The Vaccine (EP.176)

Animal Spirits Podcast

The Compound

Business News, News, Investing, Business

4.7 • 2.1K Ratings

🗓️ 11 November 2020

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week's show we discuss what a vaccine would mean for the markets and economy, why a post-pandemic market will be so difficult to handicap, the potential for a massive boom post-vaccine, market moves after the election, corporate America as our strongest institution, why this year has been so challenging for investors and more. Find complete shownotes on our blogs... Ben Carlson’s A Wealth of Common Sense Michael Batnick’s The Irrelevant Investor Like us on Facebook And feel free to shoot us an email at animalspiritspod@gmail.com with any feedback, questions, recommendations, or ideas for future topics of conversation. 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 our friends at WhyCharts.
0:02.7	Last week Michael and I took a little test run with WhyCharts new dynamic model portfolios
0:08.0	tool. They gave us a little demo on this.
0:10.5	It's pretty cool because most back tests allow you to back test say a 60-40 portfolio
0:16.0	and you take a look at it and see what performed over time
0:19.0	but this dynamic model portfolio allows you to make changes over time to your portfolios.
0:23.1	So you can see had we implemented this change to our asset allocation or this holding,
0:27.6	how would things have looked versus how it actually played out.
0:31.0	And I think one of the big use cases for this is testing out how a change in
0:35.4	allocation or a change in strategy or a change in funds could have affected you positively
0:40.3	or negatively had you not made that change. So this is a cool one.
0:44.0	Go to YCharts.com, tell the manual spirits that
0:46.0	and they'll give you a seven day free trial
0:47.5	and 20% off your initial subscription for signing up.
0:50.8	Welcome to Animal Spirits, a show about markets, life, and investing.
0:55.0	Join Michael Batnick and Ben Carlson as they talk about what they're reading, writing, and watching.
1:01.0	Michael Batnick and Ben Carlson work for Ritholz wealth management.
1:05.4	All opinions expressed by Michael and Ben or any podcast guests are solely their own opinions
1:09.6	and do not reflect the opinion of Rithol's wealth management. This podcast is for
1:13.6	informational purposes only and should not be relied upon for investment
1:16.8	decisions. Clients of Ritt Holt's wealth management may maintain positions in
1:20.2	the securities discussed in this podcast. Welcome to Animal Spirits with Michael and Ben.
	...

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