Talk Your Book: The Carrying Cost of Crazy

Animal Spirits Podcast

The Compound

Business News, News, Investing, Business

4.7 • 2.1K Ratings

🗓️ 13 March 2023

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On today's show, we are joined by Dr. David Kelly, Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management about the SVB drama, interest rates moving forward, a slowdown of consumer spending, and much more! Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. (Wealthcast Media, an affiliate of Ritholtz Wealth Management, received compensation from the sponsor of this advertisement. 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. 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.) 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.
0:05.0	Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing, and watching.
0:11.0	Michael Batnik and Ben Carlson work for Ritholds Wealth Management.
0:15.0	All opinions expressed by Michael and Ben or any podcast guests are solely their own opinions
0:19.0	and do not reflect the opinion of Ritholds Wealth Management.
0:22.0	This podcast is for informational purposes only and should not be relied upon for investment decisions.
0:27.0	Clients of Ritholds Wealth Management may maintain positions in the securities discussed in this podcast.
0:32.0	On today's show, in the words of Ritholds, we did an extra special guest.
0:37.0	Correct? Dr. David Kelly, who is a chief global strategist for JPMorgan Asset Management.
0:43.0	And we put this in place probably a month ago maybe, we set this date and time.
0:48.0	And the timing worked out just perfectly.
0:50.0	This was like the best market timing that we've had because so much happened this week.
0:55.0	We were recording this on Friday, March 10th.
0:58.0	I think this is going to run on Monday.
0:59.0	So the timing was perfect.
1:01.0	We got it in after Silicon Valley Bank had basically gone under and been taken into receivership whatever you call it.
1:08.0	We asked him about that.
1:09.0	We asked him about the Fed, about inflation, stocks bonds, and you and I were excited for this one.
1:15.0	Very exciting. He delivered.
1:16.0	We didn't cover the dollar.
1:18.0	We didn't cover global trade, but we spoke about what do you want to hear about?
1:22.0	The labor market, the Fed, stocks versus bonds.
	...

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