The Ben Carlson Top (EP.337)

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.8 • 2K Ratings

🗓️ 6 December 2023

⏱️ 69 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 337 of Animal Spirits, Michael Batnick and Ben Carlson discuss: Charlie Munger, how much the Fed really matters, negativity bias in America, the blame game for inflation, why you don't invest based on the headlines, narratives on bond yields, doom spending in the economy, a quiet crypto boom, and much more! This episode is sponsored by Nuveen and Kaplan Schweser. Learn more about investing with Nuveen at: https://www.nuveen.com/en-us Check out Kaplan Schweser's CFA exam prep study package at: https://www.schweser.com/ 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 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	Today's podcast is brought to you by Noveen.
0:03.0	Noveen has provided an investment excellence for 125 years.
0:07.0	A lot has changed, but one thing remains constant.
0:10.0	Including different types of durable income in portfolios can help investors meet their goals
0:14.6	with expertise across income and alternatives.
0:17.6	New Veen continues to expand its capabilities while maintaining its legacy as a leading
0:22.1	investment manager.
0:23.4	Visit New Vene.com to learn more.
0:26.4	Investing involves risk, loss of principle is possible.
0:30.9	Today's show is sponsored by Kaplan Schweizer, the study material, education material that I, myself, leaned on to get me through the first second, and yes, not to brag the third exam as well.
0:45.1	I did I did fail level two but in my defense I was not even in the industry
0:52.1	very difficult difficult exam and part two my mom passed not to make
0:58.8	this two more of it but like three weeks after I took the test mentally I was not not in the greatest
1:03.3	head space to be taking that exam so I think that's excuses thank you. The first one I
1:07.8	took was December so it used to be you can only take the test in June then they
1:11.7	added level one in December and Then they added level one in December but they did not have it in Grand Rapids anywhere.
1:16.5	So I had to go to Chicago and took it at the McCormick place and it was like 3,000 people taking it in a huge gigantic it's a very bizarre process.
1:27.6	I took level two the one that I failed at the Javitt Center and you're're right, it's just rows and rows and rows of future analysts of America.
1:38.0	So this is why you need Kaplan Schweizer, so you're prepared for this test because I saw people like
1:43.7	cramming for the test before the level one and I'm thinking if you don't know it now
1:47.4	after six months of studying I don't think any sort of crammy is going to help that's
1:51.5	why you need the study guides,
	...

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