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Animal Spirits Podcast

How to Pick the Winners (EP.371)

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.82K Ratings

🗓️ 31 July 2024

⏱️ 60 minutes

🧾️ Download transcript

Summary

On episode 371 of Animal Spirits, Michael Batnick and Ben Carlson discuss: how small cap stocks got so cheap, how to improve your chances of outperforming the market, why investors are rushing into bonds, Americans make more money than you think, good news on gas prices, how the Fed can help the housing market, the best way to eat potatoes, the downfall of Nike, IMAX theaters, and much more! This episode is sponsored by YCharts and CME Group. Subscribe to the YCharts Advisor Pulse, and remember, 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 Access CME Group's valuable educational materials and trading tools and learn more about what adding futures can do for you at cmegroup.com/animalspirits 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, we talk about Michael's old DVD book.

0:05.0

Thoughts?

0:06.0

Not bad. It's a lot of movies.

0:08.0

The best type of potatoes.

0:11.0

Well, French fries.

0:12.0

The Polarization of Elon Musk and Twitter. We also discuss what people

0:19.1

mean when they predict the end of the world but say I hope I'm wrong and also I give a pretty big dig at Michael for not watching the Olympics

0:29.0

Stay tuned

0:30.6

Today's animal spirits is brought to you by our friends at YCharts.

0:34.8

They have a bunch of good free content at YCharts.

0:37.2

We have a LinkedIn newsletter.

0:38.4

I've been more active on LinkedIn lately.

0:40.5

Posting there lately, remember Josh told us, hey, get on LinkedIn and we said, get out of here and we did.

0:45.8

Me too. And I have something to say about Twitter later in the show. That's a teaser.

0:50.4

Okay, so check out the YCharts Advisor Pulse, which is updates on the market.

0:57.0

So the most recent one, they showed that three stocks contributed to 49% of the SP500 gain in the first half of 2024.

1:03.7

Can you guess what those three stocks are?

1:05.8

Besides, NVIDIA, that's an easy one.

1:08.5

Apple and Microsoft?

1:11.5

Google and Microsoft.

1:13.0

Close enough.

1:14.0

They also had our own Nick Madjoulli on an update about how stocks performing the election

...

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