Fallen Angels (EP.145)

Animal Spirits Podcast

The Compound

News, Business News, Investing, Business

4.7 • 2.1K Ratings

🗓️ 13 May 2020

⏱️ 46 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

We discuss why stocks aren't doing better in countries with a better virus response, why portfolio managers hate the Fed, how are the airlines going to survive, finding some gray area in the crisis data, food delivery price gouging, white-collar layoffs, working out from home, Peter Lynch crisis stocks, millennials receiving social security and 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. 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 our friends at WhyCharts to kick off the show today.
0:05.0	We are going to compare some country returns between South Korea and the U.S.
0:10.0	Because we've been tracking things, everyone's been tracking the graphs like what is going on in these other countries and how they're doing so much better than us
0:16.7	But we wanted to look at how this is going through to some of the stock markets and why charts actually has the ability to look at the local currency returns
0:23.7	for place like South Korea to compare to the US to see if the fact that they are doing better
0:27.7	than us on the virus front is actually translating into the stock market.
0:31.8	So we got up some charts from them go to
0:34.7	white charts.com tell them animal spirits sent you and they will give you 20% off
0:38.6	your initial subscription. Welcome to Animal Spirits, a show about markets, life, and investing.
0:45.0	Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing, and watching.
0:51.0	Michael Batnik and Ben Carlson work for Ritholz wealth management.
0:55.2	All opinions expressed by Michael and Ben or any podcast guests are solely their own opinions
0:59.5	and do not reflect the opinion of Ritholz wealth management.
1:02.4	This podcast is for informational purposes only
1:04.8	and should not be relied upon for investment decisions.
1:07.2	Clients of Ritt Holt's wealth management
1:08.9	may maintain positions in the securities
1:10.6	discussed in this podcast. Welcome to Animal Spirits with Michael and Ben.
1:15.0	Are you getting sick of charts lately?
1:18.0	No.
1:19.0	Line charts.
1:20.0	I feel like I'm just inundated with line charts all the time, but you're seeing all these
	...

Please login to see the full transcript.

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.