Talk Your Book: The Prophet of Capital Preservation
Animal Spirits Podcast
The Compound
4.7 • 2.1K Ratings
🗓️ 6 February 2023
⏱️ 37 minutes
🔗️ Recording | iTunes | RSS
🧾️ Download transcript
Summary
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Today's Animal Spirits Talkbook is presented by Asymmetric ETFs. |
| 0:04.4 | Go to ASYMshares.com to learn more about their three different funds, |
| 0:09.3 | all rules based. We're going to get into them on the show today. That's ASYMshares.com. |
| 0:14.9 | Welcome to Animal Spirits, a show about markets, life, and investing. |
| 0:19.6 | Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing, and watching. |
| 0:25.9 | Michael Batnik and Ben Carlson work for Ritholds Wealth Management. |
| 0:29.4 | All opinions expressed by Michael and Ben or any podcast guests are solely their own opinions |
| 0:33.9 | and do not reflect the opinion of Ritholds Wealth Management. This podcast is for informational |
| 0:38.4 | purposes only and should not be relied upon for investment decisions. Clients of Ritholds Wealth |
| 0:42.8 | Management may maintain positions in the securities discussed in this podcast. |
| 0:47.1 | Welcome to Animal Spirits with Michael and Ben. Ben, your voice got a little radio guy. |
| 0:51.6 | It was a very smooth intro. Did you feel that? |
| 0:54.4 | It's because I've been sick lately, so I've got the bear's phone down, maybe. |
| 0:59.9 | That was a fun one. We had a good talk today with Darren Schringer from Asymmetric ETFs, |
| 1:06.3 | which is a new company to us. We said it was one of the more interesting conversations |
| 1:10.3 | we've had in a while. We haven't gotten many in a while, but for three or four years there, |
| 1:15.8 | our inbox at least once a week was someone saying, I want to put at least part of my portfolio |
| 1:21.4 | in something with leverage because I'm in my 20s and in my 30s, I have decades to compound. |
| 1:26.8 | I know I'm going to have more volatility. If I can take advantage of the leverage, |
| 1:31.3 | I want to use it and I think it's going to work out in the end because I'm a long-term investor. |
| 1:34.5 | We should have Sean plot those emails when they came in against the S&P 500. They definitely |
| 1:38.8 | clustered. Probably be a zero now. The answer was always, you're going to lose 70, 80, 90 percent |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from The Compound, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of The Compound and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

