A Bubble is Coming (EP. 416)

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.8 • 2K Ratings

🗓️ 11 June 2025

⏱️ 73 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 416 of Animal Spirits, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠ discuss the stock market bet of the century, the most interesting market environment ever, positive trends in retirement saving, Europe is outperforming, downturns might be different now, the Fed should cut rates, how to invest in AI, crypto is Tradfi now, private market scrutiny, the most 1990s movie ever and much more! This episode is sponsored by T. Rowe Price. Learn more at: ⁠https://www.troweprice.com/exploreetfs⁠ Sign up for The Compound newsletter and never miss out: ⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠ Find complete show notes on our blogs: Ben Carlson’s ⁠⁠⁠⁠⁠A Wealth of Common Sense⁠⁠⁠⁠⁠ Michael Batnick’s ⁠⁠⁠⁠⁠The Irrelevant Investor⁠⁠⁠⁠⁠ Feel free to shoot us an email at ⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠ with any feedback, questions, recommendations, or ideas for future topics of conversation. 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 Ben Carlson 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. The Compound Media, Incorporated, 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. For additional advertisement disclaimers see here ⁠⁠⁠⁠⁠https://ritholtzwealth.com/advertising-disclaimers⁠⁠⁠⁠⁠. 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. 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/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0	Today's show is brought to you by Tiro Price.
0:02.5	Okay, guys, let's take a minute to talk about curiosity.
0:05.4	You know I ask a ton of questions, and so does Tiro Price.
0:08.8	Curiosity in the face of change is a key trait that Tver Price knows will help you reach your goals.
0:15.0	After all, they dig deep.
0:16.2	They know when you ask better questions that others don't, and it leads to better solutions.
0:20.5	And that curiosity plays a key role in active ETFs that are designed to outperform the index.
0:25.3	Putting that curiosity into action matters.
0:27.7	Rigorous research, experience risk management, and a time-tested approach to ETFs.
0:32.4	They do it all to help give you the edge you need to reach your client's investment goals.
0:36.2	Active ETFs by TeroPrice, invest with confidence.
0:39.3	Learn more at Tiroprice.com slash explore ETS, TeroPrice Investment Services, Inc. distributor.
0:50.0	Welcome to Animal Spirits, a show about markets, life, and investing.
0:54.3	Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, and watching.
0:59.4	All opinions expressed by Michael and Ben are solely their own opinion and do not reflect the opinion of Ritholt's wealth management.
1:05.8	This podcast is for informational purposes only and should not be relied upon for any investment decisions.
1:11.5	Clients of Ridholt's wealth management may maintain positions in the securities discussed in this podcast.
1:19.9	Welcome to Animal Spirits with Michael and Ben.
1:22.8	Ben, good morning.
1:23.8	How are you?
1:25.3	I'm doing good.
1:26.6	Okay.
	...

Transcript will be available on the free plan in 4 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Compound, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Compound and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.