Join Josh Brown and Michael Batnick in Downtown for another round of What Are Your Thought? In this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including:
►Ruthless Awakening – “If H2 growth does not reaccelerate as expected, investors will have a rude awakening.”
►All is well – “Check yourself, my stocks are all green”
►Households – “Markets that supported the rise in household wealth in Q1”
►AI Bubble – “$11 billion poured into AI startups in May alone (versus $4.5 billion overall in 2022)”
►Crypto Savior – “Bitcoin currently holds 48% of the cryptocurrency market. I think it will reach 75%.”
►ETFs hit record high – “48th consecutive month of net inflow into ETFs”
►Claim
► Mystery Chart
more!
Check out YCharts’ latest research on which portfolios and asset classes are performing best during the Fed’s rate hike cycle. https://go.ycharts.com/managing-rising-rate-environments?utm_source=Ritholtz
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