What Are Your Ideas? – The Reformed Dealer

Be part of Downtown Josh Brown and Michael Batnick for one more spherical of What Are Your Ideas? On this week’s episode, Josh and Michael talk about the most important matters in investing and finance, together with:

►Consensus – “Consensus pondering isn’t essentially unsuitable. Consensus pondering is simply what’s already priced into the markets.”

►Alternative – Six the explanation why subsequent 12 months has the best chance of a double digit inventory market acquire since 2020.

►Inflation – Why we must be being attentive to 3-month core inflation annualized versus year-over-year headline CPI

►Bearish Narrative – The arguments sound extra affordable to the informal observer and so they echo what we’re listening to from most enterprise leaders.

►Volcker Period – The 40% transfer that erased inventory market losses previous the tip of the inflation struggle.

►S&P Truthful Worth – Revenue margins increased in 2022.

►After a Decline – 21 down years for shares. In 18 of them the next 12 months was optimistic.

►4 Themes for 2023

and extra!

This episode is sponsored by KraneShares. Go to to study extra.

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