Peak Inflation (EP.287)

Animal Spirits Podcast

The Compound

Business News, News, Investing, Business

4.7 • 2.1K Ratings

🗓️ 14 December 2022

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On today's show we discuss inflation rolling over, the possibility of a soft landing, Santa Claus rallies, SPF getting arrested, what a housing market comeback would look like, picking stocks vs. picking stock-pickers, The White Lotus season 2 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. (Wealthcast Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. 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. 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.) 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 Crane Shares to learn more about the risks
0:04.0	invested in Crane Shares products. Visit CraneShares.com. But I want to talk to you about K-Web,
0:12.1	which is the China Internet ETF. Guess what it's down here today.
0:19.9	A lot. A little. Give me a number. For God's sakes, just give me the damn number.
0:25.3	I cheated. I had to pull up. I was looking. All right.
0:28.2	Well, spoiler revealed. It's down 15% year to date.
0:32.2	Through the end of October, or at the lows in October, it's down 50% year to date.
0:36.2	Huge balance, right? Huge. It gets you caught a little bit of it.
0:40.1	Not the brag. Not the brag, but I bought 10 cent. Why? Because I'm, of course, an expert on
0:45.4	Chinese Internet company. No, it was the best looking chart of the bunch.
0:48.8	But if you don't feel like picking Chinese stocks, well, you don't have to do anything. But if you want
0:52.4	to own some of these names and you want to get a broad diversified exposure, there's an ETF for that.
0:57.6	This is also a good reminder that predicting the future is hard.
1:00.8	Not if you're right. Well, the news out of China has not been great and these stocks are ripping.
1:04.7	That is very true. It's interesting. That's what I'm saying.
1:07.6	All right. If you want to check out Crane Shares, visit CraneSharesWithTheK.com to learn more.
1:13.2	Welcome to Animal Spirits, a show about markets, life, and investing.
1:18.0	Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing, and watching.
1:24.2	Michael Batnik and Ben Carlson work for Ritholds' Wealth Management.
1:27.7	All opinions expressed by Michael and Ben or any podcast guests are solely their own opinions
1:32.2	and do not reflect the opinion of Ritholds' Wealth Management. This podcast is for informational
1:36.7	purposes only and should not be relied upon for investment decisions. Clients of Ritholds' Wealth
	...

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