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cover of episode Winners and Losers From the Stock Market Rally (EP.412)

Winners and Losers From the Stock Market Rally (EP.412)

2025/5/14
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Animal Spirits Podcast

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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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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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Ben Carlson: 我认为特朗普因为市场让他意识到关税不是一个好主意而退缩,我对此表示赞赏。我不赞赏他首先推出糟糕的政策,但我赞赏他退缩。 Michael Batnick: 我认为大型 CEO 们影响了他,比如 Jamie Dimon 和沃尔玛 CEO,他们都认为关税太高会是一场灾难。我们现在的情况是,关税仍然存在,虽然比以前高,但没有解放日看起来那么糟糕,也不会重塑全球秩序,只会导致增长放缓和价格略有上涨。

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On episode 412 of Animal Spirits, ⁠⁠Michael Batnick⁠⁠) and ⁠⁠Ben Carlson⁠⁠) discuss the China trade deal, retail was right, Wall Street was wrong, price vs. sentiment, markets saved us from a recession, record stock buybacks, 4-to-1 leverage and private equity in your 401k, Michael's real estate deals and more!

This episode is sponsored by** **STF Management. Visit: https://stfm.com/) to learn more.

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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)

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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