Passive is Eating the Market (EP.347)

5 snips

Feb 14, 2024

Topics include McDonald's price increase, prospects for another bear market, concentration in the S&P 500, Nvidia vs. China, tail risk strategies, consumer credit, commercial real estate, fixing youth sports, frustrations of youth sports tryouts, and thoughts on the Super Bowl and movies.

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Introduction

00:00 • 2min

Speculation on Inflation, Market Sell-Off, and Federal Reserve's Decisions

02:15 • 2min

Fed's Reaction to Market, Inflation Pressure on Consumers, and the Secret to Fighting Inflation

04:17 • 2min

Wage Growth, Bear Markets, and Drivers of Returns

05:52 • 5min

The Relationship Between Earnings Growth and Market Valuations

10:33 • 16min

Winners and Losers in the Market

26:20 • 13min

Analyzing Bitcoin Outflows and Investor Behavior

39:10 • 15min

The Frustrations of Youth Sports Tryouts for Young Children

54:32 • 2min

Thoughts on Super Bowl and Movies

56:41 • 8min

On episode 347 of Animal Spirits, Michael Batnick and Ben Carlson discuss: why McDonald's is getting more expensive, the prospects for another bear market this year, fundamentals that drive stock returns, concentration in the S&P 500, Nvidia vs. China, tail risk strategies, consumer credit, commercial real estate, fixing youth sports, and more!

Thanks to Spear Funds for sponsoring this episode. To learn more about the Spear Alpha ETF, visit: https://spear-funds.com/

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Ben Carlson’s A Wealth of Common Sense

Michael Batnick’s The Irrelevant Investor

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