We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode The Leverage Mania (EP.388)

The Leverage Mania (EP.388)

2024/11/27
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。
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 对金融专业人士参与播客的比例低于预期感到惊讶,并推测这可能是因为专业人士没有充分利用播客资源。他认为,如果金融专业人士能够积极参与并提供反馈,这将有助于播客内容的改进和完善。 Ben Carlson 则表达了对市场是否已经见顶的担忧,以及人们对市场见顶的担忧是否过于强烈。他认为,虽然市场可能处于某种程度的顶部,但现在就断言市场见顶还为时过早,需要更多时间来观察市场走势。他认为,过早下结论可能会导致错失良机。

Deep Dive

Chapters
The discussion revolves around the current state of the stock market, with concerns about it being overvalued. The hosts analyze various indicators and historical data to assess whether the market is at a peak.
  • Technology sector dominates with 800% returns since 2014.
  • Top 10 companies account for 36% of the S&P 500 market cap.
  • Concentration of market power in a few large tech companies.

Shownotes Transcript

On episode 388 of Animal Spirits, Michael Batnick) and Ben Carlson) discuss: great stock market returns so far for 2024, Bluesky vs X, the impact of tariffs on the U.S. economy, when to sell Bitcoin, money in college athletics, a lightning round of vacation thoughts, and much more!

Thanks to Global X for sponsoring this episode. To learn more about Global X’s entire suite of ETFs, visit: https://www.globalxetfs.com/)

Animal Spirits survey: https://www.surveymonkey.com/r/ZBBJ69Q)

Sign up for The Compound newsletter and never miss out: thecompoundnews.com/subscribe)

Subscribe to The Unlock newsletter: https://www.advisorunlock.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)