On Animal Spirits 303 Michael Batnick and Ben Carlson discuss corrections during election years, whether or not we're currently in a recession, rich boomers, Twitter takes on Substack, Succession's last season, 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 Read
► 01:07 - Michael Is Getting Old
► 02:16 - Market Corrections During Midterm Election Years
► 05:20 - Where We Are in the Drawdowns
► 07:18 - Market Events
► 08:10 - Stock Picking
► 11:04 - Would Your Rather Outperform During a Bear Market or Bull Market?
► 12:01 - European Stocks
► 14:57 - Reverse Repo Explained
► 17:11 - 3612% Return
► 20:24 - Is the US Currently in a Recession?
► 23:18 - A Historically Rapid Recovery
► 31:24 - Commercial Real Estate
► 35:02 - Marco Island Real Estate
► 35:59 - Boomers are Loaded
► 41:28 - Housing
► 45:57 - Airbnb
► 48:44 - Car Stuff
► 54:09 - Elon vs Substack
► 55:07 - Recommendations
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