The Holy Grail of Investing (EP.346)

Feb 7, 2024

Topics discussed in this podcast include concentration risk in the US stock market, economic dominance from the United States, the possibility of rate cuts by the Fed, competing opinions on the Apple Vision Pro, wage growth, the abundance of realtors, Tony Robbins' new investing book, and more!

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Introduction

00:00 • 2min

Stock market performance and concerns

02:06 • 5min

A Discussion on Visiting Rooms, Airplane Armrests, and the Dominance of the US in Markets

07:03 • 2min

Economic Growth and Market Size

08:59 • 15min

Investors' Views on the US Economy and Market Predictions

24:14 • 11min

Experts, Tim Ferris, and Cold Baths

34:46 • 2min

Analyzing Hot Showers, Labor Market Data, and Brand Name Layoffs

36:37 • 2min

US economy growth potential, crypto ETF flow, and ETF performance

38:17 • 2min

Real Estate Agents, Technology, and Allegations of Collusion

40:00 • 18min

Personal Finance Mistake and Movie Recommendations

57:33 • 11min

On episode 346 of Animal Spirits, Michael Batnick and Ben Carlson discuss: concentration risk in the US stock market, economic dominance from the United States, when the Fed will cut rates, competing takes on the Apple Vision Pro, macro is hard, wage growth won't quit, why there are so many realtors, another investing book from Tony Robbins, and much more!

Thanks to YCharts for sponsoring this episode! Download your copy of their ETF research and don’t forget, get 20% off your initial YCharts Professional subscription when you start your free YCharts trial and tell them Animal Spirits sent you (new customers only): https://go.ycharts.com/the-best-performing-etfs-of-2023

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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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