FYI: Michael Batnick and Josh Brown of Ritholtz Wealth Management play their favorite game, What Are Your Thoughts – featuring special guest star Ben Carlson of A Wealth Of Common Sense and Animal Spirits fame.
In this episode:
* Michael picks his desert island news subscription
* Which mean reversion is more likely to disappear – international stock outperformance or value vs growth?
* Josh has a funny feeling something big is about to happen
* Could another Great Depression happen again?
* Investors in for a rude awakening when they see their SALT deduction go away
* Amazon gets $1.5 billion and $573 million respectively from NYC and Virginia to build their new headquarters
Regards,
Ted
https://thereformedbroker.com/2018/11/13/what-are-your-thoughts-something-big-is-coming/
