Barry Ritholtz: Market Crises, Clickbait, & Behavioral Economics

Barry Ritholtz: Market Crises, Clickbait, & Behavioral Economics

Barry Ritholtz is Founder and CIO of Ritholtz Wealth Management. He is also a long-time market analyst, commentator, and expert on behavioral economics principles as they apply to investing. In this insightful interview, Barry discusses the perils of paying too much attention to “hair on fire” headlines like recent ones about China’s credit issues, rising interest rates, and the risk of recession. He notes that “The clickbait stuff is entertaining, but it’s not how we manage assets and it’s not how individuals should manage their own assets.” Barry also discusses how humans are wired to make quick judgments, use pattern recognition, and overreact to certain stimuli because that aided in our evolution and survival as a species. The problem? “Things that worked great on the savannah, they don’t really work well in capital markets.” Our talk then pivots to Barry’s outlook for Federal Reserve policy, why he thinks a higher inflation target than 2% makes sense, how the 60/40 portfolio didn’t really “fail” last year, and what investors can do now to adapt to a higher-rate, higher-stimulus market environment. Finally, Barry gives a sneak peek at what he’ll discuss at the MoneyShow/TradersEXPO Orlando, set for Oct. 29-31, 2023 at the Omni Orlando Resort at ChampionsGate. Visit www.OrlandoMoneyShow.com for more information.

Denne episoden er hentet fra en åpen RSS-feed og er ikke publisert av Podme. Den kan derfor inneholde annonser.

Episoder(105)

Top Pros Top Picks: Jeff Hirsch, Joe Markman, Matt Timpane (X Space with WOLF Financial)

Top Pros Top Picks: Jeff Hirsch, Joe Markman, Matt Timpane (X Space with WOLF Financial)

23 Jan 202531min

Robert Bryce: Energy Investing During Trump 2.0

Robert Bryce: Energy Investing During Trump 2.0

Trump 2.0 has officially begun...and everything from stocks to currencies to crypto is moving in response. But what about ENERGY? How will underlying commodities like crude oil and natural gas – not t...

23 Jan 202518min

Yardeni Research's Eric Wallerstein: Stock Market at a Crossroads

Yardeni Research's Eric Wallerstein: Stock Market at a Crossroads

The stock market is at a crossroads. After the strongest back-to-back years for the S&P 500 since the late 1990s, investors are wondering what to expect in 2025. Will higher productivity, stronger ear...

16 Jan 202517min

Blake Morrow: Higher-Probability Trading in FX, Crypto, Stocks, & Bonds

Blake Morrow: Higher-Probability Trading in FX, Crypto, Stocks, & Bonds

The best traders “stack” probabilities in their favor – using different types of analysis and multiple trading signals to increase their chances of success. They know how to manage risk. And they don’...

19 Des 202419min

David Keller: Advice for Traders Amid Dow 45K, Nasdaq 20K, and Bitcoin $100K

David Keller: Advice for Traders Amid Dow 45K, Nasdaq 20K, and Bitcoin $100K

S&P 6,000. Nasdaq 20,000. Dow 45,000. And of course, Bitcoin $100,000. We’ve seen a lot of big, round numbers fall in 2024 – and not just in the stock market. But what’s happening BEHIND the curtain? ...

12 Des 202415min

Steve Sosnick: Options – Volatility, Valuations, & Trading Tactics

Steve Sosnick: Options – Volatility, Valuations, & Trading Tactics

Steve Sosnick is now Chief Strategist at Interactive Brokers, which entails writing about and talking about key developments in financial markets. But his options market experience spans decades, with...

5 Des 202425min

Matt Hougan: Crypto's "Gamechanger" Moment & What's Next in a Pro-Crypto Regime

Matt Hougan: Crypto's "Gamechanger" Moment & What's Next in a Pro-Crypto Regime

A pro-crypto president. A pro-crypto Congress. A pro-crypto SEC. That’s what the cryptocurrency industry will soon benefit from in this “Gamechanger” moment, according to Matt Hougan, Chief Investment...

29 Nov 202414min

Brian Lund on Trading: Why Our Biggest Enemy is Always the Person in the Mirror

Brian Lund on Trading: Why Our Biggest Enemy is Always the Person in the Mirror

If you’re a trader, you’re constantly doing battle with ONE enemy. An adversary who can make things more complicated than they need to be...who can be distracted by narratives, politics, and irrelevan...

21 Nov 202415min

Populært innen Business og økonomi

stopp-verden
lydartikler-fra-aftenposten
dine-penger-pengeradet
e24-podden
rss-penger-polser-og-politikk
rss-borsmorgen-okonominyhetene
rss-skravla-gar
pengepodden-2
livet-pa-veien-med-jan-erik-larssen
finansredaksjonen
utbytte
okonomiamatorene
rss-pa-konto
tid-er-penger-en-podcast-med-peter-warren
morgenkaffen-med-finansavisen
liberal-halvtime
lederpodden
pengesnakk
rss-impressions-2
stormkast-med-valebrokk-stordalen