Join Downtown Josh Brown (CEO, Ritholtz Wealth Management) and Michael Batnick (Managing Partner, Ritholtz Wealth Management) for another episode of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance!

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►00:00 - Intro
►05:12 - Tech Stock Roundup - Nvidia goes into earnings as the best performing stock this year, plus 221%.
►27:50 - Beats Get Smoked - "The reward for EPS beats has been close to 10Y lows."
►32:27 - Musk's Shadow Rule - This is a pretty well sourced story, a year in the making…
►38:50 - Shrinkage - "Shrink has increased a bit this year. It increased last year. It's uneven across the country. It's not in every market. Some markets are higher than others”
►45:44 - Jackson Hole Preview - Barry’s five improvements to the FOMC playbook.
►50:33 - Rates Up, Stocks Down - 30 day change.
►53:10 - Make The Case
►56:06 - Mystery Chart

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Investing involves the risk of loss. This podcast is for informational purposes only and should not be regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Josh Brown are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.

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