What the Hell Just Happened?! (EP. 490)
It is a general markets conversation from two Ritholtz Wealth Management employees who write regularly for advisors, covering the kind of narrative-versus-price questions clients tend to raise after a sharp down day. The episode also touches on election-related market commentary and positioning debates.
Summary
By the real estate & infrastructure deskEpisode 490 of the Animal Spirits podcast has hosts Michael Batnick and Ben Carlson running through a list of market and political topics, including how price action shapes the story investors tell, the midterm elections and the market's response, a data center backlash, and a Thursday stock market wipeout. They also discuss why people are often wrong about markets, recency bias in politics, and hedge funds blowing up.
- The hosts discuss how price sets the narrative around markets
- They cover the midterms and the market's response to them
- They talk about a data center backlash and Thursday's stock market wipeout
- They discuss recency bias in politics and hedge funds blowing up
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