meta_pixel
Tapesearch Logo
Log in
Animal Spirits Podcast

[CORRECTION] The Tesla Crash (EP.289)

Animal Spirits Podcast

The Compound

Business News, News, Investing, Business

4.72.1K Ratings

🗓️ 28 December 2022

⏱️ 42 minutes

🧾️ Download transcript

Summary

On this week's show we discuss the kid premium around the holidays, the most surprising things that happened in 2022, some thoughts on stocks vs. the economy for 2023, why consensus is wrong most of the time, the car industry is all messed up, why housing prices aren't falling faster, the year of the sequel and much more.   Find complete shownotes on our blogs...  Ben Carlson’s A Wealth of Common Sense  Michael Batnick’s The Irrelevant Investor  Like us on Facebook  And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation.      (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. 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.)  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 animal spirits is brought to you by Composer. Composer is the

0:04.6

technology system that allows you to create systematic strategies. And if you don't feel

0:08.2

comfortable creating your own systematic strategies, Composer has created Opus. Opus is basically

0:13.9

their best ideas portfolio. It's interesting. I stand by Mr. Holland's Opus comment. Great movie.

0:18.8

The whole idea here is great. So they have five different strategies that include so one is like

0:22.1

a core which is 6040 portfolio with a little bit of leverage involved. They use sector momentum,

0:26.5

large cap value commodity momentum and a volatility hedge. It's basically best ideas portfolio

0:30.9

with the other investment committee who's adding and changing if it needs to be. It's fully

0:35.3

automated. To learn more, you can go to composer.trade slash opus. To learn how this works,

0:41.2

it's kind of again the best ideas portfolio. It's composer.trade slash opus.

0:45.2

Welcome to animal spirits. A show about markets, life and investing. Join Michael Batnik and

0:51.3

Ben Carlson as they talk about with their reading, writing and watching.

0:56.1

Michael Batnik and Ben Carlson work for Ritholds Wealth Management. All opinions expressed by

1:00.9

Michael and Ben or any podcast guests are solely their own opinions and do not reflect the

1:05.1

opinion of Ritholds Wealth Management. This podcast is for informational purposes only and should

1:09.7

not be relied upon for investment decisions. Clients of Ritholds Wealth Management may maintain

1:14.0

positions in the securities discussed in this podcast. Welcome to animal spirits with Michael and Ben.

1:19.8

Michael, it's in between Christmas and New Year's. Let's do a little holiday banter because,

1:24.8

I mean, is anyone really paying attention to the markets right now?

1:27.2

No, but for those who are, let's just give a little update. It's Tuesday.

1:30.8

Where's your time stamp? December 27, 1041 in the morning. The S&P is down 11 basis points

1:37.4

on the day after being down as much as 60 something or more earlier. Santa Rally would start today,

...

Please login to see the full transcript.

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.

Copyright © Tapesearch 2026.