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Animal Spirits Podcast

Inflation Ahead (EP.152)

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.72.1K Ratings

🗓️ 24 June 2020

⏱️ 43 minutes

🧾️ Download transcript

Summary

On this week's show we discuss Jeremy Siegel's inflationary scenario for the market, why it's time to stop complaining about the Fed, why poverty in the US actually improved during this crisis, is this another bubble, the garbage portfolio, why this is such a difficult time to invest as a retiree 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. 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 presented by Why Charts. On today's show, we are going to talk about inflation, specifically some predictions from Wharton's Jeremy Seagull.

0:11.0

And one of the reasons that we like YCharts specifically is not only the

0:15.1

fact that they have all this functionality to search data but you can also go

0:18.6

deeper into the data and export it into Excel which is something Michael and I

0:21.8

like to do because sometimes we like to slice and dice the data even further.

0:25.6

And so we're going to get into some of that on terms of World War II and inflation and some of the things Jeremy Seagulls seeing in the next two to three years.

0:31.8

So stick around.

0:32.8

Again, we're presented by YCharts.

0:34.8

If you go to YCharts tell them Animal Spirits sent you.

0:37.2

Get 20% off your first subscription.

0:39.2

Welcome to Animal Spirits, a show about markets, life, and investing.

0:44.6

Join Michael Batnik and Ben Carlson

0:46.9

as they talk about what they're reading, writing, and watching.

0:50.8

Michael Batnik and Ben Carlson work for Ritholz Wealth Management.

0:54.2

All opinions expressed by Michael and Ben or any podcast guests are solely their own opinions

0:58.7

and do not reflect the opinion of Ritholz Wealth Management.

1:01.5

This podcast is for informational purposes only and should not be relied upon for investment decisions.

1:06.3

Clients of Rit Holt's wealth management may maintain positions in the securities discussed in this podcast.

1:11.6

Welcome to Animal Spirits with Michael and Ben.

1:14.3

On Barry's Masters in Business last week, he talked to Jeremy Seagull, author of Stocks for the

1:20.5

long run and a couple of other books.

1:22.4

By the way, I think I'm listening to too many podcasts because you sound like you're

...

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