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On today’s show, we discuss:
- Netflix earnings
- Recession fear
- Bonds over stocks
- Economists in WSJ survey still see recession this year despite easing inflation
- ETFs v Mutual Funds
- Schwab earnings
- Ackman on SBF
- WWE sale
- UniFi by CAIA
Recommendations:
- The Last of Us
- Dominos
- The Sex Lives of College Girls
- Unreasonable Hospitality by Will Guidara
- Alt Goes Mainstream Podcast
- Krisp.ai
- Fred Again – Actual Life 3
Listen here:
Charts:
Phil Huber:
Doug Boneparth:
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Wealthcast Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. 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.
