Animal Spirits Podcast

Speakers discuss rising treasury yields and the bond market, tech stocks, mortgage rates, and housing affordability. They also cover the decline in utilities, concerns about investor returns, and companies' layoffs. Additionally, they analyze cryptocurrency ownership in America and discuss changing preferences in food and surprising car sightings.

Eric Crittenden, CIO of Standpoint Asset Management, discusses trend following, understanding investor needs vs. wants, benefits of mutual fund wrapper vs. ETF, and the performance and drawdown numbers of an all-weather portfolio.

Topics discussed include housing bubbles, outperforming the market, gambling vs. day trading, NFT worthlessness, soft landings in the economy, declining housing prices, declining bullish sentiment, fluctuating gas prices, and nostalgia for 80s TV shows and movies.

Ed Egilinsky, Head of Alternatives at Direxion, discusses topics such as leverage in ETFs, not holding leveraged ETFs long-term, investing in China, using ETF flows as a trading signal, Direxion's tactical commodity ETF, and diversifying Nasdaq exposure with equal weight ETFs.

The podcast discusses topics such as changes in markets over the past 70 years, higher stock allocations, small caps vs. large caps, trading options, overspending, the state of the economy, starter homes, rising mortgage payments, consistency of tax revenues, luxury real estate, supermarket choices, and encounters with identical twins at Trader Joe's.

The podcast discusses wealth managers vs. institutions investing in alternatives, how advisors are utilizing GLASfunds, investing in alts in a rising-rate environment, how private investments could be improved, and debates on fee structure and transparency in finance.

On episode 325 of Animal Spirits, Michael Batnick and Ben Carlson are live at Future Proof! Duncan spills a Miami Vice and we discuss: what we actually do at RWM, if Apple is the next IBM, Canadian real estate, issues at ESPN, traveling to California, and much more!Today's episode is sponsored by our friends at YCharts! Start your free trial and get 20% off your first subscription at: https://go.ycharts.com/animal-spirits-referral.Find complete show notes on our blogs...Ben Carlson’s A Wealth of Common SenseMichael Batnick’s The Irrelevant InvestorFeel free to shoot us an email at animalspiritspod@gmail.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

Joining Michael and Ben on this episode are Jack Neureuter, Senior Research Analyst at Fidelity Digital Assets, and Ramine Bigdeliazari, Director of Product at Fidelity Digital Assets. They discuss the SEC ruling's impact on digital assets, the potential effect of an ETF on the crypto ecosystem, talent migration in crypto, macro changes, and digital asset reactions.

On today's show, Michael and Ben are joined again by CarDealershipGuy to discuss: Ben's car leasing dilemma, leasing vs buying, why car prices have gotten so expensive, Tesla vs everyone, and much more!  Find complete show notes on our blogs...Ben Carlson’s A Wealth of Common SenseMichael Batnick’s The Irrelevant InvestorFeel free to shoot us an email at animalspiritspod@gmail.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.comPast performance is not indicative of future results. The material discussed has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed, and F/m Investments makes no representation or warranty as to the accuracy or completeness of the information. 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

On episode 324 of Animal Spirits, Michael Batnick and Ben Carlson discuss: one of the best years ever for the Nasdaq 100, people who want to see the financial system burn, getting back on trend with economic data, what if housing prices were just undervalued before the pandemic, Canada vs. Miami housing prices, why married people are happier, and much more!Find complete show notes on our blogs...Ben Carlson’s A Wealth of Common SenseMichael Batnick’s The Irrelevant InvestorFeel free to shoot us an email at animalspiritspod@gmail.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