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cover of episode The Nothing Ever Happens Market (EP. 418)

The Nothing Ever Happens Market (EP. 418)

2025/6/25
logo of podcast Animal Spirits Podcast

Animal Spirits Podcast

AI Deep Dive AI Chapters Transcript
People
A
Andy Jassy
B
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。
D
David Francis Kelly
M
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。
S
Sam Lee
T
Tom Walken
Topics
Ben Carlson: 创新者ETF推出了新的双向缓冲ETF,允许投资者在积极和消极的市场中都能赚钱。这种ETF提供了一种对冲方式,当市场下跌时,投资者可以获得收益。YCharts的AI工具可以帮助顾问节省时间,快速提供见解,并更快地创建提案。我发现这些工具能显著提升工作效率,特别是在为客户准备报告和进行市场分析时。

Deep Dive

Chapters
This chapter explores the concept of 'market amnesia,' where investors tend to quickly forget about market-shaking news events. The discussion includes a study on world-changing events and their minimal impact on stock prices, suggesting that investors are becoming better at ignoring scary headlines and focusing on long-term growth. The question of whether this amnesia is ultimately beneficial is debated.
  • Market volatility on days with major geopolitical news is surprisingly low.
  • A study shows that earnings growth is the primary driver of stock market performance, overshadowing short-term shocks.
  • Ignoring short-term market fluctuations and focusing on long-term growth is a key to successful investing.

Shownotes Transcript

On episode 418 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠) and ⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠) discuss why investors are ignoring scary headlines, war vs the stock market, a slowdown in the labor market, not every bad thing is a crisis, all stock markets are concentrated, it's getting more expensive to own a car, Mark Zuckerberg is desperate, the stablecoin opportunity set, baby boomers are never selling their houses and more!

This episode is sponsored by CBOE and YCharts.

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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.

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:

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