Worst Quarter in 4 Years, Oil vs Stocks, Win Rates From Buying Corrections, the Case for T and VZ
3/31/20261 hr 11 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 worst quarter in four years, the opposite of private credit, win rates after corrections, mystery charts, and more! This episode is s sponsored by Public and Janus Henderson Investors. Find out more at https://public.com/WAYT Learn more at https://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 Public Disclosure: Paid endorsement. Brokerage services provided by Open to the Public Investing Inc, member FINRA & SIPC. Investing involves risk. Not investment advice. Generated Assets is an interactive analysis tool by Public Advisors. Output is for informational purposes only and is not an investment recommendation or advice. See disclosures at public.com/disclosures/ga. Past performance does not guarantee future results, and investment values may rise or fall. See terms of match program at https://public.com/disclosures/matchprogram. Matched funds must remain in your account for at least 5 years. Match rate and other terms are subject to change at any time. 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] All right.
Michael Batnick· Host0:13
There you are.
Josh Brown· Host0:14
What's up? What's up, guys? Hey, gangsters. Well, I'm just looking at all the pounders that are here for the Live. Michael, this is a, this is an exciting day. I'm so excited to talk markets today.
Michael Batnick· Host0:25
Me too.
Josh Brown· Host0:26
Um, I see some, uh, some C- uh, Clint Eastwood-related, uh, commentary going on in the chat. Not sure what that's about.
Michael Batnick· Host0:36
What related ch- What, what's going on in the chat?
Josh Brown· Host0:37
Like, Clint Eastwood movies.
Michael Batnick· Host0:39
Clint, did he die?
Josh Brown· Host0:41
I don't know what's going on. All right. Uh- Get off my lawn ... Denver S- Denver, Denver Scribe says, "I feel superior to anyone who panic sold late last week. Should I be more stoic or no?" No. Dude, talk your shit. Talk your shit. Good call. You should be proud of yourself. We don't like panic selling on this channel. We, we don't-- we're not down with that at all. So, but by all means. At Career Whisperer says, "Can't wait for them to not get into politics." I don't-- Is that sarca- sarcasm? You want us to do politics?
Michael Batnick· Host1:14
[laughs] Do we see an end?
Josh Brown· Host1:16
You want Michael Batnick's politics? Are you interested in that? Maybe we'll start a, maybe we'll start a new channel.
Michael Batnick· Host1:21
Let's do, let's do local politics.
Josh Brown· Host1:23
[laughs] We don't do that here. We do stocks and occasionally bonds. All