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Animal Spirits Podcast

Why Isn't Inflation Falling? (EP.279)

Animal Spirits Podcast

The Compound

Business News, News, Investing, Business

4.72.1K Ratings

🗓️ 19 October 2022

⏱️ 62 minutes

🧾️ Download transcript

Summary

On today's show we discuss the trouble with nailing the bottom in a bear market, why money continues flowing into ARK, why the VIX isn't higher, sticky inflation, why the bottom 50% has seen their net worth double since the start of the pandemic, Netflix with ads and much 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 experience is brought to you by composer Michael. We've talked about composer a number of times on the show

0:05.4

we had

0:06.8

Founder Ben Rallert on the show to discuss it

0:09.5

They're implementing something new on composer so composer is the place where you can go create your own algorithms your own

0:15.0

Systematic trading strategies long-term rebalancing by and hold leverage trend all these things

0:20.9

They've actually taken all of their different strategies inside it

0:24.1

We're gonna put the best ones into one programming. It's called opus and there are different risk versions

0:29.7

So you can do you basically target volatility so they have conservative a moderate aggressive model and

0:34.8

It's a totally diversified portfolio of stock spawns commodities currencies all this stuff

0:39.8

They say it's their best thinking all accessible with a single click so you can actually manage it to your risk parameters

0:46.1

They look at it on a quarterly basis with their investment team and add some of their best new ideas that are coming in

0:51.0

Pretty cool because if you're looking on all the symphonies on composer you may not know where to begin

0:55.7

And I don't know if you know this about me, but mr. Holland's opus is one of my favorite movies. It's a pretty good one

1:01.0

So this is Ben Rallert's opus. Yes, they did nail the branding here the symphonies composer

1:06.2

I love the way it's called. It's really good. That's really good

1:08.8

If you want to check it out go to composer.trade and check out their new opus trading strategy

1:13.5

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

1:24.4

Michael batnik and Ben Carlson work for Ritholds wealth management all opinions expressed by Michael and Ben or any podcast guests are solely their own opinions and do not

1:33.0

Reflect the opinion of Ritholds wealth management this podcast is for informational purposes only and should not be relied upon for investment decisions

1:40.1

Clients of Ritholds wealth management may maintain positions and the securities discussed in this podcast

1:45.5

Welcome to animal spirits with Michael and Ben Ben. Can you see this? Yeah, it sounds like a thick piece of paper

1:51.6

It's rarely second size seems pretty standard, but what it is it's a notice to appear. I've got a docket number

...

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