The Wealth Paradox (EP.318)

Animal Spirits Podcast

The Compound

Investing, Business News, News, Business

4.7 • 2.1K Ratings

🗓️ 26 July 2023

⏱️ 67 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 318 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the 2 types of bear markets, why everyone was wrong but the stock market was right about a recession, speculation vs. interest rates, real estate as an investment, why everyone underestimated the consumer, the unhealthy housing market rolls on, and much more! Today's episode is sponsored by our friends at YCharts. Re-imagine your portfolio research with the latest addition to your YCharts toolkit: Portfolio Optimizer. Start your free trial and get 20% off your first subscription at: https://go.ycharts.com/animal-spirits-referral. 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 animalspiritspod@gmail.com 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 animal spirits is brought to you by our friends at Y-charts.
0:03.2	Y-charts has this cool new tool called portfolio optimizer that allows you to re-imagining
0:07.5	your portfolio and that dynamic capabilities you can spend less time on the tedious data
0:12.4	sifting, more time fostering engaging experiences, answering client questions, with prospects
0:17.2	and optimization, and you can also modify existing portfolios.
0:21.0	With portfolio optimizer, you have the power to mitigate risk, maximize portfolio performance
0:24.6	and make data-driven decisions with confidence to answer the Y behind your strategy.
0:28.0	Very important these days, right?
0:29.6	People, there's a million different portfolios they can have.
0:31.9	I think why you have that portfolio is one of the things that a advisor needs to answer.
0:36.1	A true Y-charts fashion portfolio optimizer is designed with compelling visuals, which
0:40.0	is some of my favorite things, is the charts, of course, which make a client and prospect
0:43.9	meeting seamless and educational.
0:45.6	Click the link in the show notes and start your free Y-charts trial and then get 20%
0:50.0	on your initial subscription if you sign up telling them the animal spirits sent to you.
0:53.6	As always.
0:54.6	Welcome to Animal Spirits, a show about markets, life and investing.
1:01.4	Join Michael Batnik and Ben Carlson as they talk about what they are reading, writing
1:05.3	and watching.
1:06.4	All opinions expressed by Michael and Ben are solely their own opinion and do not reflect
1:10.5	the opinion of Redholtz Wealth Management.
1:12.8	This podcast is for informational purposes only and should not be relied upon for any investment
	...

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