Welcome to the latest edition of What Are Your Thoughts - Michael Batnick and Downtown Josh Brown break down the biggest topics of the moment. On this episode: * JP Morgan calls out permabears.* Should investors be concerned about the national debt?* Does Google want to be a bank?* Selling performance vs selling opinions.* Stock-based compensation.* Opinion vs price.* Disney +, first impressions.1-click play or subscribe on your favorite podcast app Subscribe to the mini podcast on iTunes or Spotify  Enable our Alexa skill here - "Alexa, play the Compound show!" Talk to us about your portfolio or financial plan here: http://ritholtzwealth.com/ Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer:https://thereformedbroker.com/terms-and-conditions/ Our GDPR privacy policy was updated on August 8, 2022. Visit acast.com/privacy for more information.