Founder Mode (EP.376)

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.8 • 2K Ratings

🗓️ 4 September 2024

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 376 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Josh Brown's new book, an excellent year for investors, how bullish investors are, a new record high in 401k millionaires, efficient markets, the nostalgia premium, inflation at the arcade, the wait-and-see housing market, the stresses of being a parent, drinking at the movie theater, and much more! This episode is sponsored by YCharts. Get 20% off your initial YCharts Professional subscription when you start your free trial through Animal Spirits (new customers only). Sign up at: https://go.ycharts.com/animal-spirits 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 Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com 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	On today's Animal Spirits, Ben and I talk about Josh Brown's new incredible book.
0:04.6	You weren't supposed to see that.
0:06.1	All right, we look through the current year-to-date return and wonder if this is as good
0:10.0	as it gets for financial markets and investors?
0:12.8	This guy, Ben, accused me mid-show of doing something wrong when in fact I didn't do anything
0:20.4	wrong.
0:21.4	I still demand an apology.
0:22.4	You're not getting it. I give my
0:25.0	list of best high school movies of all time. Long list and give the best
0:29.7	high school movie there is. An 8820,000 Bronco, what are you out of your mind? Stick around and enjoy the show.
0:38.0	Today's Animal Spirits is brought to by our friends at YCharts. I use this thing all the time. If you are looking
0:45.2	over my shoulder at my computer screen, which admittedly looks a bit like my
0:49.8	dishwasher, Ben, does it not? I almost had a heart attack when I saw a computer screen
0:54.0	when I was in New York a couple weeks ago.
0:56.0	Just tabs and files and folders.
1:00.0	Chaos.
1:01.0	That's how I roll.
1:02.0	One thing that you would see a constant the opposite of chaos very neat in fact is my white charts
1:09.3	My dashboard I forgot these stocks, that stocks, this macro indicators, these target
1:16.2	date funds, no I don't file a target date funds like Ben does.
1:18.6	I've got it all, economic data, whatever I need, it's customizable, and there's all sorts of other stuff that you could do. Model portfolio. Mac two where they publish their stuff that you maybe couldn't find.
1:33.0	Same thing with me. The first thing I check in the morning is email then why charts.
	...

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