Welcome to Animal Spirits, the podcast that takes a completely different look at markets and investing,

hosted by Michael Baddick and Ben Carlson, two guys who study the markets as a passion,

and invest for all the right reasons.

Michael Batnik and Ben Carlson work for Rit Holt's wealth management.

All opinions expressed by Michael and Ben or any podcast guests are solely their own opinions and do not reflect the opinion of

Ritt Holt's wealth management. This podcast is for informational purposes only and

should not be relied upon for investment decisions. Clients of Ritthold's

wealth management may maintain positions in the securities discussed in this podcast.

Welcome to Animal Spirits with Michael and Ben.

So last week I finished watching all the new season of comedians and cars getting coffee and the one that exceeded

expectations for me was Alec Baldwin he actually came off better than I thought he

would and him in Seinfeld had a good rapport did you watch that one?

Not yet. Okay I really liked it and I was kind of surprised because

I didn't know how like well he would be but Seinfeld had a great quote about

him he said you're the kind of person who everyone has an opinion about nobody's

neutral about you and when I heard that I

immediately thought of the pie chart heard around the world that you sent out last

week and I know you've already talked about this a lot you did a video with Josh

on and you wrote a post about it but we kind of have to talk about it.

So you put a pie chart that shows five large tech companies, Apple Amazon, Google,

Microsoft and Facebook, how the collective market caps of those five stocks are bigger

than what, the bottom 282 stocks than the S&P 500?

...