Gen Z Is on Fire (EP.345)

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.8 • 2K Ratings

🗓️ 31 January 2024

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 345 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the types of people you see on every flight in America, why new highs in the stock market are perfectly normal, why the Fed should cut rates even in a strong economy, this is more like the 1990s than the 1970s, young people are wealthier than you think, the biggest story about the economy no one is talking about, and much more! Kraneshares just released their latest content including their 2024 China outlook, 2024 Carbon Market outlook, and the 2024 Managed Futures outlook. Find it here: https://kraneshares.com/positioning-for-2024-kraneshares-firm-outlook/?adsource=wealthcast 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. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com 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. Wealthcast Media, 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 Crane shares. Ben, it's still January for a few more days.
0:04.9	And this is the month where everybody releases there.
0:07.8	You're a head outlook. You're in? Your end.
0:10.8	Don't you think everyone does it in December?
0:13.0	Uh...
0:15.0	January you're still good.
0:17.0	You're playing with house money.
0:18.0	Get until the end.
0:20.0	Anyway, everyone's released...
0:21.0	It's S&P 500MP 500 economy this that fed outlook
0:25.4	Crane shares. They're outside the box thinkers. They've got outlooks on things like carbon market
0:31.7	Little outside the box. China? Managed futures. Managed
0:36.2	futures. I feel like there's more managed futures questions these days. There's a
0:40.3	lot of them in the after 2008 died down in 2010.
0:45.0	Tough decade.
0:46.1	One of the few things that worked reasonably well in 2022.
0:49.5	Yeah, that makes sense. All good stuff.
0:51.9	I still don't understand anything coming out of China, I feel like.
0:56.0	So I should probably read this.
0:58.0	So learn more, hit the link in the show notes.
1:00.0	Welcome to Animal Spirits, a show about markets, life and investing.
1:07.0	Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing, and watching.
	...

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.