Animal Spirits Podcast

The Tariff Tantrum (EP.403)

9 snips
Mar 12, 2025
The hosts dive into a healthy correction in the stock market, comparing it to historical movements. They highlight the resurgence of bonds and growing recession fears while discussing the impact of a slowing labor market. Future worries about AI and millennials waiting for inheritances are explored, alongside the effects of COVID-19 on economic trends. A humorous reflection on nostalgic memories, from 90s minivans to market behaviors, keeps the conversation light while addressing the complexities of modern investing and personal experiences.
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INSIGHT

Healthy Correction

  • The current market correction, while concerning, may be healthier than a continued boom.
  • It reintroduces risk and potentially sets up a more sustainable market.
INSIGHT

Bonds Diversify Again

  • Bonds are providing diversification benefits again due to rising interest rates.
  • This follows a period where bonds underperformed as a diversifier.
ADVICE

Timing the Market

  • Don't try to time the market, especially with high-growth stocks.
  • Their declines can be swift and unpredictable, making it difficult to sell at the right time.
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