We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode We Have to Talk About Sports Betting (EP. 417)

We Have to Talk About Sports Betting (EP. 417)

2025/6/18
logo of podcast Animal Spirits Podcast

Animal Spirits Podcast

AI Deep Dive AI Chapters Transcript
People
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。
E
Eric Balchunas
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。
Topics
Michael Batnick: 我认为中东局势对市场的影响已经减弱,因为美国现在是世界上最大的石油生产国,能源在标普500指数中所占的比例也很小。虽然油价可能会因突发新闻而上涨,但很快就会回落。我个人觉得投资者已经意识到,大多数头条新闻对市场的影响不大。 Ben Carlson: 我同意你的看法,普通投资者不太可能因为中东局势而调整投资组合。除非市场大幅下跌,否则人们不会太关心这些地缘政治事件。

Deep Dive

Chapters
The hosts discuss the diminishing impact of Middle East conflicts on the stock market, attributing it to the US's increased oil production and a shift in investor priorities.
  • Reduced dependence on Middle Eastern oil
  • Investors less concerned with geopolitical events
  • Market price forces narrative

Shownotes Transcript

On episode 417 of Animal Spirits, ⁠⁠⁠⁠⁠⁠Michael Batnick⁠⁠⁠⁠⁠⁠) and ⁠⁠⁠⁠⁠⁠Ben Carlson⁠⁠⁠⁠⁠⁠) discuss valuations not mattering, volatility is the new normal, all-time highs in rich people, bubble behavior in AI, gambling is off and running, limit orders on crypto trades, the housing market is not fair, the downside of illiquidity, Michael's email pet peeves and more.

This episode is sponsored by Nuveen and Fabric by Gerber Life.

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/)

Learn more about your ad choices. Visit megaphone.fm/adchoices)