Things Are Getting Stupid Again (EP.350)

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.8 • 2K Ratings

🗓️ 6 March 2024

⏱️ 66 minutes

🔗️ Recording | iTunes | RSS

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Summary

On episode 350 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why the markets continue moving higher, why buy & hold is the best (and worst) strategy, how 401(k)s impact the stock market, billionaires can't complain about inflation, consumers keep consuming, the richest generation in history, crypto just won't die, why we keep seeing so many booms & busts, the best new show of 2024 and much more. Thanks to YCharts for sponsoring this episode. Check out their new Attribution Analysis tool and get 20% off your initial YCharts Professional subscription when you start your free YCharts trial through Animal Spirits (new customers only) 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 [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 YCharts.
0:04.1	We've been using this platform for years,
0:08.3	and it's always thrilling when they say,
0:11.3	got something new. This time, they've got this really slick attribution analysis for people that are
0:18.4	managing portfolio so you could very easily see where returns are coming from, where returns are detracting from performance, and much more.
0:28.0	So actually, we got a question in our inbox this morning, saying,
0:32.0	how can, asking, how can you tell if you are lucky because the market or
0:36.8	a sector is going up or if you're a good stock picker?
0:39.6	And that's exactly what return attribution can do for you, right?
0:42.6	It can kind of separate those out to see
0:45.0	where the sources of returns are.
0:47.0	If you're interested in learning more,
0:48.6	and if you're a new customer
0:49.6	and you want to get 20% off,
0:51.0	tell them Animal Spirits sent to you, and have a great day.
0:54.0	Welcome to Animal Spirits, a show about markets, life and investing.
1:01.0	Join Michael Bannick and Ben Carlson as they talk about what they're reading, writing, and watching.
1:06.2	All opinions expressed by Michael and Ben are solely their own opinion and do not reflect the opinion
1:10.8	of Red Holt's wealth Management. This podcast is for
1:13.4	informational purposes only and should not be relied upon for any
1:16.7	investment decisions. Clients of Rydholz Wealth Management may maintain
1:20.3	positions in the securities discussed in this podcast.
	...

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