4.8 • 2K Ratings
🗓️ 14 April 2025
⏱️ 39 minutes
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0:00.0 | Today's Animal Spirits Talk Your Book is brought to you by State Street Global Advisors. |
0:04.4 | Go to sSGA.com to learn more about the Spider-S&P Midcap 400 ETF, ticker MDY. |
0:11.6 | That's SSGA.com to learn more. |
0:16.2 | Welcome to Animal Spirits, a show about markets, life, and investing. |
0:20.5 | Join Michael Batnik and Ben Carlson as they talk about what show about markets, life, and investing. Join Michael Batnik and |
0:21.6 | Ben as they talk about what they're reading, writing, and watching. All opinions expressed by |
0:26.8 | Michael and Ben are solely their own opinion and do not reflect the opinion of Riddholz wealth |
0:31.1 | management. This podcast is for informational purposes only and should not be relied upon |
0:35.6 | for any investment decisions. |
0:41.8 | Clients of Ridholt's wealth management may maintain positions in the securities discussed in this podcast. |
0:45.9 | Welcome to Animal Spirits with Michael and Ben. On today's show, we are joined by a recurring guest. |
0:50.9 | Matt Bartolini. Matt is a managing director at State Street Global Advisors and |
0:55.4 | head of Spider America's research team. He knows all the ins and outs of the ETF industry. |
0:59.5 | On today's show, we spoke about primarily midcaps. I feel like they're an overlooked area of the market, |
1:05.0 | especially amongst advisors. You talk about either allocating to large versus mid or do we do |
1:09.6 | cap weight versus equal weight? And the midcap |
1:13.6 | 400 is a forgotten index. So I spoke about this in the show a little, but my boss thought he had |
1:18.7 | like the markets figured out by investing in midcaps because he thought no one else did. And in the 2000s, |
1:24.2 | in the 2010s, its strategy really paid off because midcaps did really well in the lost decade. |
1:29.1 | And then they did pretty, they kept up reasonably well in the 2010s when the S&P kind of took off too. |
1:35.3 | You know what we didn't ask Matt, the migration in size as the market is drifted higher. Midcaps are now large companies. |
1:41.1 | I think on the high end, he said it was like 18 billion, right? |
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