cover of episode A Once in a Lifetime Investment Opportunity (EP.385)

A Once in a Lifetime Investment Opportunity (EP.385)

2024/11/6
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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:沃伦·巴菲特的巨额现金储备不应被解读为市场即将下跌的信号。他的投资策略受多种因素影响,包括年龄、风险承受能力以及对市场走势的判断。他拥有长期的投资视野,与普通投资者不同,不应简单地将他的行为与市场走势直接关联。 Ben Carlson:虽然市场整体表现看似强劲,但深入分析后发现,大部分股票表现不佳,这凸显了选股的难度。市场表现的表面繁荣掩盖了潜在的风险,投资者应谨慎对待。 Ben Carlson:长期来看,便宜的股票往往跑赢昂贵的股票,但近年来这种趋势有所逆转。这可能是多种因素共同作用的结果,例如科技股的崛起、低利率环境以及投资者行为的变化等。需要进一步分析才能得出确切结论。 Michael Batnick:黄金和股票在不同时期表现各异,本十年是少数黄金和股票都表现良好的十年之一。未来走势仍存在不确定性,投资者应根据自身风险承受能力和投资目标做出决策。

Deep Dive

Chapters
Discussion on Warren Buffett's Berkshire Hathaway accumulating a large cash pile and whether it signals a defensive move or just part of his long-term strategy.
  • Berkshire Hathaway's cash pile tops $300 billion.
  • Buffett's investment in Apple could be the greatest investment of all time.
  • Buffett's conservative approach may not align with typical investor time horizons.

Shownotes Transcript

On episode 385 of Animal Spirits, Michael Batnick) and Ben Carlson) discuss: Warren Buffett's massive cash pile, the performance of the average stock this year, the Polymarket whale, markets in everything, Twitter replies now and then, the cost of college is going down, Bitcoin is still king, private equity in targetdate funds, politics vs. investing, and much more!

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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:

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