You Can't Quantify Happiness (EP.335)

Nov 22, 2023

Topics in this podcast include the blowout year for the Nasdaq 100, how experience shapes investment decisions, transitory inflation arguments, where prices have risen the most, who got the biggest wage gains, why housing prices refuse to crash, where to find affordable houses, why you can't trust sentiment surveys, and much more!

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Introduction

00:00 • 2min

Betting, Stocks, and the Performance of MAG7

01:41 • 14min

Transitory Inflation and the Impact on Prices

15:50 • 10min

Perceptions of Heroes, Vet Bills, and Saying Goodbye to a Dog

25:38 • 3min

Reflections on Inflation and High Prices

28:09 • 14min

Housing prices and the concept of affordable housing

41:52 • 11min

Material Possessions, Personal Finance, and the Functionality of Vests

53:17 • 2min

Debating the Accuracy of Generational Labels

55:08 • 2min

Generational Identity and Disaster Movies

57:00 • 10min

On episode 335 of Animal Spirits, Michael Batnick and Ben Carlson discuss: the blowout year for the Nasdaq 100, how experience shapes investment decisions, transitory inflation arguments, where prices have risen the most, who got the biggest wage gains, why housing prices refuse to crash, where to find affordable houses, why you can't trust sentiment surveys, 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

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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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