On Animal Spirits 296 Michael Batnick and Ben Carlson discuss inflation, the coming AI bubble, bear market strategies, Fleishman in real life, the economics of parking spaces, dad life, and much more!
📈 This episode is sponsored by Kelly ETFs. Visit https://www.kellyetfs.com/ to learn more and check out their Talk Your Book episode at: https://podcasts.apple.com/us/podcast/talk-your-book-investing-in-science-fiction/id1310192007?i=1000581367318
► 00:00 - Chicago
► 01:02 - Kelly ETFs Ad
► 02:31 - Miami
► 03:42 - Inflation, Inflation, Inflation
► 14:19 - Neither a Bull or Bear Market
► 15:10 - Google and the Coming AI Bubble
► 20:24 - Soft Landing Basket
► 23:44 - Zero Day Options (0DTE)
► 25:17 - Covered Call Funds
► 27:42 - Average US Equity Holding Period
► 29:42 - Jobs
► 30:15 - Department Stores and the Retail Landscape
► 32:53 - Tech Layoffs
► 34:32 - Richcession
► 39:04 - Crypto Asset Flows
► 41:41 - Real Estate
► 46:08 - Survey of the Week
► 46:45 - Dad Life
► 50:57 - Michael Takes a Fake Uber
► 52:12 - Michael Goes to the Chiropractor
► 54:51 - The Real Life Fleishman
► 56:42 - Cutting Down on Food Delivery
► 57:17 - 21% Increase in Babysitting Rates
► 57:58 - THE TRUCKS ARE TOO BIG
► 59:42 - The Death of Showtime
► 01:00:57 - Michael's Trading Journal
► 01:02:36 - Recommendations
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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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