On episode 314 of Animal Spirits, Michael Batnick and Ben Carlson discuss why the bond market isn't always the smart money, some more good news on the inflation front, why lifestyle inflation is at all-time highs, talking ourselves out of a boom, why smart people have a hard time admitting they are wrong, Bitcoin ETFs, credit card reward point inflation, the most charismatic actor of all-time, and much more!
Thanks to YCharts for sponsoring this episode! Check out YCharts' latest research on which portfolios and asset classes perform best during Fed Rate Hike Cycles: https://go.ycharts.com/managing-rising-rate-environments?utm_source=Ritholtz
🌴 Pick up your Tropical Bros X Animal Spirits shirt here: https://tropicalbros.com/collections/animal-spirits/products/super-stretch-animal-spirits-hawaiian-shirt
► 00:00 - YCharts Ad Read
► 01:04 - Intro/Future Proof
► 03:27 - Market Strength
► 06:30 - Is the Bond Market Really So Smart?
► 08:35 - Inflation
► 13:11 - Credit Cards
► 18:00 - Where's the Recession We Were Promised?
► 26:34 - Why Crypto Needs TradFi
► 31:50 - Housing
► 37:55 - The Rental Market
► 41:11 - Silicon Valley Bank Collapse and Sequoia
► 41:45 - FIRE
► 44:16 - Is Steve Carell Funny?
► 45:27 - Netflix Stock
► 48:28 - Recommendations
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