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Here Comes the Shutdown | 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!

Thanks to Rocket Money for sponsoring this episode! Go to https://rocketmoney.com/compound for more info.

►00:00 – Intro
►7:05 – The ‘flation – 75% probability of a shutdown
►18:00 – Risks to the Economy – “A year of surprisingly strong growth is about to be tested by a strike, the possibility of a government shutdown, student loans and oil prices”
►27:05 – New iPhone Friday – “Apple’s iPhone 15 Can Teach Us About the Economy.”
►32:40 – Real Yields – Highest yield since 2007.
►37:55 – Dumb Money Movie – Worth a watch?
►45:00 – Is This a Bull Market? – “It is certainly testing our patience.”
►50:50 – Make the Case
►56:37 – 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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35 Comments

  2. Wilfred Tam

    I am actually surprised that Josh just bought those upgrade plans through his carrier. I think generally they are horrible deals. Not only are you forced to buy their most expensive plan you might not need but they probably give you a lower value for the phone compared to either trading it back to Apple or selling the phone yourself.

  4. Shane o'connor

    Thanks. This is a good mix of ideas and sometimes it’s hilarious…paying for a Zoom personal trainer 😂😂😂 And yes, start buying the dip…why not wise guy?

  7. Ron

    Josh – forgot to post, but your interview with Jeremy Grantham was great. And he enjoyed it too. I have seen him interviewed a few times, and it was almost boring due to the interviewer.

  8. Shirt Dirt

    I've been watching since 2020, and every year I think these 2 are getting less and less in touch with reality…

  12. Nolan Abell

    Remember when Josh was bullish on GM because of their cruise self driving technology 🤣🤣

  13. Thomas Mazzola

    10 corporations have borrowed at very low rates and are sitting on the cash. 30% of companies are zombies, when they have to refinance their debt they are bankrupt. Stop sugar coating this economy. We’re in deep shit , layoffs are starting and will kill the economy by end of first quarter 24

  15. Artem Vasenin

    45:40 Please, stop using charts like that, I can't see shit. Just plot them on the same graph, the axis are already relative anyway.

  18. Brian West

    it must be so nice to be so rich you don't check your bank statements to see what bills are going out

  22. D F

    “I think it’s just gas prices” 😂😂 No dude. Housing and rents are unaffordable, cars are unaffordable. Restaurants are hella expensive. It’s not just gas.

  24. Daniel G.

    “ Yo, shout out ta all the gangsta ‘s in live chat” … What !!!! Josh, I love ya bro but you are like the whitest guy in the world and grew up in the suburbs. What about,, “ Whats up everyone”. Thats sound much more realistic. Please stop the inner city talk. Sounds silly.

  25. Stas Ladanov

    As a Russian citizen I can guarantee you that you have ideal prices and conditions for buying cars. A new Tahoe will cost $ 130K here in Russia)

  26. David L. Kleinman

    Epic banter today. The comment about Michael’s “trainer” from the viewer was fantastic. Great show as always.

  31. Cameron Nassiri

    Down markets are very similar to the tide going out. Plus, you're right; down markets are no fun from an enjoyment perspective but it does provide some nice sales! I don't recall the name but do recall reading and to paraphrase: "The market is the only place where we're unhappy there's a sale." But a lot of people don't enjoy seeing their net worth drop by big numbers…or any numbers really.

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