Mountains of Debt (EP.138)

Animal Spirits Podcast

The Compound

News, Business News, Investing, Business

4.7 • 2.1K Ratings

🗓️ 15 April 2020

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week's show we discuss the pandemic's impact on Disney, when people will be willing to go to large events in the future, private equity companies getting bailed out, anger coming from Main Street, counterintuitive markets, professional sports with no fans 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 brought to you by our friends at YCharts. I've had a number of
0:05.9	Advisors reach out to me in recent weeks actually and ask me for my thoughts on why charts because they said
0:11.7	They are displaced they don't have access to their
0:14.9	Bloomberg terminal because a lot of places actually have maybe one
0:19.2	Bloomberg license and you can only use it there together in the office.
0:23.0	I think you can transport those these days, but it's harder than ever, so people are looking for things to use at home.
0:29.0	Why charts has been easy for us because you can use it anywhere you can log in from any type of
0:33.2	device it's easy to use we're going to use some of the charts today to talk
0:36.0	about Michael's favorite company Disney but if you haven't checked them out
0:39.7	yet give them a call tell them animal spirits you, and get 20% off your initial subscription.
0:45.4	Welcome to Animal Spirits, a show about markets, life, and investing.
0:50.0	Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, and watching.
0:56.0	Michael Batnick and Ben Carlson work for Rit Holt's Wealth Management.
1:00.0	All opinions expressed by Michael and Ben or any podcast guests are solely their own opinions and do not reflect
1:05.2	the opinion of Ritholz wealth management.
1:07.4	This podcast is for informational purposes only and should not be relied upon for investment decisions. Clients of Ritt Holt's wealth management
1:13.8	may maintain positions in the securities
1:15.6	discussed in this podcast.
1:17.6	Welcome to Animal Spirits with Michael and Ben.
1:20.6	So estimates are that Disney is losing $30 million a day.
1:26.8	They just furloughed 30,000 workers
1:29.6	in the theme parking California, 43,000 in Florida.
	...

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.