Buy the Porsche (EP. 426)

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.8 • 2K Ratings

🗓️ 20 August 2025

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 426 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ and ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ discuss why the stock market is getting boring, S&P 493 vs. the Mag 7, are small caps dead, it's tough being a contrarian, healthcare stocks are cheap, the K-shaped food industry, the tariff impact is coming, renting vs. buying, million dollar houses and more. This episode is sponsored by YCharts. Visit https://go.ycharts.com/animal-spirits and Get 20% off your initial YCharts Professional subscription when you start your free YCharts trial through Animal Spirits (new customers only). 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

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0:00.0	Today's Animal Spirits is brought to you by Y-Charts, Future Proof, right around the corner.
0:04.0	And if you're an advisor heading to Huntington Beach, you want to make a stop at the Y-charts booth. I do every year. You've heard us talk about all the new features Y-Charts has rolled out this year, and Future-Proof is your chance to see them up close, stop by their booth, to say hi to our very own Nick Majuli. he'll be handy
0:01.0	out signed copies
0:01.7	of his new book,
0:03.0	some swag,
0:04.6	and you can see for yourself
0:05.9	how
0:06.1	it's not going to see for yourself, how, hi to our very own Nick Majuli. He'll be handy out signed copies of his new book, some swag.
0:23.5	And you can see for yourself how advisors are using Y charts to save around 20 hours a week
0:28.4	on research, portfolio work, and client prep.
0:31.2	That's time you can put back into your growing business, serving your clients,
0:34.2	or even enjoying a little more beach time while you're in California.
0:36.7	Thousands of advisors use Y charts to build winning proposals and minutes that help close more
0:40.5	business.
0:41.5	Create risk profiles and visuals that make strategies click, turn ideas into polished portfolios
0:46.5	and seconds with a quick extract, and come for next book, leave with the tools that help you
0:50.7	work smarter, scout faster, and deliver more for your clients.
0:53.6	Get 20% off your initial white charts professional subscription.
0:56.7	When you start your free white charts trial through Animal Spirits, again, this is for new
0:59.9	customers only.
1:05.7	Welcome to Animal Spirits, a show about markets, life, and investing.
1:09.8	Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, and watching.
	...

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