Things Are Getting Stupid Again | Animal Spirits 350
On episode 350 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why the markets continue moving higher, why buy & hold is the best (and worst) strategy, how 401ks impact the stock market, billionaires can't complain about inflation, consumers keep consuming, the richest generation in history, crypto just won't die, why we keep seeing so many booms & busts, the best new show of 2024 and much more.
Thanks to YCharts for sponsoring this episode. Check out their new Attribution Analysis tool and get 20% off your initial YCharts Professional subscription when you start your free YCharts trial through Animal Spirits (new customers only) at: https://go.ycharts.com/animal-spirits...
► 00:00 - YCharts Ad Read
► 01:01 - Intro
► 02:49 - S&P 500 Returns
► 06:26 - Investing vs Saving
► 12:47 - Zero Interest-Rate Policy (ZIRP)
► 15:00 - Fidelity Investor Report
► 20:24 - When All the Money in the World Isn't Enough
► 24:57 - Auto Insurance
► 29:17 - Consumers
► 33:04 - Demographics
► 36:55 - Klarna's AI Experiment
► 41:04 - Apple Vision Pro Review
► 48:11 - Bitcoin/Crypto
► 54:57 - Real Estate
► 01:01:10 - Recommendations
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be relied upon for investment decisions and is not a solicitation or recommendation to buy or sell any securities. 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. See additional disclosures: https://www.ritholtzwealth.com/podcas.... “Likes” or other comments are not intended to be endorsements of Ritholtz Wealth Management, or their employees and are not compensated.
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