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.

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