On Animal Spirits 291 Michael Batnick and Ben Carlson discuss: Michael becoming famous for THE Bezos prediction, the case for no recession in 2023, the bullish case for stocks, the bearish case for stocks, false signals from an inverted yield curve, why this is not 1970s-like inflation, 2023 movies, and much more.
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► 00:00 - Looking at the Unemployment Rate on YCharts
► 01:53 - Mike Gets Famous (on CNBC)
► 07:41 - Will We Have a Recession in 2023?
► 10:26 - Housing
► 12:37 - Bond Market
► 13:37 - Earnings
► 14:52 - What's the Bear Case Right Now?
► 18:08 - International Stocks
► 19:36 - Net Income Contribution to S&P
► 22:30 - Household Spending
► 27:27 - Michael Gets Good Seats to See the Giants on the Road
► 32:45 - No Recession for Europe?
► 34:09 - Layoffs
► 36:26 - Silvergate
► 42:04 - Real Estate
► 46:07 - ChatGPT
► 49:00 - James Cameron
► 52:30 - Never Too Late to Get in Shape
► 57:37 - 2023 Movie Slate
► 58:29 - Recommendations
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