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cover of episode A Bubble is Coming (EP. 416)

A Bubble is Coming (EP. 416)

2025/6/11
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Animal Spirits Podcast

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Balchun
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Ben Carlson
一位专注于投资教育和策略的金融专家,通过博客和播客分享投资见解。
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Bill Gurley
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David Kelly
首席全球策略师和全球市场洞察策略团队负责人,拥有超过20年的金融行业经验。
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Dollar General
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Donald Trump
批评CHIPS Act,倡导使用关税而非补贴来促进美国国内芯片制造。
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Jeffrey Kleintop
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Larry Fink
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Mark Rubenstein
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Mary Meeker
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Michael Batnick
作为 Ritholtz Wealth Management 的管理合伙人和研究总监,Michael Batnick 是一位知名的投资专家和播客主持人。
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Neil Dutta
领导宏观经济研究,专注于分析美国经济和全球趋势的经济学家。
Topics
Michael Batnick: 我认为现在正处于我经历过的最有趣的市场环境。特朗普的关税政策、人工智能的工业革命、零售投资者的崛起、后疫情时代消费习惯的永久性转变、美联储的利率政策以及欧洲的崛起等多种因素交织在一起,使得当前的投资环境充满了不确定性和机遇。我特别强调了人工智能的影响,认为它比特朗普的关税政策更为重要,并预示着一场泡沫即将来临。零售投资者的风险偏好也可能导致更多泡沫的出现。总之,我认为现在是自2020年以来最具吸引力的投资环境。 Ben Carlson: 我赞同2020年代可能成为自1990年代以来第一个真正具有独特性的十年。虽然2000年代和2010年代的界限模糊,但2020年代有可能成为一个值得回顾的时代。

Deep Dive

Shownotes Transcript

On episode 416 of Animal Spirits, ⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠) and ⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠) discuss the stock market bet of the century, the most interesting market environment ever, positive trends in retirement saving, Europe is outperforming, downturns might be different now, the Fed should cut rates, how to invest in AI, crypto is Tradfi now, private market scrutiny, the most 1990s movie ever and much more!

This episode is sponsored by T. Rowe Price. Learn more at: ⁠https://www.troweprice.com/exploreetfs⁠)

Sign up for The Compound newsletter and never miss out: ⁠⁠⁠⁠⁠thecompoundnews.com/subscribe⁠⁠⁠⁠⁠)

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 ⁠⁠⁠⁠⁠[email protected]⁠⁠⁠⁠⁠) with any feedback, questions, recommendations, or ideas for future topics of conversation.

 

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.

The Compound Media, Incorporated, 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/)

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