Stocks Work Best at Night (EP.242)
Animal Spirits Podcast
The Compound
4.7 • 2.1K Ratings
🗓️ 2 February 2022
⏱️ 53 minutes
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| 0:00.0 | Today's animal spirits is brought to you by our friends at Y-charts. |
| 0:03.4 | Now, we get our research from Y-charts, but Y-charts also provides us with research. |
| 0:07.4 | So they sent us this new 2021 fund flows data. |
| 0:10.6 | So they looked at fixed income, large blend, growth, all this stuff. |
| 0:14.3 | And they sent us the asset flows for 2021 by these broad categories. |
| 0:18.9 | And this includes mutual funds and ETFs. |
| 0:20.2 | We kind of have to bunch these together since ETFs are so big now. |
| 0:22.7 | So they did it for fixed income, equity, money market, alternatives, |
| 0:26.2 | all this other stuff, commodities. |
| 0:28.4 | This one, maybe it shouldn't surprise us anymore. |
| 0:30.5 | Biggest inflows for the year by far. |
| 0:32.8 | Fixed income. |
| 0:33.7 | Fixed income. |
| 0:34.6 | Is it like that every year? |
| 0:36.0 | By more than, basically, 50% more than stocks almost. |
| 0:40.4 | And we're looking at mutual funds and ETFs, right? |
| 0:42.7 | This is not that. |
| 0:43.1 | Neutral funds and ETFs for 2021. |
| 0:45.2 | Now, what about flows? |
| 0:46.1 | What is that? |
| 0:47.2 | Is that money market? |
| 0:48.4 | Looks like must be commodities. |
... |
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