On Animal Spirits 308 Michael Batnick and Ben Carlson discuss debt ceiling drama, the best long-term investment, money market funds, catching a falling knife, 24 hour trading, why workers are happier than ever, the greatest wealth transfer in history, why wealth inequality will get worse, the best new movie we've seen in a long time and much more!
Thanks to Global X ETFs for sponsoring this episode. To learn more about their thematic strategies, visit: https://go.globalxetfs.com/l/750543/2023-05-02/8y4fqm
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► 00:00 - Global X ETFs Ad Read
► 00:51 - Intro and Future Proof
► 02:43 - The Debt Ceiling
► 04:18 - The Best Investment Right Now
► 10:03 - Capital Flows
► 13:26 - What Happens After the Final Rate Hike
► 16:17 - Corporate Bond Yield Curve
► 16:43 - Catching Falling Knives
► 19:08 - Robinhood 24/7 Trading
► 20:35 - Happy Workers
► 25:26 - The Coming Wealth Transfer
► 31:29 - Mortgage Rates
► 34:31 - AirBnb Earnings
► 39:39 - Disney Earnings
► 43:42 - Home Depot Earnings
► 45:01 - Apple and China
► 46:46 - Anxious Money
► 48:00 - Good Drivers
► 50:07 - Mike's Billion Dollar Idea
► 53:14 - Recommendations
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