Unlimited Economic Stimulus: What Are Your Thoughts?Join Michael Batnick and Downtown Josh Brown for another all-new edition of What Are Your Thoughts? as they discuss: - US stocks just had their best monthly performance in 30 years - what was the catalyst? - Has Warren Buffett's magic touch faded away? Why Berkshire's annual shareholder "meeting" was so underwhelming. - Josh got the antibody test. Why wouldn't everyone? Maybe because it doesn't mean anything. - Is there any limit to how much money the Fed and Treasury can throw at the economy? Do we have any choice? - Michael Jordan talked about the downside of fame in this week's 'The Last Dance' - the press tears our idols down on Wall Street too. The Yield Curve Indicator is UNDEFEATEDJosh here - Okay, so now we're officially in recession. What happens next? How long will this go on for? Last fall we had Professor Campbell Harvey, partner and senior advisor to Research Affiliates, on The Compound to discuss the inverted yield curve, an economic indicator he had discovered in the 1980's. Cam explained that this indicator - when Treasury interest rates on shorter-term bonds rise above those being paid on longer-dated bonds - has been successful at predicting recessions 7 out of 7 times with zero false signals along the way. This recession means it's now 8 for 8! Join us for a discussion about the way the signal should be thought about now with the Fed's overnight rate back at zero. We also discuss whether or not the economy is bottoming, what has to happen for the recession to end, and why this environment is like nothing we've ever seen before in history. Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

Episode starts with Josh asing his friend Jeff Macke to pop on and tell us about what's happening with America's largest retailers, and how the coronavirus ended up being both a challenge and an opportunity for them. Jeff is an expert in all things big box retailing and ecommerce, He's also hilarious and one of the nicest guys I know. Hope you enjoy and learn some stuff from this!Later, Michael Batnick talks with Logan Mohtashami, columnist for HousingWire, about where the housing market was prior to COVID-19, how quickly the market reacted, and what it will look like when the economy reopens. Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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 DanceWhat 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. Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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" Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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/ Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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! Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices

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. Josh's apology for rooting for corrections Has the market bottomed or do we need a retest of the low? Would rather know about a market bottom or a market top in advance? Josh is reading about viruses and outbreaks around the clock, what's the point? Zoom Media became a hot stock because of teleconferencing, and then traders bought the wrong ticker too - on purpose? Why do people share their transactions on Venmo? Every analyst now gets a base case, bull case and bear case - whatever happened to making a call and standing by it? The Fed dropped a surprise interest cut of 50 basis points during our show - Michael and Josh react in real time. Be sure to subscribe to our channel so you never miss an update:https://www.youtube.com/thecompoundrw...Beginning Investors, check out Liftoff:http://liftoffinvest.comFollow us on Twitter:https://twitter.com/RitholtzWealthFollow us on Facebook:https://www.facebook.com/ritholtzwealth/Talk with us about your portfolio or financial plan here:http://ritholtzwealth.com/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... Hosted on Acast. See acast.com/privacy for more information. Learn more about your ad choices. Visit megaphone.fm/adchoices