Stocks Are in for a Rude Awakening | What Are Your Thoughts?

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!

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

►00:00 – Intro
►03:42 – Rude Awakening – “If second half growth doesn’t re-accelerate as expected, investors are in for a rude awakening”
►14:40 – Everything is Up – “Check yourself. All of my stocks are green”
►23:30 – Household Finances – “Market rally supported household assets in 1Q”
►33:05 – AI Bubble – “$11 billion poured into AI startups in May alone ($4.5 billion in all of 2022)”
►38:41 – Crypto’s Savior – “Bitcoin is now 48% of the crypto market. I would bet it gets to 75%”
►51:50 – ETFs hit record high – “48 consecutive months of net inflows for ETFs”
►53:09 – Make The Case
►56:36 – 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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