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cover of episode The Top 10 Risks to the Stock Market (EP. 419)

The Top 10 Risks to the Stock Market (EP. 419)

2025/7/2
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Animal Spirits Podcast

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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
Derek Thompson
J
Jake
考虑在低收入年份进行 Roth 转换以优化税务规划。
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。
P
Peter Thiel
Topics
Ben Carlson: 我认为过度的市场稳定最终会滋生不稳定因素,导致人们对潜在风险的警惕性降低。这种稳定可能会使投资者对风险视而不见,从而导致市场出现意想不到的崩溃。我们需要警惕这种由过度稳定带来的潜在风险。 Michael Batnick: 我认为目前市场缺乏明确的主题,大家都在等待人工智能泡沫的出现。如果一定要列出可能结束牛市的十大风险,人工智能泡沫的破裂无疑会是首当其冲的因素。此外,永久熊市论调的消失也值得关注,他们不断被证伪的末日预言,使得他们逐渐失去市场的影响力。我同时认为,美联储的政策应该更加关注通货膨胀和劳动力市场,而不是过度关注股市的短期波动。

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On episode 419 of Animal Spirits, ⁠⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠⁠) and ⁠⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠⁠) discuss recession hypotheticals, all-time highs in the stock market, the death of the permabear, international outperformance, a crashing dollar, the automatic investing revolution, yield magicians, fast food price inflation, AI vs financial advisors, the potential for a housing market correction and more!

This episode is sponsored by Vanguard. Learn more at: www.vanguard.com/fixedincome.)

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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