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Be a part of Downtown Josh Brown and Michael Batnick for one more spherical of What Are Your Ideas? On this week’s episode, Josh and Michael talk about the largest subjects in investing and finance, together with:
►Consensus – “Consensus considering isn’t essentially improper. Consensus considering is simply what’s already priced into the markets.”
►Alternative – Six the reason why subsequent 12 months has the very best chance of a double digit inventory market achieve since 2020.
►Inflation – Why we needs to be taking note of 3-month core inflation annualized versus year-over-year headline CPI
►Bearish Narrative – The arguments sound extra affordable to the informal observer and so they echo what we’re listening to from most enterprise leaders.
►Volcker Period – The 40% transfer that erased inventory market losses previous the top of the inflation battle.
►S&P Honest Worth – Revenue margins greater in 2022.
►After a Decline – 21 down years for shares. In 18 of them the next 12 months was optimistic.
►4 Themes for 2023
and extra!
This episode is sponsored by KraneShares. Go to https://kraneshares.com/ to be taught extra.
Discuss to us about your portfolio or monetary plan right here
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