Why Crypto Needs BlackRock (EP.314)

Animal Spirits Podcast

The Compound

Business News, News, Investing, Business

4.7 • 2.1K Ratings

🗓️ 28 June 2023

⏱️ 55 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

On episode 314 of Animal Spirits, Michael Batnick and Ben Carlson discuss why the bond market isn't always the smart money, some more good news on the inflation front, why lifestyle inflation is at all-time highs, talking ourselves out of a boom, why smart people have a hard time admitting they are wrong, Bitcoin ETFs, credit card reward point inflation, the most charismatic actor of all-time, and much more! Thanks to YCharts for sponsoring this episode! Check out YCharts' latest research on which portfolios and asset classes perform best during Fed Rate Hike Cycles: https://go.ycharts.com/managing-rising-rate-environments?utm_source=Ritholtz Find complete shownotes 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 YChar's.
0:02.4	Check out YChar's latest research on Wikipedia portfolios in asset class
0:05.8	performed the best during Fed rate hike cycles.
0:09.1	All right, so they looked at 10 different allocation strategies
0:11.9	and how they performed 64,
0:13.7	even they did like a 55, 35, 10,
0:16.6	which is like commodities as the 10.
0:19.4	They looked at the rate hikes during 1999 to 2000 that started.
0:23.7	2004 to 2006.
0:25.6	How's the 1515?
0:27.6	Maker down on Ave portfolio.
0:30.0	Uh, the other thing is like they look at what happened after the
0:34.4	rate hike cycle and during it's, I don't know, I think these kind of
0:38.4	scenario analysis tools are good for especially advisors for setting
0:41.2	expectations and looking through the range of possibilities.
0:44.0	Because obviously there's no one perfect portfolio in the moment.
0:46.7	You only know with hindsight.
0:47.6	So if you want to learn more, check out the link on our show notes.
0:52.0	And again, go to YChar's.com.
0:53.6	Pillowmanual spirit sent to you 20% off that initial subscription.
0:57.1	Welcome to Animal Spirits, a shell about markets, life and investing.
1:03.0	Join Michael Batnik and Ben Carlson as they talk about what they're
	...

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