Follow THIS LINK to the article which was originally published on THIS WEB SITE
//?#
Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts? On this week’s episode, Josh and Michael discuss the biggest topics in investing and finance, including:
►October CPI – “Positive vs. negative earnings growth has been far more predictive than the political party of the president.”
►Robots Are Coming – “Here’s what we know about generative AI’s impact on white-collar work”
►Retail Earnings Week – Home Depot, Target, Walmart, Costco, and more.
►Creative Destruction – Tesla is doing to cars what Netflix did to streaming.
►Streaming Storylines – DIS + HULU single app by year-end.
►Earnings Recession – “Big Tech has seen positive 2024 EPS revisions while the rest of SPX and Tech have seen negative revisions.”
►Make The Case
►Mystery Chart
and more!
Thanks to YCharts for sponsoring this episode! Visit ycharts.com to grab your own copy covering Q3 2023 and sign up for YCharts year end webinar with Michael and Ben here!
Talk to us about your portfolio or financial plan here
Sign up for The Compound newsletter and never miss out: https://email.thecompoundnews.com/subscribe
Wealthcast Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. Investing in speculative securities involves the risk of loss. Nothing on this website should be construed as, and may not be used in connection with, an offer to sell, or a solicitation of an offer to buy or hold, an interest in any security or investment product.