On Animal Spirits 295 Michael Batnick and Ben Carlson discuss the psychology behind big gains and losses, why retail traders are buying again, entertainment vs. advice with Jim Cramer, new bull market vs. bear market rally, value vs growth, the labor market, tales from Miami, and much more!
📈 This episode is sponsored by our friends at YCharts. Get 20% off your first subscription at: https://go.ycharts.com/animal-spirits-referral
► 00:00 - Ycharts Ad
► 01:02 - Miami
► 03:20 - The Retreat of Amateur Investors
► 07:43 - Retail Trading
► 09:06 - Viewer Poll (Bear Market Rally vs New Bull Market)
► 09:53 - Jim Cramer
► 12:56 - Boring vs Exciting Sectors
► 15:16 - Value vs Growth
► 16:33 - The Fed
► 20:16 - Jetski Deflation
► 21:16 - Labor Market
► 24:02 - M2 Money Supply
► 25:05 - Global Growth Outlook
► 26:02 - Car Prices
► 27:16 - Demand for Services
► 28:23 - State Cash Reserves
► 29:39 - Egg Prices
► 30:12 - Tech Layoffs
► 31:02 - Charlie Munger on Crypto
► 32:08 - Ark’s Bitcoin Call
► 33:55 - Housing Market
► 36:58 - Private Market
► 38:06 - Meta (Facebook) Earnings
► 40:20 - Apple Earnings
► 41:07 - Amazon and Google Earnings
► 41:52 - The Economy
► 43:23 - Credit Card Debt
► 46:27 - A Michael Epiphany
► 47:28 - ChatGPT and the AI Boom
► 48:25 - Viewer Poll (Ben Graham)
► 49:21 - Recommendations
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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.
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