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Animal Spirits Podcast

Is this a bear market? (EP.255)

Animal Spirits Podcast

The Compound

News, Business News, Investing, Business

4.72.1K Ratings

🗓️ 4 May 2022

⏱️ 44 minutes

🧾️ Download transcript

Summary

On today's show, we discuss the stock and bond markets both falling, the new 60/40 portfolio, the case for buying a house right now, the greatest stock of all-time, and much more. Register for the YCharts Webinar: Mega Caps with Michael Batnick: The Real Impact of Mega Cap Stocks on Portfolios - https://ycharts.zoom.us/webinar/register/9016509832428/WN_PRXthCpDSKOJJ_uVAxNcXw   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 brought to you by Masterworks.

0:02.9

Masterworks is the place where you can go to invest in contemporary art, just like Michael and I.

0:07.9

Now, we were a couple of nubes before we met Masterworks.

0:10.5

Now, they've got us a whole portfolio of contemporary art.

0:13.5

I had an exit, not to brag. Maybe people are sick of hearing about this,

0:16.4

but if you want to hear more about it, we talked to Scotland for our next talk your book episode,

0:20.6

next Monday to talk about art, how it is an inflation hedge potentially,

0:24.6

how alternative assets work, and maybe why this is finally the year alternative assets.

0:29.9

Find their place in portfolios because everything else seems to be doing bad.

0:33.2

We actually don't have a portfolio. It's Alacart.

0:35.6

We're taking it off the shelf, but we learned in our conversation with Scott that they are offering

0:40.7

a portfolio of contemporary art for investors that want to do a meaningful allocation.

0:46.3

So if you are interested in learning more, Ben, where do they go?

0:49.3

Masterworks.io and then see masterworks.io slash disclaimer for more.

0:55.2

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

0:59.9

Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing, and watching.

1:06.1

Michael Batnik and Ben Carlson work for Ritholds Wealth Management.

1:09.6

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

1:14.1

and do not reflect the opinion of Ritholds Wealth Management.

1:16.9

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

1:21.9

Clients of Ritholds Wealth Management may maintain positions in the securities

1:25.3

discussed in this podcast. Welcome to Animal Spirits with Michael and Ben.

...

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