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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26 Comments
📈 This episode is sponsored by Kelly ETFs. Visit https://www.kellyetfs.com/ to learn more.
see you guys at the next crypto top
Turn all the BBBY stores into metaverse Lazer tag arenas. 😅
Sounds like a great Saturday
I was rooting for Michael to break Cal Ripken's streak. Yet another disappointment. First it was the Bengals, now this.
LOL invite with early times… such events likely have more women attending
Love Batnick, but I will always find his ability to checks notes : Not understand how middle names work – hilarious
Mike's car story… very New York. Similar times coming back from JFK lol
title assures me near term top is in
Lou Diamond Phillips proves the Batnick Rule of Double Barrel Last Names.
Lou Phillips that's not him, that guys works on your breaks.
Diamond Phillips that guy will get you in a nice used Camper or maybe a Cadillac.
puss and boots is supposed to be good but Pearl is solid
Regarding the Superbowl, the bad turf snuffed out the defense on both sides.
The S&P drops 1.38% the day after this video lol
Shoe’s, no socks is Ben’s worst take since Chat GPT
Roku should find a way to do the bundle 1:00:35
Ben, old skool is so underrated. Re watched it and was laughing the entire time. 40 year old virgin I recently rewatched and I can't believe how good it was.
If Ben wanted to host next week's episode with special guest host Kyla Scanlon I wouldn't mind.
2015 – bought SQ at 13 and sold at 14 because I got spooked by the crashing markets in early 16. Will sting forever everytime I read my journal.
Enjoy Disney, Batnick. Two words: guest host
Y'all need to reach out to the Bay Area "tech"workers. It's pretty bad in terms of the industry and area. High earners are in. But middle and low jobs are cut and not hiring. I don't seem to find what industry is even hiring. Any input would be appreciated. Jobs went from 100s open to <20
"My sneakers would turn to mush" I feel you Michael
I love Michaels' "karen" stories
A lot of WallstreetBets crowd buying 0DTE’S because they’re cheap and you can 10x your money if you catch it right.
18:58 Are you just learning about Google Lens lol It can pick up pages from books and symbols or landscapes and then gives you links to related topics. A great tool to use in College… 10 years ago lol It's been around forever.
I am reading psychology of $ and was surprised by the multiple Michael batnick quotes
Im surprised you guys didn't know about those 0dte options, they've been popular on WSB far before the meme stocks craze made wsb mainstream. I'm guessing the far lower cost and potential for a high payout in a small timeframe is why they have become even more popular. Better than people going to a casino and playing those rigged slot machines imo.