Oct 5, 2022
In this episode of the Top of Mind podcast, Mike Simonsen sits down with Michael Batnick from The Irrelevant Investor to talk about how today’s economic turmoil is affecting the financial and real estate markets. Michael shares his thoughts and insights into where the economy is going, offers his take on the Fed’s recent aggressive moves, and provides some wisdom on what consumers can do to come out ahead in a volatile market.
About Michael Batnick
Michael Batnick is a Managing Partner at Ritholtz Wealth Management and a highly influential financial markets commentator. He is the Author of The Irrelevant Investor and Co-host of the podcasts Animal Spirits and The Compound & Friends.
Here’s a glimpse of what you’ll learn:
- Where Michael Batnick sees the broader economy going and what we should be planning for
- Leading indicators to watch for a potential recession
- Whether the Fed is making mistakes with interest rates right now
- How real estate is different than other types of assets in a portfolio
- Why cashing out your portfolio is “poison” as a strategy
Featuring Mike Simonsen, CEO of Altos Research
A true data geek, Mike founded Altos Research in 2006 to bring data and insight on the U.S. housing market to those who need it most. The company now serves the largest Wall Street investment firms, banks, and tens of thousands of real estate professionals around the country. Mike's insights on the market have been featured in Forbes, New York Times, Bloomberg, Dallas Morning News, Seattle PI, and many other national media outlets.
Resources mentioned in this episode:
- Michael Batnick on LinkedIn
- Ritholtz Wealth Management
- The Irrelevant Investor
- Animal Spirits Podcast
- The Compound & Friends
- Trillion Dollar Triage: How Jay Powell and the Fed Battled a President and a Pandemic — and Prevented Economic Disaster by Nick Timiraos
- Conor Sen on the Top of Mind podcast
- Mike Simonsen on LinkedIn
- Altos Research
Follow us on Twitter for more data analysis and insights:
https://twitter.com/altosresearch
https://twitter.com/mikesimonsen
See you next week!