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:
►Rude Awakening – “If second half growth doesn’t re-accelerate as expected, investors are in for a rude awakening”
►Everything is Up – “Check yourself. All of my stocks are green”
►Household Finances – “Market rally supported household assets in 1Q”
►AI Bubble – “$11 billion poured into AI startups in May alone ($4.5 billion in all of 2022)”
►Crypto’s Savior – “Bitcoin is now 48% of the crypto market. I would bet it gets to 75%”
►ETFs hit record high – “48 consecutive months of net inflows for ETFs”
►Make The Case
►Mystery Chart
and more!
Check out YCharts latest research on which portfolios and asset classes perform best during Fed Rate Hike Cycles: https://go.ycharts.com/managing-rising-rate-environments?utm_source=Ritholtz
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