Welcome to the latest edition of What Are Your Thoughts - Michael Batnick and Downtown Josh Brown break down the biggest topics of the moment. On this episode:\xa0\n* JP Morgan calls out permabears.\n* Should investors be concerned about the national debt?\n* Does Google want to be a bank?\n* Selling performance vs selling opinions.\n* Stock-based compensation.\n* Opinion vs price.\n* Disney +, first impressions.\n1-click play or subscribe on your favorite podcast app\n\xa0\nSubscribe to the mini podcast on iTunes or Spotify\xa0\n\xa0\nEnable our Alexa skill here - "Alexa, play the Compound show!"\n\xa0\nTalk to us about your portfolio or financial plan here:\xa0\nhttp://ritholtzwealth.com/\n\xa0\nObviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:\nhttps://thereformedbroker.com/terms-and-conditions/\n Hosted on Acast. See acast.com/privacy for more information.\nLearn more about your ad choices. Visit megaphone.fm/adchoices