On Animal Spirits 294 Michael Batnick and Ben Carlson discuss: the 60/40 making a comeback, permabearishness, housing market activity, the most hated economic expansion of all-time, context around tech layoffs, Tesla earnings, consumer spending, Michael's first résumé, and much more!
📈 This episode is sponsored by Helios. Learn more at https://heliosdriven.com/animalspirits
► 00:00 - Helios Ad
► 01:22 - The Market this Week
► 03:48 - Jeremy Grantham is STILL Bearish
► 06:21 - Homebuilders and Real Estate
► 07:25 - Michael's Stocks
► 08:03 - Consumer Debt
► 09:58 - Whole Foods
► 13:14 - Worst Stretch for Value vs Growth
► 14:25 - The 60/40 is BACK!
► 16:49 - The Most Hated Economic Expansion of All Time
► 18:17 - The Resilience of the American Economy
► 22:02 - NYC is Back!
► 24:12 - Fintwit Energy Takes and Hoping for Bad News
► 26:04 - Tech Layoffs
► 31:28 - Bitcoin
► 34:02 - AI
► 35:01 - Home Prices
► 39:57 - Earnings by Quartr
► 41:18 - Tesla Earnings
► 44:17 - Amex Earnings
► 45:08 - Visa Earnings
► 46:49 - Parenting Survey
► 50:29 - Car Market
► 53:08 - The Rise of Takeout
► 55:36 - Funny Résumé
► 56:03 - How Do You Keep Track of Your Trades?
► 57:07 - Mike's Funny Résumé
► 59:30 - Recommendations
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