Talk Your Book: Live at FARMCON

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.8 • 2K Ratings

🗓️ 22 January 2024

⏱️ 72 minutes

🔗️ Recording | iTunes | RSS

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Summary

On this episode, Michael Batnick and Ben Carlson are live at FARMCON to discuss: the macro economy and inflation in 2023 and 2024, commodity trading with legendary trader Andy Daniels, how behavioral finance affects investment decisions, 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. Wealthcast Media, 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.
0:09.0	Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, and watching.
0:14.0	All opinions expressed by Michael and Ben are solely their own opinion and do not reflect the opinion
0:18.8	of Redhol's wealth management.
0:20.4	This podcast is for informational purposes only and should not be relied upon for any investment decisions.
0:26.0	Clients of Ritholz wealth management may maintain positions in the securities discussed in this podcast. On today's Animal Spirits, Ben and I are live from FarmCon in Kansas City,
0:42.0	Missouri. Was that fun? Not Kansas City, Missouri.
0:42.5	Was that fun?
0:43.5	Not Kansas City, Kansas.
0:45.0	It was fun.
0:46.0	There was a huge crowd.
0:48.0	It was, I'd say, I don't know, 1,100 people in the crowd,
0:51.0	mostly farmers, a huge group of people.
0:53.7	And they were, the topics ranged from macro stuff
0:56.7	to commodities to personal family planning
0:59.3	and stuff they were dealing with.
1:00.6	And so we had a, we sat on a panel where we did a live podcast. We asked some questions. They asked us some questions. It was a fun conversation and I thought it forced us to look at some of the issues that we discussed from markets to financial planning to personal finances to behavioral finance from from fun of a thousand people. So it was definitely a unique experience for us.
1:25.4	But I just want to give the audience,
1:27.6	the audio audience, a quick background
1:29.9	on who we spoke with, because I don't think we did
1:32.3	an instruction on the stage, because everybody knew who we spoke with because I don't think we did an instruction on the stage
1:33.2	because everybody knew who we were talking to. So Kevin Van Trump is the
	...

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