Higher for Longer (EP.331)

Oct 25, 2023

Topics include higher growth and higher rates vs. lower growth and lower rates, the focus on 60/40 portfolios, bears vs. doomers, the annoyance economy, why no one is happy about the economy, a record jump in net worth, renting vs. buying, Netflix's growth strategies and earnings, and casual conversations on dogs, house temperatures, and apartment living.

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Introduction

00:00 • 2min

Understanding and Managing Behavior in Investing

01:41 • 2min

The Importance of Content and Confidence

03:51 • 9min

Performance of S&P 500 and 60-40 Strategy

13:02 • 14min

Analysis of Federal Reserve Report on Household Net Worth

26:40 • 13min

The Inaccuracy of a Stock Market Crash Prediction

39:48 • 12min

Netflix's Growth Strategies and Earnings

52:05 • 14min

Casual Conversations on Dogs, House Temperatures, and Apartment Living

01:06:18 • 2min

Discussions on Taylor Swift movie, box office performance, and audience demographics

01:07:53 • 2min

Old Dads Comedy and The Bear: Forks

01:09:23 • 5min

On episode 331 of Animal Spirits, Michael Batnick and Ben Carlson discuss: higher growth and higher rates vs. lower growth and lower rates, why there is so much focus on 60/40 portfolios, bears vs. doomers, the annoyance economy, why no one is happy about the economy right now (or ever), a record jump in net worth, renting vs. buying, and much more!

Thanks to YCharts for sponsoring this episode. To learn more about their advisor resources and tax efficient investing, visit: https://go.ycharts.com/how-advisors-use-ycharts-to-save-clients-money-on-taxes?utm_source=Animal+Spirits

Thanks to Kaplan College for Financial Planning for sponsoring this episode. Learn more about the ABFP Professional Designation Program at: https://www.kaplanfinancial.com/wealth-management/abfp?utm_source=animal_spirits_podcast&utm_medium=podcast&utm_campaign=animal_spirits_partnership&utm_content=abfp

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Ben Carlson’s A Wealth of Common Sense

Michael Batnick’s The Irrelevant Investor

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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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