On Animal Spirits 289 Michael Batnick and Ben Carlson discuss: the kid premium around the holidays, the most surprising things that happened in 2022, some thoughts on stocks vs. the economy for 2023, why consensus is wrong most of the time, the auto industry, why housing prices aren't falling faster, the year of the sequel, and much more!
► 00:00 - Kraneshares
► 00:39 - Holiday Banter
► 04:13 - What won’t happen in 2023?
► 05:55 - Consensus
► 11:45 - ETFs below their Covid lows
► 14:04 - Core PCE
► 19:07 - The Auto Industry
► 23:29 - The post-pandemic economy
► 26:27 - Tesla
► 27:52 - How automation impacts jobs
► 29:30 - Housing
► 40:29 - Airlines
► 43:29 - Great year for sequels
► 44:07 - Recommendations
This episode is sponsored by KraneShares. Visit https://kraneshares.com/ to learn more.
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