On Animal Spirits 290 Michael Batnick and Ben Carlson discuss: the terrible no good year that was 2022 for financial markets, some thoughts on what might happen in 2023, the 4 factors that should impact markets and the economy next year, why investors are still pouring money into Tesla shares, when luxuries turn into necessities and much more.
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► 00:00 - Intro
► 02:54 - Year End Review
► 08:34 - Best and Worst Performers of 2022
► 10:27 - Review of Michael's 2022 Predictions
► 14:37 - Michael's 2023 Predictions
► 21:00 - Index Funds
► 30:46 - Banks
► 31:19 - 2022 Job Market Data
► 32:34 - Where Could a Recession Come From?
► 35:18 - Post-Pandemic Work Culture
► 37:32 - Damar Hamlin
► 38:34 - Housing
► 52:32 - Recommendations
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