On Animal Spirits 293 Michael Batnick and Ben Carlson discuss: why the narrative changes for the economy on a weekly basis, the snapback rally in the stock market, trouble in the car market, the boom in entrepreneurship, putting tech layoffs into perspective, why the housing market might have a floor under it, and much more!
📈 This episode is sponsored by our friends at YCharts. Get 20% off your first subscription at: https://go.ycharts.com/animal-spirits-referral
► 00:00 - YCharts Ad
► 01:03 - Announcements
► 03:19 - The Narrative Vortex
► 04:54 - Is the Market Getting Ahead of Itself?
► 05:53 - Meta (Facebook)
► 06:49 - Netflix
► 07:58 - Euro Stoxx 600
► 08:51 - Homebuilders
► 09:27 - Investors Double Down on Tesla Stock
► 12:20 - Vanguard
► 13:10 - China Reopening
► 15:10 - Why Weren't There More Fund Blowups in 2022?
► 17:30 - Fed Funds and Unemployment
► 19:10 - Retail Sales
► 20:49 - Car Ownership
► 26:57 - The Economy
► 39:20 - Bitcoin
► 46:50 - Housing and Mortgage Rates
► 51:02 - Quartr Earnings Recap
► 54:57 - Streaming Debt
► 56:28 - Used Vehicle Value Outlook
► 57:24 - Credit Card Interest Rates vs Savings Rates
► 59:03 - Good News About Cancer Mortality Rates
► 59:57 - Mike's Bad Steakhouse Experience
► 01:04:16 - Movies and TV
► 01:08:47 - Oscar Nominees
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Investing involves the risk of loss. This podcast is for informational purposes only and should not be or regarded as personalized investment advice or relied upon for investment decisions. Michael Batnick and Ben Carlson are employees of Ritholtz Wealth Management and may maintain positions in the securities discussed in this video. All opinions expressed by them are solely their own opinion and do not reflect the opinion of Ritholtz Wealth Management.
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