Talk Your Book: Will AI Debt Cause a Recession?
On this episode of Animal Spirits: Talk Your Book, Michael Batnick and Ben Carlson are joined by JP Morgan's Bill Eigen to discuss: how to be opportunistic in the bond market, why cash is still attractive, the cause of the next recession, tech companies gorging on debt and more.
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Michael Batnick’s The Irrelevant Investor
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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. See our disclosures here:
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JP Morgan Disclosure:
As of 9/30/2026 the JPMorgan Strategic Opportunity Fund (I shares) annualized returns are as follows: 3.28% for the 1yr period; 3.46% for the 5yr period; 2.89% for the 10 yr period.
Gross expenses: 0.85%
Past performance does not guarantee future results. Investment values may fluctuate, and shares may be worth more or less than their original cost when sold. For current month-end performance, call 1-800-480-4111.
Review the prospectus for details on objectives, risks, charges, and expenses before investing in a mutual fund. Call 1-800-480-4111 for a prospectus. Read it carefully before investing.
Investment Risk: International and emerging market investments involve higher risks, including greater volatility, lower liquidity, and potential impacts from currency, accounting, and tax differences. High-yield (“junk”) bonds are rated below investment grade and offer higher yields but carry greater risk.
JPMorgan paid for participation in the production of this podcast
For more information visit J.P. Morgan Asset Management.
JPMorgan Distribution Services, Inc.; member FINRA
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