Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? In this week’s episode, Josh and Michael discuss the hottest topics in investing and finance, including:
►Einhorn, Burry and Buffett – David Einhorn and Michael Burry purchased regional banks in the first quarter.
► POSITIVE SURPRISES – “This will upset a lot of the doomed and distressed, but ok”
► Wealth Transfer – “The greatest wealth transfer in history has arrived, with the familiar (rich) winners”
Forward returns – “S&P broke a 12-month losing streak with one-year trailing returns. Similar reviews and returns below. Rarely happens.”
►Hindenburg vs Icahn – “Icahn has faced many investigations but the Hindenburg claims it stands apart”
► AI and the Stock Market – “AI-related stocks have led nearly all of the S&P 500’s returns this year”
► Make the case
► Mystery chart
and more!
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