Animal Spirits Podcast

The Best Performing Stocks of 2025 (EP. 445)

60 snips
Dec 31, 2025
A deep dive into this year's top S&P 500 performers reveals tech picks and precious metals thriving. Silver is experiencing an explosive rise, while international small caps outperform their U.S. counterparts. The discussion shifts to millennial financial journeys, exploring how they achieved wealth and their approach to retirement spending. Sentiment is at historic lows, raising questions about consumer behavior. Plus, nostalgic chats about the best video games, including a spirited defense of Mario Kart!
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ANECDOTE

Recording During A Family Bowling Trip

  • Michael describes recording on a Saturday while on a family trip to Disney and bowling beforehand.
  • He shares bowling scores and how the timing worked with family obligations.
ADVICE

Don't Let Fear Or Greed Drive Trades

  • Avoid overtrading and emotional buy-sell whipsawing during volatile rallies.
  • Ben and Michael use self-directed examples like buying silver then selling quickly as cautionary tales.
INSIGHT

Silver's Unexpected 2025 Rally

  • Silver surged ~170% in 2025 while gold rose ~70%, surprising given a tech-driven year.
  • Ben and Michael note silver acts as a riskier version of gold and puzzled why it outperformed so dramatically.
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