Private Markets Look Like The Dumb Money Now: What Are Your Thoughts? (with Josh and Michael)
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* Private markets used to be thought of as "the smart money" while public markets were for retail shleps - but this time around, it's the public investors who are calling bullsh*t on the VCs, private equity firms and insiders.\xa0\n* It's not just value investing that's out of favor - value commentary from the likes of Howard Marks seems to be on the wane as well.\xa0\n* Is the breakout for international stocks finally going to happen?\xa0\n* The big brokers' announcements about commission-free trading seems to left out the mutual fund wrapper in the cold. Is this just another nail in the coffin?\xa0\n* Has inflation finally bottomed? A big anecdotal sign has come our way...\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