4.8 • 2K Ratings
🗓️ 22 April 2024
⏱️ 33 minutes
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0:00.0 | Today's Animal Spirits Talkiboke is brought to you by Simplify Asset Management. |
0:04.0 | Go to Simplify. US to learn more about the Simplify Terra India Opportunities ETF. |
0:09.2 | That Simplify. |
0:10.3 | US. Welcome to Animal Spirit. That's |
0:17.4 | Welcome to Animal Spirits, a show about markets, life and investing. Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, and watching. |
0:23.0 | All opinions expressed by Michael and Ben |
0:24.8 | are solely their own opinion and do not reflect the opinion |
0:27.7 | of Red Holt's wealth management. |
0:29.3 | This podcast is for informational purposes only |
0:31.8 | and should not be relied upon for any |
0:33.3 | investment decisions. Clients of Ritholz wealth management may maintain |
0:37.1 | positions in the securities discussed in this podcast. |
0:41.3 | Welcome to Animal Spirits with Michael and Ben. |
0:45.0 | Michael, if you sell me on consumers spending money, that's all I need to hear. |
0:50.0 | Right? For a macro theme. |
0:52.0 | You are a sucker for a good spender. |
0:54.0 | So we talk about... |
0:56.0 | India has been in the news. |
0:58.0 | I don't know. It's been a nice run for the last what, 12, 18 months, the stock market. |
1:01.0 | And it's one of those fool me once situations like |
1:05.2 | listen emerging markets growing middle class consumers gonna spend money I've heard |
1:09.8 | this before and it didn't work out that well for the bricks or China especially right yeah |
... |
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