On Animal Spirits 306 Michael Batnick and Ben Carlson discuss never shorting junk food, a purgatory market, why spending isn't slowing down, our first mortgage rates, the fall of First Republic, and much more!
This episode is sponsored by Simplify. Learn more about Simplify ETFs at: https://www.simplify.us/etfs/svol-simplify-volatility-premium-etf
►00:00 - Simplify Ad Read
►00:57 - Intro and Austin, TX Talk
►02:29 - First Republic Bank
►04:54 - The Same Old Market Arguments
►09:08 - Bear Market Lessons
►13:08 - Larry Summers on the Market
►16:11 - Pepsi vs Coke
►17:50 - Americans and Junk Food
►19:41 - Druckenmiller and Admitting When You Were Wrong
►23:17 - Still No Recession
►26:02 - GDP by Component
►27:08 - Trucking Demand
►34:08 - Great Quartr Guys
►35:51 - Spotify Earnings
►37:55 - Chipotle
►40:33 - Amazon
►42:35 - The 1%
►46:17 - Netflix is the King
►50:41 - Recommendations
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