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cover of episode Did Trump Blink? (EP. 405)

Did Trump Blink? (EP. 405)

2025/3/26
logo of podcast Animal Spirits Podcast

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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Matt
无足够信息构建一句话概述
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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。
Topics
Michael Batnick: 我认为国际股票市场在经历了长时间的低迷后,近期表现强劲,这表明市场情绪有时是正确的,但需要经历更低的低点才能出现转机。同时,我也关注到美国经济的复杂性,消费者情绪和实际消费行为之间存在差异,不能仅凭消费者情绪来判断经济形势。此外,我还关注到房地产市场和私人信贷市场的风险,以及美联储政策对市场的影响。 Ben Carlson: 我同意Michael的观点,国际股票市场在经历了长时间的低迷后出现反弹,这说明市场情绪有时是正确的,但需要进一步下跌才能触底反弹。同时,我也认为基于情绪的投资决策很容易导致错误,而应该根据市场实际情况做出理性判断。此外,多元化投资能够有效降低风险,即使某些板块表现不佳,其他板块也能弥补损失。 Matt: 我主要关注的是如何通过制作高质量的客户演示文稿,提升客户体验,并最终提升业务业绩。通过不断学习和提升技能,可以在职业生涯中创造更大的价值,并获得更好的发展机会。雇佣一位优秀且积极主动的员工,可以显著提升团队效率和工作质量。Exhibit A 公司提供高质量的图表资源,帮助金融顾问提升客户沟通效率,并解决合规问题。 其他人: 其他发言人则从不同角度分析了美国经济形势,包括消费者信心、通货膨胀、利率、就业市场、以及政府政策等方面。他们对经济前景的看法存在分歧,一些人比较乐观,一些人则比较悲观。

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On episode 405 of Animal Spirits, Michael Batnick) and Ben Carlson) discuss: how to become indispensable at work, the stock market comeback, the wealth effect, international stock outperformance, who owns the US stock market, 100 baggers, the Jerome Powell rally, watch what consumers do not what they say, how the GFC messed up the housing market, the shrinking middle class, Severance and more.

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

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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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