The Roaring Twenties (EP.353)

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.8 • 2K Ratings

🗓️ 27 March 2024

⏱️ 58 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 353 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why the elements are in place for a boom-time decade, why household allocations to stocks were so low in the past, how to lie with statistics, who keeps buying Treasury bonds, picking the AI winners in the stock market, some good news for homebuyers, and much more! This episode is brought to you by TBIL and the US Benchmark Series. To learn more, visit: https://www.ustreasuryetf.com/ Sign up for The Compound newsletter and never miss out: https://www.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. 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. 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 T-Bill and the U.S. Benchmark Series.
0:05.0	T-Bill, U.S. Benchmark Series E.T.F. that invests in three-month T-bills.
0:09.5	Surpassed $3 billion in assets recently.
0:11.6	Just launched in August 2022. of that yield obviously three month yield still over 5% probably
0:17.2	longer than I would have thought actually so this is the higher for longer thing if
0:21.2	you think the Fed's gonna keep rates higher for longer, this makes a lot of sense.
0:25.0	Just 15 basis points fee, really easy way to invest in those three month yields, part of 10 different EDFs called the U.S. Benchmark Series, covering every single point on the
0:34.6	yield curve from three months all the way up to 30 years.
0:37.4	So basically you can add any duration you want.
0:39.4	How you want it, always the same low fee, ease of an EDF. SoF. So T-bill and the U.S. benchmark series
0:44.4	make Treasury bond investing in the E.T.F. easy.
0:47.0	Check out US Treasury E.F. com to learn more.
0:50.2	Today's show is brought to you by the compound newsletter.
0:52.5	Subscribe to the compound newsletter to get a weekly wrap of all the compound content.
0:58.0	I see why am I?
1:13.0	We have a lot of content we produce here. It's hard to keep up with it all, but this is a nice summation of everything. I'm sure we miss some stuff, personally. They also have stuff from I don't shop.com.
1:15.0	I think last week that highlighted Ben doesn't drink coffee mug.
1:18.0	Still don't do it.
1:20.0	You know I've been shopping lately.
1:22.0	Send you text messages, What do we do here?
1:24.0	I need to get you a personal shot. You need like your own shopping broker or something. I don't know what you're doing.
1:29.0	Because you just go to the most expensive places.
	...

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