Finally, a Slowdown (EP.333)

4 snips

Nov 8, 2023

The podcast discusses the cooling labor market, the attractiveness of the 60/40 portfolio, the Fed's tough spot, why everyone hates the economy, how to become a millionaire, realtor commissions, reclining seats on planes, and more!

Ask episode

Chapters

Transcript

Episode notes

Introduction

00:00 • 2min

Airplane Etiquette and Labor Market Slowdown

01:52 • 13min

Valuations, Winners, and Private Equity

14:26 • 9min

Investment Strategies and Economic Sentiment

23:23 • 10min

The Influence of Social Media and Commuting Woes

33:20 • 4min

Impact of High Money Market Yields and Potential Consequences

37:23 • 5min

Real Estate Commissions and the Future of the Industry

42:24 • 15min

Discussing Munger, a Violinist Turned 100, and the Difficulty of Success

56:55 • 2min

On episode 333 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the cooling labor market, why the 60/40 portfolio looks more attractive now, why the Fed is in a tough spot, why everyone hates this economy, how to become a millionaire, realtor commissions, reclining your seat on a plane, and much more!

Thanks to YCharts for sponsoring this episode. Register for Michael and Ben's year-end wrap up at: https://ycharts.zoom.us/webinar/register/1316977225613/WN_ZwvEURfASPK06-zAxVKEWA

Find complete show notes on our blogs...

Ben Carlson’s A Wealth of Common Sense

Michael Batnick’s The Irrelevant Investor

Feel free to shoot us an email at animalspirits@thecompoundnews.com with any feedback, questions, recommendations, or ideas for future topics of conversation.

Check out the latest in financial blogger fashion at The Compound shop: https://www.idontshop.com

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.

Wealthcast Media, an affiliate of Ritholtz Wealth Management, receives payment from various entities for advertisements in affiliated podcasts, blogs and emails. Inclusion of such advertisements does not constitute or imply endorsement, sponsorship or recommendation thereof, or any affiliation therewith, by the Content Creator or by Ritholtz Wealth Management or any of its employees. For additional advertisement disclaimers see here https://ritholtzwealth.com/advertising-disclaimers. Investments in securities involve the risk of loss. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. The information provided on this website (including any information that may be accessed through this website) is not directed at any investor or category of investors and is provided solely as general information.

Obviously nothing on this channel should be considered as personalized financial advice or a solicitation to buy or sell any securities. See our disclosures here:

https://ritholtzwealth.com/podcast-youtube-disclosures/

Learn more about your ad choices. Visit megaphone.fm/adchoices