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Animal Spirits Podcast

S&P 5 (EP.158)

Animal Spirits Podcast

The Compound

Investing, Business News, News, Business

4.72.1K Ratings

🗓️ 5 August 2020

⏱️ 53 minutes

🧾️ Download transcript

Summary

On this week's show we discuss tech stock monopolies, Microsoft potentially buying TikTok, why more people are buying houses, what to do if your friends are speculating in stocks, Vanguard vs. Robinhood, the counterintuitive nature of this recession and 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. Today we're going to be using

0:04.7

YCharts data to look at the size of the huge five tech companies in the stock market and why they just continue to grow and also look at some real estate

0:14.3

charts and I'm going to put forward a position based on some white charts data what I

0:17.8

think we could be setting up for the 20s to be the decade of housing.

0:23.0

Go to White Charts, tell them Animal Spirits sent you,

0:25.0

and get 20% off your initial subscription to look at this type of data.

0:28.0

Welcome to Animal Spirits,

0:31.0

a show about markets, life, and investing.

0:34.0

Join Michael Batnick and Ben Carlson

0:36.3

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

0:40.2

Michael Batnick and Ben Carlson

0:41.9

work for Ritholt's wealth management.

0:43.7

All opinions expressed by Michael and Ben or any podcast guests are solely their own opinions and do not

0:48.6

reflect the opinion of Ritholt's wealth management.

0:50.9

This podcast is for informational purposes only and should not be relied

0:54.4

upon for investment decisions. Clients of Ritt Holt's wealth management may maintain positions

0:58.6

and the securities discussed in this podcast.

1:00.8

Welcome to Animal Spirits with Michael and Ben Nakerasi, shared a chart showing the total market value

1:06.2

of the big five stocks increased 266% from the start of 2015 through Thursday, out through Tuesday, the value of the other

1:14.6

495 S&P companies rose just 25% over the same period.

1:21.2

Don't you think these companies are so big now we don't even need an acronym anymore?

1:24.8

Everyone just knows what they are.

...

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