like.
►3x Leveraged ETFs – Batnick opens back up his investment diary to discuss his leveraged ETF past.
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.