Advisors + financial professionals: You’re invited to check out a live webcast I’m participating in for CAIS on Friday, October 23rd at 11am. I’ll be discussing the impending election from the perspective of a money manager, investor and financial advisor. I hope you can register and come check it out.
CNBC Financial Advisor Summit – October 20th
I’m very much looking forward to appearing at the CNBC Financial Advisor Summit next week. I’ll be talking with the great Sharon Epperson and Tim Kochis, who is one of the most important figures in the history of our industry. Mr. Kochis practically invented the financial planning profession in the 1980’s and 90’s, then founded […]
Disney wants the Netflix treatment, renting a house, breaking up tech monopolies
[embedded content] Subscribe! On an all new episode of What Are Your Thoughts, Michael Batnick and Josh Brown discuss the hottest topics on Wall Street this week, including: *Is Facebook really a monopoly if they’re competing with Google and The Trade Desk on ads, Snapchat and Twitter on users?*Will millennials embrace single-family home rentals as […]
Too much money, nowhere to put it
This week on the podcast! I talk to Professor Tim Duy (Fed Watch blog, University of Oregon) about the failure to get a new stimulus bill. Then my friend Joe Terranova (Virtus Investment Partners) joins me to talk markets, valuations, inflation and why there’s too much money chasing too few investments given the $90 trillion […]
Too much money, nowhere to put it
This week on the podcast! I talk to Professor Tim Duy (Fed Watch blog, University of Oregon) about the failure to get a new stimulus bill. Then my friend Joe Terranova (Virtus Investment Partners) joins me to talk markets, valuations, inflation and why there’s too much money chasing too few investments given the $90 trillion […]
Less tweets, more checks
When you deposit $1200 into the checking account of a person who is struggling to pay their bills and feed their family, a very interesting thing happens – they actually spend that money in the real economy. We saw this happen over the summer, unequivocally. The money moved around. Tax cuts for the already wealthy […]
Why Dave Portnoy Triggers Professional Traders: What Are Your Thoughts
[embedded content] Join Michael Batnick and Josh Brown for another round of What Are Your Thoughts, discussing all the biggest topics on The Street this week, including: Barry Ritholtz had Barstool founder and newly minted daytrading phenom Dave Portnoy on his podcast this week Public is the new Private – why companies are all of […]
RIP Eddie
My god what’s next. RIP Mr. Van Halen. [embedded content]
Whatever comes after Trump and Biden will be worse
What has developed is more like a K. On the upper arm of the K are well-educated and well-off people, businesses tied to the digital economy or supplying domestic necessities, and regions such as tech-forward Western cities. By and large, they are prospering. On the bottom arm are lower-wage workers with fewer credentials, old-line businesses […]
This is what IPO Nirvana actually looks like
Thanks for listening to the new episode of my podcast over the weekend – I had on two experts in the IPO market to discuss what’s going on now and what is to come as we end 2020 with a record number of deals and dollars raised. If you missed it, my big takeaway is […]