The Dollar Dump (EP.408)

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.8 • 2K Ratings

🗓️ 16 April 2025

⏱️ 65 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 408 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the tariff tantrum, why a falling dollar matters, yields are rising, betting markets on recession predictions, sentiment is falling off a cliff, buying stocks when they're down 15%, the unintended consequences of Trump's trade policies, panic in the stock market, when you should sell some stocks and much more. This episode is sponsored by NEOS Investments and Fabric by Gerber Life. Learn more about NEOS Investments and their offerings at https://neosfunds.com Join the thousands of parents who trust Fabric to protect their family. Apply today in just minutes at: https://meetfabric.com/spirits. Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe 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. 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. The Compound Media, Incorporated, 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 Animal Spirits is brought to you by Nios investing.
0:02.9	Today's volatile markets, option-based ETFs may be a compelling opportunity.
0:06.4	It makes sense.
0:07.0	This is the time for these kind of strategies, right?
0:09.5	More juice in the premiums?
0:11.3	Well, you get more juice in the premiums, but also the premium income helps reduce volatility.
0:15.8	And in downturns, that's when options-based strategies tend to work the best.
0:20.2	True.
0:20.6	Right? That's when options-based strategies tend to work the best. True. Right?
0:20.9	That's when they outperform.
0:22.5	So Nios Investments offers a suite of options-based ETS, looking for higher monthly
0:26.4	income, tax-efficient manner in the ETF wrapper.
0:29.7	Learn more about their offerings at NiosFunds.com.
0:32.5	That's NiosFunds.com to learn more.
0:35.0	Today's show is also brought to you by Fabric by Gerber Life, which is a term life insurance
0:40.4	that you can get done right from your couch, all online on your schedule.
0:46.1	I know we all complained about how busy we are.
0:48.2	You'd be covered under 10 minutes, no health exam required.
0:51.7	One of the first things I did when I had kids was get life insurance.
0:55.5	I don't know how tardy I was. I think I was pretty, I think I did that before the 5-2-9s.
0:59.9	I definitely did. So my very first policy is going to run up in a few years. Our oldest daughter,
1:05.2	Libby, just turned 11, and I got a 15-year term policy that is about to expire. So I'm thinking about do I need to get another term policy?
	...

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