Join Downtown Josh Brown and Michael Batnick for another round of What Are Your Thoughts and see what they have to say about the biggest topics in investing and finance! Josh's Fortune article: https://fortune.com/longform/best-investments-for-2023-inflation-investing-advice-esg-philanthropy/?2n6jw9 ►00:00 - Intro ►03:52 - Record Sales - "Shoppers are expected to spend between $9 billion and $9.2 billion online on Black Friday" ►09:30 - Credit Suisse looks Lehman-y - FTX stuff temporarily took everyone’s focus off this story, it seems to be getting worse. ►20:07 - A Recession is Coming - Does people’s behavior change when they know the economy is slowing, and if so, does that guarantee a recession or help us avoid one? ►27:50 - China Lockdown - Right now China is attempting to keep 1/3rd of its population under full or partial Covid lockdown. ►32:25 - Elon vs Apple - Apple threatening to withhold Twitter from its App Store. ►37:56 - Fidelity's Bitcoin Launch - Fidelity is charging ahead, for better or for worse. ►44:22 - Make the Case ►50:05 - Mystery Chart 🌴 This episode is sponsored by Tropical Bros. Check them out at https://tropicalbros.com/ 👕 Check out The Compound shop: https://www.idontshop.com/ 🎙️ Listen to our podcasts: The Compound and Friends: https://link.chtbl.com/compoundandfriends Animal Spirits: https://podcasts.apple.com/us/podcast/animal-spirits-podcast/id1310192007 Portfolio Rescue: https://link.chtbl.com/totherescue Check out our automated investing platform, Liftoff: http://liftoffinvest.com/ Talk with us about your portfolio or financial plan here: http://ritholtzwealth.com/ The Compound Newsletter: https://email.thecompoundnews.com/subscribe The Compound Nightly Roundup: https://www.thecompoundnews.com/ Instagram: https://instagram.com/thecompoundnews Twitter: https://twitter.com/thecompoundnews Facebook: https://www.facebook.com/ritholtzwealth 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. Wealthcast Media, 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.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. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated. All thoughts and opinions expressed herein are those of the commentators, who may or may not be clients, and are not influenced or compensated by Ritholtz Wealth Management, or any of its affiliates, in any way. 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/ #investing #stockmarket #thecompound