Inflation is Overhyped – The Reformed Broker

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Be a part of Downtown Josh Brown and Michael Batnick for an additional spherical of What Are Your Ideas? On this week’s episode, Josh and Michael focus on the largest subjects in investing and finance, together with:

►Inflation is Overhyped – If costs rise and incomes rise, isn’t {that a} push?

►Anti-ARKK – “For each funding product, there’s an equal and reverse funding product.” (Isaac Newton, most likely)

►Early Signal of Defensiveness? – The clear narrative of straightforward comps, Fed assist, financial mass reopening, and stimulus checks, is at an finish.

►PFOF – Cost for Order Stream income falls sharply throughout the board within the second quarter of 2021.

►Crypto Tax – Does bitcoin now have too many constituents for politicians to be casually enjoying round with new legal guidelines?

►Onerous to Maintain – “Purchase and Maintain” is a simple technique, aside from the “maintain” half.

►Restoration – A viewer asks the crew whether or not or not that is nonetheless a Okay-shaped restoration.

►Resisting the Urge – How ought to particular person traders take into consideration staying the course and resisting the urge to leverage up their portfolios?

And far more!

Josh and Michael (and Ben) use YCharts when creating visuals for this present, in addition to for a lot of points of their enterprise. What Are Your Ideas viewers can get a 20% low cost for YCharts by clicking here (new customers solely):

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Standard disclaimer

Try the Goldmine podcast to listen to extra from Michael, Josh and the remainder of the Ritholtz Mafia.

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