On Animal Spirits 304 Michael Batnick and Ben Carlson discuss the bond market, how Vanguard continues to dominate, why inflation is finally heading lower, why millennials aren't as broke as you think, the housing market, earnings, and much more!
This episode is sponsored by Pacer ETFs. Learn more about their Cash Cows ETFs at: https://www.paceretfs.com/.
► 00:00 - Pacer ETFs Ad Read
► 01:15 - Michael Gets Dressed Up
► 03:41 - The Fed
► 08:33 - T-Bills
► 13:29 - Retail Sales
► 18:05 - Euro Trip
► 19:41 - Crockpot Recession
► 22:12 - Vanguard
► 24:07 - Beating the Market
► 29:16 - Inflation
► 33:41 - Millennial Wealth
► 37:39 - Labor Market
► 41:16 - AI
► 46:35 - Housing
► 51:36 - Great Quartr Guys
► 59:50 - Apple Savings
► 01:02:27 - Should Meta Change back to Facebook?
► 01:03:24 - 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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