All In on US Stocks (EP.392)

43 snips

Dec 25, 2024

The hosts dive into the stark contrasts between U.S. and global stock performances, illustrating the addiction many have to U.S. stocks. They examine China's deflation and its possible impact on future economic hardships. Self-driving cars and their potential safety benefits become a humorous topic. Amid lighter discussions, they explore the viral trend of 'splitting the G' with Guinness and riff on nostalgic holiday moments, all while weaving in valuable financial insights from pop culture.

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ADVICE

Public Statements vs. Actions

Understand the difference between public statements and actual strategies.
Be cautious when making decisions based on what someone says publicly, as their actions may differ.

INSIGHT

Market Sentiment Shift

The stock market experienced a sudden shift in sentiment, going from optimistic to cautious.
This change was triggered by the Fed's indication of fewer rate cuts.

INSIGHT

International Stock Sentiment

Current sentiment towards international stocks is extremely negative.
Despite historical cycles, structural changes might make past analogs useless.

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On episode 392 of Animal Spirits, Michael Batnick and Ben Carlson discuss: healthy corrections, rate cuts vs. the stock market, terrible sentiment towards foreign stocks, the crack cocaine of the stock market, addiction in the information age, deflation in China, AI eats the world, houses are getting older, new vs. used cars for your kids, everyone is drinking Guinness, and much more!

This episode is sponsored by YCharts and Fabric by Gerber Life.

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Find complete show notes on our blogs:

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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