Upside Down Markets (EP.167)

Animal Spirits Podcast

The Compound

Business News, News, Investing, Business

4.7 • 2.1K Ratings

🗓️ 16 September 2020

⏱️ 44 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On this week's show we discuss some work from home backlash, parents vs. single people in the office, where inflation comes from, the new fiscal policy regime, why markets are so hard, experts on an earlier version of the world, the two beers and a puppy rule, the growth in sports gambling 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

Click on a timestamp to play from that location

0:00.0	Today's Animal Spirits is brought to you by our friends at YCharts.
0:03.0	One of the simplest features that I like when you're trying to search for data,
0:07.0	you can always use their search function, but they also have a broken down by ETS and mutual funds and stocks and bonds but they also have economic indicators and if you
0:15.2	click in there oftentimes you find information that they have that you didn't know you needed
0:19.8	and especially when we're kind of digging into this stuff it's very helpful so today we're
0:23.3	going to talk about the insane growth in the money supply of the US which based on
0:27.8	why charts data going back to the 1980s has grown at nearly 180% over the past 12 months which is by far the biggest
0:36.2	jump we've ever seen in this and we're going to talk about that. As it relates to
0:39.6	our favorite Studonymous blogger Jesse Livermore's latest tomb.
0:43.4	So go to YCharts, tell them Animal Spirits
0:45.4	sent you to get 20% off your latest subscription.
0:48.5	Welcome to Animal Spirits, a show about markets, life, and investing.
0:53.0	Join Michael Batnick and Ben Carlson
0:55.0	as they talk about what they're reading, writing, and watching.
0:59.0	Michael Batnick and Ben Carlson
1:01.0	work for Ritholz's wealth management. All opinions expressed by Michael and Ben Carlson work for Ritt Holt's wealth management.
1:03.0	All opinions expressed by Michael and Ben or any podcast guests are solely their own opinions and do not
1:07.8	reflect the opinion of Ritt Holt's wealth management.
1:10.4	This podcast is for informational purposes only and should not be relied upon for investment decisions.
1:15.0	Clients of RIT Holt's wealth management may maintain positions in the securities discussed in this podcast.
1:20.0	Welcome to Animal Spirits with Michael and Ben.
1:22.0	I suppose this was inevitable. So Reed
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Compound, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Compound and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.