Signs the Bottom Is In, Yardeni Sees Resolution, Buying Winners, New QQQ’s
4/7/20261 hr 8 min
Join Downtown Josh Brown and Michael Batnick for another episode of What Are Your Thoughts and see what they have to say about: the Q's, Jamie Dimon, how dividends really work, the openAI IPO, and much more. This episode is s sponsored by Franklin Templeton and Janus Henderson Investors. Learn more at: franklintempleton.com/activeETFs Learn more at: www.janushenderson.com/ Sign up for The Compound Newsletter and never miss out! Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews LinkedIn: https://www.linkedin.com/company/the-compound-media/ TikTok: https://www.tiktok.com/@thecompoundnews Frankln Templeton Disclosure: Before investing, carefully consider a fund's investment objectives, risks, charges and expenses. You can find this and other information in each prospectus, or summary prospectus, if available, at https://www.franklintempleton.com/. Please read it carefully. All investments involve risk, including possible loss of principal. © 2026 Franklin Distributors, LLC. Member FINRA/SIPC. 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. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. 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. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices
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Transcript preview
First 90 secondsJosh Brown· Host0:00
[upbeat music] Yep. It's us. Here we are. Hey, we're not live. We're recording during the day. Uh, but we're, like, as up to- we're on the cutting edge a- anyway. We're as up to date as we need to be I think. But I just wanted to make that clear. I wanna give a shout-out to everyone who's here for the debut chat. You guys are still welcome to come, of course. We just, we beat you to the punch. But thank you for being here. Uh, today's What Are Your Thoughts? is being broadcast from a combination of, uh, Long Island and s- And southern, and southern Long Island ... and tax-free Florida. So yeah, southern Long- right. The Nassau County of the South. Uh, I'm coming to you from Boca Raton. Michael is, uh, Michael is on Lo- Long Island. And it's great to, uh, great to be here with you guys. If you're new to the show, on What Are Your Thoughts?, we talk about all of the biggest topics affecting investors, traders, the markets, the economy of the week. We have tons of stuff to get to today. Super exciting. But before we do, we're gonna give a quick shout-out to our sponsor, Franklin Templeton.
Michael Batnick· Host1:17
That's right, Josh.
Josh Brown· Host1:17
Michael, what's going on with Franklin?
Michael Batnick· Host1:18
With geopolitical risks, trade uncertainty, and election volatility dominating headlines, 2026 is testing investors in new ways. When markets are unpredictable, passive strategies that simply track an index