Is a Recession Coming? (EP.402)

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.8 • 2K Ratings

🗓️ 5 March 2025

⏱️ 60 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 402 of Animal Spirits, Michael Batnick and Ben Carlson discuss: GDP growth rolling over, the probability of a recession is rising, timing a bear market, Ray Dalio's crash calls, the crypto strategic reserve, the bull market in convenience, why we need Social Security, housing as a recession hedge, Keanu's life advice and much more. This episode is sponsored by YCharts and Fabric by Gerber Life. If your investment research and analytics platform is being phased out, make the switch to YCharts today! Join the thousands of parents who trust Fabric to protect their family. Apply today in just minutes at: https://meetfabric.com/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 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	Today's Animal Spirits is brought to you by Y Charts. If your current investment research and
0:04.8	analytics platform is being phased out, shots fired. It's time to make the switch to Y charts.
0:10.8	For a limited time, Y charts is offering an unheard-of discount to advisors making the switch.
0:15.8	It's one of those rare moments we can upgrade to a better platform and basically get the rest of this year free.
0:20.2	Sounds like a screaming
0:20.9	deal. Click the link in the show notes, lock in your deal before it's gone. See why thousands of
0:24.5	advisors, including us, trust Whitecharts to power the research and client engagement. New
0:28.8	customers only must show proof of platform sun setting to qualify. Check out the show notes,
0:32.9	click that link, whitecharts.com for more. Today's Animal Spirits is also brought to by Fabric.
0:37.8	One of the first things that I did as a new parent eight years ago was get life insurance,
0:44.4	protection, God forbid.
0:46.5	Fabric by Gerber Life is term life insurance.
0:48.9	You can get done right from your couch, all online and on your schedule.
0:53.7	You can be covered in under 10 minutes with no health
0:56.0	exam required, which is good for me because I hurt my back. I don't know if that impacts rates
0:59.8	at all, but good to hear. Fabric by Gerber Life has an app you can go on. You can go on the desktop.
1:05.0	It's pretty easy. You can get covered under 10 minutes. No health exam required. Term life insurance.
1:09.5	Thousands of parents trust fabric
1:10.9	to protect their families. Apply today in just minutes at meetfabric.com slash spirits. That's
1:15.1	meatfabric.com slash spirits policies issued by Western Southern Life Assurance Company. Not available
1:20.9	in certain states. Prices are subject to underwriting and health questions.
1:32.3	Welcome to Animal Spirits, a show about markets, life, and investing. Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing, and watching.
	...

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