Economic Data Deteriorates, Private Credit Struggles, Retail Traders Give Up
The Compound and Friends
Software and Mega-Cap Rotation in Equities
The hosts review heavy tech declines, Microsoft and Alphabet breakdowns, and sector rotations into industrials and energy.
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: the economy, HALO in private credit, college grad unemployment, a stock Michael is watching, and much more!
This episode is s sponsored by Betterment Advisor Solutions and ClearBridge Investments.
- Learn more at https://betterment.com/advisors
- Companies with physical assets, predictable cash flows and durable moats are well-positioned in a volatile, high‑valuation market. Learn more at https://www.clearbridge.com/
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or 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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