Talk Your Book: Animal Spirits Live

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.8 • 2K Ratings

🗓️ 25 November 2024

⏱️ 32 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On today's show, we are live from Chicago with Alex Morris, Chief Investment Officer of F/m Investments to discuss why investors are still crowded on the short end of the curve, thoughts on why rates went up following a Fed cut, why credit spreads have remained so tight, not taking advice from hedge fund managers, and much more! Find complete show notes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Feel free to shoot us an email at [email protected] with any feedback, questions, recommendations, or ideas for future topics of conversation. Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com Past performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management. The Compound Media, Incorporated, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. 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. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. 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. Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here: https://ritholtzwealth.com/podcast-youtube-disclosures/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	Welcome to Animal Spirits, a show about markets, life, and investing.
0:08.9	Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing, and watching.
0:14.1	All opinions expressed by Michael and Ben are solely their own opinion and do not reflect the opinion of Ridholt's wealth management.
0:20.4	This podcast is for informational purposes only and should not be the opinion of Ridholt's wealth management. This podcast is for
0:21.4	informational purposes only and should not be relied upon for any investment decisions.
0:26.2	Clients of Ridholt's wealth management may maintain positions in the securities discussed
0:29.9	in this podcast.
0:34.7	Let's get excited. Come on, Chicago. There we go.
0:39.3	Didn't open the bar early enough, apparently.
0:42.2	Folks, to reiterate, Dave said, thanks for showing up. I know a lot of folks. I have a lot of
0:46.9	things going on, so to get part of your evening is really special for us. I know Michael
0:52.5	and Ben need very little introduction, but by way of how we met,
0:55.8	I think it was really when our sales guys saw you at a conference and assaulted you, which is
1:01.3	probably what the police would have called it, but after a few conversations, we thought,
1:05.0	well, maybe they're not as crazy as those guys were. And we've done this a few times together.
1:09.9	I know we've got an interesting set of topics
1:12.8	for tonight, some of which you'll guess, maybe some new stuff you won't. We'll make some mistakes
1:16.9	along the way. Most of them will be mine. You'll notice those. You won't notice theirs. They're
1:21.1	very smooth at this. But I appreciate you coming along. Afterwards, anything we can answer,
1:26.6	happy to do it.
1:28.0	But with that, Michael and Ben, I'll turn it over to you.
1:30.6	Alex, thank you for the introduction.
	...

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