Did Trump Blink? (EP. 405)

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Mar 26, 2025

Discover how to become indispensable in the workplace while exploring the stock market's recent resurgence. The hosts delve into the intriguing dynamics of international stocks and consumer behavior, emphasizing that actions speak louder than words. They reflect on both the emotional aspects of investing during fluctuations and the unique challenges in the housing market today. With a sprinkle of humor, they touch on contemporary youth pressures and fondly reminisce about their favorite TV shows, creating a rich tapestry of insights.

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INSIGHT

Diversification and Market Performance

European stocks recently outperformed U.S. stocks significantly, a rare occurrence.
Diversification is crucial because it's difficult to predict future market winners.

INSIGHT

Stock Ownership: US vs. Europe

U.S. households own a much larger percentage of stocks compared to UK and Euro area households.
This difference suggests potential future growth in foreign stock ownership.

INSIGHT

Evolution of Stock Ownership

Household stock ownership has shifted from direct holdings to ETFs and mutual funds.
This trend indicates an evolution in how individuals participate in the stock market.

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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 animalspirits@thecompoundnews.com 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.

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