Time to Get Bearish? (EP.401)

Animal Spirits Podcast

The Compound

News, Business News, Business, Investing

4.8 • 2K Ratings

🗓️ 26 February 2025

⏱️ 52 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 401 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the potential for an economic slowdown, Steve Cohen gets bearish, the labor market is slowing, giving the US economy the benefit of the doubt, the top 10% owns everything, rich people are everywhere these days, Berkshire Hathaway pays a lot of taxes, Robinhood is a casino and much more. This episode is sponsored by Betterment. Grow your RIA your way: 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	And now a word from our sponsors at Betterment.
0:02.8	Imagining a better future is the first step.
0:05.6	Investing in that future with Betterment Advisor's Solutions is next.
0:08.9	Whether you're launching your own practice, looking to streamline client onboarding,
0:11.5	or just searching for efficient ways to scale your firm,
0:13.9	Betterment is here to help.
0:15.0	They automate to make tax optimization simpler.
0:17.5	They provide support to make administration tasks easier.
0:20.4	At Betterment, they're building innovative technology all for anyone who's ever said,
0:24.1	I think I can do better. So grow your RIA, your way with the Betterment Advisor Solutions.
0:28.8	Learn more at Betterment.com slash advisors. Investing involves risks. Performance not guaranteed.
0:43.8	Welcome to Animal Spirits, a show about markets, life, and investing. Join Michael Batnik and Ben Carlson as they talk about what they're reading, writing, and watching. All opinions
0:49.1	expressed by Michael and Ben are solely their own opinion and do not reflect the opinion of
0:53.4	Ridholt's wealth management.
0:54.8	This podcast is for informational purposes only and should not be relied upon for any investment
0:59.5	decisions. Clients of Ridholt's wealth management may maintain positions in the securities
1:03.8	discussed in this podcast.
1:10.6	Welcome to Animal Spirits with Michael and Ben.
1:15.8	The podcast last week feels like a year ago.
1:18.8	It does.
1:20.3	I agree.
1:21.1	Time is moving in weird places these days.
	...

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