Animal Spirits Podcast cover image

Animal Spirits Podcast

Benjamin Graham Disciple (EP.294)

Feb 1, 2023
Discussion on stock and bond market rallies in 2023, investor pessimism, housing market activity, tech layoffs context, slowing consumer spending, and amusing personal anecdotes
55:05

Podcast summary created with Snipd AI

Quick takeaways

  • Stock market behavior anticipates future events like recessions based on past trends.
  • Regular exercise is essential for mental and physical health, improving overall well-being.

Deep dives

Summary of the Podcast Episode

Financial advisors are partnering with companies like Helios for portfolio management. The podcast discusses how model portfolios have performed over the last decade at an 18% compound annual growth rate. Many advisors prefer focusing on clients instead of portfolio management, highlighting the value added by companies like Helios. Helios offers in-source CIO services tailored from multimillion-dollar teams to solo practices, catering to various advisor needs.

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