The Tariff Tantrum (EP.403)

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.8 • 2K Ratings

🗓️ 12 March 2025

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 403 of Animal Spirits, Michael Batnick and Ben Carlson discuss: a healthy correction in the stock market, growth stocks getting slaughtered, bonds are working again, recession worries are back on the table, international stocks are outperforming, the slowing labor market, AGI is coming, millennials are going to be waiting for their inheritance, how Covid changed everything and much more. This episode is sponsored by Betterment. Grow your RIA your way at: https://www.betterment.com/advisors 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 show is brought to you by our sponsors at Betterment.
0:02.8	Imagining a better future is the first step.
0:05.4	Investing in that future with Betterment advisor solutions is the next.
0:08.9	Whether you're launching your own practice, looking to streamline client onboarding or
0:12.0	just searching for efficient ways to scale your firm, Betterment is here to help.
0:15.0	They automate to make tax optimization simpler.
0:17.6	They provide support to make administrative tasks easier.
0:22.1	At Betterment, they are building innovative technology, all for anyone who's ever said, I think I can do better. So grow your RIA,
0:27.1	your way with Betterment advisor solutions. Learn more at Betterment.com slash advisors. Investing
0:32.2	involves risk, performance not guaranteed.
0:43.3	Welcome to Animal Spirits, a show about markets, life, and investing.
0:48.4	Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing, and watching.
0:53.2	All opinions expressed by Michael and Ben are solely their own opinion and do not reflect the opinion of Ridholt's wealth management. This podcast is for informational purposes only and should not be
0:58.4	relied upon for any investment decisions. Clients of Ridholt's wealth management may
1:02.7	maintain positions in the securities discussed in this podcast. Welcome to Animal Spirits
1:10.4	with Michael and Ben.
1:11.3	This is going to be a healthy show, a long show.
1:14.7	We've got, how many pages in the dot?
1:16.4	38.
1:17.7	Not quite a record, but I would say approaching 2020 highs, maybe.
1:23.1	The higher the VIX, the higher the clicks.
1:24.8	And then for us, what is it?
	...

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