cover of episode The Bitcoiners Won (EP.386)

The Bitcoiners Won (EP.386)

2024/11/13
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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。
Topics
Michael Batnick和Ben Carlson讨论了2024年美国大选的结果,以及该结果对经济的潜在影响。他们分析了选民对经济现状的不满情绪,以及民主党在经济信息传递上的失误。他们认为,通货膨胀是影响选举结果的关键因素,公众更倾向于经济增长缓慢但物价稳定的局面。他们还讨论了未来经济衰退期间是否会再次采取财政刺激措施,以及其潜在影响。此外,他们还探讨了特朗普的经济政策可能带来的风险,以及其对利率和股市的影响。 Ben Carlson认为,民主党在经济信息传递上存在失误,未能有效回应民众对经济的担忧。他指出,一些经济学家的经济叙事与民意脱节,导致公众对民主党政府的经济政策不满。他还分析了拜登政府在经济方面取得的一些成就,但未能有效地进行宣传,这可能是导致其在选举中失利的原因之一。此外,他还强调了在分析选举结果时,应避免党派偏见,关注客观事实和数据。

Deep Dive

Chapters
The discussion revolves around the reasons behind Trump's election victory, including economic messaging by the Democrats, public sentiment, and the role of hindsight bias.
  • Public sentiment was largely dissatisfied with the economy despite strong performance.
  • Economists and political parties failed to effectively communicate the economy's positive aspects.
  • Global inflation and economic policies played a significant role in shaping public perception.

Shownotes Transcript

On episode 386 of Animal Spirits, Michael Batnick) and Ben Carlson) discuss: why Trump won, how the Dems fumbled the economic messaging, how this will impact recession spending moving forward, 30% gains in the stock market, credit spreads, the reflation trade, how many people understand tariffs, how Bitcoin won, tiny houses, Mighty Ducks, and much more!

This episode is sponsored by Roundhill Investments and Fabric by Gerber Life.

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Ben Carlson’s A Wealth of Common Sense)

Michael Batnick’s The Irrelevant Investor)

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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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