Be 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 talk about the most important matters in investing and finance, together with:
►Consensus – “Consensus considering isn’t essentially unsuitable. Consensus considering is simply what’s already priced into the markets.”
►Alternative – Six explanation why subsequent yr has the very best likelihood of a double digit inventory market acquire since 2020.
►Inflation – Why we ought to be listening to 3-month core inflation annualized versus year-over-year headline CPI
►Bearish Narrative – The arguments sound extra cheap to the informal observer they usually 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 struggle.
►S&P Truthful Worth – Revenue margins greater in 2022.
►After a Decline – 21 down years for shares. In 18 of them the next yr was constructive.
►4 Themes for 2023
and extra!
This episode is sponsored by KraneShares. Go to https://kraneshares.com/ to be taught extra.
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